TLDR
- Wedbush adjusts IVES AI 30 stock list with CoreWeave, Iren, and Shopify joining for 2026
- SoundHound, ServiceNow, and Salesforce dropped from quarterly AI investment roster
- Analysts project 20% tech sector gains in 2026 as AI monetization accelerates
- Firm dismisses AI bubble warnings and highlights multi-year capital spending cycle
- Early-stage enterprise AI adoption expected to drive deployment growth through 2026
Wedbush Securities released its updated IVES AI 30 winner list for 2026. The investment firm made three additions and three removals in its quarterly portfolio adjustment.
CoreWeave, Iren, and Shopify earned spots on the revised list. SoundHound, ServiceNow, and Salesforce lost their positions in the December update.
CoreWeave, Inc. Class A Common Stock, CRWV
The changes reflect Wedbush’s outlook on which companies will benefit most from AI growth. Daniel Ives leads the analyst team that manages the list.
Wedbush predicts tech stocks will climb 20% in 2026. The firm credits the AI Revolution as the main catalyst for growth. Analysts say AI infrastructure investments made in 2025 will generate returns next year.
Enterprise AI Adoption Accelerates
The AI Revolution remains in early stages according to Wedbush. Enterprise customers and chief investment officers are still learning how to use AI. This discovery process will trigger large-scale AI deployments across organizations.
Big Tech firms will continue to dominate market performance in 2026. Secondary and tertiary AI investments will also gain momentum. Practical use cases and monetization strategies take center stage.
Wedbush expects the infrastructure built in 2025 to unlock new revenue opportunities. These monetization paths will extend beyond 2026 into future years. The firm sees a clear trajectory for AI implementation across industries.
Bubble Fears Rejected
Market skeptics warn of an AI bubble forming in tech valuations. Wedbush rejects these concerns as overblown and unfounded. The analysts point to concrete factors supporting their optimistic view.
A technology capital expenditure supercycle drives current market conditions. Wedbush characterizes this as the fourth Industrial Revolution. The spending cycle will persist for multiple years ahead.
Trillions of dollars will flow into AI investments over the coming years. This capital will keep the tech bull market alive despite widespread fears. The firm argues the spending is warranted by AI’s transformative capabilities.
New Additions Explained
CoreWeave specializes in AI infrastructure and cloud computing resources. The company provides computing power for AI model training and deployment. Iren operates digital infrastructure assets supporting technology operations.
Shopify runs an e-commerce platform that integrates AI features. Merchants use the service to build online stores and process transactions. The platform increasingly incorporates AI tools for business optimization.
The three departing companies occupy different market niches. SoundHound creates voice AI technology and audio recognition systems. ServiceNow delivers cloud-based workflow automation for business processes. Salesforce builds customer relationship management software for sales teams.
The IVES AI 30 list identifies companies poised to capitalize on AI expansion. Wedbush updates the list quarterly based on market developments. Selection criteria include AI deployment readiness and monetization potential.
The firm maintains confidence in technology sector performance for 2026. Analysts expect infrastructure investments to yield tangible results next year. Investment officers continue evaluating AI applications for their organizations.
Wedbush issued the updated IVES AI 30 list on December 1, 2025. The changes take effect immediately for the firm’s investment recommendations.
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