Dan Ives Updates AI 30 Winner List Ahead Of 2026: SoundHound, ServiceNow, Salesforce Removed

• Dan Ives removed SoundHound, ServiceNow, and Salesforce from the IVES AI 30 winner list.
• He added CoreWeave, Iren, and Shopify to the list. 
• Software companies like MongoDB and Innodata, along with cybersecurity providers like Palo Alto and Zscaler, are also included in the list. 

Dan Ives, managing director at Wedbush Securities, announced an update to his IVES AI 30 winner list, reflecting changes in the quarterly review as investors prepare for 2026.

In a post on X on Monday, Ives announced adjustments to highlight shifts in the companies leading the artificial intelligence sector.

Changes Highlight Market Shifts

The updated AI 30 list removed SoundHound Inc. (SOUN), ServiceNow Inc. (NOW), and Salesforce Inc. (CRM), and added CoreWeave Inc. (CRWV), Iren (IREN), and Shopify Inc. (SHOP).

This reshuffling reflects changing momentum and perceived AI leadership among key technology players.

CoreWeave and Shopify have been recognized for their AI applications and cloud-based infrastructure support, while Iren is emerging in energy-focused AI solutions.

The list includes prominent AI players such as Nvidia, Microsoft, Google, Meta, AMD, and TSMC. Software companies like MongoDB, Innodata, along with cybersecurity providers like Palo Alto Networks and Zscaler are also included in the list. 

Potential Tech Rally In 2026

In a previous post on the X platform, Ives said Big Tech is expected to remain the dominant force in financial markets next year. 

He anticipates another year of robust gains, projecting that major technology names could climb roughly 20% in 2026 as AI expands into broader commercial uses. The Nasdaq-100 Technology Sector index (NDXT) has gained over 21% year-to-date. 

Last week, Ives produced a list of ten companies, ranging from hyperscale cloud leaders to semiconductor innovators and cybersecurity specialists, forming a diversified roadmap for investors seeking exposure to AI.

Also See: AI Startup Runway Outshines Industry Giants With Gen 4.5 Video AI

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