Microsoft, Palantir Lead Dan Ives’ New List Of AI-Era Winners

• In a post on the X platform, Ives highlighted 10 major technology companies with the strongest potential in the AI era. 
• Microsoft tops the ranking, with its extensive cloud infrastructure and enterprise footprint giving an advantage.
• Nvidia bagged the third place for its continued dominance in AI hardware.

Dan Ives, managing director at Wedbush Securities, on Tuesday identified a new group of companies he believes are best positioned to benefit from the artificial intelligence revolution.

In a post on the X platform, Ives highlighted 10 major technology companies with the strongest potential as AI adoption accelerates across enterprise, consumer, and cybersecurity markets.

Top Picks Reflect Broad AI Momentum

The list ranges from hyperscale cloud leaders to semiconductor innovators and cybersecurity specialists, forming a diversified roadmap for investors seeking exposure to the sector.

Microsoft Corp. (MSFT) tops the ranking, thanks to its extensive cloud infrastructure and enterprise footprint, which give it an advantage as businesses deploy AI tools at scale. 

Microsoft stock inched 0.8% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock shifted to ‘bearish’ from ‘neutral’ territory the previous day. Message volume changed to ‘low’ from ‘normal’ levels in 24 hours. 

Palantir Technologies Inc.(PLTR) follows. The company is known for its deep government and commercial partnerships, positioning it at the center of mission-critical AI decision systems.

Chipmakers Drive Core Innovation

Nvidia Corp.(NVDA) bagged the third place for its continued dominance in AI hardware, with Ives noting that its chips are fueling the AI revolution. Advanced Micro Devices Inc. (AMD) also featured, as Ives expects it to expand its foothold in the AI arms race.

Companies with strong consumer ecosystems also appear on the list. Tesla Inc. (TSLA) is highlighted for its autonomous driving efforts and robotics ambitions, while Apple Inc. (AAPL) is noted for integrating AI-based features across its hardware and services. 

Ives added that Meta Platforms Inc. (META) may be undervalued, suggesting its long-term monetization strategy is only beginning to take shape. The list also includes Alphabet Inc. (GOOGL), CrowdStrike Holdings Inc. (CRWD), and Palo Alto Networks Inc. (PANW).

Also See: TSMC Takes Legal Action Against Former Executive For Allegedly Sharing AI Chip Tech With Intel: Report

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