Market Rebound Ignites AI Stock: 30 Top Picks for Investors

After a tariff-driven market scare, stocks are rebounding strongly, with tech leading the charge as investor confidence returns.

Wedbush’s Daniel Ives, a long-time bull on U.S. tech, calls AI the “Fourth Industrial Revolution”—a tech transformation unmatched in over 40 years. From chatbots to personalized retail and corporate efficiency, AI is unlocking vast opportunities for companies and investors.

Ives spotlights 30 tech leaders set to dominate six AI-driven sectors: hyperscale computing, software, consumer internet, cybersecurity, autonomous/robotics, and semiconductors/hardware.

Semiconductors & Hardware: Chipmakers are the foundation of AI's growth. $NVIDIA Corp(NVDA)$   leads, with $Advanced Micro Devices(AMD)$  , $Taiwan Semiconductor Manufacturing(TSM)$  , $Broadcom(AVGO)$  , and $Micron Technology(MU)$   also poised for gains. TSMC, the global chip foundry giant, is a key beneficiary of surging AI investments.

Over 15% of cloud services now embed AI, with 2025 capex expected to hit $325 billion, up 40% year-over-year. Ives states that the AI arms race is just beginning, citing booming data center demand. $Microsoft (MSFT.US)$ is ahead, but $Alphabet-C (GOOG.US)$, $Amazon (AMZN.US)$, and $Oracle (ORCL.US)$ are closing in.

Consumer Internet: AI’s consumer reach is expanding fast. Ives is bullish on $Apple (AAPL.US)$, predicting a quarter of the world’s population will access AI via its devices. $Meta Platforms (META.US)$ remains a demand powerhouse. In China, $Alibaba (BABA.US)$ could lead the AI race, with $Baidu (BIDU.US)$ as a strong contender.

Autonomous & Robotics: By 2033, autonomous tech and robotics could reach $3.22 trillion, growing 36% annually. $Tesla (TSLA.US)$ and nuclear startup $Oklo Inc (OKLO.US)$ are Ives' top picks.

Cybersecurity: As AI grows, so does the need for security. Ives recommends $Zscaler (ZS.US)$, $Palo Alto Networks (PANW.US)$, and $CyberArk (CYBR.US)$.

Software: By 2028, 1 billion apps could integrate generative AI. Ives’ winners include $Palantir (PLTR.US)$, $Salesforce (CRM.US)$, $IBM Corp (IBM.US)$, $ServiceNow (NOW.US)$, $Snowflake (SNOW.US)$, $Adobe (ADBE.US)$, $Pegasystems (PEGA.US)$, $MongoDB (MDB.US)$, $C3.ai (AI.US)$, $Elastic (ESTC.US)$, $Innodata (INOD.US)$, and $SoundHound AI (SOUN.US)$.

$Palantir (PLTR.US)$ jumped 8% Thursday, hitting a $281 billion market cap and cracking the top 10 U.S. tech firms, overtaking $Salesforce (CRM.US)$. It surpassed $Cisco (CSCO.US)$ and $IBM Corp (IBM.US)$ earlier this year. Q1 revenue climbed 39% to $884 million, with 2025 guidance at $3.89-$3.90 billion. Despite a post-earnings dip due to high valuations, the stock has nearly fully recovered.

AI's Big Month Ahead 

Starting May 18, “AI Month” brings key events: NVIDIA's Jensen Huang at Taipei Computex, Microsoft's Build Developer Conference (May 19-22), Google's I/O Conference (May 20-21), and NVIDIA's earnings on May 28. Deepseek's R2 model and NVIDIA's Project Digits AI supercomputer may also debut.

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