Wedbush Securities analyst Dan Ives has issued a list of technology stocks investors should own between now and year’s end.
TipRanks Black Friday Sale
Ives, who is a notorious Wall Street bull, remains constructive on the U.S. technology sector, arguing that despite rising talk of a bubble in artificial intelligence (AI), the market is still in the early innings of a multi-year investment cycle and technological transformation.
Ives writes in a new report that “it is still very early days in the AI Revolution,” noting that more companies are discovering use cases for AI technologies, and that will drive “the next wave of massive AI strategic deployments.” He highlights that capital expenditures from technology companies are set to reach “$550 billion to $600 billion for 2026,” and predicts a “tidal wave of AI-related spending from governments.”
Drum Roll, Please
Along with his bullish comments about AI, Ives lists 10 stocks that every investor should own as we head into the final month of 2025. These include a mix of chipmakers, cybersecurity names, and mega-cap technology companies known as the “Magnificent Seven.”
The stocks on Ives’ list, in alphabetical order, are: Advanced Micro Devices (AMD), Alphabet (GOOGL), Apple (AAPL), CrowdStrike (CRWD), Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), Palantir (PLTR), Palo Alto Networks (PANW), and Tesla (TSLA).
Ives concludes that Wedbush remains “firmly bullish on tech stocks into year-end and 2026,” despite what he calls “investor bearish fears.”
Is AAPL Stock a Buy?
The stock of Apple has a consensus Moderate Buy rating among 35 Wall Street analysts. That rating is based on 21 Buy, 12 Hold, and two Sell recommendations issued in the last three months. The average AAPL price target of $289.17 implies 3.74% upside from current levels.
Read more analyst ratings on AAPL stock
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