Top Analyst Names 10 AI Stocks Ready to Explode

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•  29 Nov 2025
 

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Which AI stocks should you buy now? What are the best artificial intelligence stocks for 2025?
The debate around artificial intelligence investments has reached a fever pitch. While some industry giants warn of an investment bubble forming one top analyst has just named 10 AI stocks positioned to explode higher and his conviction couldn't be stronger.

Dan Ives from Wedbush Securities, one of Wall Street's most respected technology analysts has been covering technology stocks since the dot-com era, and his track record speaks for itself. His message right now is clear and direct: there is no AI bubble in 2025 and the artificial intelligence revolution is just getting started. These 10 stocks, he believes, are ready to capitalize on a massive expansion that most investors are only beginning to understand.

Is there an AI bubble?
The comparison to 1999 keeps coming up, but Ives argues it misses the fundamental difference. Back then, technology companies traded at extremely high valuations with business models that were largely unproven. Many had little to no revenue. Today's AI leaders are generating hundreds of billions in actual revenue with established operations and proven business models. The foundation is solid.

His prediction for AI spending is striking. How much will companies invest in AI?
By 2026, Ives expects investments from governments and businesses to reach somewhere between $550 billion and $600 billion. That represents massive growth from current levels. He describes the current moment in vivid terms, saying investors are underestimating what lies ahead. According to him, we are at the early stages of a long runway for growth.

Not everyone shares this optimism. Sam Altman from OpenAI recently cautioned that bubbles form when smart people get overly excited about a kernel of truth, suggesting some investors might be getting ahead of themselves with AI enthusiasm. Ray Dalio, the legendary hedge fund manager behind Bridgewater, also raised concerns about potential bubble conditions. Goldman Sachs conducted their own analysis and concluded no bubble exists yet, but the question continues to generate intense discussion across the investment community.

Ives has put his conviction into specific recommendations 10 AI stocks he expects to absolutely explode.

He selected ten technology stocks as his top picks, and the list reads like a who's who of the sector.

What are Dan Ives top stock picks?
$MSFT, $PLTR, $NVDA, $AMD, $TSLA, $AAPL, $META, $GOOGL, $CRWD, and $PANW make the cut. Notably absent from his list is $AMZN, despite being part of the Magnificent Seven group that has dominated market performance in recent years.

Why buy Microsoft stock?
Among the technology giants, Ives sees it as best positioned to capitalize on the adoption of AI tools across enterprise customers. The stock has experienced some weakness recently, down about 6% since early November, but it still shows solid gains of 16% year to date.

Is Palantir stock a buy?
His comments on Palantir are particularly bold. While acknowledging the stock trades at very high valuation multiples, Ives believes the company could reach a trillion-dollar market capitalization within two to three years. That would represent more than doubling from its current value of roughly $395 billion. He points to the company's expansion beyond its government roots into broader commercial markets as a key driver. His response to concerns about the valuation is straightforward: expensive valuations happen when order books are growing five times over.

Should you buy Nvidia stock now?
Nvidia remains at the heart of the AI infrastructure build-out. Ives argues the market is underestimating the company's future results because demand for AI chips continues to outstrip available supply. The stock has pulled back 11% since the start of November but maintains a strong 34.3% gain for the year. For investors wondering about competition, AMD appears on his list as well, positioned to capture market share as the intense demand for AI chips creates opportunities for multiple players.

Is Tesla a good investment?
Tesla presents a different angle entirely. Ives frames it as standing on the edge of its biggest growth phase ever, driven not by traditional automotive sales but by robotaxis, autonomous driving technology, and artificial intelligence applications. He considers it almost insulting to categorize Tesla simply as a car company given the breadth of its technology initiatives.

What are the best AI stocks for long-term growth?
The consumer technology giants also feature prominently. Apple leads in consumer-facing AI applications, while Meta's early investments in artificial intelligence are beginning to generate returns. Alphabet benefits from both its Gemini AI model and the custom chips it develops internally, positioning it at the forefront of the race. The stock has been particularly strong lately, up 13.6% since early November and showing a 68.7% return for the year.

Are cybersecurity stocks worth buying?
Cybersecurity represents another major theme in his selections. Both Crowdstrike and Palo Alto Networks use AI to enhance their security offerings, addressing what Ives sees as a critical need for organizations. Palo Alto, founded by Nir Zuk and currently acquiring Israeli firm CyberArk, uses artificial intelligence to integrate security products together in ways that drive growth. Crowdstrike offers AI-based cybersecurity that is becoming increasingly essential for modern organizations.

The performance of these stocks has been mixed recently. Several have pulled back since early November, with AMD down 16.4%, Palantir down 17.3%, and Palo Alto down 15.8% during that period. Yet most maintain strong year-to-date returns, with AMD up 77.4% and Alphabet up 68.7% for the year. This volatility is typical for high-growth technology stocks, and for those with longer time horizons, the recent pullbacks might represent entry opportunities.

How many companies are using AI?
One statistic Ives mentioned stands out: only about 3% of US companies currently have a clear path to implementing AI. If that number is accurate, it suggests the vast majority of potential adoption still lies ahead. The infrastructure is being built, the applications are being developed, and the business cases are being proven. For companies positioned to benefit from this shift, the opportunity could be substantial.

What are the risks of investing in AI stocks?
The risk, of course, is that expectations have run too far ahead of reality. High valuations leave little room for disappointment. If AI adoption happens more slowly than anticipated, or if returns on these massive investments take longer to materialize, stock prices could face significant pressure. The recent pullbacks in many of these names might be an early warning sign, or simply normal volatility in a strong uptrend.

How to invest in artificial intelligence stocks?
For investors trying to navigate this environment, the question becomes one of conviction and time horizon. Do you believe AI represents a fundamental shift in how businesses operate and create value? If so, volatility along the way becomes more tolerable. Are you confident in the specific companies positioned to capture that value? That determines which names belong in a portfolio.

The debate between bubble warnings and growth predictions will continue. What remains clear is that artificial intelligence is reshaping entire industries, creating winners and losers in the process. Whether Ives proves right about the scale and timing of this transformation will unfold over the coming years. For those willing to look deeper into these companies, understanding their competitive positions, financial health, and execution capabilities becomes essential before making investment decisions.

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