As the world continues to embrace the transformative power of artificial intelligence (AI), investment firm Wedbush Securities has revised its IVES AI 30 winner list for 2026. This quarterly update, effective December 1, 2025, reflects the dynamic shifts in the AI-driven technology landscape.
Key Additions to the IVES AI 30
Wedbush has introduced three new companies to its prestigious roster of AI-forward businesses:
- CoreWeave: A leader in AI infrastructure and cloud computing, CoreWeave specializes in providing high-performance resources for AI applications.
- Iren: Focused on digital infrastructure, Iren is paving the way for the modern AI ecosystem with its innovative developments.
- Shopify: Leveraging AI to enhance e-commerce experiences, Shopify integrates intelligent tools to help businesses thrive in the online marketplace.
These companies replace SoundHound, ServiceNow, and Salesforce, signaling a shift toward sectors with a more immediate focus on AI monetization and infrastructure.
Wedbush’s Bullish AI Forecast
The analysts at Wedbush remain optimistic, projecting a 20% growth for technology stocks in 2026, primarily driven by AI monetization. As infrastructure investments made throughout 2025 begin to create new revenue streams, companies are expected to scale their AI adoption significantly in the coming year.
This growth aligns with what the firm describes as a technology capital expenditure supercycle, catalyzing industries toward what’s being referred to as the Fourth Industrial Revolution. Enterprises are exploring AI applications that promise to revolutionize processes, increase efficiency, and unlock new opportunities across sectors.
Debunking AI Bubble Concerns
Despite some industry critics raising alarms about a potential “AI bubble,” Wedbush confidently dismisses these concerns. The firm highlights fundamental growth drivers, such as robust capital expenditure and the vast potential of AI deployment, which collectively justify the ongoing bull market in tech.
Spotlight on CoreWeave
If you’re looking to explore companies transforming cloud computing and AI infrastructure, CoreWeave stands out as a rising star. Want to know more about their offerings? Check out their website here.
Looking Ahead: The Strategic Importance of AI
Heading into 2026, it’s clear that AI will continue to play a defining role in shaping business strategies worldwide. From cloud computing to e-commerce innovation, the companies featured in the updated IVES AI 30 List underscore the diverse applications and immense potential of artificial intelligence.
For investors and businesses alike, staying ahead of these trends will be crucial. As Big Tech leads the charge, the focus will remain on practical monetization and real-world applications of AI that can redefine industry standards.
