Wedbush has issued strong recommendations for 16 artificial intelligence (AI)-related stocks, including NVIDIA (NVDA.US) and Palantir Technologies Inc. (PLTR.US), advising investors to capitalize on "AI revolution" investment opportunities through these targets for the remainder of this year and early 2026.

The analyst team led by Daniel Ives stated: "We believe the AI revolution is entering the next growth phase. On one hand, tech giants' capital expenditure (capex) is surging like a tidal wave; on the other hand, enterprise AI application cases across various industries are experiencing explosive growth. These two factors are jointly driving the emergence of a batch of AI track winners in the technology sector."

The analysts noted that market dynamics over the past six weeks have provided key evidence for their "bullish AI revolution thesis" — cloud computing giants including Microsoft (MSFT.US), Amazon (AMZN.US), and Google under Alphabet (GOOGL.US) are leading an unprecedented capital expenditure cycle.

The analysts further added that NVIDIA's strong earnings report released last week, along with CEO Jensen Huang's interpretation of market demand, indicate that AI sector spending is no longer limited to tech giants but is gradually extending to scenarios including governments worldwide, enterprises, energy sector capacity building, and overall infrastructure construction.

Ives and his team stated: "This confirms our view — over the next 3 to 6 months, the 'second, third, and fourth-tier derivative opportunities' of the AI revolution will gradually emerge."

Below are the targets highlighted by Wedbush, which the firm believes are "the best choices for capitalizing on the AI revolution from the remainder of this year through early 2026, and are highly valuable holdings in the technology sector":

**Most Worth Holding AI Software Stocks:** Palantir Technologies Inc. (PLTR.US), MongoDB (MDB.US)

**Top AI Chip Stocks:** NVIDIA (NVDA.US), AMD (AMD.US)

**Targets Expected to Dominate Consumer AI:** Meta Platform (META.US)

**Quality Cybersecurity Stocks Under AI Theme:** CrowdStrike (CRWD.US), Palo Alto Networks (PANW.US)

**AI Large-Cap Stocks Worth Watching Before Year-End:** Alphabet (GOOGL.US), Microsoft (MSFT.US)

**Targets Expected to Achieve AI Business Transformation:** Apple (AAPL.US), Tesla (TSLA.US)

**Quality AI Energy Sector Targets:** Oklo (OKLO.US), GE Vernova (GEV.US)

**Undervalued AI Robotics Concept Stocks:** Serve Robotics (SERV.US)

**Quality Infrastructure Stocks Under AI Theme:** CoreWeave (CRWV.US), Nebius (NBIS.US)

The analysts stated that current AI sector growth is primarily driven by a few major US tech giants, with these companies' capital expenditure scale approaching $350 billion this year. As more global enterprises and governments join the AI investment ranks, the "follow-up forces" in this sector are gradually entering the field.

Ives' team noted: "Bears may be concerned about current valuations and skeptical about this historic rally in tech stocks, but we want to emphasize — if you judge valuations solely based on next year's price-to-earnings (P/E) ratio, you would have missed every transformative growth tech stock over the past 20 years."

The analysts further pointed out that targets like Palantir Technologies Inc. will see their earnings growth over the coming years further support their valuations. While the market may experience some degree of correction, "given that Palantir's core AI technology is disrupting the software industry landscape like an 'earthquake,' we believe the company's market capitalization could potentially break through $1 trillion within the next 2 to 3 years."