智通财经网·2025-08-19 06:38Group 1: Core Insights - Wedbush Securities has added CrowdStrike, Roblox, GE Vernova, and Nebius to its IVES AI 30 list, which highlights companies expected to shape the AI industry in the coming years [1][2] - The IVES AI 30 list was initially launched in May, featuring major companies like Apple and Nvidia, along with Chinese firms such as Alibaba and Baidu [1] - The firm also launched the Dan Ives Wedbush AI Revolution ETF focused on artificial intelligence [1] Group 2: Newly Added Companies - CrowdStrike (CRWD.US): The company is demonstrating strategic advantages in capitalizing on the AI revolution through modular expansion in its core cybersecurity business, particularly with its data protection module and Charlotte AI product [1] - Roblox (RBLX.US): The platform has created an attractive incentive system for developers, and its AI-driven discovery mechanism is expected to drive user growth and enhance monetization capabilities in the coming quarters [2] - GE Vernova (GEV.US): The company is strategically positioned in the grid management solutions sector, benefiting from the surge in electrification demand driven by large-scale data center construction [2] - Nebius (NBIS.US): The demand for the company's AI infrastructure services remains strong, with plans to expand data center capacity in the coming years, as service demand exceeds current supply capabilities [2] Group 3: Removed Companies - C3.ai (AI.US): The company is facing significant financial impacts due to a sales team restructuring and the resignation of CEO Thomas Siebel, leading to a belief that its development is encountering a slowdown, although long-term prospects remain optimistic [2] - CyberArk (CYBR.US): The company was removed from the list following the announcement of a $25 billion acquisition by Palo Alto Networks, which is already part of the IVES AI 30, thereby strengthening its market position [2] - Adobe (ADBE.US): The company is experiencing disruptive impacts from AI technology on its product lines, which may affect growth trajectories and free cash flow generation, with a slower-than-expected AI transformation [3] - Elastic (ESTC.US): Despite increased government spending on software and AI, the company's public sector business shows signs of slowing down, leading to the identification of more promising alternatives for the IVES AI 30 list [3]