Zhi Tong Cai Jing·2025-12-30 00:32Group 1 - Wedbush identifies Microsoft, Palantir, Apple, Tesla, and CrowdStrike as the top five companies to invest in the AI sector by 2026, alongside Nvidia [1] - The analyst team led by Dan Ives believes that Wall Street has underestimated Azure's growth prospects and the AI-driven transformation that Microsoft will undergo by 2026, making it a favored large-cap tech stock for the coming year [1] - Palantir is expected to progress towards a $1 trillion market cap as it continues to achieve significant advancements in government and commercial sectors [1] Group 2 - CrowdStrike is anticipated to benefit from AI as its product suite expands in the enterprise market, with Ives noting that cybersecurity is a secondary beneficiary of the AI revolution [2] - Wedbush projects Tesla's market cap could reach $2 trillion in the coming months, and potentially $3 trillion by the end of 2026 due to advancements in autonomous vehicles and robotics [2] - Apple is expected to leverage its vast consumer base of over 2.4 billion iOS devices and 1.5 billion iPhones to profit from AI, with potential increases in share value of $75 to $100 in the coming years [2]