美股IPO·2025-12-30 04:48Core Viewpoint - Wedbush identifies Microsoft, Palantir, Apple, Tesla, and CrowdStrike as the top five companies to invest in the AI sector by 2026, alongside Nvidia [1] Group 1: Microsoft - Analysts led by Dan Ives believe Wall Street has underestimated Azure's growth potential and the AI-driven transformation expected by 2026, making Microsoft a favored large-cap tech stock for the coming year [3] - The fiscal year 2026 is anticipated to be a pivotal year for Microsoft's AI growth as CIOs schedule deployment projects [3] Group 2: Palantir - Wedbush sees Palantir, under CEO Alex Karp, continuing to make significant progress in government and commercial sectors, with potential to reach a market valuation of $1 trillion [3] Group 3: CrowdStrike - CrowdStrike is expected to benefit from AI as its product suite expands in the enterprise market, with analysts believing Wall Street has underestimated its growth potential [4] Group 4: Tesla - Wedbush forecasts Tesla's market value could reach $2 trillion in the coming months, and potentially $3 trillion by the end of 2026 in a bullish scenario due to advancements in autonomous vehicles and robotics [4] - The process of transitioning to AI-driven valuation for Tesla is believed to have already begun, with full self-driving and autonomous driving penetration among existing users seen as key growth drivers [4] Group 5: Apple - 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 to increase its stock value by $75 to $100 per share in the coming years [5] - Tim Cook is anticipated to remain CEO until at least the end of 2027 to guide Apple through a critical AI technology transformation [5]