Top 10 AI stocks to pick at the end of the year, according to Wall Street Tech Bull magazine

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2025-11-29T10:15:05.061Z

  • Tech guru Dan Ives shares his top 10 AI stocks to pick at the end of the year.
  • He dismissed fears of an AI bubble and argued that we are still in the early stages of the AI ​​boom.
  • Microsoft, Nvidia, and Palantir lead the list of AI stocks poised for big gains in the future.

If you count yourself among the AI ​​bulls and see the recent market pullback as a buying opportunity, Dan Ives has a few stocks for you.

Concerns about AI capital spending and GPU depreciation have roiled the market in recent weeks, but in a note to clients on Wednesday, Wedbush Securities analysts dismissed talk of a bubble and highlighted the top 10 AI stocks as the market heads into year-end.

“Especially for someone like me who has covered tech stocks since the 1990s and witnessed the collapse of vendor funding models, the concerns about the AI ​​bubble are palpable,” Ives wrote. “However, this is not an AI bubble in our view, given that 1) the consumer AI revolution has not yet begun, 2) autonomous is just beginning, 3) robotics is still in the lab and poised to reach the mainstream in the next few years, 4) less than 5% of U.S. companies are actually on the AI ​​strategy path, and 5) globally the AI ​​revolution is just beginning to unfold.”

He added: “We believe this is a 1996 moment, not a 1999 bubble moment, and despite recent bearish investor concerns, we remain bullish on tech stocks through the end of the year and into 2026.”

Here are Ives’ top 10 AI stocks for the final week of 2025.

10. Palo Alto Networks


pltr


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Ticker: Panwoo

Year-to-date profit: +2%

Comment from Ives: “Platformization strategy + AI = 2026 growth equation”

9. Crowd Strike


congestion


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Ticker: CRWD

Year-to-date profit: +48%

Comment from Ives: “One of the best cybersecurity AIs on the market.”

8. Alphabet


Google


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Ticker: google

Year-to-date profit: +71%

Comment from Ives: “AI’s tailwinds are starting to blow. Gemini is real.”

7. Meta


meta


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Ticker: meta

Year-to-date profit: +8%

Comment from Ives: “It has been oversold due to capital investment concerns and is in the early stages of consumer monetization.”

6. Apple


Arple


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Ticker: AAPL

Year-to-date profit: +12%

Comment from Ives: “The consumer AI revolution passes through Cupertino”

5. Tesla


Tsura


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Ticker: TSLA

Year-to-date profit: +9%

Comment from Ives: “The future of autonomous driving and robots is right around the corner.”

4.AMD


in the morning


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Ticker: AMD

Year-to-date profit: +67%

Comment from Ives: “Convincing assessment of prospects for gaining market share in AI arms race”

3. Nvidia


NVDA


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Ticker: NVDA

Year-to-date profit: +30%

Comment from Ives: “A unique chip in the world that will accelerate the AI ​​revolution”

2. Palantir


pltr


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Ticker: PLTR

Year-to-date profit: +117%

Comment from Ives: “AI use cases start and end with Karp & Co.”

1.Microsoft


msft


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Ticker: MSFT

Year-to-date profit: +13%

Comment from Ives: “A hyperscaler perfectly positioned for AI enterprise deployments”





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