Speaking on CNBC’s ‘Fast Money’, Wedbush analyst Dan Ives recently revealed that he believes that the AI revolution is hitting its next stage of growth. 2026, he noted, is going to be the year of AI monetization for the tech sector.
Ives forecast 20-25% upside for the Big Tech names, with an acceleration already seen in AI deals from hyperscalers in the recent weeks.
“We believe that 2026 will be another strong year for the tech trade with the AI Revolution front and center as the AI infrastructure getting built out throughout 2025 will lead to transformational monetization opportunities into 2026 and beyond,” said analysts led by Daniel Ives.
According to the analysts, these are still very early days in the AI Revolution as more enterprise customers and CIOs discover what role AI will be playing in their respective organizations. This will in turn drive massive AI strategic deployments in the future.
“In our view Big Tech will continue to lead the market in 2026 along with the 2nd/3rd/4th AI Revolution derivatives trades playing out with monetization and use cases front and center. We expect tech stocks to be up another 20% in 2026 as this next stage of the AI Revolution hits its stride.”
For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q3 2025.
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10. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders: 66
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 10 Buzzing AI Stocks on Wall Street. On December 1, KeyBanc raised the firm’s price target on the stock to $570 from $510 and kept an “Overweight” rating on the shares. The firm is optimistic about Crowdstrike’s role as a consolidator and leader in agentic SOC.
According to the firm, Crowdstrike is becoming a leader in its category and is best positioned to “deliver upon an agentic SOC strategy.” However, solid firm checks and positive qualitative feedback still aren’t strong enough to serve as a positive catalyst on earnings.
CrowdStrike (CRWD) will be reporting their next quarter earnings on Tuesday, December 02, 2025.
“We see opportunity for ~$255M NNARR in F3Q (+15% q/q, vs. 13% in FY22/FY24). Key questions for the call: update to FY27 NNARR guide of +20% y/y, expected FCF margins in FY27, M&A strategy (identity, network, observability), AI contribution, timing of transitioning to a Flexonly licensing model, Falcon re-flexes in the quarter…”
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leader in AI-driven endpoint and cloud workload protection.
9. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holders: 77
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Buzzing AI Stocks on Wall Street. On December 1, Morgan Stanley reiterated the stock as “Equal Weight” and raised its price target on the stock ahead of earnings on Tuesday to $86 per share from $76. “
“We expect strength in optical to continue, and are hopeful that the expectations shortfalls on Trainium are behind us.”
On the same day, shares of the stock rose after the company announced an expanded collaboration with Microsoft to extend cloud security services in Europe. These services will be powered by Marvell LiquidSecurity hardware security modules (HSMs), adding to existing cloud-based security offerings in Asia and North America.
“Marvell has been the pioneer in cloud-based HSMs and remains the industry leader. Common Criteria EAL4+ and eIDAS certifications represent the latest steps by Marvell in forging a more diverse and larger market for HSM services.”
-Michela Menting, senior research director at ABI Research.
Marvell Technology, Inc. (NASDAQ:MRVL) engages in the development and production of semiconductors, focusing heavily on data centers.