By Nauman Khan
Publication Date: 2025-12-30 12:29:00
This article first appeared on GuruFocus.
Wedbush is shining a spotlight on artificial intelligence as we head into 2026, highlighting Microsoft (NASDAQ:MSFT), Palantir (NASDAQ:PLTR), Apple (NASDAQ:AAPL), Tesla (NASDAQ:TSLA), and CrowdStrike (NASDAQ:CRWD) as top AI plays beyond Nvidia.
The firm sees Microsoft poised for a big AI leap next year, with Azure deployments moving from pilot projects to full-scale enterprise rollouts. Analysts led by Dan Ives noted growing demand from CIOs, signaling a potential inflection point for the Redmond tech giant.
Palantir is also on the radar, with steady traction across government and commercial contracts suggesting the company could scale significantly in the AI era. CrowdStrike is expected to benefit as cybersecurity needs expand alongside AI adoption, positioning its platform for broader enterprise growth.
On the consumer side, Tesla’s ambitions in autonomous driving and robotics are…
