Tech’s biggest bull lists his top 5 AI stocks for 2026. Nvidia isn’t one of them.

Wedbush Securities analyst Dan Ives, widely considered one of the biggest technology bulls, if not the biggest, on Wall Street has announced his top artificial-intelligence plays for 2026. Surprise: Nvidia

NVDA isn’t one of them.

“Heading into 2026 investors are both excited and nervous about the AI Revolution,” Ives wrote in a Monday note to investors, pointing to what he calls a potential fourth industrial revolution, as well as concerns over the capital needed to fund it.