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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT

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From: Julius Wong	12/1/2025 10:56:45 AM
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CoreWeave, Iren added, Salesforce, ServiceNow removed from IVES AI 30 list heading into 2026: Wedbush Dec. 01, 2025 7:05 AM ET By: Ravikash Bakolia, SA News Edito Wedbush has added CoreWeave ( CRWV), Iren ( IREN) and Shopify ( SHOP) and removed SoundHound ( SOUN), ServiceNow ( NOW) and Salesforce ( CRM) while making quarterly adjustments to its IVES AI 30 ( IVES) winner list heading into 2026. "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. The analysts added that it is still very early days in the AI Revolution as more enterprise customers and chief investment officers, or CIOs, discover the role AI will play in their respective organizations, and this is set to drive the next wave of massive AI strategic deployments. "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," said Ives and his team. The analysts noted that the AI bubble fear is overblown, and they are expecting a strong 2026 tech year. "While the bears will continue to yell "AI Bubble" we continue to point to this tech cap-ex supercycle that is driving this 4th Industrial Revolution into the next few years. This is driving trillions of spending over the next few years and thus will keep this tech bull market thriving despite market fears," said the analysts.

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