Dan Ives, the prominent technology analyst and former Wedbush Securities managing director, remains bullish on artificial intelligence despite growing concerns about stretched valuations. He has identified five tech stocks he expects to benefit from continued AI growth in 2027.
In a recent note published under his new venture, Yorkville Ives, the analyst called AI “the largest technology buildout in history,” according to Business Insider. He argued that its influence now extends beyond technology to capital investment, energy and government policy.
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Ives used a baseball analogy to suggest the AI boom is still in its early stages, describing it as the third inning of a nine-inning game.
Baseball, naturally, has its prospects. And Ives’ top five picks heading into 2027 are Apple (AAPL), CrowdStrike (CRWD), Microsoft (MSFT), Nvidia (NVDA) and Palantir (PLTR). All five have gained ground this year, but none more than CrowdStrike, which has surged 129%.
The cybersecurity company’s rally follows a difficult period that began in July 2024, when a faulty software update triggered a global IT outage that affected an estimated 8.5 million Microsoft Windows devices, grounding flights and disrupting businesses worldwide. CrowdStrike shares fell sharply in the aftermath, and several Wall Street analysts downgraded the stock over concerns about potential financial and legal fallout.
Shares have since climbed to nearly $270 following a 4-for-1 stock split in July 2026. CrowdStrike’s recovery has been supported by rising demand for AI-related cybersecurity services, broader adoption of its Falcon platform and strong revenue growth, including record net new annual recurring revenue.
As Business Insider reported, the list is a significant departure from Ives’ June recommendation, when he was still at Wedbush Securities. Palantir is the only company to appear on both lists.
Still, Ives says he sees opportunities beyond his top five picks, particularly in enterprise software, a sector he believes was prematurely written off over fears that AI would replace traditional software services.
