CRWD, RBLX, GEV, NBIS: Top Analyst Dan Ives Adds New Stocks for the AI Boom
Elevate Your Investing Strategy:
Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
For context, the 'AI 30' list is a selection of 30 tech companies chosen by Ives and his team at Wedbush. Ives has been following the tech sector on Wall Street for more than two decades. He serves as Managing Director and Senior Equity Research Analyst at Wedbush Securities. Notably, he holds a solid 4.6-star rating on TipRanks and is ranked 890 out of nearly 10,000 analysts tracked.
Ives Refreshes AI Stock Picks
In his Sunday note, Ives announced the addition of four new names to his 'AI 30' list. Cybersecurity company CrowdStrike made to the list as demand for data protection rises alongside AI adoption. At the same time, electric services company GE Vernova was highlighted as a key player in powering the growing AI data center build-out.
In addition, gaming platform firm Roblox joined the list with its AI-driven discovery tools, boosting user engagement and monetization potential. Finally, Nebius, a cloud infrastructure provider backed by Nvidia (NVDA), earned a spot as demand for its services continues to outpace supply.
Ives believes his 'AI 30' listed companies will 'define the future of the AI theme over the coming years.' The list also powers the Dan Ives Wedbush AI Revolution ETF (IVES), which was launched in Q2. Since its inception, the fund has gained 11.4%.
Which of Dan Ives' Fresh AI Stock Picks Is the Smartest Buy?
Using TipRanks' Stock Comparison Tool, we placed CRWD, RBLX, GEV, and NBIS against each other to find the best stock, according to analysts. Among these companies, RBLX and NBIS are rated Strong Buy by analysts. However, the upside potential differs significantly. RBLX's stock price target of $146.35 implies an upside of 22% from current levels, while Nebius offers a modest 3% upside.
On the other hand, CRWD and GEV are rated Moderate Buy by analysts.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
19 minutes ago
- Yahoo
Jim Cramer Says Reports Of Apple Inc. (AAPL)'s 'Death' Are Overblown
We recently published . Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer recently discussed. Giuseppe Costantino/ Apple Inc. (NASDAQ:AAPL)'s shares have reversed tack recently as the firm appears to have smoothed over its friction with the Trump administration. The firm announced a $100 billion additional investment in the US earlier this month, and the shares have gained 13.8% since then. Cramer discussed Apple Inc. (NASDAQ:AAPL)'s shares adding 30 dollars to their value in ten days: 'Well we've got a lot of exciting things that people are talking about. About the release perhaps of new AI powered products. Uh, smart home push, including robots. Life like version of Siri, well that would certainly be helpful. Smart speaker with display and home security camera. I don't know, home security is something that people want but the main thing here is that if we get robots and they're not from Musk, they're from Apple, I think we'd be very interested in that. While we acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
19 minutes ago
- Yahoo
Deere & Company (DE) Just Needs To Be More Optimistic, Asserts Jim Cramer
We recently published . Deere & Company (NYSE:DE) is one of the stocks Jim Cramer recently discussed. Deere & Company (NYSE:DE) is an agricultural and construction equipment company. Cramer has discussed the firm several times on his morning show in 2025. Most of his remarks have revolved around Deere & Company (NYSE:DE)'s exposure to AI data center construction activity in the US and fresh legislation, both of which can act as tailwinds for the firm. The firm's shares dipped by 6.8% in August after it narrowed its full-year outlook. Cramer discussed Deere & Company (NYSE:DE) in the context of AgCo: 'I do think that Deere, I thought that might be a bounce back. Because we had AgCo on last night. And AgCo was being very, very positive. . .but AgCo's not as US-centric. It is a mystery to me that Deere's down this much given the fact that inventories don't seem to be a problem. And given the fact that AgCo, its principle competitor, just is crushing it, crushing. mark smith nsb/ Here are the CNBC TV host's previous comments about Deere & Company (NYSE:DE): 'In May of last year, I told you that Deere was finally taking control of its own destiny, even if that might… take some time to play out. And in retrospect, that was a good call… Funny thing about Deere, while the stock's roared over the past 12 months, the company hasn't been putting up particularly good numbers… But even though the numbers have been hideous in absolute terms, Deere's results have consistently come in better than expected. How's it possible? Simple. This company is hostage to the agriculture market, which means their business rise[s] and falls based on factors that they've got, let's say, no control over… While we acknowledge the potential of DE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
19 minutes ago
- Yahoo
ServiceNow, Inc. (NOW) Could Take Over And Release Government's Job Market Reports, Says Jim Cramer
We recently published . ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer recently discussed. ServiceNow, Inc. (NYSE:NOW) is a software company that enables companies to manage and analyze their daily operations. Its shares have lost 15% year-to-date as Wall Street shifts its focus to AI-focused software companies and shuns enterprise software providers. One key factor that has driven ServiceNow, Inc. (NYSE:NOW)'s shares lower is its per-seat model, which can be disrupted by AI. Cramer has defended the firm's AI-exposure in his previous comments, and he asserted that ServiceNow, Inc. (NYSE:NOW) could help the US government with producing accurate inflation and labor market data: 'You gotta outsource this. You've got to give this to ServiceNow. It cannot be done by the government. . .You can't have the revisions like we had in employment and think there's any substance. . . Previously, Cramer asserted that ServiceNow, Inc. (NYSE:NOW) is still a great long term AI play: 'Okay, ServiceNow short term is being hurt by a call out of Melius, and that's by Ben Reitzes, who was saying that these software as a service companies are going to be under pressure because their seat models can be hurt by AI. I think, longer term, ServiceNow has really good AI, and it would not be a stock that I would want to bet against. So, ServiceNow, longer term, I think is fine. Shorter term, I think it's going to be under pressure.' While we acknowledge the potential of NOW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
