AI Boom and Software Winners

Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026.
At CES, the annual consumer technology conference happening in Las Vegas next week, the biggest names in tech, including Nvidia Corp., Advanced Micro Devices Inc., Samsung Electronics Co. and Lenovo Group Ltd., will make the case for artificial intelligence. Their target audience those few days: investors, corporate clients and — perhaps just as importantly — ordinary shoppers who have yet to be fully sold on the idea of AI-infused gadgets.

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