Wall Street Breakfast Dan Ives shakes up his AI 30
Aug 18, 2025
Dan Ives introduces fresh names to his AI 30 list, stirring excitement in the tech world. Dayforce gains traction amid takeover rumors, igniting investor interest. Meanwhile, Soho House makes headlines by going private at $9 a share, raising eyebrows. Tune in for insights on these stocks and the latest retail investor favorites!
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Wedbush Recasts Its AI 30
- Wedbush's Ives AI30 list was updated with four new names replacing four others, signaling shifting AI leadership beliefs.
- The changes reflect emphasis on cybersecurity, gaming, energy electrification, and AI infrastructure trends.
Why The Four Names Were Chosen
- Wedbush cited CrowdStrike's modular add-ons, Roblox's AI-driven discovery, GE Vernova's electrification role, and Nebius's AI infrastructure demand.
- Those rationales highlight where analysts see durable AI-driven revenue and infrastructure growth.
Dayforce Takeover Buzz
- Dayforce jumped on takeover speculation with reports Toma Bravo may acquire the HR software provider and that a deal could be announced in weeks.
- The host notes discussions are advanced but could still falter or attract other bidders.