Wedbush's Dan Ives Names Apple Top Five-Year Pick, Citing $75 AI Valuation Boost

Wedbush analyst Dan Ives has designated Apple, Microsoft, Palantir, and Nvidia as his top core tech stocks for the next five years, projecting that artificial intelligence capabilities could add $75 per share to Apple's valuation. While tech companies face an estimated six-month window to demonstrate tangible AI returns amid recent sector volatility, Ives reiterated his bullish view on the broader AI trade. This follows his earlier affirmation that bookings inflections are arriving on schedule and that select tech leaders remain positioned to benefit through 2027.