Wedbush makes a clear announcement: the AI revolution has begun. Analyst Dan Ives sees tech giants such as $MSFT (+0,43%) Microsoft, $NVDA (+1,02%) Nvidia, $GOOGL (+2,95%) Alphabet, $TSLA (+2,64%) Tesla, $META (+1,11%) Meta and in particular $PLTR (+3,08%) Palantir as the main beneficiaries of a gigantic investment cycle. Over two trillion US dollars are expected to flow into AI technologies by 2028. Palantir is described as the flagship of the movement. The company is impressing with its strong growth in the commercial sector, massive AI adoption by public authorities and its role as a provider of operational decision-making intelligence. Microsoft is also driving the transformation in the cloud and data center sector with Azure AI. Nvidia is providing the technical basis for the infrastructure with its chips, while Meta and Alphabet are dominating with their own AI models. Against this backdrop, the question almost automatically arises as to which of these companies can build up the greatest strategic lead in the long term and whether this lead has already been fully recognized by the market.
Source: wallstreet-online.de, AI revolution begins: Wedbush sees Microsoft, Palantir and co. as tech stocks of the AI future (08.08.2025)