Wall Street’s most vocal tech bull has drawn a line under a provocative idea: the next chapter of the AI rally won’t only be won by the silicon giants, but by companies that can monetize AI through software, services, devices, autonomy and security — and his top-five roster for 2026 reflects that thesis. In a widely circulated Wedbush note and subsequent media roundups, Dan Ives named Microsoft, Apple, Tesla, Palantir, and CrowdStrike as the “best AI names for 2026,” deliberately emphasizing...