Dan Ives updates AI 30 list, drops major names for new entrants
Dan Ives of Wedbush Securities updated his IVES AI 30 list ahead of 2026, removing SoundHound, ServiceNow, and Salesforce, while adding CoreWeave, Iren, and Shopify. He said the quarterly reshuffle reflects shifting leadership in the AI sector and highlights companies he sees as better positioned for the next phase of artificial intelligence growth.