Wedbush analysts are staying bullish on AI-driven tech stocks, arguing that the recent market pullback is temporary and that industry leaders could reach new highs in the second half of 2025.

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The firm's top stock picks for navigating the volatility include Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Tesla (NASDAQ:TSLA), Microsoft (NASDAQ:MSFT), and Palantir (NASDAQ:PLTR).

"After a historic AI-driven bull market, investor fears over tariffs, recession risks, and slowing tech growth have sparked a sell-off," said Wedbush analyst Daniel Ives in a client note.

So far in 2025, Nvidia is down 20%, Apple has dropped 11%, and Tesla has fallen 44%. Microsoft is down 9%, while Palantir has held steady with a 1% gain.

Acknowledging that some of Wedbush's bullish calls have been off this year, Ives maintained confidence in long-term gains, saying these picks are investments for the next 1, 3, and 5 years. He sees the current market dip as a "golden opportunity" once policy concerns stabilize.