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.
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.
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