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Dan Ives reshapes his AI 30 stock list with bold new additions

Three new AI-driven companies enter the elite IVES AI 30. Which tech giants got left behind—and why? The latest rankings reveal shifting market priorities.

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Dan Ives reshapes his AI 30 stock list with bold new additions

The latest changes see CoreWeave (CRWV), Iren (IREN), and Shopify (SHOP) joining the IVES AI 30. At the same time, SoundHound (SOUN), ServiceNow (NOW), and Salesforce (CRM) have been dropped. CoreWeave, however, does not yet hold a Quant rating.

The revised IVES AI 30 list now features 30 companies, with three new additions and three removals. Micron Technology leads in growth, while only a handful of firms hold Strong Buy recommendations. The rest remain rated as Hold.

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