Tech mega-bull Dan Ives shares 10 top stock picks for weathering geopolitical turmoil

• Dan Ives shared his top stock picks to own amid heightened geopolitical tensions.

• Ives is a vocal tech bull and among the most upbeat AI forecasters on Wall Street.

• Crowdstrike and ServiceNow are among his top 10 stock picks for navigating geopolitical jitters.

Wedbush’s Dan Ives, one of Wall Street’s most bullish analysts, has flagged his top 10 stock picks to buy as the Iran war and AI concerns have led to weakness in some high-flying tech names.

Investors are still weighing the impact of the US war with Iran. Tech has been among the hardest hit sectors on Wall Street this year, and the conflict has fueled further selling at a time when traders are also trying to navigate worries about AI disruption.

“Investors are now navigating an uncertain Iran military conflict in the Middle East adding to the nervousness already in the tech trade with the AI Ghost Trade and Anthropic software fears. This is not the time to panic on the AI Revolution,” Ives wrote. He said that the 10 names he flagged are “defensive and well positioned stocks to navigate this volatility with robust business models.”

Here are Ives’ top 10 stock picks.

Crowdstrike

Ticker: CRWD

Year-to-date performance: -9%

Wedbush’s view: Ives flagged Crowdstrike and the cybersecurity space at large as a safe haven from AI disruption.

“The company’s innovative, best-in-class Falcon platform becoming increasingly effective in the modern threat landscape as AI adversaries become an incrementally larger threat,” Ives’ latest note read.

Palo Alto Networks

Ticker: PANW

Year-to-date performance: -13%

Wedbush’s view: Palo Alto Networks’ platform approach and AI integration drive Wedbush’s bullish view of the cybersecurity firm.

“PANW AI-driven platform approach continues to gain traction with AI further increasing PANW’s value proposition,” he wrote.

Check Point Software Technologies

Ticker: CHKP

Year-to-date performance: -16%

Wedbush’s view: Check Point Software Technologies is another cybersecurity stock Wedbush likes.

“CHKP remains well-positioned on security side as the company looks to develop a competitive suite of cyber solutions across SASE, ERM, and E-Mail Harmony with AI an important driver of deal flow of business moving forward.”

Microsoft

Ticker: MSFT

Year-to-date performance: -17%

Wedbush’s view: Ives has been a vocal Microsoft bull. He said the tech giant is a “defensive name within this tech trade.”

“MSFT accelerates the monetization across cloud and AI with $625 billion in backlog to capitalize on over the coming quarters.”