These are stocks that experts believe will be able to ride the AI wave. One of these two giants has already alarmed OpenAI, which has issued a red flag.
There are many stocks to monitor with the AI revolution, but two in particular have been rewarded in recent days, thanks to their companies’ ability to ride the wave more effectively than their competitors.
The AI bubble, if it ever bursts, will surely claim many victims, triggering a sort of natural selection within a sector that has perhaps become too crowded, given the multitude of companies that have decided to bet on artificial intelligence.
In the end, those who have adopted the most successful strategy—capable of anticipating market cycles—will win. For their part, the investors who will prosper will be those able to snap up the most promising stocks, which the broader analyst community continues to identify, rolling out new ratings and target prices. In the last few hours, two AI stocks have been upgraded by analysts.
These are stocks that have also earned the trust of Berkshire Hathaway, the holding company managed—for a short time yet—by billionaire investor Warren Buffett.
The two stocks are, in fact, Apple and Alphabet, the latter being the parent company of Google. Both are central players in the rise of artificial intelligence.
Apple, will 2026 finally be the big year for betting on AI? The new target price
Apple shares, in particular, received an upgrade from an analyst known for his bullish stance on the high-tech sector: Dan Ives of Wedbush, who expressed his confidence in the ability of US Big Tech to finally emerge, in 2026, as a major force in the artificial intelligence arena.
Ives reiterated his “Outperform” rating on the iPhone maker’s shares, while simultaneously raising his 12-month price target to $350, from $320 previously.
According to Ives, AAPL shares could rise by approximately 26% from current levels. The reason for the upward revision, he explained, is that Apple has finally equipped itself with a coherent strategy to capitalize on the AI sector.
The expert recalled that in early 2026, Apple will formally announce an alliance with Gemini, the AI model developed by Google. The partnership between the two titans—also members of the Magnificent 7—will be a “game changer” for both.
Thus the Wedbush analyst:
“2026 will finally be the year Apple truly enters the AI revolution. The elephant in the room remains the invisible AI strategy. With the world’s largest installed base—2.4 billion iOS devices and 1.5 billion iPhones—the time has come for Apple to accelerate its AI efforts.”
Ives continued: “We believe that AI monetization could add $75–$100 per share to Apple’s valuation story over the next few years, once the AI strategy that was so hard to identify at Apple Park this year finally comes to fruition.”
The expert also justified his optimistic outlook by expressing confidence that Apple CEO Tim Cook will remain at the helm at least until the end of 2027, helping guide the company through the AI transition.
Furthermore, solid iPhone 17 sales toward year-end, including in China, supported sentiment. Apple, Ives concluded, continues to surprise Wall Street, and forecasts point to a strong holiday season for the group.
Alphabet shares also see upside potential, with the Gemini-powered push even worrying OpenAI.
At the same time, a positive reassessment of Alphabet shares—Google’s parent company was issued by Pivotal Research Group, which described the tech giant as an unstoppable force in the artificial intelligence market.
Analyst Jeffrey Wlodarczak reiterated his “Buy” rating on Alphabet last Friday, citing strong performance in the company’s core businesses and noting that Google appears to be a “winner everywhere” in the AI space.
Wlodarczak raised his target price for Alphabet to $400, implying nearly 26% upside from Friday’s close.
This is the highest target price among those surveyed by LSEG, which reported an average target price of $309.96—below the current price of roughly $314. The analyst increased his target from the previously expected $350.
Wlodarczak also emphasized that Google’s Gemini model could pose a material competitive threat to OpenAI, stating that he expects Gemini to continue gaining market share at an accelerated pace, “forcing OpenAI to curb capital expenditure” in 2026.
According to Wlodarczak, Google’s latest AI model has outperformed OpenAI’s ChatGPT on several key large-language-model benchmarks. Sam Altman even issued a sort of “red code” alert to accelerate improvements to ChatGPT in the face of such intense competition last week.
Original article published on Money.it Italy 2025-12-09 18:02:13. Original title: Rivoluzione AI, queste due azioni saliranno di oltre il 25%
