Yorkville Ives partner Dan Ives has selected NVIDIA, Microsoft, Palantir, Apple, and CrowdStrike as his top five technology stock recommendations leading into 2027. He anticipates that an artificial intelligence spending wave totaling USD 4 trillion will fuel continued expansion throughout the technology sector.
These choices follow varied stock performances throughout 2026, during which CrowdStrike led the gains while Microsoft and Palantir lagged behind. In Ives’ view, investors continue to underestimate both the sheer scale of AI investment and its eventual effect on corporate budgets.
After recently initiating coverage on nearly 50 tech firms, Ives published his preferred investments for the upcoming year via a post on X.
Characterizing the AI boom as being in the third inning of a nine-inning contest, Ives pointed to existing financial commitments as proof that much larger investments are still on the horizon.
Palantir and NVIDIA Lead Dan Ives’ Upside Targets
Among the five chosen equities, Palantir presents the highest potential upside based on its designated price target. Ives set a USD 250 target for the company, which sits roughly 29% higher than Wednesday’s closing price of USD 194.12.
Palantir stock has risen 9.21% since the start of 2026. At the same time, NVIDIA holds a USD 300 target, marking an estimated 26% upside from its Wednesday close of USD 237.47.
Shares of NVIDIA have climbed 27.33% this year. Ives projects that demand for the company’s AI chips will spread past major cloud providers, reaching sovereign AI initiatives and standard business operations.
Microsoft also remains a favored investment. Its USD 615 target implies about 16% upside from Wednesday’s close of USD 529.76, following a year-to-date increase of 9.54%.
Highlighting Microsoft’s USD 678 billion in commercial remaining performance obligations, Ives noted this metric represents recognized yet unbilled contracted revenue. When OpenAI is excluded, this figure grew by 25%.
Apple rounds out the five selections following a 23.84% gain this year, with Ives previously establishing a USD 400 price target for the tech giant.
CrowdStrike Gains 126% as AI Drives Security Demand
CrowdStrike boasts the strongest performance of 2026 among the five picks, with its shares surging 126.50% year-to-date despite a 4.81% drop on Wednesday to USD 265.44.
Ives placed a USD 335 price target on CrowdStrike, pointing to an approximate 26% potential upside. His positive outlook stems from mounting cybersecurity threats tied to autonomous AI agents.
Because these autonomous systems operate independently of constant human supervision, Ives anticipates that heightened adoption will lead to a greater need for security, matching the expansion of potential cyberattack targets.
He forecasts that corporate spending on cybersecurity could climb from roughly 5% of IT budgets to as much as 10% over a three-year span.
Additionally, Ives recognized Anthropic and OpenAI as rising competitors in the cybersecurity space. Although their entry introduces hurdles for legacy providers, he believes their presence will stimulate overall demand across the industry.
His previous cybersecurity picks featured CrowdStrike and Palo Alto Networks, which have rallied 138% and 128%, respectively, since his December 2025 outlook.
NVIDIA’s AI Ecosystem Expands Across Technology Markets
Moving beyond his top five selections, Ives established targets for smaller-cap technology firms. His USD 24 target for cloud infrastructure provider Boost Run suggests roughly 75% upside from Wednesday’s close of USD 13.75.
Serve Robotics, a sidewalk delivery robot operator, was given a USD 8 target, representing an estimated 72% upside over its closing price of USD 4.66.
Several companies within his wider coverage area maintain partnerships with NVIDIA, such as Salesforce, Check Point, and CrowdStrike. Ives emphasized that NVIDIA’s integrated computing, networking, and software portfolio gives the firm a distinct competitive edge.
He anticipates that customers will increasingly deploy NVIDIA technology within unified AI frameworks rather than stitching together separate parts.
Conversely, Temasek’s investment chief cautioned on Wednesday that an unwinding of trades linked to AI poses the single greatest threat to worldwide financial markets.
Dan Ives Bets on AI-Led Growth
Dan Ives maintains that AI capital expenditures will sustain broad growth across technology and cybersecurity sectors. Palantir yields the greatest indicated upside among his top five choices, while CrowdStrike paces year-to-date gains. Although NVIDIA sits at the core of his broader market thesis, lingering worries about a potential AI sector correction remain a noteworthy risk.
