Bears in the US stock market are "coming out in force"! Wedbush supports AI winners: now is the time to buy.

Despite NVIDIA Corporation's earnings report exceeding expectations, AI-related stocks collectively fell on Thursday as investors questioned the sustainability of the AI spending frenzy. As bearish sentiments rise in this market, Wedbush Securities reiterated their stance and advised investors to buy "AI winners." "In the past 24 hours, we have received countless bearish opinions through social media... similar to the 'DeepSeek moment' earlier this year, when the market was convinced that the capital expenditure cycle of large tech companies was spiraling out of control," analyst Dan Ives wrote in a client report. But just like back then, the AI revolution is going through a "testing period," and this investment firm remains optimistic about the prospects of tech stocks next year. "The current concerns revolve around 'signals the market is sending us' about NVIDIA Corporation's technology customers and the sustainability of this transformation over the next few years," Ives continued. "As we discuss, there will be 3-4 trillion dollars invested in building this AI revolution over the next few years... it is the necessary path to automation and the future of AI, which will profoundly change the way businesses and individuals work and live." Given this, Ives reiterated his view that stocks like NVIDIA Corporation (NVDA.US), Microsoft Corporation (MSFT.US), Oracle Corporation (ORCL.US), Palantir (PLTR.US), Alphabet Inc. Class C (GOOGL.US), Tesla, Inc. (TSLA.US), Apple Inc. (AAPL.US), CrowdStrike (CRWD.US), Palo Alto Networks (PANW.US), and Amazon.com, Inc. (AMZN.US) should be bought at current levels.