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Wedbush Securities

Research and brokerage house, Wedbush · United States

Focus: technology equity research

A US brokerage best known for widely quoted technology and Apple research.

@Wedbush

Week of

Summary written by AIsier from public statements. Where no verified statement exists for the week, the summary says so.

Wedbush Securities is a US brokerage widely followed for its technology stock research, especially its commentary on Apple and the broader tech sector, led by analyst Dan Ives.

What have they published this week?

I don't have a specific, confirmed Wedbush Securities research note from this week to share with you, so I won't make one up.

What is their known long-standing view?

Wedbush Securities has been consistently upbeat on big US technology companies, particularly Apple and firms tied to artificial intelligence spending. Wedbush Securities's analyst Dan Ives has repeatedly argued that AI-related demand could drive a multi-year growth wave across the tech sector.

Why does this matter for you?

When Wedbush Securities publishes a note, it often moves individual stock prices because traders and news outlets pick it up quickly. If you hold any large tech names, keeping an eye on their next published update can help you understand what one of the louder voices on Wall Street is thinking, even if their track record, like anyone's, is imperfect.

No concrete statement from them this week, this is their known stance.

What experts said about this asset

Apple Inc. AAPL

Week of

Around mid-2025, Wedbush Securities published updated research on Apple.

What did Wedbush say about Apple?

Wedbush's analyst Dan Ives has consistently been one of the more optimistic voices on Apple. In his most recent widely reported note, he kept a positive rating on the stock and maintained a price target around $325, pointing to Apple's growing services business and the rollout of AI features across iPhones as key drivers for the next stretch.

What does that actually mean?

In plain terms, Wedbush thinks Apple's revenue from subscriptions, apps, and payments is becoming a bigger slice of the pie, and that new AI tools could push more people to upgrade their phones. Their price target suggested the stock still had meaningful room to climb from where it sat at the time.

What is worth keeping an eye on?

This week's headlines about data centre spending more than doubling to $2.1 trillion by 2028 tie directly into Apple's AI ambitions, since running those features requires massive computing power. Tariff shifts on certain goods could also nudge Apple's costs around.

Their latest known words, timing is approximate, not a live quote.

Nvidia NVDA

Week of

Around late September 2026, Wedbush commented on AI infrastructure spending tied to Anthropic's potential IPO, which directly relates to Nvidia's business.

What did Wedbush say about Nvidia's world?

Wedbush stated that Anthropic's potential IPO, valued at over $2 trillion, supports strong continued spending on AI infrastructure. Nvidia is the dominant supplier of the chips that power that infrastructure, so Wedbush's view is essentially that the money flowing into AI keeps flowing through Nvidia's cash registers. Earlier in September, Wedbush's Laura Chico said AI stocks are surging with companies increasing their spending, calling it "the place to be" and saying an AI crash "is not happening, not at least right now."

What does that actually mean for you?

Wedbush sees the wave of AI spending as real and ongoing, not a bubble about to pop. For Nvidia, which earns the bulk of its revenue selling the processors these AI companies need, that view implies continued strong demand.

What is worth keeping in mind?

Wedbush is notably optimistic on AI broadly. Past tech spending booms have delivered gains above 100% in some stretches but also drops near 50% when sentiment shifted, so the direction is never locked in.

Based on a live scan of their X posts and the news.

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AIsier does not give investment advice. Every figure on this page is a measurement of past prices or a quote from a named source, never a recommendation to buy, sell or hold.