Wedbush Tech Analyst Ives Adds CRWD, RBLX, GEV, NBIS to IVES AI 30 List

Wedbush added CrowdStrike, Roblox, GE Vernova, and Nebius to its IVES AI 30 list, citing strong growth potential in their respective verticals. Dayforce surged on takeover speculation, while Nio plans to expand its global footprint with new markets in Singapore, Uzbekistan, and Costa Rica. TeraWulf rallied after Google agreed to provide a $1.4B backstop for its data center expansion.

Investors and financial professionals are keeping a close eye on several significant developments in the tech and energy sectors. Wedbush Securities has made notable changes to its IVES AI 30 list, adding CrowdStrike, Roblox, GE Vernova, and Nebius while removing Adobe, CyberArk, C3.ai, and Elastic. Meanwhile, TeraWulf's stock has surged following Google's commitment to fund its data center expansion. Additionally, Chinese electric vehicle (EV) maker Nio has announced plans to expand into new markets in Singapore, Uzbekistan, and Costa Rica.

Wedbush's IVES AI 30 List Update

Wedbush has reshuffled its IVES AI 30 list, highlighting companies with strong growth potential in the AI sector. The additions include CrowdStrike (NASDAQ:CRWD), Roblox (NYSE:RBLX), GE Vernova (NYSE:GEV), and Nebius (NASDAQ:NBIS). CrowdStrike's expanding AI-driven security modules and strong deal flow for Charlotte AI have earned it a spot on the list. Roblox's AI discovery features that increase platform engagement and monetization potential also caught the analysts' attention. GE Vernova, with its focus on data-center electrification, and Nebius, for AI infrastructure demand, were also included [3].

TeraWulf's Data Center Expansion

TeraWulf shares have rallied significantly following Google's agreement to provide a $1.4 billion backstop for the company's data center expansion. The deal, which brings Google's total backstop to about $3.2 billion, allows the technology giant to buy about 32.5 million shares of TeraWulf. This investment is part of Google's strategic alignment with TeraWulf to build advanced AI infrastructure. The expansion of TeraWulf's Lake Mariner, New York, facility is expected to start in the second half of 2026 [1].

Nio's Global Expansion

Chinese EV maker Nio has announced plans to expand its global footprint by entering new markets in Singapore, Uzbekistan, and Costa Rica before the end of next year. This expansion follows Nio's adoption of a traditional dealership model, which allows for faster growth and lower costs. The company will work with established distributors in each country to introduce models from its three brands: Nio, Onvo, and Firefly. Nio's expansion into these markets is part of a broader strategy to increase its global presence [4].

References

[1] https://www.cnbc.com/2025/08/18/terawulf-stock-google-stake-datacenter.html
[2] https://seekingalpha.com/news/4486371-crowdstrike-added-adobe-removed-from-ives-ai-30-list-wedbush
[3] https://finance.yahoo.com/news/wedbush-picks-ai-winners-crowdstrike-132048705.html
[4] https://eletric-vehicles.com/nio/nio-announces-expansion-to-singapore-uzbekistan-and-costa-rica/