When investors discuss the artificial intelligence (AI) market, they often focus on GPU makers like Nvidia, generative AI software developers like OpenAI, AI-driven cloud giants like Microsoft, and data center and networking chipmakers like Broadcom.

Equity analyst Dan Ives has made a quite a few prescient calls in his career. In the last year alone, he predicted the Nasdaq Composite would hit 20,000, and he remained bullish on Palantir despite widespread skepticism.

Palo Alto Networks must execute well in a competitive market. Learn why PANW stock’s pricey valuation leads to a cautious outlook until a better price is found.

Even though Tesla stock soared last year because of the potential of its FSD technology, EV sales still account for 79% of the company's revenue. Therefore, if this part of its business isn't performing, it becomes hard to justify further upside in its stock price (more on that later).