In an environment marked by sharp volatility relating to geopolitical tensions and questions around artificial intelligence, Dan Ives, Wedbush's technology analyst, has published a list of ten companies he views as particularly resilient. In his view, these businesses have robust business models and can weather today's turbulence. He also says cybersecurity and defense themes, such as Palantir, appear best positioned in the current backdrop.
CrowdStrike, a pillar against cyberthreats
Despite heavy selling seen across the software sector, which has particularly hit cybersecurity names, Dan Ives believes CrowdStrike remains solidly positioned. He says its Falcon platform, described as innovative and cutting-edge, is becoming more effective as modern threats evolve. The Austin-based company has notably established itself as a major player in fighting cyberattacks that use artificial intelligence.
Since the start of the year, CrowdStrike shares are down about 17%.
Palo Alto Networks, AI-boosted cybersecurity
Again in the cybersecurity space, Palo Alto Networks is also among the analyst's favored names. Dan Ives believes the company is steadily gaining ground as the growing use of AI by cybercriminals significantly expands the attack surface. That shift, he says, reinforces the need for companies to adopt cybersecurity solutions that integrate artificial intelligence.
Since the start of the year, Palo Alto Networks shares are down 14.4%.
Check Point Software, an offering deemed competitive
The third cybersecurity player cited by Dan Ives, Check Point Software Technologies, in his view benefits from a particularly competitive suite of solutions. The company notably offers tools spanning several key segments, including SASE, ERM and its Harmony email security solution.
Since January 1, 2026, Check Point Software Technologies shares have fallen 14.6%.
Microsoft, a safe haven in technology
Dan Ives views Microsoft as a true safe haven within the technology sector. He says that the group is accelerating the monetization of its cloud and artificial intelligence businesses, supported by an order backlog estimated at $625bn for the coming quarters. Added to that is the diversification of the US giant, which has helped it navigate economic cycles since its IPO on March 13, 1986.
Since the start of the year, Microsoft shares are down 16.2% and are off 20.2% over the past six months.
Palantir, a key player during times of tension
In a tense geopolitical environment, Palantir naturally stands out as a strategic stock. The company develops software solutions widely used in defense and by US federal agencies. Dan Ives believes that the company is well positioned to keep signing new contracts, notably thanks to its AIP platform, which he describes as becoming the default solution for the Department of Defense.
Since the start of the year, Palantir shares are down 14.2%.
Planet Labs, space data serving defense
Planet Labs, a US company specializing in CubeSat-type nanosatellites capable of capturing images from orbit, is also in Wedbush's selection. According to the famous analysy, the company is benefiting from growing demand for its space solutions and is seeking to win major new contracts, while strengthening its ties to the defense and intelligence sectors.
Since the start of 2026, against the trend so far, Planet Labs shares are up 31.4%.
Apple, the strength of a unique ecosystem
Like Microsoft, Apple is presented by Dan Ives as a safe haven within technology. The analyst notably points to the success of the iPhone 17, the strength of the consumer-oriented product portfolio, and the power of the cash flow generated by the company, which he calls colossal.
Since the start of 2026, Apple shares are down 3.1%.
Voyager Technologies, at the heart of space infrastructure
Voyager Technologies, which specializes in technologies and infrastructure for space missions and the defense sector, is, according to Dan Ives, particularly well positioned. The analyst highlights the company's advanced capabilities in guidance, navigation and control (GNC), secure communications, and AI-driven intelligence, surveillance and reconnaissance (ISR).
Since the start of the year, Voyager Technologies shares are up 11.7%.
Salesforce, a potential AI winner
In his note, Dan Ives describes Salesforce as one of the major potential long-term winners of the artificial intelligence revolution. The company notably benefits from an installed base of more than 150,000 customers who have been using and configuring its customer relationship management platform for years.
Despite those prospects, Salesforce shares are down 27.1% since the start of 2026.
ServiceNow, a valuation seen as inconsistent
Finally, ServiceNow rounds out the analyst's list. The cloud computing platform specializing in digital workflow management has, according to Dan Ives, a valuation that does not yet fully reflect the potential brought by integrating artificial intelligence into corporate infrastructure, an area where technological changes are often difficult and slow to implement.
YTD, ServiceNow shares are down 22.1%.
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