Technology
AI Hot Potato Is Meta’s for Now, But Chip Stocks Are the Winners
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AI Hot Potato Is Meta’s for Now, But Chip Stocks Are the Winners Wall Street pros say chipmakers remain the best way for equity investors to play the race for the top artificial intelligence agent even as Meta Platforms Inc.’s Muse seems to have seized the baton. “Leadership is almost like a game of hot potato,” said Paisley Nardini, who helps oversee $3.8 billion as head of investment strategy at Tema ETFs, which owns Meta shares. “I’m already hearing people joke about how we’ll forget...
AI Hot Potato Is Meta’s for Now, But Chip Stocks Are the Winners
Wall Street pros say chipmakers remain the best way for equity investors to play the race for the top artificial intelligence agent even as Meta Platforms Inc.’s Muse seems to have seized the baton.
“Leadership is almost like a game of hot potato,” said Paisley Nardini, who helps oversee $3.8 billion as head of investment strategy at Tema ETFs, which owns Meta shares. “I’m already hearing people joke about how we’ll forget about Muse for something else in a couple weeks.”