AI STOCKS JUST ROARED BACK, AND META'S NEW APP LIT THE FUSE

The AI trade came storming back this week, sending the Nasdaq to a record high. The spark: Meta's new AI app, Muse, hit No. 1 on the App Store, beating ChatGPT. Investors bet AI "agents" will need serious computing power, and chip stocks soared, AMD topped a $1 trillion valuation for the first time. Just weeks after bubble fears wiped out trillions, euphoria is back.