Investing.com - The Nasdaq 100 posted its best session since early August on Monday, surging 2.8% to a record close as investors concluded that AI-driven earnings growth has made the Federal Reserve's latest rate hike a secondary concern. Still guessing which names to buy? Our AI rebuilds its stock picks at the start of every month. The list is beating the market by 120%. See what's on it » AI infrastructure spending seems to be moving from narrative to revenue, and the companies building the picks and shovels are being repriced accordingly. Meta added approximately 12% on the same session, boosted by the breakout success of its AI agent app Muse. On the other hand, U.S. crude oil tumbled 4.5% and Brent fell 3.
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