These are stocks getting lifted up by Meta's Muse

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss the stocks that have seen gains amid the buzz around Meta's (META) Muse and whether investors should expect that to continue in the long term. Video Transcript 00:00 Speaker A we saw chipmakers up on the week because there was this reassurance that like, oh, now we're going into the agentic era for real. And that means um not just GPUs, but also CPUs, right? And and part of the muse announcement was like, everybody gets a computer, like every muse will have its own computer, which again, requires more GPUs. So if you look at some of the best performers on the week in the semis, Astera Labs, Intel, AMD, Credo, Arm, Lattice Semiconductor, 00:08 Speaker B Yep.