Veytics Intelligence
2026-10-08 · Yahoo

AI Hot Potato Is Meta’s for Now, But Chip Stocks Are the Winners

(Bloomberg) -- 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. Most Read from Bloomberg UPS Worker Missed Email, Letting China Get F-35 Parts Apple to Launch Doorbell, Lock, Thermostat Developed With LG Dalio Says We're Nearing Point Where AI Bubble May Burst Trump's Tariffs Give Carney Cover to Fast-Track Canada Building Push SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips "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.

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