2 ideas from this batch

Meta roars back on cheap AI bets — ride the momentum into next week

Meta just roared back from a year-long slump with an 18% pop after launching its new Muse Spark AI family and announcing aggressive, low-cost AI pricing and data center buildouts. Wall Street loves that Meta is treating AI like a volume bus

Chip stocks priced for perfection, Morgan Stanley waves red flag — fade the rally

Chip stocks have soared on the promise of massive AI spending, but Morgan Stanley's chief investment officer is flagging that the evidence shows chipmakers' ability to keep raising prices is actually weakening. When stocks have run up purel