

Meta's app Muse has topped the US App Store free charts, reigniting trading enthusiasm for AI agents, and the market is now optimistic about the demand for inference computing power and server CPUs brought by AI agents. This stock note focuses on Meta (META), which directly benefits, as well as computing infrastructure provider NVIDIA (NVDA), core AI application player Microsoft (MSFT) and Palantir (PLTR). Seize the investment dividend brought by the implementation of AI in the consumer sector.
Meta's app Muse has topped the US App Store free charts, reigniting trading enthusiasm for AI agents, and the market is now optimistic about the demand for inference computing power and server CPUs brought by AI agents. This stock note focuses on Meta (META), which directly benefits, as well as computing infrastructure provider NVIDIA (NVDA), core AI application player Microsoft (MSFT) and Palantir (PLTR). Seize the investment dividend brought by the implementation of AI in the consumer sector.
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