Meta shares jump 12% as options activity rises around consumer AI
CNBC says investors are increasingly treating Meta as a consumer-AI play.
CNBC says investors are increasingly treating Meta as a consumer-AI play.
Lower oil prices and bond yields also supported US equities, with the Nasdaq posting its first record finish since June.

Some value-focused funds are broadening their definition of value to remain competitive as fast-moving growth stocks tied to artificial intelligence dominate market gains.

Financial news outlet CNBC says volatility in artificial-intelligence stocks may be affecting retirement savings, and outlines how savers can gauge their exposure without reacting hastily.
CNBC reports a warning from AI firm Anthropic has pressured data center-related shares, though the outlet says demand for computing power still exceeds supply, tempering comparisons to the 2022 "SaaSpocalypse."