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

Markets Contact us:Provide news feedback or report an error Confidential tip?Send a tip to our reporters Site feedback:Take our Survey By Ryan Vlastelica October 8, 2026 at 11:35 AM UTC Updated on October 8, 2026 at 1:34 PM UTC 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. “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. “I’m already hearing people joke about how we’ll forget about Muse for something else in a couple weeks.”