This week’s AI stock landscape was a tale of two markets. NVIDIA (NVDA) and Meta (META) led the charge, posting solid gains of +3.38% and +2.79% respectively, riding high on continued demand for compute infrastructure and advertising efficiency. In stark contrast, C3.ai (AI) plummeted -4.35%, dragging down sentiment for smaller pure-play vendors despite Microsoft’s modest dip. The broader tech sector showed mixed results, with Alphabet holding flat and Amazon slipping slightly. Interestingly, Palantir (PLTR) managed a resilient +1.86% rise, likely buoyed by news of major government contracts like the FAA’s $875M bet on AI for air traffic control. This divergence suggests investors are increasingly selective, favoring established giants with clear monetization paths over speculative plays. As OpenAI pushes boundaries with GPT-5.6 rumors and new safety concerns emerge, the market is rewarding scale and stability while punishing volatility in niche players.