META and NVDA Lead AI Gains, AI and PLTR Sputter

This week was a mixed bag for AI stocks, with Meta and Nvidia stealing the spotlight while others like C3.ai and Palantir stumbled. META jumped nearly 5% as investor confidence held steady despite ongoing scrutiny over AI ad labeling, a trend underscored by Google’s new disclosure mandates for AI-generated content. NVDA managed a solid 3.4% gain, reflecting resilient demand for AI compute power even as the industry grapples with a $3 trillion revenue gap. On the flip side, AI fell over 5% and PLTR dropped 2.5%, likely weighed by skepticism around near-term scalability and the ongoing OpenAI-Microsoft relationship drama. The week’s news cycle was dominated by OpenAI’s leadership shake-up, new GPT-5.6 model variants, and its deepening bond with Microsoft. The takeaway? AI monetization remains uneven—big infrastructure players and established platforms are winning, while pure-play AI startups face a tougher climb to prove value.