It was a mixed week for the AI trade. Meta Platforms bucked the trend, climbing nearly 4.5% to $644.38, likely fueled by its new Muse shopping agent news. Meanwhile, the usual heavyweights cooled off. NVIDIA dropped over 5% to $218.36, mirroring Palantir’s 4.9% slide to $165.86, despite their joint supply-chain AI announcements. Alphabet and Microsoft saw modest dips under 2%, while Amazon fell 2.6%. C3.ai held flat at $10.47. The divergence suggests investors are rotating from pure infrastructure plays toward consumer-facing AI applications. With OpenAI slashing government fees and launching low-latency voice APIs, the focus is shifting to real-world utility. Why it matters: This rotation signals that the market now demands tangible revenue models over speculative hardware hype, forcing AI leaders to prove immediate commercial value.