Editorial companion

What stands out

Brian Sozzi uses two moments to frame the week: Advanced Micro Devices crossing $1 trillion in market value and Meta Platforms adding about $192 billion in a single session on Muse AI excitement, then argues the Muse-driven rally is getting ahead of the business. He puts Lisa Su on his show's new "Wall of Titans" while warning that broad margin expansion outside tech is not yet visible. Torsten Sløk adds macro color: U.S. new business formation is at a record and drawn-down oil inventories are an underpriced risk.