2 More Stocks to Buy for the AI Convergence
The article argues that market leadership is becoming increasingly unstable as AI-driven trading and investor behavior create sharp swings in popular names. It highlights SPCX's 25% post-IPO surge followed by a drop below $160, and MU's 15% selloff before rebounding after strong earnings, as examples of this convergence. The author then makes a bullish case for GOOGL, saying the stock has lagged peers but still has upside thanks to its dominant search business, AI infrastructure, and the chance to absorb a new open-source Chinese model, GLM-5.2. The piece is also bullish on MRNA, citing a 20% rally after FDA advisers backed its mRNA flu vaccine, improving smart-money buying, and renewed U.S. government support for drug development. Overall, the article is a market commentary and stock-picking piece favoring names that may be underappreciated by AI-driven screening systems.