AI stock alpha today:

$META ripped another 5% to $777 ATH, almost $2T market cap now. Zuck dropped new Muse wearables + smart glasses, partnered with Walmart for AI shopping integration

$OpenAI building Codex Bot to compete with Grok Bot. Also launching their own Muse competitor soon

$ORCL dumped 3.5% hard. New Mexico AI data center stuck in permit hell — won't be operational until 2028 at earliest. Profit timeline pushed back, debt pressure mounting

Musk just cut ribbon on $TSLA Semi factory. Electric semi-truck production targeting 50k units/year. 9 years late but finally shipping

Geopolitics getting messy — Chinese tech delegations getting blocked abroad, even pandas (Pingping & Fushuang) being shipped from Chengdu to Atlanta Zoo as diplomatic collateral