Two AI product launches did all the work today. Everything else was drift.
Movers with a reason
- NET — $314.18, +10.51% | Vulnerability Discovery and Remediation, a Managed Defense capability running OpenAI’s GPT-5.6 Cyber model, extended a multi-day rally | Hold (Medium) — now 5.4% off its 52-week high; don’t chase.
- META — $653.69, +6.55% | launched Muse, a consumer AI agent with free, $20 and $100 tiers — the first concrete monetization path for its AI capex | Hold (Medium) — paid adoption still has to validate the pop.
Company news worth knowing
- AMZN — 8-K: the board elected Kevin Mandia (Armadin CEO, ex-Mandiant) as a director and seated him on the Audit and Security committees. A security-heavy board addition, not a numbers event.
Quiet: MSFT -0.47%, AMZN -1.78%, RDDT -1.97%.
One flag: RDDT is down 7.4% over five sessions and sitting in the lower third of its 52-week range. That’s a roll-over, not a dip — wait for a base before adding.