Even in a market where artificial intelligence winners are rewarded, Meta shares stand out.

The Facebook parent¡¯s record 16-day rally has been driven by all manner of news ¡ª even the kind that has pressured its megacap rivals ¡ª pushing its valuation toward $2 trillion for the first time.

¡°I have long viewed Meta as the biggest beneficiary of AI outside of maybe Nvidia, and I think more people are coming around to that idea,¡± said Conrad van Tienhoven, a portfolio manager at Riverpark Capital.