On a Tuesday shadowed by war and geopolitical uncertainty, Wall Street's Nasdaq Composite reached an all-time high — a quiet testament to how markets, like people, sometimes choose belief over caution. The rally was driven not by the resolution of the world's tensions, but by a renewed faith that artificial intelligence might finally deliver something ordinary people would want to use. Meta's new Muse assistant had reignited a question investors had long been asking: after years of infrastructure spending, where is the product? For one day at least, the market decided it had found an answer.