ARM, Intel, AMD Surge As Meta’s Muse AI Fuels Fresh Chip Demand Bets: Retail Turns Extremely Bullish - Yahoo Finance

AMD crossed the $1 trillion market-cap milestone for the first time after a 10% surge.Arm and Intel also posted double-digit gains as investors bet on stronger CPU demand.Retail traders turned increasingly bullish on the chip rally, while some warned of exuberance.Chip stocks surged sharply on Monday, with Intel, Arm Holdings and Advanced Micro Devices emerging as the top gainers on the Nasdaq-100, in a rally that appeared aided by the strong reception of Meta’s Muse AI and expectations that the agentic AI tool could drive greater demand for semiconductors and cloud services.ARM stock rose 17.2%, INTC rose 12.1%, and AMD gained 10%. All three gained in the overnight session, with ARM leading the gains at 1.4%.