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AMD surged 9.95% Monday to a record $613.31, crossing a $1 trillion market cap for the first time and joining Nvidia, Broadcom and Micron in that tier. Shares are up roughly 185% year-to-date against the Nasdaq's ~16%. In Tuesday premarket, AMD slipped more than 1% as traders booked gains — RSI sits at 72.63, technically overbought, and the stock trades 70.4% above its 200-day moving average.
Meta jumped 11.4% Monday after Wells Fargo's Ken Gawrelski lifted his price target to $796 from $640, maintaining a Buy. The catalyst: Muse, Meta's personal AI agent launched September 8, hit number one on Apple's U.S. App Store — 730,000 downloads in five days and 448,000 daily active users as of September 18. It was Meta's best month in roughly 13 years.
The read-through from Muse was that agentic inference workloads are CPU-heavy, not just GPU-heavy. Arm Holdings rose as much as 17.2%, Intel gained 12.1%, and the Philadelphia Semiconductor Index rallied 4.3%. It's the clearest sign yet the AI trade is widening past the GPU complex.
Alibaba's T-Head division announced the Zhenwu V900, claiming three times the performance of May's M890 and clustering up to 500,000 units for frontier-model training. Mass production is targeted for Q1 2027. CEO Eddie Wu also laid out a plan for 20 gigawatts of global Alibaba Cloud data center capacity by 2032. Shares rose about 3% in Hong Kong.
The Nasdaq Composite jumped 2.26% to 27,122.09, its first record close since June. The S&P 500 added 1.49% to 7,764.70 and the Dow gained 366 points, or 0.71%, to 52,048.83. Falling crude and lower long-end Treasury yields did the heavy lifting alongside the chip rally — notable given three Fed officials argued inflation may require further tightening, with Collins penciling in a second hike this year.
Accenture climbed roughly 6% premarket Monday after Anthropic named it lead partner for independent safety evaluations of its models. Each side commits at least $1 billion over five years, with Accenture's Faculty unit handling red-teaming, alignment assessment and safeguard testing. The bounce reversed Friday's 4.7% drop on a Guggenheim downgrade to Neutral.
Anthropic remains on track for an October 2026 IPO at a reported ~$2 trillion valuation, discussing a raise of up to $100 billion with Nvidia among the parties in talks. Sam Altman reiterated OpenAI will not go public in 2026, with a fresh private round reportedly under discussion at $1.2 trillion. Bloomberg flagged that retail investors chasing these deals face real lockup and drawdown risk.
Micron reports fiscal Q4 on September 30, guiding to roughly $50 billion in revenue (plus or minus $1 billion), non-GAAP EPS of about $31.00, and gross margin near 86%. HBM supply is fully booked for 2026, capacity is sold out through 2027, and the company has logged over $100 billion in orders across 16 long-term supply contracts. Shares are up about 247% year-to-date with 92% bullish analyst coverage.
Ciena rose more than 6% premarket after Evercore ISI upgraded it to Outperform from In-Line and raised its target to $550 from $375 — implying about 58% upside. Analysts argued the optical networking segment is "quickly emerging as a critical bottleneck in the AI buildout," extending the infrastructure trade past silicon into interconnect.
The KOSPI closed at 7,007.72, up 1.65%, back above 7,000 for the first time in seven sessions. Memory chip exports surged 350.7% year-over-year in the first 20 days of September. Samsung Electronics closed up 4.98% at 274,000 won; SK Hynix added 0.59% to 1.868 million won — a hard data point under the AI memory narrative.
