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AMD surged nearly 10% Monday to crack a $1 trillion market cap for the first time, hitting a 52-week high of $615.52 and clearing its June 30 peak by about 6%. It tacked on another 1.34% Tuesday. The run makes AMD the fourth U.S. chipmaker to reach $1T after NVIDIA, Broadcom and Micron, with year-to-date gains north of 180% on the back of Q2 data-center revenue of $6.7 billion, up 107% year over year.
Shopify climbed just over 7% Tuesday to close at $147.74, up $9.82, after agreeing to let Meta's Muse agent browse and buy across Shopify-powered stores via Shop Pay. Meta itself slipped 0.63% on the day, digesting Monday's 11.3% moonshot to $741.25 that added roughly $192 billion in market cap. Zuckerberg says "more partnerships" are coming.
Amazon blocked Meta's Muse agent from transacting on Amazon.com effective Sunday night, citing terms-of-use violations — Muse reportedly didn't identify itself as an agent in HTTP requests, and Amazon flagged concerns about an undisclosed third party moving through customer accounts and purchase history. Muse launched September 8 and cleared 730,000 downloads in five days. This is the opening skirmish in the agentic-commerce turf war.
NVIDIA closed Tuesday around $228.56, but the story is the multiple: shares now trade at less than 17 times forward earnings, near the cheapest in over a decade. That's half the multiple the stock commanded in 2025 — when growth was actually slower — and down from 25x as recently as May. The market is pricing in a growth deceleration even as NVIDIA stays central to the buildout.
Micron gained 5.00% Tuesday, the strongest move among the megacap chip names, as the memory trade caught a bid. Fiscal Q4 results land Wednesday, September 30, with the call at 2:30 p.m. Mountain time. June guidance called for revenue of $50.0 billion plus or minus $1.0 billion and non-GAAP EPS of $31.00 plus or minus $1.00.
The Nasdaq Composite rose 0.5% to a record close of 27,244 Tuesday while the S&P 500 finished flat and the Dow shed 185 points. The Nasdaq 100 notched its first record since June, and the semiconductor index climbed for a sixth straight session. Falling oil prices and softer Treasury yields did the heavy lifting alongside Muse enthusiasm.
Anthropic is now expected to begin marketing its IPO in mid-October at the earliest, per Reuters, with the listing targeted for days before the November midterms. The prospectus was expected late September. Last private mark was $965 billion from a $65 billion Series H-1 in May; some investors have floated a $2 trillion listing. Flagging as a watch item — Anthropic is not publicly traded.
With Muse hitting number one on the U.S. iPhone free-app chart and roughly 900,000 first-week downloads, the Street is questioning whether Alphabet's ecosystem breadth still wins the consumer agent race. GOOGL fell 2% on Muse's September 8 launch day and has stayed under a cloud. The concern: Meta's WhatsApp-scale distribution can build habits faster than Gemini's integration advantage can convert them.
Apple's refreshed Mac mini and Mac Studio went on sale Tuesday. The M6 Mac mini starts at $899 and, per Apple, delivers up to four times faster AI performance, double the graphics and 40% faster CPU, powered by the first dual Neural Engine — two 16-core engines. Mac Studio starts at $2,499 with M5 Max and $5,499 with M5 Ultra. It's an on-device AI push arriving with AAPL's valuation near historic highs.
Morgan Stanley lifted Broadcom to $505, JPMorgan went from $500 to $580 at Overweight, Evercore sits at $578, and Rosenblatt initiated at Buy with a $600 target. The driver: AI semiconductor revenue of $16.70 billion, up 221% year over year, with Q4 AI revenue guided to $21.7 billion, up 236%. Twenty-six of 29 covering analysts rate it Buy, average target around $518.
