Agentic AI Fuels Tech Rally: Meta's Muse Drives Chip Stocks Higher, AMD Hits $1T Market Cap

Investing.com -- Technology stocks roared back on Monday, propelled by a powerful rally in Meta Platforms and semiconductor leaders as Wall Street recognized that consumer "agentic" AI may have finally reached a mainstream tipping point.

Meta Platforms (NASDAQ: META) rallied 6.5% on Monday, leading a broader market advance that lifted the Nasdaq 100 by 2.15%. The frenzy extended deep into the semiconductor sector, with CPU-linked chipmakers staging explosive gains: Arm Holdings (NASDAQ: ARM) su

Investing.com -- Large options flow lands on one of Meta Platforms (META)’s most active sessions in recent memory — +11.64% to $742.69 as of 2:05 PM EDT, Sep 21, 2026, driven by the "Muse" agentic AI optimism, Wells Fargo’s PT raise to $796, and the "Petal" petabit subsea cable reveal ahead of Meta Connect on Sep 23. The options market responded sharply. Read more

Total options volume hit 1.83M contracts by 1:41 PM EDT, with calls dominating at 1.19M vs. 647,060 puts — roughly a 1.84:1 call/put

Investing.com -- Advanced Micro Devices briefly surpassed $1 trillion in market capitalization for the first time on Monday, becoming the fourth U.S. chipmaker to reach the milestone as investors increase their bets on the company's growing presence in AI computing.

The Santa Clara, California-based company's shares rose 9% to $610, after reaching an all-time high of $613.92, pushing its valuation just over $1 trillion.

AMD joins Nvidia, Broadcom, and Micron as the only U.S. chipmakers to achi

Investing.com -- OpenAI (NASDAQ: OAI) is developing new features to counter rival personal AI agent offerings from Space Exploration Technologies Corp (NASDAQ: SPCX) and Meta Platforms Inc (NASDAQ: META) as competition intensifies in the market for automated workplace tools, according to a report from The Information. The move reflects growing pressure on the ChatGPT creator to defend its market leadership against nimble competitors capable of handling complex, multi-step digital workflows.

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