Muse AI Sparks Chip Rally as ARM, INTC and AMD Lead the Charge

TL;DR Summary
Chip stocks surged after Meta's Muse AI rollout boosted expectations for CPU/server demand, with AMD topping a $1 trillion market cap as ARM and Intel posted double‑digit gains. Retail traders turned extremely bullish on the rally, though some warned of exuberance, as investors expect autonomous AI agents to drive higher inference workloads and broader AI infrastructure spending.
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