--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — Meta's Muse Win Powers AMD to $1 Trillion" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000908714.md" description: "Meta's Muse agent topped the US App Store last week, and Wall Street is reading that as one more sign AI agents may need real CPU power. Intel, AMD and Arm all rocketed Monday. Here's what moved marke..." datetime: "2026-09-22T03:22:15.000Z" locales: - [en](https://longbridge.com/en/topics/100000000908714.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000908714.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000908714.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — Meta's Muse Win Powers AMD to $1 Trillion Meta's Muse agent topped the US App Store last week, and Wall Street is reading that as one more sign AI agents may need real CPU power. Intel, AMD and Arm all rocketed Monday. Here's what moved markets 👇 **💬 Muse topped the App Store last week. Is this really fueling chip demand, or just one factor among many?** ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — Meta's Muse Win Powers AMD to $1 Trillion **🔑 Key Event:** Meta's Muse agent topped the US App Store last week, adding to bets that AI agents need real CPU power. $Meta Platforms(META.US) **+11.43%** Monday, along with $Intel(INTC.US) **+12.14%**, $AMD(AMD.US) **+9.95%**, $Arm(ARM.US) **+17.16%**; AMD's market cap crossed $1 trillion, the fourth US chip company to reach it. > @gedebe : Intel has woken up and is tirelessly addressing its shortcomings — I'm still buying. **👀 Other to Watch** - Amazon blocked Muse's shopping access over undisclosed integration; Shopify countered by adding Muse to Shop Pay. - $Alphabet(GOOGL.US) was fined $463M by Ireland's privacy regulator over how it handled users' location data. - $Sandisk(SNDK.US) officially joined the S&P 100 Monday, replacing Colgate-Palmolive. - $Micron Tech(MU.US) Taiwan union talks broke down again Monday; a strike vote is possible, with board review set for Oct 8. ### 🇸🇬 Singapore — STI Edges Higher **🔑 Key Event:** $FTSE Straits Times Index(STI.SG) is up **+0.37%** to around 5,696 this morning. **👀 Other to Watch** - $UOB(U11.SG) **+1.14%** led the banks on reports of private-banking expansion; $DBS(D05.SG) **+0.58%**, $OCBC Bank(O39.SG) flat. ### 🇭🇰 HK/China — Tencent Jumps 6.7% as Yunqi Summit Opens **🔑 Key Event:** $TENCENT(00700.HK) jumped **+6.7%** this morning, riding a broader HK tech rally as A-share chip stocks surged and Monday's US chip rally spilled over. $BABA-W(09988.HK) rose **+3.3%** as its Yunqi Summit opened in Hangzhou today. > @Fattycat : This probe is narrower than 2021's platform crackdowns, but Meituan is far more financially sensitive to it than Alibaba. **👀 Other to Watch** - $Z.AI(02513.HK) shares closed **+1.79%** Monday, after apologizing for a tool that silently uploaded users' code and keys. ### 🌍 Global/Macro - Xi Jinping makes a state visit to the US Sept 23-25, his first in nearly 3 years; a Trump-Xi summit follows Sept 24. - St. Louis Fed's Musalem says more hikes may be needed; Bank of Canada's Macklem warned late action means bigger hikes later. - US diesel hit a record $6.505/gallon; Trump wants Russian diesel supply to reach global markets to ease the price. ## 📅 Upcoming Key Events | **When (SGT)** | **What** | | ---------------------- | -------------------------------------------------------------------------------------------------------- | | **Today, Tue 22 Sept** | 🇨🇳 Alibaba Cloud (Yunqi) Summit underway, Hangzhou 🇺🇸 Qualcomm Snapdragon Summit keynote, ~3am Wed SGT | | **Wed 23 Sept** | 🇺🇸 Meta Connect; General Mills, Paychex & Cintas earnings 🇨🇳 Yunqi Summit continues | | **Thu 24 Sept** | 🇺🇸 Costco, Accenture & Darden Restaurants earnings 🇨🇳 Yunqi Summit concludes | 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: Sept 22, 2026, 11:59 PM SGT Not investment advice, just market talk 🙏 ### Related Stocks - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [O39.SG](https://longbridge.com/en/quote/O39.SG.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [QCOM.US](https://longbridge.com/en/quote/QCOM.US.md) - [STI.SG](https://longbridge.com/en/quote/STI.SG.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [D05.SG](https://longbridge.com/en/quote/D05.SG.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [ARM.US](https://longbridge.com/en/quote/ARM.US.md) ## Comments (44) - **NewUser_oPJWOU · 2026-09-22T14:22:49.000Z**: STI index surged higher after a 2 week pullback. This comes as a relief as investors start pouring capital back in once more after rate hike. However, it is interesting that MAS released a stress test result stating that 32% of Singapore-losted companies will be at risk under severe downturn in AI r - **Captain Leo** (2026-09-24T10:42:15.000Z): Putting the STI rebound next to a downside stress scenario in one comment is the balance most rally posts skip. 🦁 - **NewUser_zS0M8w · 2026-09-22T14:10:48.000Z**: Cryptocurrencies have been on the surge, along with the tech powerhouses as AMD crosses a new milestone yesterday and Meta rising from the dead as well. It seems like capital is pouring in once more as FED's rate hike settles down. - **NewUser_ThinkSwim · 2026-09-22T11:42:50.000Z**: Was super surprised by how the stocks like meta and amd went up. I did not participate much as I thought it already increased I did not expect it to continue and run late into the end market times. - **win win · 2026-09-22T11:34:25.000Z**: Alibaba, The Asia giant Tech company. unveiled its new AI chip, it can produced triple performance compared to the old one. look like it is going to be roaring again - **ShortWalk · 2026-09-22T09:39:09.000Z**: Still recall months ago Muse didnt cause quite a stir so truly surprising to see it rally the stock overnight! - **FaithAnchor · 2026-09-22T08:38:48.000Z**: $Meta Platforms(META.US)Muse is showing AI agents can move beyond chat into actually getting things done. Its breakout is lifting Meta’s stock—and sending a tailwind through CPUs, chips and the wider AI infrastructure chain. - **NewUser_hCn26 · 2026-09-22T07:47:19.000Z**: Meta’s Muse topping the App Store highlights how expanding consumer AI agent workloads drives massive enterprise demand for CPU compute. While single applications rarely move markets alone, this milestone reinforces broader hardware upgrade cycles—pushing AMD past the $1 trillion market cap threshol - **Captain Leo** (2026-09-22T11:29:52.000Z): Writing the counterweight to your own thesis next to the headline number is rarer than either piece on its own. ⚓ - **koolgal · 2026-09-22T06:41:28.000Z · 👍 1**: 🌟🌟🌟I am excited by the latest news that $BABA-W(09988.HK)has just unveiled its new AI chip - the Zhenwu V900 AI accelerator chip. This new custom chip triples the performance of its predecessor and can scale into monolithic clusters of 500,000 units to train frontier AI models surpassing 5 to 10 tr - **Fattycat** (2026-09-22T06:50:23.000Z): Let’s go BABA ✌️🚀 - **TheRaccoonAnalysis · 2026-09-22T06:09:55.000Z · 👍 2**: Meta’s Muse agent ranking highly on the U.S. App Store highlights growing consumer interest in AI-agent applications and supports expectations for greater compute demand. The simultaneous gains in Meta, Intel, AMD and Arm suggest investors are linking AI-agent adoption with broader CPU and semicondu - **Captain Leo** (2026-09-22T11:28:25.000Z): Reading the one day move as information about expectations, rather than about the news itself, is a different lens from the rest of the thread. My guess is the next one puts it against AI capex guidan - **dingdongbell · 2026-09-22T06:03:57.000Z · 👍 2**: What a rally by AI tech on Muse’s success and proof that AI can be monetised giving further impetus to the AI buildout. This is only agentic AI and only scratching the surface on what this technology is able to do. - **LazyCat · 2026-09-22T05:18:35.000Z · 👍 1**: Zhipu may face intense scrutiny in the near term, souring sentiments towards ita share. Rivals like Minimax, Tencent or Alibaba could cannibalise it's market share if corporate users steer away from ZCode. - **The · 2026-09-22T05:09:29.000Z · 👍 1**: Good news for Meta Platforms, Intel, AMD(AMD.US), and Arm stocks increase.Straits Times, and local banks shares slightly increase. One company was fined due to how the users’ data location were used.Hong Kong Shares Tencent, Baba, Z.AI have increased. Hope it will be better for the companies so that - **koolgal** (2026-09-22T07:07:06.000Z): Let's hope it is so 🙏 - **NewUser_CkrdqW · 2026-09-22T05:07:14.000Z · 👍 1**: AI and tech stocks rallied hard last night as we see Muse's initial optimism and success pushed Meta above $700. Meanwhile, AMD has also crossed 1 trillion in market cap for the first time in history, totally dominating its industry rivals since the start of the year. - **0wMYbg · 2026-09-22T04:55:47.000Z · 👍 1**: Wow AMD hit the trillion dollar market cap for the first time! META is finally bullish too ~ definitely need to watch out whether the valuation is sustainable after the run up - **Heroic Lifesaver · 2026-09-22T04:53:14.000Z · 👍 1**: It was quite the rally by AI tech and the beneficiaries on another proof that AI actually makes money and investments in them do pay off if managed wisely. - **NewUser_5JaG2B · 2026-09-22T04:49:53.000Z · 👍 1**: War is coming if not oil price now the concern for many - **relf · 2026-09-22T04:48:45.000Z · 👍 1**: High can be higher! Hesitated about buying Meta and the boat has sailed. But that's life. We win some and lose some. Overall portfolio still benefited from the broad rally! - **Dacai · 2026-09-22T04:48:33.000Z · 👍 1**: This surge in chip stock price due to Muse feels more like short term optimism. Probably there will be profit taking soon. - **KXN · 2026-09-22T04:47:30.000Z · 👍 1**: Looking forward to see how market reacts this coming Thursday and Friday! Hopefully, geopolitics could be resolved soon if not inflation is going to continue because of the effects of oil. --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**