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Nasdaq reportedly hits a record as chip stocks rally

A user's market briefing for September 21, 2026, lists gains of 9.9% for AMD, 12.1% for Intel and 17.1% for Arm, with AMD closing above $1 trillion in market value for the first time.

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2 Sources, 9d ago, first seen 9d ago

TLDR

A user's September 21, 2026, market briefing says the Nasdaq rose 2.26% to a record 27,122.09, while the S&P 500 gained 1.49% and the Dow rose 0.71%. The briefing attributes the rally to falling oil prices and renewed U.S.–China AI dialogue. It also argues that AI-agent workloads rely heavily on CPUs, broadening the AI trade beyond graphics processors.

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2 Sources, first seen 9d ago

85 likes11 comments4 saves5 reposts

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2 Sources

@realMeetKevin🚨 50 to 55% of the growth in Wall Street deal fees this year came from AI. ✅ AI is making lenders and underwriters RICH. ✅ The SUCKENING we warned of in June is now Hardware Rally 2.0. 😇 Imo... this is JUST getting started. Anthropic will be another SUCK.
@hwa006Evening market briefing — Monday, Sept 21, 2026 Market day in review Tech-led rally: Nasdaq +2.26% to 27,122.09 (fresh record, 21st of 2026); S&P +1.49% to 7,764.70 (within 0.4% of Aug 13 record); Dow +0.71% to 52,048.83. Drivers: oil's 4th straight drop easing inflation fears, plus renewed US–China AI dialogue (Bessent–He Lifeng) ahead of the Trump–Xi summit Thursday. Breadth improved through the session: communication services +3.8%, info tech +2%; only energy lower (-2.2%). Your names in the news $AMD +9.9% to $615.52, record close — first close above a $1T market cap, 14th US company ever to hit it (worth $255B a year ago). $INTC +12.1% (~$121); CEO Lip-Bu Tan said last week the company can meet only ~50% of customer demand. SK Hynix reportedly in early talks to make memory chips at Intel plants; Altera (49% Intel-owned) filed confidentially for an IPO. $ARM +17.1%; $META +11.3%, its strongest session since April 2025 — Muse AI agent is the No. 1 free iPhone app in the US (3rd straight day, ~2.5M downloads). Thesis: agentic AI workloads are CPU-intensive, shifting the AI trade beyond GPUs. SOXX/Philly semis +4.3%. $MU extended gains, hovering around its $1T+ valuation; $NVDA, $AVGO, $TSM all up with the sector. $BE debuted in the S&P 500 today. Drags: Novo Nordisk -7% on 2030 targets; Accenture +6% on Anthropic AI-safety partnership. Macro & after-hours Oil: Brent settled -3.4% to $100.34; WTI -4.5% to $95.78 — lowest closes since Sept 8, on possible Trump–Pezeshkian UNGA meeting and improving Hormuz flows. Yields eased: 10Y 4.96%, 30Y 5.30%; Bessent: once the conflict ends, "rates should come down." Dollar steady (DXY ~100.3). Fed: Musalem (Reuters) — more hikes likely, "inflation is not a risk. It's there," prefers earlier smaller hikes. Goolsbee — "no ambiguity" on higher rates if demand overheats; AI data center spending "spilling out of its own lane." Markets price ~55% odds of an October hike. Gold ~$4,341, softer on firm dollar and 5%-area yields. Bitcoin hit its highest since January. Tomorrow's watch More Fed speakers Tuesday; PBoC rate decision tonight; Japan closed through Wed (Silver Week); yen ~157 on intervention watch. Wed: flash PMIs. Thu: Trump–Xi summit in Washington, SNB decision, jobless claims. Fri: durable goods, Michigan sentiment. Not financial advice.
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    2 Sources

    @realMeetKevin🚨 50 to 55% of the growth in Wall Street deal fees this year came from AI. ✅ AI is making lenders and underwriters RICH. ✅ The SUCKENING we warned of in June is now Hardware Rally 2.0. 😇 Imo... this is JUST getting started. Anthropic will be another SUCK.
    @hwa006Evening market briefing — Monday, Sept 21, 2026 Market day in review Tech-led rally: Nasdaq +2.26% to 27,122.09 (fresh record, 21st of 2026); S&P +1.49% to 7,764.70 (within 0.4% of Aug 13 record); Dow +0.71% to 52,048.83. Drivers: oil's 4th straight drop easing inflation fears, plus renewed US–China AI dialogue (Bessent–He Lifeng) ahead of the Trump–Xi summit Thursday. Breadth improved through the session: communication services +3.8%, info tech +2%; only energy lower (-2.2%). Your names in the news $AMD +9.9% to $615.52, record close — first close above a $1T market cap, 14th US company ever to hit it (worth $255B a year ago). $INTC +12.1% (~$121); CEO Lip-Bu Tan said last week the company can meet only ~50% of customer demand. SK Hynix reportedly in early talks to make memory chips at Intel plants; Altera (49% Intel-owned) filed confidentially for an IPO. $ARM +17.1%; $META +11.3%, its strongest session since April 2025 — Muse AI agent is the No. 1 free iPhone app in the US (3rd straight day, ~2.5M downloads). Thesis: agentic AI workloads are CPU-intensive, shifting the AI trade beyond GPUs. SOXX/Philly semis +4.3%. $MU extended gains, hovering around its $1T+ valuation; $NVDA, $AVGO, $TSM all up with the sector. $BE debuted in the S&P 500 today. Drags: Novo Nordisk -7% on 2030 targets; Accenture +6% on Anthropic AI-safety partnership. Macro & after-hours Oil: Brent settled -3.4% to $100.34; WTI -4.5% to $95.78 — lowest closes since Sept 8, on possible Trump–Pezeshkian UNGA meeting and improving Hormuz flows. Yields eased: 10Y 4.96%, 30Y 5.30%; Bessent: once the conflict ends, "rates should come down." Dollar steady (DXY ~100.3). Fed: Musalem (Reuters) — more hikes likely, "inflation is not a risk. It's there," prefers earlier smaller hikes. Goolsbee — "no ambiguity" on higher rates if demand overheats; AI data center spending "spilling out of its own lane." Markets price ~55% odds of an October hike. Gold ~$4,341, softer on firm dollar and 5%-area yields. Bitcoin hit its highest since January. Tomorrow's watch More Fed speakers Tuesday; PBoC rate decision tonight; Japan closed through Wed (Silver Week); yen ~157 on intervention watch. Wed: flash PMIs. Thu: Trump–Xi summit in Washington, SNB decision, jobless claims. Fri: durable goods, Michigan sentiment. Not financial advice.
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