Mega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26

AI power infrastructure, not chip supply, is now Wall Street's biggest bottleneck as mega-cap tech rallies despite record diesel prices.

• Mega-cap surge: The Magnificent Seven added roughly $500B in market cap in a single session; AMD topped a $1 trillion market cap and Intel jumped ~12%, its best day since May.
• Bulls cite oversold sentiment: Fundstrat's Tom Lee says last week's hawkish Fed plus high oil marked 'maximum pain,' calling for a possible S&P run above 8,000; Jay Woods of Freedom Capital is more cautious, noting only 5% of S&P 500 stocks hit new highs on a weak-breadth rally.

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