Enthusiasm for Meta's Muse reignites parts of AI trade

Meta's Muse app launch triggered a targeted AI-hardware rally favoring server CPUs and edge infrastructure, not memory chips.

• Muse-driven AI rally: Meta's Muse personal AI agent topped app download charts, sending Meta up 11%, NASDAQ 100 up 2.83% (838 points), and the SOX semiconductor index up 4.3%; AMD surged ~10% into the $1 trillion market-cap club.
• Server CPU beneficiaries: Muse runs via cloud virtual machines, boosting ARM (licensor behind NVIDIA's upcoming Vera Rubin CPU and hyperscaler chips like Amazon's Graviton, Microsoft's Cobalt, Google's Axion), plus Intel and AMD.

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