Investors rotated back into AI-linked equities Monday after Meta’s Muse assistant led free U.S. app downloads, lifting Meta more than 11% and helping AMD briefly clear a $1 trillion market value—the fourth U.S. chipmaker to do so, Semafor and CNBC reported.

AMD rose about 10% to a record intraday high near $615.52 on a five-day streak totaling roughly 25%. Year-to-date gains exceed 180%, yet Nvidia still towers near $5.4 trillion with majority share of AI data-center GPUs. Semafor framed the move as traders piling into AI names while Muse’s chart-topping debut recharged sentiment after weeks of apocalyptic AI warnings. Reuters Morning Bid said softer oil prices amplified the risk-on tone; the SOX semiconductor index climbed more than 4%.

Asia’s tech complex followed Tuesday. South Korean early-September export data showed shipments up 78.3% over 20 days to $71.4 billion, with semiconductor exports up 259.4%—supporting the Bank of Korea’s recent rate hikes, Semafor noted. AMD’s fundamental backdrop includes Q2 revenue of $11.54 billion (+50% YoY) and Data Center sales of $6.7 billion (+107%), with CEO Lisa Su projecting a doubling of data-center sales in 2027. Nvidia’s Jensen Huang separately said he expected to double chip unit sales next year, reinforcing the demand narrative behind the sector rally.

Business-card framing stresses sector leadership and Meta’s product catalyst rather than the Top Stories market-milestone angle alone. Counterweights remain: elevated energy prices, sticky inflation signals from Fed speakers, and Thursday’s Trump–Xi agenda on AI risk and trade. The rally shows how quickly AI sentiment can flip when a consumer-facing product appears to validate demand—without resolving longer-term questions about valuation concentration and energy-constrained compute buildouts.