Shares of Arm, Intel, and AMD surged significantly after Meta Platforms' new Muse AI agent sparked renewed optimism about rising CPU demand. Arm's stock jumped 13%, Intel climbed 12%, and AMD rose 9%, as investors anticipate increased inference workloads from autonomous AI agents that require more CPU power. Arm benefits from royalties on processor volumes, Intel faces supply constraints amid rising orders, and AMD gains from increased volume wins via foundries. The rally highlights a shift in chip sector focus toward processors, with investors watching if this momentum sustains beyond initial gains.
As of Sep 21, 2026 22:42 WIB, Arm trades at USD 316.17, up 14.72%, still well below its 52-week high of USD 439.46 but far above its 52-week low of USD 104.55. Intel, at USD 124.27 and a 14.43% gain, is closer to its 52-week high of USD 140.94 compared to its low of USD 28.76, showing strong recovery momentum. This contrasts with AMD's reported 9% rise, highlighting Arm and Intel's sharper gains on Pluang amid renewed CPU demand optimism.
ARM's stock has tripled since January, driven by strong demand for its AI silicon and growing data-center royalties. The company is transitioning from licensing to producing its own AI chips, with significant customer demand expected through 2028. Ho...
Arm's CEO Rene Haas reports unprecedented demand across multiple sectors like edge, automotive, robotics, and data centers, with order books overflowing. However, the company struggles to meet targets due to a multi-stage supply chain bottleneck invo...
