Meta's new AI agent Muse tops the US App Store's free app chart, on September 21, Meta's stock price rose by 11.43%, AMD rose nearly 10%, with a market value surpassing 1 trillion dollars for the first time, and Chip stocks like Intel and Arm also surged. The market is starting to reassess the computational needs brought by AI agents.
On September 21, US AI sector stocks suddenly surged collectively.
Meta's stock price rose by 11.43%, marking the largest single-day gain since April 2025; AMD rose by 9.95%, closing at 615.52 dollars, with its market value surpassing 1 trillion dollars for the first time. Intel rose by 12.14%, Arm increased by 17.16%, and the Philadelphia Semiconductor Index rose by 4.3%. The Nasdaq Composite Index rose by 2.26%, reaching a historic closing high.
A direct catalyst for this surge is the launch of Meta's AI agent Muse two weeks ago.
Muse Tops the App Store, Meta's Stock Price Soars
On September 8, Meta officially launched Muse.
Unlike traditional chatbots, Muse is positioned as a personal AI agent that can handle tasks such as managing emails, booking itineraries, making plans, and managing daily affairs. Meta stated that Muse operates within an independent secure virtual machine and can perform some actions on behalf of users.
In less than two weeks after its launch, Muse has already climbed to the top of the US App Store's free app chart. The Apple App Store currently also shows Muse ranked among the top productivity applications.
According to Sensor Tower data, as of September 21, Muse's download performance has already surpassed the level of Meta's previously launched Meta AI application during the same period. The market quickly responded:
On September 21, Meta's stock price rose more than 11% in a single day, increasing the company's market value by about 190 billion dollars.
This means that user growth data for AI products is starting to directly influence the valuations of large tech companies.
After Meta's Rise, Funds Quickly Flow to Chip Stocks
After Muse became popular, the market trading focus quickly shifted from "AI applications" to "how much computational power AI needs."
AMD became one of the most obvious beneficiaries.
On September 21, AMD's stock rose by 9.95%, closing at 615.52 dollars, briefly surpassing a market value of 1 trillion dollars during trading, becoming the fourth US chip company to reach this scale after Nvidia, Broadcom, and Micron.
Intel rose by 12.14%, Arm increased by 17.16%, Qualcomm rose over 9%, and the Philadelphia Semiconductor Index increased by 4.3%.
The market is not focused on how many AMD chips Muse itself requires, but on how the usage of AI agents might change the structure of computational power demand.
Traditional chatbots mainly operate on a "question-answer" basis, whereas AI agents need to continuously call models, access online content, process information, and execute tasks.
If such products enter a phase of large-scale usage, reasoning computational demand may further increase.
AI Trading Resurfaces
This is also one reason for the synchronized movement of US AI sector stocks on September 21.
On that day, it was not just Meta and AMD that were rising; chip companies like Intel and Arm also strengthened, and assets related to software, servers, and other AI infrastructure saw increases.
Meanwhile, the Nasdaq Composite Index rose by 2.26%, and the S&P 500 Index rose by 1.5%, with tech stocks becoming the focal point for market funding again.
As seen from the current market performance, this round of AI trading is forming a new transmission chain:
AI application bestsellers → User growth → Increased usage of AI agents → Demand for reasoning computational power → Warming expectations for chips and infrastructure.
However, Muse is still at an early stage.
Meta needs to continue proving that users can consistently use the product and commercialize it through subscriptions and other business models. Muse currently offers free usage and has set monthly subscription tiers of 20 dollars and 100 dollars.
Therefore, the market's attention will not just be on whether Muse can continue to increase download numbers but on whether retention, usage frequency, and commercialization data can keep pace.
If AI agents continue to expand their user base, the trend observed on September 21 from Meta to AMD, Intel, and the Nasdaq may merely be a concentrated reflection of the transmission of AI applications to the computational power supply chain.
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