Arm Surges 13% as Meta’s Muse Agent Reignites CPU Demand Bet; Intel Jumps 12%, AMD Climbs 9%

Quick Read ARM surges 13% and Intel jumps 12%, amplified by CEO Lip-Bu Tan's disclosure that Intel can currently meet only 50% of customer demand. Meta's Muse AI agent is repricing processor stocks without any chip company announcements, while SOXX gains just 3%, confirming the rally is CPU-specific. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and AMD didn't make the cut. Enter your email to see the names that beat AMD. The report is free. Enter your email and see if any of your stocks made the cut. Semiconductor names are surging Monday as investors reprice the CPU demand thesis.