Veytics Intelligence
2026-09-29 · Yahoo

Are Meta, AMD, and Micron to thank for the September rally?

Yahoo Finance Executive Editor Brian Sozzi takes a closer look at how Big Tech companies like Meta Platforms (META), Advanced Micro Devices (AMD), and Micron Technology (MU) may be running the late September market rally. Video Transcript 00:00 Speaker A And I am looking at tech valuations and really a September to remember for all things tech. Now, remember Meta's muse, like that was last week. Uh that AI agent has burst onto the scene, powering the company's stock in the Mag 7 complex to boot. 00:13 Speaker A Although a former Trump Economic adviser Gary Cohn isn't all in on muse. 00:17 Speaker A You using muse yet? 00:18 Gary Cohn No, not at all. 00:19 Speaker A Not a fan?

Read the full Veytics brief

We show the main point publicly. Create a free account to continue reading the full article, save it, discuss it, and connect it with market and OSINT context.