Investing.com -- Technology stocks roared back on Monday, propelled by a powerful rally in Meta Platforms and semiconductor leaders as Wall Street recognized that consumer "agentic" AI may have finally reached a mainstream tipping point. Meta Platforms (NASDAQ: META) rallied 6.5% on Monday, leading a broader market advance that lifted the Nasdaq 100 by 2.15%. The frenzy extended deep into the semiconductor sector, with CPU-linked chipmakers staging explosive gains: Arm Holdings (NASDAQ: ARM) sur
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Coinbase will kick off its new service with IPO access to Oura’s offering later this week.
Persistent agents could expand general-purpose computing, but Meta has disclosed no Intel deployment.

Warner Bros Discovery Inc (NASDAQ:WBD, XETRA:J5A) shares rose over 9% to $30.50 and Paramount Skydance Corp (NASDAQ:PSKY) gained over 7% to $10.965 in early Monday trading as Paramount entered advanced settlement talks with California Attorney General Rob Bonta's office over its proposed $110...

Shares of Intel Corp (NASDAQ:INTC, XETRA:INL), Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and other hardware companies surged on Monday amid strong investor demand for artificial intelligence (AI) stocks. Arm Holdings' US-listed shares were up 14% in morning trading, while Intel...
Strong adoption cannot become commerce revenue wherever outside platforms refuse the agent access.

CECO climbs 16.1% YTD as backlog, Engineered Systems growth and Thermon synergies offset rising debt, costs and a premium valuation.

A coveted Presidential Symposium slot at Europe's top oncology congress just sent Moderna shares flying 9%, but the actual Phase 3 melanoma data remains unseen. Here is why the scheduling alone is moving markets and what it signals about what that dataset might show.

Red Cat shares have tumbled from their 52-week high as CEO Jeffrey Thompson sells $1.6 million worth of stock, putting insider activity in focus.
Key Stats for Vistra Corp. 52-Week Range: $132.

Cantor Fitzgerald just restated its bull case for Rocket Lab with a $122 target, yet the stock is trailing a space peer that received no catalyst at all, and that disconnect tells you something important about what is actually driving Monday's rally.

Advanced Micro Devices Inc. shares jumped Monday, putting the company on track to close above $1 trillion in market value for the first time amid renewed optimism for chipmakers necessary to power artificial intelligence.
AMD Stock Rallies. Strong Data Center Growth Fuels the AI Trade
A public-record search deployment showed distribution reach, then exposed procurement and geopolitical risk.

CRDO targets over 85% fiscal 2027 revenue growth as optics expand, but premium valuation and customer concentration keep execution in focus.

Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the biggest moves share almost nothing in common except a suddenly crowded bull thesis.

The stock market was on a tear on Monday, led by the tech sector. Both semiconductor and software stocks were taking part in the rise. The PHLX Semiconductor Index was up 3.2%, lifted on gains by Arm Holdings, Intel, and AMD.

Priority Technology (PRTH) shares soared after the company agreed to be acquired by an investor grou

QSR's stronger earnings growth, Burger King momentum and discounted valuation contrast with MCD's digital strengths and U.S. execution challenges.
Broadcom Rallies as Anthropic Set to Overtake Google as Top AI Chip Customer
Amazon supports testing and safeguards without joining calls for an industrywide development slowdown.
SPCX targets Sept. 28 for Starship Flight 14, aiming for a full Earth orbit and Starlink V3 deployment as it pursues growth across space and AI.

Microsoft (MSFT) stock is up about 30% in three months, including a 19% jump in the two trading days after its July report. That makes buying now feel late. Yet the stock is slightly lower than a year ago, while the S&P 500 (SPY) gained about 17%. With the stock trading near $500 a share, Wall Street consensus is already banking on Microsoft beating its own forecast again.

Cipher Digital shares jumped after ERCOT conditionally approved 3.2 GW of data center capacity, putting its AI infrastructure pivot back in the spotlight.

VLO's heavy-crude edge, strong refining margins and cheaper valuation could fuel more upside despite higher crude costs.

Bitcoin surged above $85,000 on Monday for the first time since January. The largest cryptocurrency recently traded around $86,000, up 6% from its 4 p.m. ET level on Friday. Crypto-linked stocks, including Coinbase Global and Strategy, also moved higher Monday morning in tandem with bitcoin.
The semiconductor rally came alongside a roughly 3% decline in U.S. crude prices and lower Treasury yields, helping lift broader U.S. equity indexes.

TJX trades below its industry valuation as solid comps, store expansion and earnings revisions offset rising costs and tariff risks.
Key Stats for Riot Platforms, Inc. (RIOT) 52-Week Range: $11.

While the S&P 500 index has been a money-making machine in the long run, investors should still take the time to learn some important information.