U.S. stocks rallied Monday as falling oil eased inflation pressure and Meta’s Muse app brought buyers back to AI. The Nasdaq closed at a record, with AMD and Intel among the chipmakers leading the move. Meta saw its best day since 2025.

Crude fell 4.3%, leaving energy behind, President Trump said there was work to do to find peace in the Middle East. No duh. The international politics world is ramping up for a Thursday night meeting between Trump and Chinese President Xi Jinping, and a host of AI leaders like Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, etc. They all hope to talk AI and trade.

Negotiator Li Chenggang met with Treasury Sec Scott Bessent at JPMorgan Chase headquarters in NYC Sunday, and reportedly things went well. Bessent told CNBC it’s not the government's responsibility to tell AI companies to stop poking their robots to hack things, much like Marc Zuckerberg wrote a week ago in response to AI regulation ideas- keeping models from acting out is what Facebook does every day.

AMD finished above $1T in market value for the first time. A settlement also cleared a major legal hurdle for Paramount’s Warner Bros. takeover, though Warner rose and Paramount closed lower.

On Stocktwits, AMD’s milestone drew bullish chatter. Meta’s latest pulse was bearish despite its jump, and Paramount traders debated what the merger settlement would cost.

Today's Briefing: Powered by Stocktwits Community API.

Meta’s personal AI agent Muse reached the top of Apple’s U.S. App Store on Monday, nearly two weeks after its Sept. 8 launch. Wells Fargo also raised its Meta price target to $796, AI competitor labs burning cash freaked out, and investors carried the enthusiasm into chipmakers that could supply the CPUs needed to run AI agents.

The RIP: $META ( ▲ 11.43% ) closed +11.4%. $AMD gained +10%, and $INTC rose +12.1%.

If you have not used the app yet, I can recommend it. The experience feels like Meta had this in the pipeline ever since the open source agent thing OpenClaw blew up over the winter. In a very metaverse, NFT type of way, everyone on twitter was screaming about agents for a while, and it looks like Meta was working its way toward this release all the while. OpenAI and Anthropic were competing to see who could scare investors with data breaches, while arguably the largest player in app use in the world was building a better UI competitor.

Downloads give Meta an early sign of interest in Muse, but the app has yet to prove how much people will pay to use it. Amazon has blocked the agent from its store, according to Stocktwits, giving Meta a more immediate problem than Wednesday’s Meta Connect presentation can solve.

The Community Read: The $META pulse is bearish despite the rally; see the Muse debate ->

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Paramount Skydance settled the states’ antitrust lawsuit against its proposed Warner Bros. Discovery acquisition on Monday. The agreement removes a major legal obstacle, though it still needs court approval, and puts enforceable film production and cable pricing commitments on the combined company.

The RIP: $WBD closed +10.8%, while $PSKY fell -2.9% after reversing an early gain. The proposed acquisition is valued at roughly $110B including debt.

Under the settlement announced by California’s attorney general, Paramount must release 30 films annually for the first two years and 32 in each of the next three. Falling short would trigger a $30M penalty per missed film and a requirement to divest Miramax. Warner shareholders got a clearer path to closing; Paramount shareholders got the bill for some of that certainty.

The Community Read: The $PSKY pulse is neutral; see the deal-cost debate ->

Advanced Micro Devices, the chipmaker, closed above $1T in market value for the first time Monday as investors bought into the idea that popular AI agents will require more server CPUs. Meta’s Muse app helped revive that trade across the chip group.

The RIP: $AMD ( ▲ 9.95% ) finished +10% at $615.52. Bloomberg reported that Meta is AMD’s second-largest customer, accounting for about 5.5% of revenue.

That customer relationship gives AMD a clearer connection to Meta’s AI spending than many stocks caught in Monday’s rally. Muse’s app-store rank is an early sign of consumer interest, though it does not establish how many additional chips Meta will buy.

The Community Read: The $AMD room is bullish; see the $1T reactions ->

📺 Oracle's $18 billion data center debt under pressure, FT reports

👀 CNN, MS NOW, Politico sue over denied White House access, citing First Amendment

🪙 Strategy returns to bitcoin buys, adding $75 million of BTC last week

💰 Nike gets hit with yet another bearish Wall Street hot take

🧾 CRML Stock Heads For Best Day In Nearly A Year – Why This Analyst Sees A Further 110% Upside

📰 Flights disrupted into Newark, New York, Philadelphia after Verizon cable cut

📈 The best trade idea posted on Stocktwits today, chart included

Written by yours truly. Super data heavy. Right up your alley. 👀

It’s once a week, on Mondays. Let me know what you think! 👇

24.2K WATCHERS · BEARISH · NORMAL ACTIVITY

Citi said AppLovin’s global e-commerce client count reached 13,105 through Sept. 18, up 5.1% in a week and its fastest growth in five months.

116.1K WATCHERS · BEARISH · EXTREMELY LOW ACTIVITY

Moderna said Monday that three abstracts on its personalized cancer treatment were accepted for October’s ESMO meeting, where investors will get more detail on the melanoma program.

83.2K WATCHERS · NEUTRAL · NORMAL ACTIVITY

Strategy disclosed a purchase of 950 bitcoin, its first in more than two weeks, as bitcoin climbed back above $85,000.

68K WATCHERS · BULLISH · HIGH ACTIVITY

Cantor Fitzgerald reiterated its $122 price target Monday, pointing to Rocket Lab’s planned Neutron debut and pending Iridium acquisition as the two events behind its bullish call.

Bearish 🐻 | Bullish 🐮 | It’s Complicated 😵‍💫

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Macro: New York Fed President John Williams speaks (10:05 AM ET), Fed Vice Chair Philip Jefferson speaks (10:20 AM ET), Richmond Fed President Thomas Barkin speaks (1:00 PM ET). 📊
Pre-Market Earnings: $AZO Autozone Inc., $THO Thor Industries, Inc.. ☀️
After-Market Earnings: $KBH KB Home. 🌙

P.S. You can listen to all of these earnings calls on Stocktwits.

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