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AMD Crossed a Trillion on the Back of AI Agents

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ticker lesson

Breakdown

0:00Brent· ticker

Brent near 110, WTI crossed 100

  • Brent touched nearly 110
  • WTI crossed 100
  • Recessionary conditions
1:58WTI· ticker

WTI crossed 100, recessionary

  • WTI crossed 100
  • Recessionary conditions
  • Saudi Arabia restarted East-West pipeline
1:59Hormuz· ticker

Hormuz worth $10 in oil

  • Hormuz worth $10 in oil
  • Iranian delegation willing to reopen Strait of Hormuz
  • US military pressure easing
2:00Treasury· ticker

Treasury rallied, 10-year near 4.9%

  • Treasury rallied
  • 10-year near 4.9%
  • Inflation impulse reassessed
2:01Meta· ticker

Meta up 11% on Muse agent

  • Meta up 11%
  • Muse agent sparked rally
  • Nasdaq moving up to new record
2:02AMD· ticker

AMD up 10%, crossed $1T

  • AMD up 10%
  • Crossed $1T in market value
  • AI systems portfolio position
2:03Nasdaq· ticker

Nasdaq moving up to new record

  • Nasdaq moving up to new record
  • AI inference demand
  • Hyperscalers investing in compute
2:04Apple· ticker

Muse in top Apple free app ranking

  • Muse in top Apple free app ranking
  • Consumer adoption demand
  • Sustained inference demand
2:05Google· ticker

Muse in top Google free app ranking

  • Muse in top Google free app ranking
  • Consumer adoption demand
  • Sustained inference demand
2:06Treasury· ticker

10-year retreated to 4.9%

  • 10-year retreated to 4.9%
  • Fed hike looking one-off
  • Curve flattening
2:07Nasdaq· ticker

Nasdaq absorbing higher overnight rates

  • Nasdaq absorbing higher overnight rates
  • Long end yields contained
  • Equity support from Treasury demand

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