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Chip stocks surged across the board, with the Philadelphia Semiconductor Index up over 4%. AMD rose nearly 10%, with its market cap topping $1 trillion for the first time — the fourth U.S. chip company to join the trillion-dollar club after Nvidia, Broadcom, and Micron. ARM jumped over 17%, Intel over 12%, Qualcomm over 9%. Meta's AI agent is reigniting CPU demand expectations — what's your take on this chip rally?
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