$ARM Surges 33% Weekly on $2 Billion AGI CPU Demand as $META Muse Fuels CPU Inference Repricing

Arm Holdings ($ARM) surged 33% over the past week following reports that customer demand for its new in-house AGI CPU reached $2 billion across fiscal years 2027 and 2028.
The rally accelerated amid expectations that Meta's ($META) Muse AI agent is driving a broader market repricing of CPU demand for AI inference workloads.
The renewed momentum lifted the broader processor group, sending Advanced Micro Devices ($AMD) and Intel ($INTC) sharply higher as investors reassess CPU requirements in agentic AI deployments.