AMD's market cap hits all-time high, Intel hits 25-year high on Agentic AI's insatiable demand for CPUs

Strong results and upbeat guidance from ASML and TSMC lifted sentiment across the AI hardware supply chain.

AMD hit an all-time market cap high, while Intel reached a 25-year peak.

Arm and Nvidia also climbed on demand tied to agentic AI and retrieval-augmented generation systems.

The rally shows how AI workload expectations are reshaping semiconductor valuations, especially for data center CPUs and broader AI buildout.