---
title: Syz The Moment | equities (8)
description: equities | Syz The Moment (8)
---

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## Straight from the Desk

# **Syz** the moment

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- [All](https://blog.syzgroup.com/syz-the-moment)
- [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities)
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- [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai)
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- [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7)
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- [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities)

Show more

22 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/we-found-the-winner-meta-call-volume-highest-on-record&text=We%20found%20the%20winner:%20META%20call%20volume%20highest%20on%20record>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/we-found-the-winner-meta-call-volume-highest-on-record&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1790054937426.jpg&title=We%20found%20the%20winner:%20META%20call%20volume%20highest%20on%20record&summary=Source:%20zerohedge&source=https://blog.syzgroup.com/syz-the-moment/we-found-the-winner-meta-call-volume-highest-on-record>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/we-found-the-winner-meta-call-volume-highest-on-record>

#### We found the winner: META call volume highest on record

Source: zerohedge

[#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities)

![We found the winner: META call volume highest on record](https://blog.syzgroup.com/hubfs/1790054937426.jpg)

![We found the winner: META call volume highest on record](https://blog.syzgroup.com/hubfs/1790054937426.jpg)

22 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/yesterday-amd-joins-the-1-trillion-club-shares-jump-almost-10-lifting-its-market-cap-to-1.005tn&text=Yesterday,%20AMD%20joins%20the%20$1%20TRILLION%20club!%20Shares%20jump%20almost%2010%,%20lifting%20its%20market%20cap%20to%20$1.005tn.>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/yesterday-amd-joins-the-1-trillion-club-shares-jump-almost-10-lifting-its-market-cap-to-1.005tn&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1790024477936.jpg&title=Yesterday,%20AMD%20joins%20the%20$1%20TRILLION%20club!%20Shares%20jump%20almost%2010%,%20lifting%20its%20market%20cap%20to%20$1.005tn.&summary=It’s%20the%207th%20chipmaker%20to%20cross%20the%20threshold,%20after%20Nvidia,%20TSMC,%20Broadcom,%20Micron,%20Samsung%20&%20SK%20Hynix.%20From%20just%20$90bn%20in%20October%202022:%20an%20elevenfold%20increase%20in%20under%204yrs.%20Source:%20HolgerZ,%20Bloomberg&source=https://blog.syzgroup.com/syz-the-moment/yesterday-amd-joins-the-1-trillion-club-shares-jump-almost-10-lifting-its-market-cap-to-1.005tn>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/yesterday-amd-joins-the-1-trillion-club-shares-jump-almost-10-lifting-its-market-cap-to-1.005tn>

#### Yesterday, AMD joins the $1 TRILLION club! Shares jump almost 10%, lifting its market cap to $1.005tn.

 It’s the 7th chipmaker to cross the threshold, after Nvidia, TSMC, Broadcom, Micron, Samsung & SK Hynix. From just $90bn in October 2022: an elevenfold increase in under 4yrs. Source: HolgerZ, Bloomberg

[#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities)

![Yesterday, AMD joins the $1 TRILLION club! Shares jump almost 10%, lifting its market cap to $1.005tn.](https://blog.syzgroup.com/hubfs/1790024477936.jpg)

![Yesterday, AMD joins the $1 TRILLION club! Shares jump almost 10%, lifting its market cap to $1.005tn.](https://blog.syzgroup.com/hubfs/1790024477936.jpg)

22 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/yesterdays-rally-was-mainly-about-tech-with-semis-up-7.4-and-mag-7-up-nearly-3-while-the-sp-500-equally-weighted-barely-moved-0.6&text=Yesterday>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/yesterdays-rally-was-mainly-about-tech-with-semis-up-7.4-and-mag-7-up-nearly-3-while-the-sp-500-equally-weighted-barely-moved-0.6&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1790053373216.jpg&title=Yesterday>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/yesterdays-rally-was-mainly-about-tech-with-semis-up-7.4-and-mag-7-up-nearly-3-while-the-sp-500-equally-weighted-barely-moved-0.6>

#### Yesterday's rally was mainly about tech with Semis up +7.4% and Mag 7 up nearly 3% while the S&P 500 equally-weighted barely moved (+0.6%).

"The S&P500 equal weight index was only up 58 bps today – clearly a "size-led" rally with SPX \> SPW by ~110 bps today, a top 5 daily spread over the last 5+ years" - Goldman Source: www.zerohedge.com, Bloomberg

[#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7)

![Yesterday's rally was mainly about tech with Semis up +7.4% and Mag 7 up nearly 3% while the S&P 500 equally-weighted barely moved (+0.6%).](https://blog.syzgroup.com/hubfs/1790053373216.jpg)

![Yesterday's rally was mainly about tech with Semis up +7.4% and Mag 7 up nearly 3% while the S&P 500 equally-weighted barely moved (+0.6%).](https://blog.syzgroup.com/hubfs/1790053373216.jpg)

22 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/yesterday-was-a-very-strong-day-for-the-nasdaq-100-2.8-with-semis-leading-the-way-7.5-while-meta-exploded-11.4&text=Yesterday%20was%20a%20very%20strong%20day%20for%20the%20Nasdaq%20100%20(+2.8%)%20with%20semis%20leading%20the%20way%20(+7.5%)%20while%20META%20exploded%20+11.4%>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/yesterday-was-a-very-strong-day-for-the-nasdaq-100-2.8-with-semis-leading-the-way-7.5-while-meta-exploded-11.4&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1790023437783.jpg&title=Yesterday%20was%20a%20very%20strong%20day%20for%20the%20Nasdaq%20100%20(+2.8%)%20with%20semis%20leading%20the%20way%20(+7.5%)%20while%20META%20exploded%20+11.4%&summary=The%20early%20success%20of%20Meta’s%20AI%20agent%20Muse%20leading%20to%20strong%20gains%20today%20for%20Arm%20(+16%),%20Intel%20(+13%)%20and%20AMD%20(+10%).%20In%20March,%20Arm%20CEO%20Rene%20Haas%20explained%20why%20AI%20agents%20need%20CPUs:%20▫️AI%20agents%20use%20%3E15x%20more%20tokens%20than%20humans%20▫️AI%20agents%20do%20general%20asynchronous%20tasks%20(browse,%20spreadsheets)%20that%20need%20CPUs%20▫️a%201GW%20data%20centres%20now%20need%204x%20CPU%20cores%20(120m%20vs.%2030m)%20for%20the%20AI%20agents%20Source:%20Finviz&source=https://blog.syzgroup.com/syz-the-moment/yesterday-was-a-very-strong-day-for-the-nasdaq-100-2.8-with-semis-leading-the-way-7.5-while-meta-exploded-11.4>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/yesterday-was-a-very-strong-day-for-the-nasdaq-100-2.8-with-semis-leading-the-way-7.5-while-meta-exploded-11.4>

#### Yesterday was a very strong day for the Nasdaq 100 (+2.8%) with semis leading the way (+7.5%) while META exploded +11.4%

The early success of Meta’s AI agent Muse leading to strong gains today for Arm (+16%), Intel (+13%) and AMD (+10%). In March, Arm CEO Rene Haas explained why AI agents need CPUs: ▫️AI agents use \>15x more tokens than humans ▫️AI agents do general asynchronous tasks (browse, spreadsheets) that need CPUs ▫️a 1GW data centres now need 4x CPU cores (120m vs. 30m) for the AI agents Source: Finviz

[#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai)

![Yesterday was a very strong day for the Nasdaq 100 (+2.8%) with semis leading the way (+7.5%) while META exploded +11.4%](https://blog.syzgroup.com/hubfs/1790023437783.jpg)

![Yesterday was a very strong day for the Nasdaq 100 (+2.8%) with semis leading the way (+7.5%) while META exploded +11.4%](https://blog.syzgroup.com/hubfs/1790023437783.jpg)

21 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/french-soccer-champion-kylian-mbappé-has-told-cnbc-he-was-ready-for-change-after-ending-an-almost-20-year-association-with-nike-and-entering-a-dea-1790005127050&text=French%20soccer%20champion%20Kylian%20Mbappé%20has%20told%20CNBC%20he%20was%20ready%20for%20“change”%20after%20ending%20an%20almost%2020-year%20association%20with%20Nike%20and%20entering%20a%20deal%20with%20Swiss%20sportswear%20brand%20On.>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/french-soccer-champion-kylian-mbappé-has-told-cnbc-he-was-ready-for-change-after-ending-an-almost-20-year-association-with-nike-and-entering-a-dea-1790005127050&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1789995503887.jpg&title=French%20soccer%20champion%20Kylian%20Mbappé%20has%20told%20CNBC%20he%20was%20ready%20for%20“change”%20after%20ending%20an%20almost%2020-year%20association%20with%20Nike%20and%20entering%20a%20deal%20with%20Swiss%20sportswear%20brand%20On.&summary=Remember%20what%20happened%20when%20he%20left%20PSG%20?%20Time%20to%20come%20back%20on%20Nike%20stock%20???%20The%20stock%20down%20-77%%20over%20the%20last%205%20years...&source=https://blog.syzgroup.com/syz-the-moment/french-soccer-champion-kylian-mbappé-has-told-cnbc-he-was-ready-for-change-after-ending-an-almost-20-year-association-with-nike-and-entering-a-dea-1790005127050>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/french-soccer-champion-kylian-mbappé-has-told-cnbc-he-was-ready-for-change-after-ending-an-almost-20-year-association-with-nike-and-entering-a-dea-1790005127050>

#### French soccer champion Kylian Mbappé has told CNBC he was ready for “change” after ending an almost 20-year association with Nike and entering a deal with Swiss sportswear brand On.

Remember what happened when he left PSG ? Time to come back on Nike stock ??? The stock down -77% over the last 5 years...

[#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities)

![French soccer champion Kylian Mbappé has told CNBC he was ready for “change” after ending an almost 20-year association with Nike and entering a deal with Swiss sportswear brand On.](https://blog.syzgroup.com/hubfs/1789995503887.jpg)

![French soccer champion Kylian Mbappé has told CNBC he was ready for “change” after ending an almost 20-year association with Nike and entering a deal with Swiss sportswear brand On.](https://blog.syzgroup.com/hubfs/1789995503887.jpg)

21 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/glnd-greenland-energy-is-up-164-pre-market-on-trumps-security-agreement-news&text=$GLND%20Greenland%20Energy%20is%20Up%20+164%%20pre-market%20on%20Trump>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/glnd-greenland-energy-is-up-164-pre-market-on-trumps-security-agreement-news&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1789993550849.jpg&title=$GLND%20Greenland%20Energy%20is%20Up%20+164%%20pre-market%20on%20Trump>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/glnd-greenland-energy-is-up-164-pre-market-on-trumps-security-agreement-news>

#### $GLND Greenland Energy is Up +164% pre-market on Trump's Security Agreement News

Greenland Energy shares surged 164.17% to $3.17 following reports of Trump's 🇺🇸 security agreement between the US and Greenland. Source: Q-Tech News

[#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy)

![$GLND Greenland Energy is Up +164% pre-market on Trump's Security Agreement News](https://blog.syzgroup.com/hubfs/1789993550849.jpg)

![$GLND Greenland Energy is Up +164% pre-market on Trump's Security Agreement News](https://blog.syzgroup.com/hubfs/1789993550849.jpg)

21 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/banks-are-in-the-red-gs-ms-jpm&text=Banks%20are%20in%20the%20red%20$GS%20$MS%20$JPM>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/banks-are-in-the-red-gs-ms-jpm&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1789967182605.jpg&title=Banks%20are%20in%20the%20red%20$GS%20$MS%20$JPM&summary=Source:%20Trend%20Spider&source=https://blog.syzgroup.com/syz-the-moment/banks-are-in-the-red-gs-ms-jpm>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/banks-are-in-the-red-gs-ms-jpm>

#### Banks are in the red $GS $MS $JPM

Source: Trend Spider

[#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#banking](https://blog.syzgroup.com/syz-the-moment/tag/banking)

![Banks are in the red $GS $MS $JPM](https://blog.syzgroup.com/hubfs/1789967182605.jpg)

![Banks are in the red $GS $MS $JPM](https://blog.syzgroup.com/hubfs/1789967182605.jpg)

21 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/the-fed-is-hiking-again.-whats-next-for-stocks&text=The%20Fed%20is%20hiking%20again.%20What>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/the-fed-is-hiking-again.-whats-next-for-stocks&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1789983063378.png&title=The%20Fed%20is%20hiking%20again.%20What>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/the-fed-is-hiking-again.-whats-next-for-stocks>

#### The Fed is hiking again. What's next for stocks?

The first US rate increase in three years lands on a market with accelerating earnings, reasonable tech multiples and abundant financing, but also an energy shock with no visible end date. This cycle does not look like 2022. It can still go wrong.

[#Central banks|](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities)

![The Fed is hiking again. What's next for stocks?](https://blog.syzgroup.com/hubfs/1789983063378.png)

![The Fed is hiking again. What's next for stocks?](https://blog.syzgroup.com/hubfs/1789983063378.png)

❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/7)

[6](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/7) [8](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/8) [9](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/9) [10](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/10)

[❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/9) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/312?hsLang=en)

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