AI Stocks Extend Gains as US Market Opens Mixed
US AI stocks rose broadly at the close on 26 September 2026, led by Onsemi, Dell, Super Micro Computer, Ambarella and Microsoft. By the US open on 29 September, the rally continued in semiconductor, chip equipment and data-centre stocks. Marvell Technology gained 2.68%, KLA rose 2.53%, Broadcom added 2.52%, Teradyne increased 2.33% and Arm climbed 2.28%.
The broader market was mixed on 29 September. The Dow fell 0.09%, while the S&P 500 rose 0.08% and the Nasdaq Composite gained 0.26%. The VIX declined 1.56%, after falling 5.11% in the earlier session, suggesting slightly lower short-term risk aversion.
The AI stocks advance points to sustained investor interest in semiconductors, chip equipment and data-centre technology. It could support risk appetite in technology markets and influence tokenised US equities and real-world asset products. MSX lists tokenised exposure to major US stocks and ETFs, including Nvidia, Alphabet, Microsoft, Amazon, Meta, TSMC and AMD. However, neither report identifies a direct cryptocurrency catalyst or a confirmed impact on crypto prices.
Neutral
The AI stocks rally may improve broader technology-sector risk appetite, but the reports describe US equities rather than cryptocurrency markets. The decline in the VIX and continued gains in semiconductor and data-centre shares could encourage short-term risk-taking, including in tokenised equity products. However, there is no reported crypto-specific catalyst, capital flow, or confirmed reaction in Bitcoin, Ethereum or other digital assets. Historically, strength in AI and technology stocks can support crypto sentiment when liquidity and risk appetite are already improving, but the relationship is inconsistent. The immediate price impact on cryptocurrencies is therefore likely to be limited. Over the longer term, tokenised equities and RWA platforms could benefit from sustained interest in major technology companies, but this does not establish a bullish signal for cryptocurrency prices.