These are the stock market's winners and losers in the AI agent economy

AI agents could reorganize the market's winners and losers.

Hyperscalers and chipmakers are obvious beneficiaries.

Investors may want to avoid software and consumer stocks, which could be hurt as AI adoption accelerates.

The stock market is entering an era that will be shaped by the rise of AI agents .

Meta's Muse , a personal AI agent that has risen to dominate the App Store and surpasses ChatGPT as the most-downloaded free app, sparked a major rally in stocks on Monday as investors grappled with the implications of an agentic boom. Chipmakers were up big, recovering from a week of volatile trading, while the Nasdaq Composite hit a fresh all-time high that extended in Tuesday's session.

Investors have been talking about how AI will change the economic and market landscape since the tech debuted four years ago, but a future reshaped by more autonomous AI systems looks to be in sight, as adoption increases and impacts are felt across businesses and industries. For everyday people, AI agents could help with tasks from booking flights to negotiating insurance rates to filing taxes.

In markets, there's just one question: who stands to win from a coming wave of agentic AI tools? Here are the areas investing pros are eyeing as winners and losers in the new era.

Hyperscalers and chipmakers are obvious winners in a world driven by AI agents, Bret Kenwell, an investment and options analyst at eToro, told Business Insider. Hyperscalers create the agents, while chipmakers would help supply the underlying AI infrastructure.

The dynamic was on display on Monday as Meta surged 11% and Intel spiked 12%.

Jose Torres, a senior economist at Interactive Brokers said the enduring winners among the companies making AI agents remains to be seen.

"I definitely would expect that the race amongst the agents is going to create some kind of bifurcated performances across the Magnificent Seven, as well as the semiconductors, as investors separate the winners from the losers," he said.

New of Meta's Muse AI rising in the App Store this week also shifted the market's attention toward CPU suppliers as opposed to GPU makers like Nvidia. Intel's surge was Exhibit A, but AMD and Qualcomm also posted big one-day rallies, up 10% and 9% respectively.

Meta's gain boosted the broader Magnificent Seven cohort to fresh records. The Roundhill Magnificent Seven ETF is up 10% year-to-date.

If you're looking for specific winners tied to Meta's Muse AI, look at Shopify. Shares of the online shopping platform were up 7% on Monday, and spiked another 7% on Tuesday on news that Meta and Shopify have partnered to allow Muse AI agents to browse the e-commerce site's stores and make purchases on behalf of customers via its Shop Pay Service.