ACV Auctions Jumps 44% as Automotive Auctions Lead Today's Stock Gainers · Sep 11, 2026

Which US stocks moved most on September 11, 2026, the themes that drove them, and the news behind each move.

1. Market at a glance

- S&P 500 (SPY) 764.20 ▼ −1.2% - Nasdaq 100 (QQQ) 714.88 ▼ −0.4% - Russell 2000 (IWM) 288.87 ▼ −2.1% - Dow (DIA) 525.81 ▼ −2.1%

2. Biggest movers, grouped by what drove them

🤖 AI Infrastructure — Oracle's $95B capex guidance lifted AI server demand, driving HPE and Super Micro higher as enterprise infrastructure accelerates. - HPE +12.4% — Hewlett Packard Enterprise Company - SMCI +7.3% — Super Micro Computer, Inc. - APH +4.6% — Amphenol Corporation 🔌 Semiconductors — Auto demand has bottomed while AI data center wins accelerate, positioning chip stocks for recovery amid broad sector strength. - ON +8.5% — ON Semiconductor Corporation - SWKS +5.1% — Skyworks Solutions, Inc. - MCHP +3.7% — Microchip Technology Incorporated ⛏️ Crypto Mining — Bitcoin and Ethereum strength drove mining stocks higher, with Bitmine's continued large-scale Ethereum purchases signaling confidence. - HUT +8.8% — Hut 8 Corp. - CLSK +6.8% — CleanSpark, Inc. - MARA +4.8% — MARA Holdings, Inc. - WULF +3.7% — TeraWulf Inc. - BMNR +3.5% — Bitmine Immersion Technologies, Inc. 🚗 Automotive Auctions — Copart's $1.9 billion takeover interest sent ACV Auctions surging on acquisition momentum. - ACVA +44.2% — ACV Auctions Inc. 📡 Connectivity & Networking — Nokia's AI and edge platform launches for mission-critical enterprises position it amid private LTE/5G market expansion. - NOK +4.9% — Nokia Oyj 💳 Financial Tech — No news attached — a flow move, not a catalyst. - FISV +5.4% — Fiserv, Inc. - AFRM +5.1% — Affirm Holdings, Inc. 📈 Low-Priced Small Caps — No news attached — a flow move, not a catalyst. - TRUG +76.1% — TruGolf Holdings, Inc. - TNON +11.9% — Tenon Medical, Inc. - FPS +9.0% — Forgent Power Solutions, Inc. - HPQ +8.4% — HP Inc. - M +7.7% — Macy's, Inc. - AVT +7.2% — Avnet, Inc. - PURR +5.4% — Hyperliquid Strategies Inc.

3. What drove the upside

- DELL, HPE Stocks Lead S&P 500 Gains: Oracle’s $95B Capex Plan Lifts AI Stocks - onsemi Says Auto Demand Has Bottomed as AI Data Centers Accelerate Growth - Bitmine Surges 8% on Ethereum Strength After Cantor Fitzgerald Doubles Its Target, SharpLink Advances 9%, Strategy Gains 4% - ACV Auctions Stock Explodes After Copart's $1.9 Billion Takeover

4. What weighed on it

- SMR −15.7% — NuScale Power Corporation - OKLO −9.1% — Oklo Inc. - One group moved with no news attached — flow, not a catalyst.

5. How this was built

Warrants and leveraged ETFs were removed before grouping — they crowd out the underlying names they track. 50 tickers survived that filter. Every number here comes from market data. The theme names and the one-line explanations are written from the day's headlines — where a group moved with no headline behind it, we say so rather than inventing a reason. This is an observation of what moved, not advice and not a recommendation. This tells you where attention went today; it does not tell you what happens next.