AI Infrastructure, AI Power & Energy and Semiconductors Lead Today's Stock Gainers · Sep 8, 2026

Which US stocks moved most on September 8, 2026, the themes that drove them, and the news behind each move.

1. Market at a glance

- S&P 500 (SPY) 766.00 ▼ −0.1% - Nasdaq 100 (QQQ) 718.36 ▲ +0.2% - Russell 2000 (IWM) 294.69 ▲ +0.3% - Dow (DIA) 528.05 ▼ −0.7%

2. Biggest movers, grouped by what drove them

🤖 AI Infrastructure — CoreWeave, HPE, and Applied Digital surged as billionaire investors and major cloud providers like Oracle deploy AI infrastructure, with HPE benefiting from GPU networking demand in data centers. - CRWV +11.7% — CoreWeave, Inc. - HPE +7.8% — Hewlett Packard Enterprise Company - APLD +7.4% — Applied Digital Corporation ⚡ AI Power & Energy — IREN's 2GW Sweetwater Hub received conditional ERCOT status, expanding its AI power footprint as demand for GPU-intensive computing infrastructure accelerates. - SMR +15.3% — NuScale Power Corporation - WULF +8.2% — TeraWulf Inc. - HUT +6.4% — Hut 8 Corp. - IREN +5.0% — IREN Limited - OKLO +5.0% — Oklo Inc. 🔬 Quantum Computing — No news attached — a flow move, not a catalyst. - QBTS +6.6% — D-Wave Quantum Inc. - RGTI +4.0% — Rigetti Computing, Inc. 💾 Semiconductors — AXT rallied as indium phosphide supply tightened amid new AI deals, while semiconductor suppliers benefited from surging AI infrastructure demand. - AXTI +12.8% — AXT, Inc. - VIAV +11.2% — Viavi Solutions Inc. - AMKR +6.2% — Amkor Technology, Inc. - ASX +6.1% — ASE Technology Holding Co., Ltd. 💊 Biotech — Roivant's experimental lung disease drug hit key Phase 2 goals, driving the stock to all-time highs. - ROIV +18.8% — Roivant Sciences Ltd. ⛏️ Copper & Mining — Copper prices hit record highs at $14,694/ton as shifting trade policy and AI demand collide, sending mining stocks higher. - FCX +5.3% — Freeport-McMoRan Inc. - TECK +4.2% — Teck Resources Limited 📡 Satellite & Telecom — AST SpaceMobile gained as director Adriana Cisneros made insider purchases and Japan's BlueBird play elevated its national satellite positioning. - NOK +6.3% — Nokia Oyj - ASTS +6.1% — AST SpaceMobile, Inc. - ECHO +4.0% — EchoStar Corporation 📈 Low-Priced Small Caps — No news attached — a flow move, not a catalyst. - GCDT +149.9% — Green Circle Decarbonize Techno - BNC +50.4% — CEA Industries Inc. - SEI +16.3% — Solaris Energy Infrastructure, Inc. - MARA +4.6% — MARA Holdings, Inc. - EIX +4.5% — Edison International - CIFR +4.3% — Cipher Digital Inc. - PCG +3.6% — PG&E Corporation

3. What drove the upside

- Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Is HPE Finally Getting Paid for the GPU Networking Bottleneck? - IREN Is Building Out Its AI Power Footprint: 2GW Sweetwater Hub Gets Conditional ERCOT Status - Why AXT (AXTI) Is Up 11.6% After Indium Phosphide Supply Tightens Amid New AI Deals - Roivant’s Experimental Lung Disease Drug Hits Key Phase 2 Goal – ROIV Stock Tracks All-Time High

4. What weighed on it

- UBER −3.5% — Uber Technologies, Inc. - BSX −5.9% — Boston Scientific Corporation - 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.