AI Infrastructure, Semiconductors and Enterprise Software Lead Today's Stock Gainers · Sep 4, 2026

Which US stocks moved most on September 4, 2026, the themes that drove them, and the news behind each move.

1. Market at a glance

- S&P 500 (SPY) 770.24 ▲ +0.1% - Nasdaq 100 (QQQ) 718.96 ▲ +0.4% - Russell 2000 (IWM) 295.97 ▲ +0.1% - Dow (DIA) 534.10 ▼ −0.2%

2. Biggest movers, grouped by what drove them

🏗️ AI Infrastructure — CoreWeave gained backing from Jim Cramer as a top neocloud play, while IREN secured $2.4B in GPU financing from Blue Owl to purchase Nvidia chips, driving strength across the sector. - IREN +7.3% — IREN Limited - HUT +6.2% — Hut 8 Corp. - CRWV +5.7% — CoreWeave, Inc. 🖧 Semiconductors — Dell's earnings report signaled bullish CPU demand, lifting Intel and the broader chip sector as investors rotated into semiconductor stocks. - AXTI +9.7% — AXT, Inc. - NVTS +6.3% — Navitas Semiconductor Corporation - SMCI +4.5% — Super Micro Computer, Inc. - INTC +4.5% — Intel Corporation - SWKS +3.5% — Skyworks Solutions, Inc. 💼 Enterprise Software — DocuSign raised annual guidance as AI-powered contract tools gained traction, with the agreement platform emerging as a new growth engine. - RBLX +4.3% — Roblox Corporation - IOT +3.7% — Samsara Inc. - DOCU +3.7% — DocuSign, Inc. 🎥 Specialty Tech — GoPro surged on a $285 million merger with Starman Optical and YouTuber Markiplier becoming largest shareholder, signaling AI pivot and diversification beyond action cameras. - GPRO +22.3% — GoPro, Inc. - AEHR +13.1% — Aehr Test Systems, Inc. 🚚 Energy & Transportation — Sunbelt Rentals added to Bloomberg 500 index and announced senior notes offering, while transportation stocks benefited from economic optimism. - FRVO +5.8% — Fervo Energy Company - CNH +4.0% — CNH Industrial N.V. - SUNB +3.9% — Sunbelt Rentals Holdings, Inc. - KNX +3.8% — Knight-Swift Transportation Holdings Inc. - APTV +3.0% — Aptiv PLC 🛍️ Retail & Consumer — No news attached — a flow move, not a catalyst. - AMC +3.9% — AMC Entertainment Holdings, Inc. - OLLI +3.9% — Ollie's Bargain Outlet Holdings, Inc. - BBY +3.2% — Best Buy Co., Inc. 📈 Low-Priced Small Caps — No news attached — a flow move, not a catalyst. - IMRN +62.2% — Immuron Limited - BIAF +19.5% — bioAffinity Technologies, Inc. - TARS +9.1% — Tarsus Pharmaceuticals, Inc. - BIDU +4.1% — Baidu, Inc. - SOLS +3.8% — Solstice Advanced Materials, Inc. - OKLO +3.6% — Oklo Inc. - AS +3.6% — Amer Sports, Inc.

3. What drove the upside

- Jim Cramer Backs CRWV: 'If You're Going For Neoclouds, Only One I Like Is CoreWeave' - Dell’s earning report was bullish for Intel CPU demand, analyst says - DocuSign raises annual forecast as AI-powered contract tools gain traction - GoPro merges with Starman Optical in $285 million deal

4. What weighed on it

- NFLX −5.3% — Netflix, Inc. - PATH −16.5% — UiPath, 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.