AI Infrastructure, Solar & Renewable Energy and Fintech & Banking Lead Today's Stock Gainers · Sep 9, 2026

Which US stocks moved most on September 9, 2026, the themes that drove them, and the news behind each move.

1. Market at a glance

- S&P 500 (SPY) 762.45 ▲ +0.1% - Nasdaq 100 (QQQ) 716.31 ▲ +1.2% - Russell 2000 (IWM) 290.65 ▲ +0.0% - Dow (DIA) 524.09 ▼ −0.7%

2. Biggest movers, grouped by what drove them

🤖 AI Infrastructure — HPE and related semiconductor/test equipment companies surged on strong AI demand and infrastructure buildout. - AMBA +8.4% — Ambarella, Inc. - MXL +7.5% — MaxLinear, Inc. - COHU +6.6% — Cohu, Inc. - AEHR +5.3% — Aehr Test Systems, Inc. - HPE +5.1% — Hewlett Packard Enterprise Company ☀️ Solar & Renewable Energy — SUNE soared on a definitive merger agreement with Suniva creating a U.S. solar manufacturing and services platform. - SUNE +90.3% — SUNation Energy Inc. - SEI +5.7% — Solaris Energy Infrastructure, Inc. - VG +3.9% — Venture Global, Inc. 💰 Fintech & Banking — CHYM jumped on a $590 million acquisition of Stride Bank with raised guidance and analyst price-target hikes signaling growth momentum. - FTFT +59.5% — Future FinTech Group Inc. - CHYM +6.9% — Chime Financial, Inc. 🧬 Biotech & Therapeutics — IRD surged on positive Phase 1/2 trial data for OPGx-BEST1 with potential Phase 3 dosing in 2027. - IRD +32.0% — Opus Genetics, Inc. - BIAF +17.6% — bioAffinity Technologies, Inc. - PLSE +8.6% — Pulse Biosciences, Inc. - CMPS +8.0% — COMPASS Pathways plc - TNGX +5.7% — Tango Therapeutics, Inc. - SRPT +5.2% — Sarepta Therapeutics, Inc. 🛍️ Retail & Consumer — ASO jumped after Q2 earnings beat and raised full-year guidance on cost discipline and e-commerce growth. - ASO +14.4% — Academy Sports and Outdoors, Inc. - JMKE +7.7% — Jersey Mike's Subs Inc. - GME +5.3% — GameStop Corp. 🏗️ Equipment & Infrastructure — SUNB rose on strong Q1 results and higher fiscal 2027 guidance. - CSR +8.9% — Centerspace - SUNB +5.8% — Sunbelt Rentals Holdings, Inc. - FSLY +5.7% — Fastly, Inc. - HPQ +5.0% — HP Inc. 📈 Low-Priced Small Caps — No news attached — a flow move, not a catalyst. - YMAT +71.3% — J-Star Holding Co., Ltd. - ODD +26.5% — Oddity Tech Ltd. - LAC +6.3% — Lithium Americas Corp. - EQNR +4.2% — Equinor ASA - RAL +3.8% — Ralliant Corporation - PAAS +3.7% — Pan American Silver Corp. - ASX +3.7% — ASE Technology Holding Co., Ltd.

3. What drove the upside

- Hewlett Packard Enterprise Company (HPE) Jumps on Surging AI Infrastructure Demand - SUNation Energy and Suniva Enter Definitive Merger Agreement, Creating a Platform for American Solar Manufacturing and Services Leadership - Chime Stock Soars Nearly 10% After Agreeing to Buy Longtime Banking Partner Stride for $590 Million - Opus Genetics Announces Positive Low Dose Cohort 1 Data from Phase 1/2 Clinical Trial of OPGx-BEST1 and Successful FDA Type C Meeting with Potential Phase 3 Dosing in 2027

4. What weighed on it

- CRWV −4.9% — CoreWeave, Inc. - RKLB −4.3% — Rocket Lab 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.