Bitcoin Mining Stocks Lead Today's Market Movers · Sep 18, 2026

Which US stocks moved most on September 18, 2026, the themes that drove them, and the news behind each move.

1. Market at a glance

- S&P 500 (SPY) 761.54 ▼ −0.4% - Nasdaq 100 (QQQ) 721.45 ▲ +0.9% - Russell 2000 (IWM) 284.03 ▼ −1.7% - Dow (DIA) 515.89 ▼ −1.9%

2. Biggest movers, grouped by what drove them

⛏️ Bitcoin Mining — Bitcoin miners rallied as Wells Fargo backed the sector's AI pivot and positioned it as a strong investment opportunity. - MARA +13.7% — MARA Holdings, Inc. - RIOT +8.5% — Riot Platforms, Inc. - HUT +8.5% — Hut 8 Corp. - CORZ +5.0% — Core Scientific, Inc. - WULF +3.3% — TeraWulf Inc. 🔗 Crypto Infrastructure — Crypto stocks gained momentum following SEC approval of the tokenized stock pathway, opening new regulatory possibilities. - BTDR +15.4% — Bitdeer Technologies Group - CIFR +8.3% — Cipher Digital Inc. - CRCL +7.9% — Circle Internet Group 🏗️ AI Data Centers — AI infrastructure and neocloud capacity providers climbed as investors rotated into single-name plays offering strong demand and pricing power. - PURR +9.8% — Hyperliquid Strategies Inc. - BMNR +8.7% — Bitmine Immersion Technologies, Inc. - IREN +7.4% — IREN Limited - APLD +6.6% — Applied Digital Corporation 🔌 Semiconductors — Chip stocks advanced broadly, with Microchip gaining traction on AI and connectivity initiatives while foundries and suppliers benefited from sector momentum. - MXL +8.2% — MaxLinear, Inc. - AMKR +4.9% — Amkor Technology, Inc. - GFS +4.3% — GLOBALFOUNDRIES Inc. - ASX +4.0% — ASE Technology Holding Co., Ltd. - MCHP +3.5% — Microchip Technology Incorporated - AXTI +3.4% — AXT, Inc. - AVT +3.2% — Avnet, Inc. 📈 Low-Priced Small Caps — No news attached — a flow move, not a catalyst. - IMCC +143.1% — IM Cannabis Corp. - QNME +92.3% — Lakeside Holding Limited - GIPR +63.4% — Generation Income Properties, Inc. - KEEL +11.1% — Keel Infrastructure Corp. - VSAT +4.6% — Viasat, Inc. - BSY +3.7% — Bentley Systems, Incorporated

3. What drove the upside

- CORZ Stock Gets AMD Boost, While HUT, CIFR, WULF Shares Win Tenant Nod As Wells Fargo Backs Bitcoin Miners’ AI Pivot - Strategy, Circle, and Coinbase Lead Crypto Stock Rally on Tokenized Stock Approval - Nebius Stock and IREN Gain. AI Neoclouds Are Flexing Their Pricing Power. - MCHP's Analog AI Deal Gains Momentum: Can It Outpace NXPI & TXN?

4. What weighed on it

- NFLX −4.7% — Netflix, Inc. - RKLB −4.8% — 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.