GPU/CPU stocks advanced during regular trading on Friday (September 25), led by server and communications chip makers. DELL(DELL.US) climbed 6.51% to $570.90, hitting a session high of $573.80. QCOM(QCOM.US) surged 5.66% to $205.26, while ARM(ARM.US) gained 4.27% to $319.41. MRVL(MRVL.US) rose 2.92% to $266.51, AVGO(AVGO.US) edged up 0.59% to $352.42, and AMD(AMD.US) was nearly flat at 0.09% to $629.81. NVDA(NVDA.US) added 0.18% to $224.99, while INTC(INTC.US) bucked the trend, falling 2.37% to $124.37.
AI infrastructure investment continues to drive demand for server and networking chips. DELL leads as a server OEM beneficiary, while QCOM and ARM gain traction in edge AI and mobile chip markets. Traditional CPU maker INTC faces pressure while GPU and accelerator-related names strengthen. Leveraged ETFs showed amplified moves, with ARMG up 8.17% and MVLL up 5.69%.
Sector constituents
| Name | Ticker | Last | Change |
|---|---|---|---|
| ARMG.US | ARMG.US | 25.81 | +8.17% |
| DELL.US | DELL.US | 570.90 | +6.51% |
| MVLL.US | MVLL.US | 36.60 | +5.69% |
| QCOM.US | QCOM.US | 205.26 | +5.66% |
| ARM.US | ARM.US | 319.41 | +4.27% |
| CBRG.US | CBRG.US | 3.80 | +3.27% |
| MRVL.US | MRVL.US | 266.51 | +2.92% |
| INTC.US | INTC.US | 124.37 | -2.37% |
| CBRS.US | CBRS.US | 209.79 | +1.64% |
| AVGX.US | AVGX.US | 38.10 | +1.17% |
| AVGO.US | AVGO.US | 352.42 | +0.59% |
| NVDL.US | NVDL.US | 35.69 | +0.37% |
| NVDA.US | NVDA.US | 224.99 | +0.18% |
| AMD.US | AMD.US | 629.81 | +0.09% |
| NVDD.US | NVDD.US | 29.20 | -0.14% |
| INTW.US | INTW.US | 33.80 | -4.79% |