U.S. GPU/CPU stocks rallied during regular trading on September 4. CBRS(CBRS.US) soared 11.75% to $212.82, leading the sector with an intraday high of 13.90% at $216.90. Marvell(MRVL.US) surged 5.95% to $221.25, hitting a session high of 6.29%. Intel(INTC.US) climbed 4.22% to $95.54, while AMD(AMD.US) rose 4.19% to $475.29. ARM(ARM.US) gained 3.95% to $252.18, Nvidia(NVDA.US) advanced 1.39% to $231.63, and Dell(DELL.US) added 2.03% to $526.88. Broadcom(AVGO.US) slipped 0.50% to $355.38, while Qualcomm(QCOM.US) edged up 0.31% to $169.10.

On the news front, sustained AI computing demand continues to drive strength across the GPU/CPU supply chain, with CBRS significantly outperforming on specific catalysts. Leveraged ETFs showed amplified moves: CBRG(CBRG.US) soared over 23%, MVLL(MVLL.US) jumped nearly 12%, while INTW(INTW.US) and ARMG(ARMG.US) both gained over 8%, and NVDL(NVDL.US) rose nearly 3%. Inverse products declined, with NVDD(NVDD.US) down 1.30% and AVGX(AVGX.US) falling 1.06%.