GPU/CPU Sector Broadly Declines During Regular Hours, CBRS Falls Over 3%
During regular trading hours on September 23, the GPU/CPU sector faced comprehensive selling pressure, with all major component stocks declining and market sentiment clearly weakening. As of press time, CBRS led the sector lower by over 3%, trading at $205.81 with a decline of 3.11%; Intel fell 2.73% to $120.48, Broadcom dropped 2.55% to $355.23, Arm declined 2.12% to $326.14, and NVIDIA fell 2.01% to $224.28.
Other chip stocks also failed to escape today's downturn, with AMD down 1.75% at $612.86, Marvell falling 1.70% to $257.90, Qualcomm declining 1.27% to $195.75, and Dell edging down 0.14% to $548.14, showing relative resilience. On the derivative ETF front, leveraged products saw amplified losses, with CBRG plunging 6.03% to $3.67, INTW and AVGX falling 5.44% and 5.23% respectively, while ARMG and NVDL both dropped over 4%, and MVLL declined 3.48%.
Notably, NVDD emerged as the only advancing stock in the sector, rising 1.99% to $29.26, demonstrating some resilience. Overall, the GPU/CPU sector showed clear weakness during today's regular session, with most component stocks declining between 1% and 3%. Investors should closely monitor follow-up trends and industry fundamentals, particularly the sustainability of AI chip demand. Trading volume remained active, indicating significant divergence in capital flows, suggesting short-term volatility may continue.
Sector constituents
| Name | Ticker | Last | Change |
|---|---|---|---|
| NVDD | NVDD.US | 29.26 | +1.99% |
| Dell | DELL.US | 548.14 | -0.14% |
| Qualcomm | QCOM.US | 195.75 | -1.27% |
| Marvell | MRVL.US | 257.90 | -1.70% |
| AMD | AMD.US | 612.86 | -1.75% |
| NVIDIA | NVDA.US | 224.28 | -2.01% |
| Arm | ARM.US | 326.14 | -2.12% |
| Broadcom | AVGO.US | 355.23 | -2.55% |
| Intel | INTC.US | 120.48 | -2.73% |
| CBRS | CBRS.US | 205.81 | -3.11% |
| MVLL | MVLL.US | 34.39 | -3.48% |
| NVDL | NVDL.US | 35.47 | -4.03% |
| ARMG | ARMG.US | 27.18 | -4.20% |
| AVGX | AVGX.US | 38.73 | -5.23% |
| INTW | INTW.US | 31.82 | -5.44% |
| CBRG | CBRG.US | 3.67 | -6.03% |
