During the regular session on September 2, data center stocks rallied broadly. As of 9:45 AM ET, most names in the sector posted gains, with IREN leading the pack up 4.51% at $37.459, on volume of 4.995 million shares.

Among derivative names, ORCX gained 3.24% to $20.669 and NEBX rose 3.10% to $20.950, both exceeding 3% gains. Among mainstream names, NBIS advanced 1.59% to $202.71, ORCL climbed 1.58% to $143.56, HUT edged up 1.00% to $78.34, and CRWV rose 0.53% to $82.28, reflecting a broad-based advance across the sector.

In terms of trading activity, ORCL recorded the highest turnover at $333.87 million with 2.36 million shares traded. NBIS saw $296.59 million in turnover on 1.496 million shares, while IREN posted $182.38 million in turnover. The sector showed robust trading activity with clear signs of capital inflows.