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AMD and Intel Soared as Nvidia Lagged: Has the AI Trade Changed?

AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer motive or prove a lasting rotation. Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) each offer a route to AI spending […]

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Indices· September 07, 2026 at 08:25 AM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer motive or prove a lasting rotation. Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) each offer a route to AI spending […]

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