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Nvidia Barely Moved. These 2 AI Connectivity Stocks Jumped More Than 7%

Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity suppliers. Astera’s rally also coincided with speculation that the company could be added to the S&P 500, although it was ultimately not selected in the […]

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Indices· September 05, 2026 at 06:56 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity suppliers. Astera’s rally also coincided with speculation that the company could be added to the S&P 500, although it was ultimately not selected in the […]

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