Nasdaq 100 Diverges: AI Compute and Semiconductor Stocks Rally as Consumer and Software Names Pull Back

Nasdaq 100 components showed mixed performance during intraday trading on September 8. AI compute, semiconductor, and optical communication stocks led the gains, while consumer, software, and internet service providers faced corrections. Notable gainers included CoreWeave (CRWV.O) up 14.01%, Lumentum (LITE.O) up 11.75%, Nebius NV (NBIS.O) up 9.81%, Intel (INTC.O) up 9.07%, AMD (AMD.O) up 6.48%, and Teradyne (TER.O) up 5.55%.