GPUs, accelerators and the servers/networking that rack them.
Equal-weight performance of 8 AI Infrastructure stocks (NVDA, AMD, AVGO, SMCI, DELL, ANET, MRVL, TSM) as of the close on 2026-09-18: 1W +7.1%, 1M +8.1%, 3M +4.0%, 6M +98.2%, YTD +106.4%.
| Ticker | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|
| DELL | +6.3% | +28.5% | +35.7% | +245.1% | +351.3% |
| AMD | +13.5% | +18.3% | +1.5% | +176.2% | +161.4% |
| ANET | +6.2% | +5.7% | +14.2% | +46.7% | +52.2% |
| SMCI | +6.4% | +5.0% | +10.2% | +81.1% | +33.5% |
| TSM | +4.0% | +3.8% | -7.1% | +28.4% | +43.0% |
| NVDA | +5.4% | +3.5% | +6.5% | +26.5% | +19.2% |
| MRVL | +11.6% | +3.0% | -20.7% | +170.9% | +187.4% |
| AVGO | +3.7% | -2.9% | -8.8% | +10.9% | +3.3% |
Returns are price returns from adjusted daily closes, updated once a day. Compare all 42 market themes on EquityBase.