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AI-Selected Semiconductor Stocks Post Over 25% Gains in September, Report Shows

Summary
Several technology stocks, notably in the semiconductor sector, identified by an AI-driven model delivered significant double-digit returns in September, according to a report from Investing.com.
A selection of artificial intelligence-related stocks, particularly within the semiconductor industry, posted substantial gains in September despite broader market volatility driven by fluctuating Treasury yields. According to a report from Investing.com, at least five stocks identified by its AI-powered selection tool each surged more than 25% during the month.
September's Top Performers
The report highlighted several companies that experienced significant upward momentum. The performance underscores the continued investor interest in firms positioned to benefit from the growth of artificial intelligence.
Key performers for September cited in the report include:
- Intel (INTC): +43.18%
- AMD (AMD): +36.91%
- Arm (ARM): +30.46%
- Natera Inc (NTRA): +27.44%
- Hewlett Packard (HPE): +25.19%
Spotlight on Semiconductor Giants
AdThe analysis also focused on two other semiconductor firms, Marvell Technology (MRVL) and Qualcomm (QCOM), which were flagged by the AI model ahead of their rallies. Marvell, which gained +23.08% in September, was reportedly bolstered by developments including a partnership with Nvidia and new optical technology for AI infrastructure.
Qualcomm's recent performance was attributed to several factors, including a custom silicon partnership with Amazon Web Services (AWS) for AI workloads and a crucial patent licensing extension with Apple. The launch of its new Snapdragon 8 Elite Extreme Gen 6 chips was also noted as a key catalyst for its role in on-device AI.
AI Model Performance and Methodology
The stock selections originate from Investing.com's "ProPicks" strategies, which use proprietary AI models to evaluate equities. The models analyze over 15 years of financial data across more than 150 quantitative models to identify stocks with potential upside, rebalancing the lists monthly.
Investing.com reports that since its launch in November 2023, its AI-driven strategy has produced a +210.35% return, outpacing the S&P 500 by +128.47%. These performance figures are based on an equal-weighting methodology for each selected stock.
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