September so far: Intel +29.6%, AMD +29.1% lead the big US stocks

With 2 trading sessions left in September, here is how the large US stocks on our pages have done this month, measured from the last close of August to Monday's close. For reference, the S&P 500 is down 0.0% and the Nasdaq Composite is up 1.7% over the same stretch. The leader is Intel (INTC), +29.6% in September, while the laggard is Nu (NU), down 15.9%.

How rare are these months?

Intel's +29.6% so far would be its best month since April 2026, when the stock gained +114%. In the monthly history back to 2006, only 3 months beat it. The stock is up 214% year to date.

AMD's +29.1% so far would be its best month since May 2026, when the stock gained +45.6%. In the monthly history back to 2006, only 19 months beat it. The stock is up 184% year to date.

Meta's +25.0% so far would be its best month since February 2024, when the stock gained +25.6%. In the monthly history back to 2012, only 5 months beat it. The stock is up 8.4% year to date.

The leaders, in numbers

Intel (INTC) closed Monday at $116.03, up 29.6% for the month and 17.7% below its 52-week closing high. Next earnings: 22 October (estimated). Among recent headlines: “Intel (INTC) Shared Its Factory Bill. Did It Give Up Too Much Flexibility?” (Insider Monkey).

AMD (AMD) closed Monday at $607.87, up 29.1% for the month and 3.6% below its 52-week closing high. Its latest 8-K, filed 28 September, sold unregistered shares. Among recent headlines: “Bank of America resets AMD price target after major milestone” (TheStreet).

Meta (META) closed Monday at $715.62, up 25.0% for the month and 8.0% below its 52-week closing high. Next earnings: 4 November (estimated). Among recent headlines: “Meta’s AI ambitions put BlackRock’s prediction under spotlight” (TheStreet).

Dell (DELL) closed Monday at $543.43, up 19.2% for the month and 7.6% below its 52-week closing high. Its latest 8-K, filed 15 September, signed a material agreement and took on a new debt obligation. Among recent headlines: “Dell Stock Drops Nearly 2.9% as OpenShell Reaches the Entire AI Factory” (GuruFocus.com).

Strategy (MSTR) closed Monday at $157.14, up 18.2% for the month and 56.3% below its 52-week closing high. Its latest 8-K, filed 28 September, published a Regulation FD disclosure and disclosed another material event. Next earnings: 29 October (estimated). Among recent headlines: “Can Strategy (MSTR) Be A Bargain Based On Book Value?” (Simply Wall St.).

21 of the 48 names are ahead of the S&P 500's -0.0% this month.

The laggards

At the other end, Nu (NU) is down 15.9% this month and down 26.9% this year; Novo Nordisk (NVO) is down 14.6% this month and down 23.9% this year; Netflix (NFLX) is down 14.6% this month and down 26.2% this year.

In all, 21 of the 48 names are higher for the month. Month-end figures will be final after the 30 September close; the individual stock pages update with every run.