On September 4, Astera Labs (NASDAQ: ALAB) surged 9.8% and Marvell Technology (NASDAQ: MRVL) rose 7.1%, significantly outpacing Nvidia's (NASDAQ: NVDA) 0.8% increase. This trend suggests investors are broadening their AI trade beyond accelerators to connectivity suppliers. Astera's rally also coincided with speculation about its potential inclusion in the S&P 500, while Marvell benefits from its diversified data-center business.