The S&P 500 index climbed 0.9 percent to 7,657 on Sept. 11, halting a four-day decline. The Nasdaq Composite rose 1.0 percent to 26,333, while the Dow Jones Industrial Average gained 1.0 percent to 52,573.

ACV Auctions Inc. (ACVA) was the market's standout performer, surging 44.18 percent to $10.41 on 115 million shares—nearly 30 times its four million-share daily average. The stock approached its 52-week high of $10.60, signaling institutional accumulation ahead of potential catalyst events in vehicle remarketing.

Dell Technologies Inc. (DELL) and Hewlett Packard Enterprise Co. (HPE) led the technology sector. DELL climbed 11.98 percent to $567.29, while HPE jumped 12.44 percent to $62.09 on double its average volume of 39 million shares. Both companies benefited from sector-wide momentum as investors rotated into hardware and infrastructure plays during artificial intelligence infrastructure buildout expectations.

Other notable gainers included Vicor Corp. (VICR), which advanced 11.15 percent to $197.91, and Alphatec Holdings Inc. (ATEC), up 19.68 percent to $10.58. Boyd Group Services Inc. (BGSI) added 10.85 percent to $90.40. Babcock & Wilcox Enterprises Inc. (BW) rose 10.74 percent to $7.94, while Bandwidth Inc. (BAND) climbed 10.17 percent to $56.87.

The Kraft Heinz Co. (KHC) was the session's most active stock by volume, with 124 million shares traded against a 15 million-share daily average. KHC closed up 0.86 percent at $24.60, driven by index rebalancing flows.

NVIDIA Corp. (NVDA) closed essentially flat at $218.29, down just 0.03 percent, despite trading 87 million shares below its 133 million-share average. Intel Corp. (INTC) gained 2.61 percent to $102.94.

Notable decliners included NuScale Power Corp. (SMR), which dropped 15.67 percent to $8.61 on 92 million shares—nearly triple its average volume—closing near its 52-week low of $7.21. SELLAS Life Sciences Group Inc. (SLS) fell 14.42 percent to $11.55. Oklo Inc. (OKLO) declined 9.18 percent to $36.22. Centrus Energy Corp. (LEU) dropped 8.18 percent to $152.31.

The recovery was powered by a retreat in long-term Treasury yields, which pulled yields off recent highs and encouraged equity buyers to re-enter after four consecutive days of losses. Money markets continue pricing in a high probability of a September Federal Reserve rate cut following the latest consumer price index data.