Geopolitics Alpha

8-K - Navitas Semiconductor Corp (0001821769) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Navitas Semiconductor filed an 8-K with the SEC on Nov 3 (a notice of a material company event).
  • Exposed: NVTS, SMH, SOXX, TSM, AVGO
  • Market reaction: price tracking starts with the next trading session.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHA8-K - Navitas Semiconductor Corp(0001821769) (Filer)NVTSGEOPOLITICS ALPHA

8-K - Navitas Semiconductor filed an 8-K with the SEC on Nov 3 (a notice of a material company event).

Directly affected

  • NVTS Navitas Semiconductor-36.3% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-16.4% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-20.8% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.

  • TSM Taiwan Semiconductor Manufacturing-11.9% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • AVGO Broadcom-11.6% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • ASML ASML Holding N.V-0.1% 17d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • NVDA Nvidia-11.7% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVTS+9.21%-1.17%baseafter closeafter closeafter closeafter close
SMH+9.58%+0.86%baseafter closeafter closeafter closeafter close
SOXX+12.28%+1.42%baseafter closeafter closeafter closeafter close
TSM+8.61%+0.30%baseafter closeafter closeafter closeafter close
AVGO+5.97%-1.78%baseafter closeafter closeafter closeafter close
ASML+7.21%+0.85%baseafter closeafter closeafter closeafter close
NVDA+4.25%-0.87%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-03 AccNo: 0001628280-26-069489 Size: 2 MB Item 2.02: Results of Operations and Financial Condition Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

The price since 3 Nov 2026: Navitas Semiconductor (NVTS) versus the S&P 500

CompanyWhenMoveStatus
Asml Holding (ASML)three days earlier+0.85%final price
Asml Holding (ASML)five days earlier+7.21%final price
Broadcom (AVGO)three days earlier-1.78%final price
Broadcom (AVGO)five days earlier+5.97%final price
Nvidia (NVDA)three days earlier-0.87%final price
Nvidia (NVDA)five days earlier+4.25%final price
Navitas Semiconductor (NVTS)three days earlier-1.17%final price
Navitas Semiconductor (NVTS)five days earlier+9.21%final price
Vaneck Etf Trust (SMH)three days earlier+0.86%final price
Vaneck Etf Trust (SMH)five days earlier+9.58%final price
Ishares Tr (SOXX)three days earlier+1.42%final price
Ishares Tr (SOXX)five days earlier+12.28%final price
Taiwan Semiconductor Manufacturing (TSM)three days earlier+0.30%final price
Taiwan Semiconductor Manufacturing (TSM)five days earlier+8.61%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Navitas Semiconductor (NVTS)

Companies mentioned with this story

  • NVTS Navitas Semiconductor

    Navitas Semiconductor (NVTS) is linked, with no stored direction, high confidence in the 3 Nov 2026 story “8-K - Navitas Semiconductor Corp (0001821769) (Filer).” Reason on file: SEC 8-K filing -> direct issuer disclosure -> NVTS

  • SMH Vaneck Etf Trust

    In “8-K - Navitas Semiconductor Corp (0001821769) (Filer),” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story

  • SOXX Ishares Tr

    For “8-K - Navitas Semiconductor Corp (0001821769) (Filer),” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story

  • TSM Taiwan Semiconductor Manufacturing

    In “8-K - Navitas Semiconductor Corp (0001821769) (Filer),” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

  • AVGO Broadcom

    In “8-K - Navitas Semiconductor Corp (0001821769) (Filer),” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

  • ASML Asml Holding

    For “8-K - Navitas Semiconductor Corp (0001821769) (Filer),” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

  • NVDA Nvidia

    For “8-K - Navitas Semiconductor Corp (0001821769) (Filer),” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

How “8-K - Navitas Semiconductor Corp (0001821769) (Filer)” reaches Navitas Semiconductor (NVTS)

Navitas Semiconductor (NVTS) is the company in “8-K - Navitas Semiconductor Corp (0001821769) (Filer),” the 3 Nov 2026 this story story.

What ties Navitas Semiconductor (NVTS) to the headline is this: SEC 8-K filing -> direct issuer disclosure -> NVTS

A second company, Vaneck Etf Trust (SMH), is listed for a different reason: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story

Price levels for Navitas Semiconductor (NVTS)

NVTS traded between 7.91 and 12.74 across 20 sessions. The latest close on file is 7.93. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.

How strong the case is around Navitas Semiconductor (NVTS)

46 out of 100

“8-K - Navitas Semiconductor Corp (0001821769) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.