Geopolitics Alpha

AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings

Published . Updated .

Key takeaways

  • Exposed: SMH, SOXX, AVGO, ASML, NVDA
  • Market reaction: SOXX +3.4% on the day (still updating); SMH +2.6% on the day (still updating); INTC +3.5% on the day (still updating)

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SEMICONDUCTORSAMD Advances 5%, Intel Rises 4%,Marvell Gains 2% as Chip StocksBounce Ahead of AMD EarningsAMDINTCGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • AMD Advanced Micro Devices-25.2% 30d

    Named in this report.

  • INTC Intel-51.6% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-16.4% 30d

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

  • SOXX iShares Semiconductor ETF-20.8% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AMD+20.01%+21.38%base+5.22%after closeafter closeafter close
INTC+56.37%+53.58%base+3.54%after closeafter closeafter close
SMH+9.78%+10.54%base+2.65%after closeafter closeafter close
SOXX+12.64%+13.25%base+3.38%after closeafter closeafter close
ASML+7.22%+9.85%base+2.32%after closeafter closeafter close
NVDA+7.75%+5.68%base+2.68%after closeafter closeafter close
TSM+9.59%+8.27%base+2.05%after closeafter closeafter close
AVGO+6.21%+7.02%base+3.51%after 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.

AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings 24/7 Wall St.

Source: 24/7 Wall St.

Price since this story was published: Vaneck Etf Trust (SMH)

CompanyWhenMoveStatus
AMDthat day+5.22%still updating
AMDthree days earlier+21.38%final price
AMDfive days earlier+20.01%final price
Asml Holding (ASML)that day+2.32%still updating
Asml Holding (ASML)three days earlier+9.85%final price
Asml Holding (ASML)five days earlier+7.22%final price
Broadcom (AVGO)that day+3.51%still updating
Broadcom (AVGO)three days earlier+7.02%final price
Broadcom (AVGO)five days earlier+6.21%final price
Intel (INTC)that day+3.54%still updating
Intel (INTC)three days earlier+53.58%final price
Intel (INTC)five days earlier+56.37%final price
Nvidia (NVDA)that day+2.68%still updating
Nvidia (NVDA)three days earlier+5.68%final price
Nvidia (NVDA)five days earlier+7.75%final price
Vaneck Etf Trust (SMH)that day+2.65%still updating
Vaneck Etf Trust (SMH)three days earlier+10.54%final price
Vaneck Etf Trust (SMH)five days earlier+9.78%final price
Ishares Tr (SOXX)that day+3.38%still updating
Ishares Tr (SOXX)three days earlier+13.25%final price
Ishares Tr (SOXX)five days earlier+12.64%final price
TSMthat day+2.05%still updating
TSMthree days earlier+8.27%final price
TSMfive days earlier+9.59%final price

Trades by members of Congress and officials 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 Vaneck Etf Trust (SMH)

Companies carried with this story

  • SMH Vaneck Etf Trust

    Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

  • SOXX Ishares Tr

    In “AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

  • AVGO Broadcom

    In “AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings,” 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 “chip” (semiconductors) in this story

  • ASML Asml Holding

    For “AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings,” 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 “chip” (semiconductors) in this story

  • NVDA Nvidia

    For “AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings,” 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 “chip” (semiconductors) in this story

  • INTC Intel

    Intel (INTC) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings.” Reason on file: Intel (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story

How semiconductors news reaches Vaneck Etf Trust (SMH)

The 3 Nov 2026 story “AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings” names Vaneck Etf Trust (SMH) because of Semiconductors.

What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

Dates and price levels for Vaneck Etf Trust (SMH)

AVGO traded between 319.31 and 380.84 across 20 sessions. The latest close on file is 322.42. 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 solid the semiconductors case looks

46 out of 100Price not final

“AMD Advances 5%, Intel Rises 4%, Marvell Gains 2% as Chip Stocks Bounce Ahead of AMD Earnings” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.