AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins
Published . Updated .
Key takeaways
- It’s one thing for money to shift between stocks, but it’s another thing for customers to shift their supplier relationships.
- Exposed: SMH, SOXX, AVGO, ASML, NVDA
- Market reaction: SOXX +3.8% by the next session (still updating); SMH +2.6% by the next session (still updating); AVGO +9.9% by the next session (still updating)
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It’s one thing for money to shift between stocks, but it’s another thing for customers to shift their supplier relationships.
Directly affected
Indirectly affected
- SMH VanEck Semiconductor ETF-15.5% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-19.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- ASML ASML Holding N.V-8.9% 11d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-9.5% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AVGO Broadcom-5.4% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- MU Micron Technology-32.0% 30d
Micron Technology (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AMD | -4.84% | -20.69% | base | +1.26% | +4.09% | after close | after close |
| NVDA | +15.63% | +1.65% | base | -5.52% | -3.22% | after close | after close |
| SMH | +6.39% | -8.41% | base | -0.73% | +2.56% | after close | after close |
| SOXX | +5.56% | -10.80% | base | -0.22% | +3.82% | after close | after close |
| ASML | +2.58% | -10.15% | base | -0.34% | +1.31% | after close | after close |
| TSM | +4.13% | -9.33% | base | +2.01% | +4.82% | after close | after close |
| AVGO | +3.92% | -8.78% | base | +3.92% | +9.95% | after close | after close |
| MU | +16.59% | -10.17% | base | -1.16% | +6.70% | after close | after 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.
It’s one thing for money to shift between stocks, but it’s another thing for customers to shift their supplier relationships.
Source: MarketWatch
How far Vaneck Etf Trust (SMH) has moved since 10 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Advanced Micro Devices (AMD) | that day | +1.26% | final price |
| Advanced Micro Devices (AMD) | the next day | +4.09% | still updating |
| Advanced Micro Devices (AMD) | three days earlier | -20.69% | final price |
| Advanced Micro Devices (AMD) | five days earlier | -4.84% | final price |
| Asml Holding (ASML) | that day | -0.34% | final price |
| Asml Holding (ASML) | the next day | +1.31% | still updating |
| Asml Holding (ASML) | three days earlier | -10.15% | final price |
| Asml Holding (ASML) | five days earlier | +2.58% | final price |
| Broadcom (AVGO) | that day | +3.92% | final price |
| Broadcom (AVGO) | the next day | +9.95% | still updating |
| Broadcom (AVGO) | three days earlier | -8.78% | final price |
| Broadcom (AVGO) | five days earlier | +3.92% | final price |
| MU | that day | -1.16% | final price |
| MU | the next day | +6.70% | still updating |
| MU | three days earlier | -10.17% | final price |
| MU | five days earlier | +16.59% | final price |
| Nvidia (NVDA) | that day | -5.52% | final price |
| Nvidia (NVDA) | the next day | -3.22% | still updating |
| Nvidia (NVDA) | three days earlier | +1.65% | final price |
| Nvidia (NVDA) | five days earlier | +15.63% | final price |
| Vaneck Etf Trust (SMH) | that day | -0.73% | final price |
| Vaneck Etf Trust (SMH) | the next day | +2.56% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | -8.41% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +6.39% | final price |
| Ishares Tr (SOXX) | that day | -0.22% | final price |
| Ishares Tr (SOXX) | the next day | +3.82% | still updating |
| Ishares Tr (SOXX) | three days earlier | -10.80% | final price |
| Ishares Tr (SOXX) | five days earlier | +5.56% | final price |
| TSM | that day | +2.01% | final price |
| TSM | the next day | +4.82% | still updating |
| TSM | three days earlier | -9.33% | final price |
| TSM | five days earlier | +4.13% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 67 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 81 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 84 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 18 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 34 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 39 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 18 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 32 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 49 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 77 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 28 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 46 days before publication. Filed 7 Oct 2026. View the filing.
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 tied to this story
- SMH Vaneck Etf Trust
In “AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
In “AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- AVGO Broadcom
Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins.” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- ASML Asml Holding
For “AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins,” 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 “nvidia” (semiconductors) in this story
- NVDA Nvidia
For “AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins,” 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 “nvidia” (semiconductors) in this story
- AMD Advanced Micro Devices
For “AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins,” Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence. Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
Vaneck Etf Trust (SMH)
On 10 Nov 2026, “AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins” is the story that connects Vaneck Etf Trust (SMH) to this story.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Dates in the story, and the Vaneck Etf Trust (SMH) price range
AVGO traded between 289.81 and 354.11 across 20 sessions. The latest close on file is 332.07. 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.
What the saved facts support for Vaneck Etf Trust (SMH)
46 out of 100Price not final
“AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.