AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher
Published . Updated .
Covered by 2 outlets: Yahoo Finance, 24/7 Wall St..
Who covered it: Center 1 · Not rated 1. How we rate outlets
Intel's PC warning sent AMD stock tumbling 11% in a single session, but the real question is whether that warning stops at the PC market or follows AMD straight into its AI data center ambitions ahead of earnings.
Directly affected
- AMD Advanced Micro Devices-18.0% 30d
Named in this report.
- INTC Intel-46.0% 30d
Named in this report.
- NVDA Nvidia-9.9% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- QQQ Invesco QQQ-2.6% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- ASML ASML Holding N.V+1.0% 18d
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-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- GOOGL Alphabet-21.2% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) 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 | +5.18% | +14.50% | base | -3.61% | after close | after close | after close |
| INTC | +37.63% | +45.22% | base | -5.60% | after close | after close | after close |
| NVDA | +5.49% | +5.17% | base | +0.80% | after close | after close | after close |
| SMH | +3.57% | +8.65% | base | -0.27% | after close | after close | after close |
| SOXX | +4.40% | +10.71% | base | -0.85% | after close | after close | after close |
| QQQ | +3.12% | +5.08% | base | +0.40% | after close | after close | after close |
| ASML | +1.58% | +6.31% | base | -0.50% | after close | after close | after close |
| TSM | +4.53% | +8.29% | base | +0.18% | after close | after close | after close |
| GOOGLNo price data for this ticker | — | — | — | — | — | — | — |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
| AMZNNo price data for this ticker | — | — | — | — | — | — | — |
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.
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AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher Yahoo Finance
Source: Yahoo Finance
How far Vaneck Etf Trust (SMH) has moved since 2 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| AMD | that day | -3.61% | still updating |
| AMD | three days earlier | +14.50% | final price |
| AMD | five days earlier | +5.18% | final price |
| Asml Holding (ASML) | that day | -0.50% | still updating |
| Asml Holding (ASML) | three days earlier | +6.31% | final price |
| Asml Holding (ASML) | five days earlier | +1.58% | final price |
| Intel (INTC) | that day | -5.60% | still updating |
| Intel (INTC) | three days earlier | +45.22% | final price |
| Intel (INTC) | five days earlier | +37.63% | final price |
| Nvidia (NVDA) | that day | +0.80% | still updating |
| Nvidia (NVDA) | three days earlier | +5.17% | final price |
| Nvidia (NVDA) | five days earlier | +5.49% | final price |
| QQQ | that day | +0.40% | still updating |
| QQQ | three days earlier | +5.08% | final price |
| QQQ | five days earlier | +3.12% | final price |
| Vaneck Etf Trust (SMH) | that day | -0.27% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | +8.65% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +3.57% | final price |
| Ishares Tr (SOXX) | that day | -0.85% | still updating |
| Ishares Tr (SOXX) | three days earlier | +10.71% | final price |
| Ishares Tr (SOXX) | five days earlier | +4.40% | final price |
| TSM | that day | +0.18% | still updating |
| TSM | three days earlier | +8.29% | final price |
| TSM | five days earlier | +4.53% | 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 59 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 73 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 76 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 59 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Intel (INTC), worth $100,001 - $250,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 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 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 32 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 40 days before publication. Filed 7 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 10 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 87 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 24 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 41 days before publication. Filed 12 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 mentioned with this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
In “AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher,” 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
- NVDA Nvidia
In “AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher,” 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
- AVGO Broadcom
Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher.” 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
In “AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher,” 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
- INTC Intel
Intel (INTC) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher.” Reason on file: Intel (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
Vaneck Etf Trust (SMH)
“AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher” (2 Nov 2026) reaches Vaneck Etf Trust (SMH) through this story.
For Vaneck Etf Trust (SMH), the reason on file says 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
Price levels for Vaneck Etf Trust (SMH)
NVDA traded between 200.92 and 243.34 across 20 sessions. The latest close on file is 204.76. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.
What the saved facts support for Vaneck Etf Trust (SMH)
54 out of 100Price not final
“AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher” scores 54 out of 100. The score uses 2 sources, and 6 linked companies. The price is not final yet.