Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech
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This report is about semiconductors and AI and big tech.
Directly affected
- AAPL Apple
Named in this report.
- PLTR Palantir Technologies
Named in this report.
- AMD Advanced Micro Devices
Named in this report.
- NVDA Nvidia
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- QQQ Invesco QQQ
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
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
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- MSFT Microsoft
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet
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.
- 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 |
|---|---|---|---|---|---|---|---|
| AAPL | -1.08% | +2.09% | base | after close | after close | after close | after close |
| PLTR | +11.28% | +7.07% | base | after close | after close | after close | after close |
| AMD | +4.31% | +9.22% | base | after close | after close | after close | after close |
| NVDA | +8.30% | +7.21% | base | after close | after close | after close | after close |
| SMH | +9.57% | +8.79% | base | after close | after close | after close | after close |
| SOXX | +10.81% | +10.19% | base | after close | after close | after close | after close |
| QQQ | +3.80% | +5.39% | base | after close | after close | after close | after close |
| ASML | +7.09% | +5.03% | base | after close | after close | after close | after close |
| TSM | +6.26% | +5.43% | base | after close | after close | after close | after close |
| MSFT | -4.44% | +4.80% | base | after close | after close | after close | after close |
| GOOGL | -1.99% | +1.50% | base | after close | after close | after close | after close |
| AMZN | -5.28% | +2.58% | base | after close | after close | 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.
Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech Benzinga
Source: Benzinga
Vaneck Etf Trust (SMH) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | three days earlier | +2.09% | final price |
| AAPL | five days earlier | -1.08% | final price |
| AMD | three days earlier | +9.22% | final price |
| AMD | five days earlier | +4.31% | final price |
| Amazon Com (AMZN) | three days earlier | +2.58% | final price |
| Amazon Com (AMZN) | five days earlier | -5.28% | final price |
| ASML | three days earlier | +5.03% | final price |
| ASML | five days earlier | +7.09% | final price |
| Alphabet (GOOGL) | three days earlier | +1.50% | final price |
| Alphabet (GOOGL) | five days earlier | -1.99% | final price |
| Microsoft (MSFT) | three days earlier | +4.80% | final price |
| Microsoft (MSFT) | five days earlier | -4.44% | final price |
| Nvidia (NVDA) | three days earlier | +7.21% | final price |
| Nvidia (NVDA) | five days earlier | +8.30% | final price |
| PLTR | three days earlier | +7.07% | final price |
| PLTR | five days earlier | +11.28% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | +5.39% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +3.80% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +8.79% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.57% | final price |
| Ishares Tr (SOXX) | three days earlier | +10.19% | final price |
| Ishares Tr (SOXX) | five days earlier | +10.81% | final price |
| TSM | three days earlier | +5.43% | final price |
| TSM | five days earlier | +6.26% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. Shelley M Capito sold Apple (AAPL) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 18 days before publication. Filed 4 Nov 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 37 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 47 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 76 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 83 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 90 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 65 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 79 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 82 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 16 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 37 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 38 days before publication. Filed 22 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 carried with this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- QQQ Invesco Qqq Trust, Series 1
For “Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- MSFT Microsoft
In “Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- GOOGL Alphabet
For “Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: 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
- AMZN Amazon Com
Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech.” Reason on file: 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
- AVGO Broadcom
In “Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech,” 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 “nvidia” (semiconductors) in this story
Vaneck Etf Trust (SMH)
The 8 Nov 2026 story “Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech” names Vaneck Etf Trust (SMH) because of 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
Also listed, Ishares Tr (SOXX): 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
QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32. 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 Vaneck Etf Trust (SMH)
46 out of 100
“Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.