Geopolitics Alpha

Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom

Published . Updated .

GEOPOLITICS ALPHAAudi Announces Its First U.S.Factory; Nvidia, Micron DriveEarnings BoomNVDAMUGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • NVDA Nvidia+0.0% 30d

    Named in this report.

  • MU Micron Technology-5.0% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-2.5% 30d

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

  • SOXX iShares Semiconductor ETF-3.7% 30d

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

  • ASML ASML Holding N.V-7.1% 30d

    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-0.0% 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-6.7% 30d

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

  • AMD Advanced Micro Devices+4.6% 30d

    Advanced Micro Devices (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

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+2.87%+5.16%base+2.07%after closeafter closeafter close
MU+3.11%+4.13%base+1.81%after closeafter closeafter close
SMH+4.02%+5.58%base+1.58%after closeafter closeafter close
SOXX+4.87%+6.61%base+1.35%after closeafter closeafter close
ASML+4.78%+6.70%base+1.53%after closeafter closeafter close
TSM+0.44%+3.20%base+0.91%after closeafter closeafter close
AVGO+4.01%+5.01%base+1.51%after closeafter closeafter close
AMD+4.06%+6.91%base+0.49%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.

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.

Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom WSJ

Source: The Wall Street Journal

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

CompanyWhenMoveStatus
Advanced Micro Devices (AMD)that day+0.49%still updating
Advanced Micro Devices (AMD)three days earlier+6.91%final price
Advanced Micro Devices (AMD)five days earlier+4.06%final price
Asml Holding (ASML)that day+1.53%still updating
Asml Holding (ASML)three days earlier+6.70%final price
Asml Holding (ASML)five days earlier+4.78%final price
Broadcom (AVGO)that day+1.51%still updating
Broadcom (AVGO)three days earlier+5.01%final price
Broadcom (AVGO)five days earlier+4.01%final price
MUthat day+1.81%still updating
MUthree days earlier+4.13%final price
MUfive days earlier+3.11%final price
Nvidia (NVDA)that day+2.07%still updating
Nvidia (NVDA)three days earlier+5.16%final price
Nvidia (NVDA)five days earlier+2.87%final price
Vaneck Etf Trust (SMH)that day+1.58%still updating
Vaneck Etf Trust (SMH)three days earlier+5.58%final price
Vaneck Etf Trust (SMH)five days earlier+4.02%final price
Ishares Tr (SOXX)that day+1.35%still updating
Ishares Tr (SOXX)three days earlier+6.61%final price
Ishares Tr (SOXX)five days earlier+4.87%final price
TSMthat day+0.91%still updating
TSMthree days earlier+3.20%final price
TSMfive days earlier+0.44%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 mentioned with this story

  • SMH Vaneck Etf Trust

    For “Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom,” 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

    For “Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom,” 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

    Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom.” 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

    For “Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom,” 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

  • ASML Asml Holding

    Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom.” 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

  • AMD Advanced Micro Devices

    For “Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom,” 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 26 Oct 2026, “Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom” is the story that connects Vaneck Etf Trust (SMH) to 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

Price levels for Vaneck Etf Trust (SMH)

NVDA traded between 210.22 and 243.34 across 20 sessions. The latest close on file is 211.00. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 527.31. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 478.51.

What the saved facts support for Vaneck Etf Trust (SMH)

46 out of 100Price not final

“Audi Announces Its First U.S. Factory; Nvidia, Micron Drive Earnings Boom” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.