Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck
Published . Updated .
Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck Yahoo Finance
Directly affected
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| JPM | — | — | — | — | — | — | — |
| GS | — | — | — | — | — | — | — |
| NVDA | — | — | — | — | — | — | — |
| TSM | — | — | — | — | — | — | — |
| ASML | +4.76% | +1.15% | — | -1.94% | -5.79% | -5.27% | -6.25% |
| AVGO | +5.95% | +1.48% | — | +0.73% | -2.38% | -2.96% | -7.36% |
| AMD | +9.29% | +4.46% | — | +1.88% | -3.93% | -5.41% | -11.03% |
| AMAT | +6.64% | +2.39% | — | -6.75% | -10.24% | -13.56% | -17.75% |
| LRCX | +7.91% | +3.62% | — | -2.60% | -7.35% | -10.34% | -14.72% |
| SMH | — | — | — | — | — | — | — |
| SOXX | — | — | — | — | — | — | — |
| QQQ | — | — | — | — | — | — | — |
Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck Yahoo Finance
Source: Yahoo Finance
How far Vaneck Etf Trust (SMH) has moved since 13 Oct 2026
Since the first closing price after “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck,” Vaneck Etf Trust (SMH) is -2.98%. The S&P 500 fund (SPY) is -0.40% over the same days, a -2.59% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -6.75% | final price |
| AMAT | the next day | -10.24% | final price |
| AMAT | two days later | -13.56% | final price |
| AMAT | three days later | -17.75% | final price |
| AMAT | three days earlier | +2.39% | final price |
| AMAT | five days earlier | +6.64% | final price |
| AMD | that day | +1.88% | final price |
| AMD | the next day | -3.93% | final price |
| AMD | two days later | -5.41% | final price |
| AMD | three days later | -11.03% | final price |
| AMD | three days earlier | +4.46% | final price |
| AMD | five days earlier | +9.29% | final price |
| ASML | that day | -1.94% | final price |
| ASML | the next day | -5.79% | final price |
| ASML | two days later | -5.27% | final price |
| ASML | three days later | -6.25% | final price |
| ASML | three days earlier | +1.15% | final price |
| ASML | five days earlier | +4.76% | final price |
| AVGO | that day | +0.73% | final price |
| AVGO | the next day | -2.38% | final price |
| AVGO | two days later | -2.96% | final price |
| AVGO | three days later | -7.36% | final price |
| AVGO | three days earlier | +1.48% | final price |
| AVGO | five days earlier | +5.95% | final price |
| LRCX | that day | -2.60% | final price |
| LRCX | the next day | -7.35% | final price |
| LRCX | two days later | -10.34% | final price |
| LRCX | three days later | -14.72% | final price |
| LRCX | three days earlier | +3.62% | final price |
| LRCX | five days earlier | +7.91% | final price |
Who reported a Vaneck Etf Trust (SMH) trade near this story
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 15 days before publication, inside 30 days. The filing is listed beside the story “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck.”
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).
Vaneck Etf Trust (SMH) on one side of this semiconductors story
Companies mentioned with this story
- SMH Vaneck Etf Trust
In “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck,” Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- SOXX Ishares Tr
In “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck,” Ishares Tr (SOXX) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- AOSL Alpha & Omega Semiconductor
For “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
In “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
For “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
For “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
In “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
For “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How semiconductors news reaches Vaneck Etf Trust (SMH)
The 13 Oct 2026 story “Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck” names Vaneck Etf Trust (SMH) because of Semiconductors.
The link for Vaneck Etf Trust (SMH) is this: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
Also listed, Ishares Tr (SOXX): Semiconductor supply, export-control, or production shocks can transmit across the chip complex
What this semiconductors story puts on the calendar
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. SMH traded between 539.11 and 639.33 across 20 sessions. The latest close on file is 548.35. SOXX traded between 492.92 and 596.41 across 20 sessions. The latest close on file is 501.86.
What the saved facts support for Vaneck Etf Trust (SMH)
46 out of 100
“Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.