Can Nvidia’s stock become a safe haven as Wall Street rethinks the AI trade?
Published . Updated .
Investors favored flashier AI plays earlier this year, but some analysts say Nvidia’s dependability could now hold more appeal.
Directly affected
- NVDA Nvidia+0.6%
Named in this report.
Indirectly affected
- TSM Taiwan Semiconductor-1.5%
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML-4.3%
Chipmaking-equipment sales follow export rules
- AVGO Broadcom-10.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD-1.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials-12.6%
Chip-equipment makers feel export controls
- LRCX Lam Research-15.9%
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor-8.0%
A fund of semiconductor companies
- SOXX iShares Semiconductor-9.8%
A fund of semiconductor companies
- QQQ Invesco QQQ-0.7%
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 |
|---|---|---|---|---|---|---|---|
| NVDA | +0.87% | +1.95% | base | -0.16% | after close | after close | after close |
| TSM | +0.05% | +3.13% | base | +1.13% | after close | after close | after close |
| ASML | +5.10% | +4.41% | base | +0.76% | after close | after close | after close |
| AVGO | +1.67% | +3.45% | base | +0.43% | after close | after close | after close |
| AMD | +4.06% | +5.15% | base | +1.89% | after close | after close | after close |
| AMAT | +8.95% | +7.85% | base | +1.00% | after close | after close | after close |
| LRCX | +14.76% | +14.53% | base | +0.31% | after close | after close | after close |
| SMH | +3.17% | +4.37% | base | +0.91% | after close | after close | after close |
| SOXX | +3.68% | +5.17% | base | +0.89% | after close | after close | after close |
| QQQ | +0.75% | +1.80% | base | +0.18% | 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.
Market Call
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Investors favored flashier AI plays earlier this year, but some analysts say Nvidia’s dependability could now hold more appeal.
Source: MarketWatch
Taiwan Strait
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | +1.00% | still updating |
| AMAT | three days earlier | +7.85% | final price |
| AMAT | five days earlier | +8.95% | final price |
| AMD | that day | +1.89% | still updating |
| AMD | three days earlier | +5.15% | final price |
| AMD | five days earlier | +4.06% | final price |
| ASML | that day | +0.76% | still updating |
| ASML | three days earlier | +4.41% | final price |
| ASML | five days earlier | +5.10% | final price |
| AVGO | that day | +0.43% | still updating |
| AVGO | three days earlier | +3.45% | final price |
| AVGO | five days earlier | +1.67% | final price |
| LRCX | that day | +0.31% | still updating |
| LRCX | three days earlier | +14.53% | final price |
| LRCX | five days earlier | +14.76% | final price |
| NVDA | that day | -0.16% | still updating |
| NVDA | three days earlier | +1.95% | final price |
| NVDA | five days earlier | +0.87% | final price |
| QQQ | that day | +0.18% | still updating |
| QQQ | three days earlier | +1.80% | final price |
| QQQ | five days earlier | +0.75% | final price |
| SMH | that day | +0.91% | still updating |
| SMH | three days earlier | +4.37% | final price |
| SMH | five days earlier | +3.17% | final price |
| SOXX | that day | +0.89% | still updating |
| SOXX | three days earlier | +5.17% | final price |
| SOXX | five days earlier | +3.68% | final price |
| TSM | that day | +1.13% | still updating |
| TSM | three days earlier | +3.13% | final price |
| TSM | five days earlier | +0.05% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 30 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Daniel Meuser sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 31 Aug 2026. That is 53 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 31 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 59 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Richard W. Allen bought Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 12 Aug 2026. That is 72 days before publication. Filed 22 Sep 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 77 days before publication. Filed 14 Oct 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 28 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 37 days before publication. Filed 12 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 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 66 days before publication. Filed 10 Sep 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).
The Taiwan Strait count beside this story
Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Can Nvidia’s stock become a safe haven as Wall Street rethinks the AI trade?.” The recent pace is rising.
Taiwan Strait
12 out of 100Price not final
“Can Nvidia’s stock become a safe haven as Wall Street rethinks the AI trade?” scores 12 out of 100. The score uses 1 sources. The price is not final yet.