China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP
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This report is about semiconductors and China.
Directly affected
- NVDA Nvidia-8.4% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- FXI iShares China Large-Cap ETF-5.1% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- INDA iShares MSCI India ETF-4.7% 14d
iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”).
- ASML ASML Holding N.V-9.0% 12d
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-9.5% 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-16.1% 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-26.4% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +15.63% | +1.65% | base | after close | after close | after close | after close |
| SMH | +6.39% | -8.41% | base | after close | after close | after close | after close |
| SOXX | +5.56% | -10.80% | base | after close | after close | after close | after close |
| FXI | -4.18% | +0.78% | base | after close | after close | after close | after close |
| INDA | -5.30% | -2.59% | base | after close | after close | after close | after close |
| ASML | +2.58% | -10.15% | base | after close | after close | after close | after close |
| TSM | +4.13% | -9.33% | base | after close | after close | after close | after close |
| AVGO | +3.92% | -8.78% | base | after close | after close | after close | after close |
| AMD | -4.84% | -20.69% | 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.
China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP NDTV
Source: NDTV
How far Vaneck Etf Trust (SMH) has moved since 10 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Advanced Micro Devices (AMD) | three days earlier | -20.69% | final price |
| Advanced Micro Devices (AMD) | five days earlier | -4.84% | final price |
| Asml Holding (ASML) | three days earlier | -10.15% | final price |
| Asml Holding (ASML) | five days earlier | +2.58% | final price |
| Broadcom (AVGO) | three days earlier | -8.78% | final price |
| Broadcom (AVGO) | five days earlier | +3.92% | final price |
| Ishares China Large-Cap Etf (FXI) | three days earlier | +0.78% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | -4.18% | final price |
| Ishares Tr (INDA) | three days earlier | -2.59% | final price |
| Ishares Tr (INDA) | five days earlier | -5.30% | final price |
| Nvidia (NVDA) | three days earlier | +1.65% | final price |
| Nvidia (NVDA) | five days earlier | +15.63% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | -8.41% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +6.39% | final price |
| Ishares Tr (SOXX) | three days earlier | -10.80% | final price |
| Ishares Tr (SOXX) | five days earlier | +5.56% | final price |
| TSM | three days earlier | -9.33% | final price |
| TSM | five days earlier | +4.13% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 18 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 39 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 40 days before publication. Filed 22 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 18 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 32 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 49 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 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 46 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 47 days before publication. Filed 1 Nov 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 48 days before publication. Filed 7 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 67 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 81 days before publication. Filed 8 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 tied to this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
For “China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP,” 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
- FXI Ishares China Large-Cap Etf
In “China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
- INDA Ishares Tr
In “China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP,” Ishares Tr (INDA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”)
- AVGO Broadcom
In “China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP,” 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 10 Nov 2026 story “China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP.” 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
- NVDA Nvidia
For “China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP,” 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
- AMD Advanced Micro Devices
In “China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP,” 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)
Vaneck Etf Trust (SMH) is the company in “China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP,” the 10 Nov 2026 this story story.
The link for Vaneck Etf Trust (SMH) is this: 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
The price range for Vaneck Etf Trust (SMH), and the dates in the story
FXI traded between 32.14 and 34.36 across 20 sessions. The latest close on file is 33.21. 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.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100
“China Spy Row Erases $1.6 Trillion From Nvidia's Value, About One-Third Of India's GDP” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.