Crypto & Stocks | A 100-Year Treasury Reset as Semiconductor Stocks Plunge
Published . Updated .
This report is about Semiconductors and Crypto.
Directly affected
- CRCW Crypto
Named in this report.
Indirectly affected
- NVDA NVIDIA+0.0%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor-0.0%
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML-7.1%
Chipmaking-equipment sales follow export rules
- AVGO Broadcom-6.7%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- IBIT iShares Bitcoin Trust+2.7%
This price moves with the crypto market
- COIN Coinbase-14.1%
The crypto exchange moves with trading volumes
- AMD AMD+4.6%
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
A fund of semiconductor companies
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRCWNo price data for this ticker | — | — | — | — | — | — | — |
| NVDA | +0.87% | +1.95% | base | -0.35% | after close | after close | after close |
| TSM | +0.05% | +3.13% | base | +1.10% | after close | after close | after close |
| ASML | +5.10% | +4.41% | base | +0.67% | after close | after close | after close |
| AVGO | +1.67% | +3.45% | base | -0.12% | after close | after close | after close |
| IBIT | +0.20% | +1.41% | base | -0.20% | after close | after close | after close |
| COIN | +2.37% | +0.95% | base | -2.80% | after close | after close | after close |
| AMD | +4.06% | +5.15% | base | +1.64% | after close | after close | after close |
| AMAT | +8.95% | +7.85% | base | +0.64% | after close | after close | after close |
| LRCX | +14.76% | +14.53% | base | +0.11% | after close | after close | after close |
| SMH | +3.17% | +4.37% | base | +0.78% | 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
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.
Crypto & Stocks | A 100-Year Treasury Reset as Semiconductor Stocks Plunge Moomoo
Source: Moomoo
Semiconductors
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | +0.64% | final price |
| AMAT | three days earlier | +7.85% | final price |
| AMAT | five days earlier | +8.95% | final price |
| AMD | that day | +1.64% | final price |
| AMD | three days earlier | +5.15% | final price |
| AMD | five days earlier | +4.06% | final price |
| ASML | that day | +0.67% | final price |
| ASML | three days earlier | +4.41% | final price |
| ASML | five days earlier | +5.10% | final price |
| AVGO | that day | -0.12% | final price |
| AVGO | three days earlier | +3.45% | final price |
| AVGO | five days earlier | +1.67% | final price |
| COIN | that day | -2.80% | final price |
| COIN | three days earlier | +0.95% | final price |
| COIN | five days earlier | +2.37% | final price |
| IBIT | that day | -0.20% | final price |
| IBIT | three days earlier | +1.41% | final price |
| IBIT | five days earlier | +0.20% | final price |
| LRCX | that day | +0.11% | final price |
| LRCX | three days earlier | +14.53% | final price |
| LRCX | five days earlier | +14.76% | final price |
| NVDA | that day | -0.35% | final price |
| NVDA | three days earlier | +1.95% | final price |
| NVDA | five days earlier | +0.87% | final price |
| SMH | that day | +0.78% | final price |
| SMH | three days earlier | +4.37% | final price |
| SMH | five days earlier | +3.17% | final price |
| TSM | that day | +1.10% | final price |
| 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. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 22 days before publication. Filed 22 Oct 2026. View the filing.
- 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. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 14 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 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. 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 Coinbase Global (COIN) (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 Coinbase Global (COIN), 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).
How solid the semiconductors case looks
12 out of 100
“Crypto & Stocks | A 100-Year Treasury Reset as Semiconductor Stocks Plunge” scores 12 out of 100. The score uses 1 sources.