Geopolitics Alpha

Dow futures rise 323 points as Nvidia rebounds, PPI comes in light

Published . Updated .

Key takeaways

  • Exposed: SMH, SOXX, NVDA, AVGO, ASML
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHADow futures rise 323 points asNvidia rebounds, PPI comes inlightNVDAGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • NVDA Nvidia-26.1% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-16.2% 30d

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

  • SOXX iShares Semiconductor ETF-20.7% 30d

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

  • ASML ASML Holding N.V-13.3% 10d

    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-10.2% 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+2.6% 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-7.6% 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+12.42%+1.63%baseafter closeafter closeafter closeafter close
SMH-7.61%-3.62%baseafter closeafter closeafter closeafter close
SOXX-11.91%-5.47%baseafter closeafter closeafter closeafter close
ASML-4.85%+0.72%baseafter closeafter closeafter closeafter close
TSM-7.50%-2.24%baseafter closeafter closeafter closeafter close
AVGO-19.45%-8.83%baseafter closeafter closeafter closeafter close
AMD-23.60%-12.05%baseafter closeafter 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.

Dow futures rise 323 points as Nvidia rebounds, PPI comes in light Quartz

Source: Quartz

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

CompanyWhenMoveStatus
Advanced Micro Devices (AMD)three days earlier-12.05%final price
Advanced Micro Devices (AMD)five days earlier-23.60%final price
Asml Holding (ASML)three days earlier+0.72%final price
Asml Holding (ASML)five days earlier-4.85%final price
Broadcom (AVGO)three days earlier-8.83%final price
Broadcom (AVGO)five days earlier-19.45%final price
Nvidia (NVDA)three days earlier+1.63%final price
Nvidia (NVDA)five days earlier+12.42%final price
Vaneck Etf Trust (SMH)three days earlier-3.62%final price
Vaneck Etf Trust (SMH)five days earlier-7.61%final price
Ishares Tr (SOXX)three days earlier-5.47%final price
Ishares Tr (SOXX)five days earlier-11.91%final price
TSMthree days earlier-2.24%final price
TSMfive days earlier-7.50%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 tied to this story

  • SMH Vaneck Etf Trust

    In “Dow futures rise 323 points as Nvidia rebounds, PPI comes in light,” 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

    Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Dow futures rise 323 points as Nvidia rebounds, PPI comes in light.” 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 13 Nov 2026 story “Dow futures rise 323 points as Nvidia rebounds, PPI comes in light.” 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 “Dow futures rise 323 points as Nvidia rebounds, PPI comes in light,” 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

    In “Dow futures rise 323 points as Nvidia rebounds, PPI comes in light,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. 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

    In “Dow futures rise 323 points as Nvidia rebounds, PPI comes in light,” 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)

“Dow futures rise 323 points as Nvidia rebounds, PPI comes in light” (13 Nov 2026) reaches Vaneck Etf Trust (SMH) through this story.

The link for Vaneck Etf Trust (SMH) is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

Price levels for Vaneck Etf Trust (SMH)

NVDA traded between 148.80 and 237.05 across 20 sessions. The latest close on file is 166.27. 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.

How strong the case is around Vaneck Etf Trust (SMH)

46 out of 100

“Dow futures rise 323 points as Nvidia rebounds, PPI comes in light” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.