Geopolitics Alpha

Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout

Published . Updated .

GEOPOLITICS ALPHAForeigners Make Record WithdrawalFrom Taiwan Stocks on AI RoutGEOPOLITICS ALPHA

This report is about AI and big tech and Taiwan.

Directly affected

  • No company is named in this report.

Indirectly affected

  • QQQ Invesco QQQ-2.6% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-0.9% 19d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • EWT iShares MSCI Taiwan ETF+5.9% 30d

    iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”).

  • NVDA Nvidia-9.9% 30d

    Nvidia (semiconductors and related devices): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • MSFT Microsoft+4.0% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • GOOGL Alphabet-21.2% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • AMZN Amazon.com-7.0% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
QQQ+3.12%+5.08%baseafter closeafter closeafter closeafter close
AIQNo price data for this ticker———————
EWTNo price data for this ticker———————
NVDA+5.49%+5.17%baseafter closeafter closeafter closeafter close
MSFTNo price data for this ticker———————
GOOGLNo price data for this ticker———————
AMZNNo price data for this ticker———————

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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Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout Bloomberg.com

Source: Bloomberg

Invesco Qqq Trust, Series 1 (QQQ) since this story, compared with the market

CompanyWhenMoveStatus
Nvidia (NVDA)three days earlier+5.17%final price
Nvidia (NVDA)five days earlier+5.49%final price
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+5.08%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+3.12%final price

Congressional trades 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 Invesco Qqq Trust, Series 1 (QQQ)

Companies tied to this story

  • QQQ Invesco Qqq Trust, Series 1

    Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout.” Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • AIQ Global X Fds

    For “Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout,” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • EWT Ishares

    Ishares (EWT) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout.” Reason on file: iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”)

  • NVDA Nvidia

    For “Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • MSFT Microsoft

    Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout.” Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • GOOGL Alphabet

    For “Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • AMZN Amazon Com

    In “Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

Invesco Qqq Trust, Series 1 (QQQ)

The 2 Nov 2026 story “Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout” names Invesco Qqq Trust, Series 1 (QQQ) because of this story.

The link for Invesco Qqq Trust, Series 1 (QQQ) is this: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

Also listed, Global X Fds (AIQ): Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

Dates in the story, and the Invesco Qqq Trust, Series 1 (QQQ) price range

AIQ traded between 61.70 and 67.40 across 14 sessions. The latest close on file is 62.94. EWT traded between 111.75 and 118.47 across 17 sessions. The latest close on file is 113.48. QQQ traded between 683.47 and 762.84 across 20 sessions. The latest close on file is 690.51.

How strong the case is around Invesco Qqq Trust, Series 1 (QQQ)

46 out of 100

“Foreigners Make Record Withdrawal From Taiwan Stocks on AI Rout” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.