Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data
Published . Updated .
Covered by 7 outlets: BNN Bloomberg, WPLG Local 10, San Antonio Express-News, WTOP News, Associated Press, Durango Herald and 1 more.
Who covered it: Center 1 · Not rated 6. How we rate outlets
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U.S. futures are rising with crude still below US$100 a barrel as shares of Nvidia stabilize in a brutal week for the chipmaker.
Directly affected
- NVDA Nvidia
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- USO United States Oil Fund
United States Oil Fund: its price follows crude oil. Linked by “crude” (oil) in this story.
- QQQ Invesco QQQ
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- ASML ASML Holding N.V
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AVGO Broadcom
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AMD Advanced Micro Devices
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (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 | +18.59% | +10.61% | base | +3.65% | after close | after close | after close |
| SMH | +4.28% | -4.14% | base | +4.60% | after close | after close | after close |
| SOXX | +2.68% | -6.81% | base | +5.57% | after close | after close | after close |
| USO | +2.78% | +4.95% | base | +2.37% | after close | after close | after close |
| QQQ | +2.50% | -2.74% | base | +1.99% | after close | after close | after close |
| ASML | -0.77% | -5.53% | base | +2.09% | after close | after close | after close |
| TSM | -0.24% | -5.39% | base | +3.38% | after close | after close | after close |
| AVGO | -1.94% | -11.64% | base | +5.30% | after close | after close | after close |
| AMD | -5.12% | -13.13% | base | +5.65% | 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.
Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data BNN Bloomberg
Source: BNN Bloomberg
The price since 11 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| AMD | that day | +5.65% | still updating |
| AMD | three days earlier | -13.13% | final price |
| AMD | five days earlier | -5.12% | final price |
| ASML | that day | +2.09% | still updating |
| ASML | three days earlier | -5.53% | final price |
| ASML | five days earlier | -0.77% | final price |
| AVGO | that day | +5.30% | still updating |
| AVGO | three days earlier | -11.64% | final price |
| AVGO | five days earlier | -1.94% | final price |
| NVDA | that day | +3.65% | still updating |
| NVDA | three days earlier | +10.61% | final price |
| NVDA | five days earlier | +18.59% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | +1.99% | still updating |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | -2.74% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +2.50% | final price |
| Vaneck Etf Trust (SMH) | that day | +4.60% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | -4.14% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +4.28% | final price |
| Ishares Tr (SOXX) | that day | +5.57% | still updating |
| Ishares Tr (SOXX) | three days earlier | -6.81% | final price |
| Ishares Tr (SOXX) | five days earlier | +2.68% | final price |
| TSM | that day | +3.38% | still updating |
| TSM | three days earlier | -5.39% | final price |
| TSM | five days earlier | -0.24% | final price |
| USO | that day | +2.37% | still updating |
| USO | three days earlier | +4.95% | final price |
| USO | five days earlier | +2.78% | 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 19 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 35 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 40 days before publication. Filed 27 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 19 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 33 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 50 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 78 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 29 days before publication. Filed 5 Nov 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 47 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 48 days before publication. Filed 1 Nov 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 68 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 82 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 carried with this story
- SMH Vaneck Etf Trust
In “Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- SOXX Ishares Tr
For “Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- QQQ Invesco Qqq Trust, Series 1
Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data.” Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- TIP Ishares Tr
For “Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- GOOGL Alphabet
In “Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data,” 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
- MSFT Microsoft
Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data.” 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
- META Meta Platforms
In “Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (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
For “Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data,” 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
Vaneck Etf Trust (SMH)
The 11 Nov 2026 story “Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data” names Vaneck Etf Trust (SMH) because of this story.
The link for Vaneck Etf Trust (SMH) is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
The price range for Vaneck Etf Trust (SMH), and the dates in the story
QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32. 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)
92 out of 100Price not final
“Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation data” scores 92 out of 100. The score uses 7 sources, and 8 linked companies. The price is not final yet.