How Nvidia, Micron and a surprising jobs report drove last week's stock action
Published . Updated .
Here's a closer look at the three developments that drove the action in our portfolio last week.
Directly affected
Indirectly affected
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TLT iShares 20+ Year Treasury Bond
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond
Treasury bonds move when yields change
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- FAS DIREXION DAILY FINANCIAL BULL 3X ETF
GA selected FAS as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Here's a closer look at the three developments that drove the action in our portfolio last week.
Source: CNBC Top
Nvidia (NVDA) since this story, compared with the market
Since the first closing price after “How Nvidia, Micron and a surprising jobs report drove last week's stock action,” Nvidia (NVDA) is -9.21%. The S&P 500 fund (SPY) is -1.08% over the same days, a -8.13% difference versus the market.
Who reported a Nvidia (NVDA) trade near this story
- Rohit Khanna buy Nvidia (NVDA) ($1,001 - $15,000). That is 10 days before publication, inside 30 days. The filing is listed beside the story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.”
- Rohit Khanna sell Nvidia (NVDA) ($1,001 - $15,000). That is 29 days before publication, inside 30 days. The filing is listed beside the story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.”
- Daniel Meuser sell Nvidia (NVDA) ($1,001 - $15,000). That is 33 days before publication, inside 60 days. The filing is listed beside the story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.”
- John J McGuire III buy Nvidia (NVDA) ($1,001 - $15,000). That is 46 days before publication, inside 60 days. The filing is listed beside the story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.”
- Gilbert Cisneros sell Nvidia (NVDA) ($1,001 - $15,000). That is 46 days before publication, inside 60 days. The filing is listed beside the story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.”
- Sheldon Whitehouse sell Nvidia (NVDA) ($1,001 - $15,000). That is 51 days before publication, inside 60 days. The filing is listed beside the story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.”
- Sheldon Whitehouse sell Nvidia (NVDA) ($15,001 - $50,000). That is 51 days before publication, inside 60 days. The filing is listed beside the story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.”
- Cory A Booker sell Nvidia (NVDA) ($15,001 - $50,000). That is 53 days before publication, inside 60 days. The filing is listed beside the story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.”
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 Nvidia (NVDA)
Companies carried with this story
- NVDA Nvidia
For “How Nvidia, Micron and a surprising jobs report drove last week's stock action,” Nvidia (NVDA) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
- FAS Direxion Daily Financial Bull 3X Etf
Direxion Daily Financial Bull 3X Etf (FAS) is linked, with no stored direction, medium confidence in the 3 Oct 2026 story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.” Reason on file: GA selected FAS as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVDX T Rex 2X Long Nvidia Daily Etf
For “How Nvidia, Micron and a surprising jobs report drove last week's stock action,” T Rex 2X Long Nvidia Daily Etf (NVDX) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVDX as a RELATED security because its canonical security name directly matches this event's themes: nvidia. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAMG Brookstone Growth Stock Etf
In “How Nvidia, Micron and a surprising jobs report drove last week's stock action,” Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAMV Brookstone Value Stock Etf
Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence in the 3 Oct 2026 story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.” Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- PDLB Ponce Financial Group
Ponce Financial Group (PDLB) is linked, with no stored direction, medium confidence in the 3 Oct 2026 story “How Nvidia, Micron and a surprising jobs report drove last week's stock action.” Reason on file: GA selected PDLB as a RELATED security because its canonical security name directly matches this event's themes: financial, stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Nvidia (NVDA)
The 3 Oct 2026 story “How Nvidia, Micron and a surprising jobs report drove last week's stock action” names Nvidia (NVDA) because of this story.
What ties Nvidia (NVDA) to the headline is this: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
A second company, Direxion Daily Financial Bull 3X Etf (FAS), is listed for a different reason: GA selected FAS as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
The price range for Nvidia (NVDA), and the dates in the story
FAS traded between 136.16 and 161.95 across 20 sessions. The latest close on file is 152.93. NVDA traded between 212.87 and 243.34 across 20 sessions. The latest close on file is 217.09. NVDX traded between 17.81 and 23.41 across 20 sessions. The latest close on file is 18.48.
What the saved facts support for Nvidia (NVDA)
46 out of 100
“How Nvidia, Micron and a surprising jobs report drove last week's stock action” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.