Geopolitics Alpha

Indian trading apps roll out access to U.S. stocks, boosting retail demand for Nvidia, SpaceX, Apple

Published . Updated .

GEOPOLITICS ALPHAIndian trading apps roll outaccess to U.S. stocks, boostingretail demand for Nvidia, SpaceX,…NVDAAAPLGEOPOLITICS ALPHA

This report is about semiconductors and retail and consumer goods.

Directly affected

  • NVDA Nvidia+1.8% 30d

    Named in this report.

  • AAPL Apple+3.8% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-0.1% 30d

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

  • SOXX iShares Semiconductor ETF-1.3% 30d

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

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.

  • INDA iShares MSCI India ETF-5.0% 30d

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

  • ASML ASML Holding N.V-8.0% 30d

    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+2.6% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

  • WMT Walmart+11.3% 30d

    Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.

  • AMZN Amazon.com+0.2% 30d

    Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+1.85%-3.14%baseafter closeafter closeafter closeafter close
AAPL-0.91%+0.17%baseafter closeafter closeafter closeafter close
SMH-0.22%-5.49%baseafter closeafter closeafter closeafter close
SOXX-0.17%-6.36%baseafter closeafter closeafter closeafter close
XRTNo price data for this ticker———————
INDANo price data for this ticker———————
ASML+2.55%-3.89%baseafter closeafter closeafter closeafter close
TSM-1.17%-4.24%baseafter closeafter closeafter closeafter close
WMTNo 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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Indian trading apps roll out access to U.S. stocks, boosting retail demand for Nvidia, SpaceX, Apple Seeking Alpha

Source: Seeking Alpha

This story

CompanyWhenMoveStatus
AAPLthree days earlier+0.17%final price
AAPLfive days earlier-0.91%final price
ASMLthree days earlier-3.89%final price
ASMLfive days earlier+2.55%final price
NVDAthree days earlier-3.14%final price
NVDAfive days earlier+1.85%final price
SMHthree days earlier-5.49%final price
SMHfive days earlier-0.22%final price
SOXXthree days earlier-6.36%final price
SOXXfive days earlier-0.17%final price
TSMthree days earlier-4.24%final price
TSMfive days earlier-1.17%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).

This story

12 out of 100

“Indian trading apps roll out access to U.S. stocks, boosting retail demand for Nvidia, SpaceX, Apple” scores 12 out of 100. The score uses 1 sources.