Inflation to rise again as Nvidia focuses on Q3 data
Published . Updated .
Key takeaways
- Inflation is expected to rise further to 3.7% from 3.5% in new data ahead of another interest rate rise that will offset recent attempts by the UK government to reduce the cost of living and the burdens on businesses.
- Exposed: SMH, SOXX, TIP, NVDA, WMT
- Market reaction: price tracking starts with the next trading session.
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Inflation is expected to rise further to 3.7% from 3.5% in new data ahead of another interest rate rise that will offset recent attempts by the UK government to reduce the cost of living and the burdens on businesses.
Directly affected
- NVDA Nvidia
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- EWU iShares MSCI United Kingdom ETF
iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”).
- BWX SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in the UK
- EFA iShares MSCI EAFE ETF
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes the UK
- ASML ASML Holding N.V
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
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
Broadcom (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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +9.70% | +6.76% | base | after close | after close | after close | after close |
| SMH | +0.14% | +4.23% | base | after close | after close | after close | after close |
| SOXX | -1.72% | +4.04% | base | after close | after close | after close | after close |
| EWUNo price data for this ticker | — | — | — | — | — | — | — |
| BWXNo price data for this ticker | — | — | — | — | — | — | — |
| EFANo price data for this ticker | — | — | — | — | — | — | — |
| ASML | +1.17% | +2.59% | base | after close | after close | after close | after close |
| TSM | -2.48% | +3.67% | base | after close | after close | after close | after close |
| AVGO | -7.84% | -0.34% | base | after close | 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.
Inflation to rise again as Nvidia focuses on Q3 data Daily Business
Source: Daily Business
How far Vaneck Etf Trust (SMH) has moved since 15 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| ASML | three days earlier | +2.59% | final price |
| ASML | five days earlier | +1.17% | final price |
| Broadcom (AVGO) | three days earlier | -0.34% | final price |
| Broadcom (AVGO) | five days earlier | -7.84% | final price |
| Nvidia (NVDA) | three days earlier | +6.76% | final price |
| Nvidia (NVDA) | five days earlier | +9.70% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +4.23% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +0.14% | final price |
| Ishares Tr (SOXX) | three days earlier | +4.04% | final price |
| Ishares Tr (SOXX) | five days earlier | -1.72% | final price |
| TSM | three days earlier | +3.67% | final price |
| TSM | five days earlier | -2.48% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 23 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Gilbert Cisneros sold Nvidia (NVDA), worth $1,001 - $15,000 on 20 Oct 2026. That is 26 days before publication. Filed 10 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 39 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. John Boozman sold EFA (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 67 days before publication. Filed 21 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 23 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 37 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 54 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 82 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. David J. Taylor bought Broadcom (AVGO), worth $1,001 - $15,000 on 5 Nov 2026. That is 10 days before publication. Filed 12 Nov 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 33 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 51 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 33 days before publication. Filed 5 Nov 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 is named in “Inflation to rise again as Nvidia focuses on Q3 data”
Companies mentioned with this story
- SMH Vaneck Etf Trust
In “Inflation to rise again as Nvidia focuses on Q3 data,” 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
In “Inflation to rise again as Nvidia focuses on Q3 data,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- TIP Ishares Tr
In “Inflation to rise again as Nvidia focuses on Q3 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
- NVDA Nvidia
For “Inflation to rise again as Nvidia focuses on Q3 data,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- WMT Walmart
In “Inflation to rise again as Nvidia focuses on Q3 data,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- COST Costco Wholesale
For “Inflation to rise again as Nvidia focuses on Q3 data,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- AVGO Broadcom
In “Inflation to rise again as Nvidia focuses on Q3 data,” 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
- PG Procter & Gamble
Procter & Gamble (PG) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Inflation to rise again as Nvidia focuses on Q3 data.” Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
How “Inflation to rise again as Nvidia focuses on Q3 data” reaches Vaneck Etf Trust (SMH)
On 15 Nov 2026, “Inflation to rise again as Nvidia focuses on Q3 data” is the story that connects Vaneck Etf Trust (SMH) to this story.
Vaneck Etf Trust (SMH) is on the page because 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)
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. TIP traded between 103.81 and 105.61 across 12 sessions. The latest close on file is 105.27.
How strong the case is around Vaneck Etf Trust (SMH)
46 out of 100
“Inflation to rise again as Nvidia focuses on Q3 data” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.