Geopolitics Alpha

Intel 2026 Q3 Earnings Intel Foundry

Published . Updated .

Intel 2026 Q3 Earnings Intel Foundry

This report is about semiconductors.

Directly affected

  • INTC Intel-46.0% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-12.3% 30d

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

  • SOXX iShares Semiconductor ETF-15.7% 30d

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

  • ASML ASML Holding N.V+1.0% 18d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “foundry” (semiconductors) in this story.

  • NVDA Nvidia-9.9% 30d

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

  • TSM Taiwan Semiconductor Manufacturing-8.8% 30d

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

  • AVGO Broadcom-10.1% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
INTC+37.63%+45.22%baseafter closeafter closeafter closeafter close
SMH+3.57%+8.65%baseafter closeafter closeafter closeafter close
SOXX+4.40%+10.71%baseafter closeafter closeafter closeafter close
ASML+1.58%+6.31%baseafter closeafter closeafter closeafter close
NVDA+5.49%+5.17%baseafter closeafter closeafter closeafter close
TSM+4.53%+8.29%baseafter closeafter closeafter closeafter close
AVGO+0.96%+7.89%baseafter closeafter closeafter closeafter 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.

Market Call

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Intel 2026 Q3 Earnings Intel Foundry ServeTheHome

Source: ServeTheHome

Price since this story was published: Vaneck Etf Trust (SMH)

CompanyWhenMoveStatus
Asml Holding (ASML)three days earlier+6.31%final price
Asml Holding (ASML)five days earlier+1.58%final price
AVGOthree days earlier+7.89%final price
AVGOfive days earlier+0.96%final price
Intel (INTC)three days earlier+45.22%final price
Intel (INTC)five days earlier+37.63%final price
Nvidia (NVDA)three days earlier+5.17%final price
Nvidia (NVDA)five days earlier+5.49%final price
Vaneck Etf Trust (SMH)three days earlier+8.65%final price
Vaneck Etf Trust (SMH)five days earlier+3.57%final price
Ishares Tr (SOXX)three days earlier+10.71%final price
Ishares Tr (SOXX)five days earlier+4.40%final price
Taiwan Semiconductor Manufacturing (TSM)three days earlier+8.29%final price
Taiwan Semiconductor Manufacturing (TSM)five days earlier+4.53%final price

Trades by members of Congress and officials 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).

Companies in semiconductors around Vaneck Etf Trust (SMH)

Companies mentioned with this story

  • SMH Vaneck Etf Trust

    Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Intel 2026 Q3 Earnings Intel Foundry.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story

  • SOXX Ishares Tr

    For “Intel 2026 Q3 Earnings Intel Foundry,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story

  • ASML Asml Holding

    In “Intel 2026 Q3 Earnings Intel Foundry,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “foundry” (semiconductors) in this story

  • NVDA Nvidia

    For “Intel 2026 Q3 Earnings Intel Foundry,” 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 “foundry” (semiconductors) in this story

  • TSM Taiwan Semiconductor Manufacturing

    For “Intel 2026 Q3 Earnings Intel Foundry,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “foundry” (semiconductors) in this story

  • INTC Intel

    For “Intel 2026 Q3 Earnings Intel Foundry,” Intel (INTC) is linked, with no stored direction, medium confidence. Reason on file: Intel (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “foundry” (semiconductors) in this story

How semiconductors news reaches Vaneck Etf Trust (SMH)

Vaneck Etf Trust (SMH) is the company in “Intel 2026 Q3 Earnings Intel Foundry,” the 31 Oct 2026 Semiconductors story.

For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story

Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story

Dates and price levels for Vaneck Etf Trust (SMH)

ASML traded between 1583.71 and 1868.68 across 15 sessions. The latest close on file is 1590.17. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.

A simple score for Vaneck Etf Trust (SMH)

46 out of 100

“Intel 2026 Q3 Earnings Intel Foundry” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.