Geopolitics Alpha

Intel, CoreWeave, SpaceX, Amazon, Tesla, Cleveland-Cliffs, and More Stocks That Explain Today’s Market

Published . Updated .

Intel, CoreWeave, SpaceX, Amazon, Tesla, Cleveland-Cliffs, and More Stocks That Explain Today’s Market Barron's

Directly affected

  • INTC Intel

    Named in this report.

  • CRWV CoreWeave

    Named in this report.

  • TSLA Tesla

    Named in this report.

  • CLF Cleveland-Cliffs

    Named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • 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

  • 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

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
INTC———————
CRWV———————
TSLA———————
CLF———————
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

Intel, CoreWeave, SpaceX, Amazon, Tesla, Cleveland-Cliffs, and More Stocks That Explain Today’s Market Barron's

Source: Barron's

The Taiwan Strait count beside this story

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Intel, CoreWeave, SpaceX, Amazon, Tesla, Cleveland-Cliffs, and More Stocks That Explain Today’s Market.” The recent pace is rising.

Taiwan Strait

12 out of 100

“Intel, CoreWeave, SpaceX, Amazon, Tesla, Cleveland-Cliffs, and More Stocks That Explain Today’s Market” scores 12 out of 100. The score uses 1 sources.