Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower
Published . Updated .
This report is about semiconductors.
Directly affected
- INTC Intel-12.2% 30d
Named in this report.
- GOOGL Alphabet-6.3% 30d
Named in this report.
- MSFT Microsoft+6.8% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF+1.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF+0.5% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story.
- ASML ASML Holding N.V-5.7% 30d
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-1.8% 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+2.2% 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+1.3% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| INTC | -10.49% | -5.23% | base | -4.64% | after close | after close | after close |
| GOOGLNo price data for this ticker | — | — | — | — | — | — | — |
| MSFT | -2.00% | +0.06% | base | -0.90% | after close | after close | after close |
| SMH | -7.89% | -4.67% | base | -1.86% | after close | after close | after close |
| SOXX | -8.88% | -5.71% | base | -2.41% | after close | after close | after close |
| ASML | -6.17% | -4.45% | base | +0.31% | after close | after close | after close |
| NVDA | -1.43% | +0.31% | base | -1.18% | after close | after close | after close |
| TSM | -6.22% | -3.47% | base | -2.44% | after close | after close | after close |
| AVGO | -8.13% | -6.43% | base | -2.13% | 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.
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Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower 24/7 Wall St.
Source: 24/7 Wall St.
Vaneck Etf Trust (SMH) compared with technology stocks (XLK) since 29 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | that day | +0.31% | still updating |
| Asml Holding (ASML) | three days earlier | -4.45% | final price |
| Asml Holding (ASML) | five days earlier | -6.17% | final price |
| Broadcom (AVGO) | that day | -2.13% | still updating |
| Broadcom (AVGO) | three days earlier | -6.43% | final price |
| Broadcom (AVGO) | five days earlier | -8.13% | final price |
| INTC | that day | -4.64% | still updating |
| INTC | three days earlier | -5.23% | final price |
| INTC | five days earlier | -10.49% | final price |
| MSFT | that day | -0.90% | still updating |
| MSFT | three days earlier | +0.06% | final price |
| MSFT | five days earlier | -2.00% | final price |
| Nvidia (NVDA) | that day | -1.18% | still updating |
| Nvidia (NVDA) | three days earlier | +0.31% | final price |
| Nvidia (NVDA) | five days earlier | -1.43% | final price |
| Vaneck Etf Trust (SMH) | that day | -1.86% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | -4.67% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | -7.89% | final price |
| Ishares Tr (SOXX) | that day | -2.41% | still updating |
| Ishares Tr (SOXX) | three days earlier | -5.71% | final price |
| Ishares Tr (SOXX) | five days earlier | -8.88% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | that day | -2.44% | still updating |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | -3.47% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | -6.22% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Intel (INTC), worth $100,001 - $250,000 on 21 Aug 2026. That is 69 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 87 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 45 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 63 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 29 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 31 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 83 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 28 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 36 days before publication. Filed 7 Oct 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).
Vaneck Etf Trust (SMH) on one side of this semiconductors story
Companies tied to this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story
- SOXX Ishares Tr
For “Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower,” 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 Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower,” 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
In “Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower,” 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
In “Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower,” 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
- AVGO Broadcom
Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower.” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “foundry” (semiconductors) in this story
Vaneck Etf Trust (SMH) and the semiconductors link
On 29 Oct 2026, “Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story
The price range for Vaneck Etf Trust (SMH), and the dates in the story
ASML traded between 1576.60 and 1868.68 across 17 sessions. The latest close on file is 1590.17. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 568.02. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 521.94.
What the saved facts support for Vaneck Etf Trust (SMH)
46 out of 100Price not final
“Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.