Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere
Published . Updated .
Key takeaways
- A record quarter at Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) isn’t enough to push AMD shares in either direction today.
- Exposed: SMH, SOXX, NVDA, AVGO, INTC
- Market reaction: SOXX −3.3% on the day (still updating); SMH −2.6% on the day (still updating); INTC −4.5% on the day (still updating)
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A record quarter at Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) isn’t enough to push AMD shares in either direction today. AMD stock is basically unchanged at $483.34 in morning trading. Meanwhile, shares of rival Intel (NASDAQ:INTC) are down 5% to $57.26. Shares
Directly affected
- AMD Advanced Micro Devices-21.3% 30d
Named in this report.
- INTC Intel-50.7% 30d
Named in this report.
- NVDA Nvidia-8.4% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- ASML ASML Holding N.V-0.8% 16d
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-9.5% 30d
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-6.5% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- MU Micron Technology-20.2% 30d
Micron Technology (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 |
|---|---|---|---|---|---|---|---|
| AMD | +19.49% | +4.36% | base | +0.46% | after close | after close | after close |
| INTC | +57.89% | +8.73% | base | -4.50% | after close | after close | after close |
| NVDA | +4.25% | -0.87% | base | -1.66% | after close | after close | after close |
| SMH | +9.58% | +0.86% | base | -2.62% | after close | after close | after close |
| SOXX | +12.28% | +1.42% | base | -3.28% | after close | after close | after close |
| ASML | +7.25% | +0.88% | base | -3.35% | after close | after close | after close |
| TSM | +8.61% | +0.30% | base | -2.25% | after close | after close | after close |
| AVGO | +5.97% | -1.78% | base | -2.16% | after close | after close | after close |
| MU | +14.97% | +3.46% | base | -6.18% | 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.
Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere 24/7 Wall St.
Source: 24/7 Wall St.
Price since this story was published: Vaneck Etf Trust (SMH)
| Company | When | Move | Status |
|---|---|---|---|
| AMD | that day | +0.46% | still updating |
| AMD | three days earlier | +4.36% | final price |
| AMD | five days earlier | +19.49% | final price |
| Asml Holding (ASML) | that day | -3.35% | still updating |
| Asml Holding (ASML) | three days earlier | +0.88% | final price |
| Asml Holding (ASML) | five days earlier | +7.25% | final price |
| Broadcom (AVGO) | that day | -2.16% | still updating |
| Broadcom (AVGO) | three days earlier | -1.78% | final price |
| Broadcom (AVGO) | five days earlier | +5.97% | final price |
| Intel (INTC) | that day | -4.50% | still updating |
| Intel (INTC) | three days earlier | +8.73% | final price |
| Intel (INTC) | five days earlier | +57.89% | final price |
| MU | that day | -6.18% | still updating |
| MU | three days earlier | +3.46% | final price |
| MU | five days earlier | +14.97% | final price |
| Nvidia (NVDA) | that day | -1.66% | still updating |
| Nvidia (NVDA) | three days earlier | -0.87% | final price |
| Nvidia (NVDA) | five days earlier | +4.25% | final price |
| Vaneck Etf Trust (SMH) | that day | -2.62% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | +0.86% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.58% | final price |
| Ishares Tr (SOXX) | that day | -3.28% | still updating |
| Ishares Tr (SOXX) | three days earlier | +1.42% | final price |
| Ishares Tr (SOXX) | five days earlier | +12.28% | final price |
| TSM | that day | -2.25% | still updating |
| TSM | three days earlier | +0.30% | final price |
| TSM | five days earlier | +8.61% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 78 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 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 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 34 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 42 days before publication. Filed 7 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 12 days before publication. Filed 28 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 89 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 26 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 43 days before publication. Filed 12 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).
Who gains and who loses around Vaneck Etf Trust (SMH)
Companies tied to this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- NVDA Nvidia
For “Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere,” 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
- AVGO Broadcom
Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere.” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- INTC Intel
Intel (INTC) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere.” Reason on file: Intel (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- ASML Asml Holding
In “Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere,” 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 “nvidia” (semiconductors) in this story
Vaneck Etf Trust (SMH)
Vaneck Etf Trust (SMH) is the company in “Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere,” the 4 Nov 2026 this story story.
What ties Vaneck Etf Trust (SMH) to the headline is this: 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)
NVDA traded between 200.92 and 239.08 across 20 sessions. The latest close on file is 206.56. 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.
How strong the case is around Vaneck Etf Trust (SMH)
46 out of 100Price not final
“Intel Drops 5%, NVIDIA Retreats 2% After AMD Earnings Beat and Strong 2027 Outlook as Intel Falls 3%; AMD Stock Goes Nowhere” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.