Geopolitics Alpha

Intel Lobbying Rises as Senate Advances Chip Export Controls

Published . Updated .

Intel Lobbying Rises as Senate Advances Chip Export Controls

Intel is lobbying on the Stop Stealing our Chips Act after Senate passage. Learn how its whistleblower protections could affect chipmakers. Read more now.

Directly affected

  • INTC Intel-4.4%

    Named in this report.

Indirectly affected

  • NVDA NVIDIA+5.2%

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

  • TSM Taiwan Semiconductor+3.2%

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML-0.3%

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom-6.4%

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

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • AMD AMD+9.7%

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

  • AMAT Applied Materials-12.6%

    Chip-equipment makers feel export controls

  • LRCX Lam Research-4.7%

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
INTC+4.99%+7.19%baseafter closeafter closeafter closeafter close
NVDA+0.87%+1.95%baseafter closeafter closeafter closeafter close
TSM+0.05%+3.13%baseafter closeafter closeafter closeafter close
ASML+5.10%+4.41%baseafter closeafter closeafter closeafter close
AVGO+1.67%+3.45%baseafter closeafter closeafter closeafter close
XLE+0.97%+0.55%baseafter closeafter closeafter closeafter close
USO-0.46%-1.11%baseafter closeafter closeafter closeafter close
AMD+4.06%+5.15%baseafter closeafter closeafter closeafter close
AMAT+8.95%+7.85%baseafter closeafter closeafter closeafter close
LRCX+14.76%+14.53%baseafter closeafter closeafter closeafter close
SMH+3.17%+4.37%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

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Intel Lobbying Rises as Senate Advances Chip Export Controls Legis1

Source: Legis1

This story

CompanyWhenMoveStatus
AMATthree days earlier+7.85%final price
AMATfive days earlier+8.95%final price
AMDthree days earlier+5.15%final price
AMDfive days earlier+4.06%final price
ASMLthree days earlier+4.41%final price
ASMLfive days earlier+5.10%final price
AVGOthree days earlier+3.45%final price
AVGOfive days earlier+1.67%final price
INTCthree days earlier+7.19%final price
INTCfive days earlier+4.99%final price
LRCXthree days earlier+14.53%final price
LRCXfive days earlier+14.76%final price
NVDAthree days earlier+1.95%final price
NVDAfive days earlier+0.87%final price
SMHthree days earlier+4.37%final price
SMHfive days earlier+3.17%final price
TSMthree days earlier+3.13%final price
TSMfive days earlier+0.05%final price
USOthree days earlier-1.11%final price
USOfive days earlier-0.46%final price
XLEthree days earlier+0.55%final price
XLEfive days earlier+0.97%final price

Congressional trades 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).

How solid “Intel Lobbying Rises as Senate Advances Chip Export Controls” looks

12 out of 100

“Intel Lobbying Rises as Senate Advances Chip Export Controls” scores 12 out of 100. The score uses 1 sources.