Investing in AI beyond Nvidia, Microsoft, and Google earnings today
Published . Updated .
This report is about semiconductors and AI and big tech.
Directly affected
- NVDA Nvidia+1.9% 30d
Named in this report.
- MSFT Microsoft+8.4% 30d
Named in this report.
- GOOGL Alphabet-6.5% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF+2.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF+1.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- QQQ Invesco QQQ+1.7% 18d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- ASML ASML Holding N.V-8.0% 30d
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+4.5% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AMZN Amazon.com+2.9% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AVGO Broadcom+0.9% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- META Meta Platforms
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +1.85% | -3.14% | base | -0.05% | after close | after close | after close |
| MSFT | +0.23% | -1.36% | base | -0.40% | after close | after close | after close |
| GOOGLNo price data for this ticker | — | — | — | — | — | — | — |
| SMH | -0.22% | -5.49% | base | +1.11% | after close | after close | after close |
| SOXX | -0.17% | -6.36% | base | +0.72% | after close | after close | after close |
| QQQ | +0.56% | -2.36% | base | +0.01% | after close | after close | after close |
| ASML | +2.55% | -3.89% | base | +0.98% | after close | after close | after close |
| TSM | -1.17% | -4.24% | base | +0.47% | after close | after close | after close |
| AMZNNo price data for this ticker | — | — | — | — | — | — | — |
| AVGO | -1.34% | -6.05% | base | +1.15% | after close | after close | after close |
| METANo price data for this ticker | — | — | — | — | — | — | — |
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.
Investing in AI beyond Nvidia, Microsoft, and Google earnings today Yahoo Finance
Source: Yahoo Finance
Vaneck Etf Trust (SMH) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| ASML | that day | +0.98% | still updating |
| ASML | three days earlier | -3.89% | final price |
| ASML | five days earlier | +2.55% | final price |
| Broadcom (AVGO) | that day | +1.15% | still updating |
| Broadcom (AVGO) | three days earlier | -6.05% | final price |
| Broadcom (AVGO) | five days earlier | -1.34% | final price |
| Microsoft (MSFT) | that day | -0.40% | still updating |
| Microsoft (MSFT) | three days earlier | -1.36% | final price |
| Microsoft (MSFT) | five days earlier | +0.23% | final price |
| Nvidia (NVDA) | that day | -0.05% | still updating |
| Nvidia (NVDA) | three days earlier | -3.14% | final price |
| Nvidia (NVDA) | five days earlier | +1.85% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | +0.01% | still updating |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | -2.36% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +0.56% | final price |
| Vaneck Etf Trust (SMH) | that day | +1.11% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | -5.49% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | -0.22% | final price |
| Ishares Tr (SOXX) | that day | +0.72% | still updating |
| Ishares Tr (SOXX) | three days earlier | -6.36% | final price |
| Ishares Tr (SOXX) | five days earlier | -0.17% | final price |
| TSM | that day | +0.47% | still updating |
| TSM | three days earlier | -4.24% | final price |
| TSM | five days earlier | -1.17% | final price |
Congressional trades in the stocks in this story
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 27 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 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 54 days before publication. Filed 7 Oct 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 28 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 30 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 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 44 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 54 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 62 days before publication. Filed 12 Sep 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 82 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 19 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 36 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
For “Investing in AI beyond Nvidia, Microsoft, and Google earnings today,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. 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 28 Oct 2026 story “Investing in AI beyond Nvidia, Microsoft, and Google earnings today.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- QQQ Invesco Qqq Trust, Series 1
In “Investing in AI beyond Nvidia, Microsoft, and Google earnings today,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- MSFT Microsoft
In “Investing in AI beyond Nvidia, Microsoft, and Google earnings today,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- NVDA Nvidia
For “Investing in AI beyond Nvidia, Microsoft, and Google earnings today,” 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
- GOOGL Alphabet
Alphabet (GOOGL) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Investing in AI beyond Nvidia, Microsoft, and Google earnings today.” Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AMZN Amazon Com
For “Investing in AI beyond Nvidia, Microsoft, and Google earnings today,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AVGO Broadcom
Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Investing in AI beyond Nvidia, Microsoft, and Google earnings today.” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
Vaneck Etf Trust (SMH)
“Investing in AI beyond Nvidia, Microsoft, and Google earnings today” (28 Oct 2026) reaches Vaneck Etf Trust (SMH) through this story.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Price levels for Vaneck Etf Trust (SMH)
QQQ traded between 701.18 and 762.84 across 18 sessions. The latest close on file is 721.22. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 557.77. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 511.09.
What the saved facts support for Vaneck Etf Trust (SMH)
46 out of 100Price not final
“Investing in AI beyond Nvidia, Microsoft, and Google earnings today” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.