Geopolitics Alpha

Investors Brush Off Election, Selloff and Even Nvidia’s Spy Scandal to Buy Stocks

Published . Updated .

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GEOPOLITICS ALPHAInvestors Brush Off Election,Selloff and Even Nvidia’s SpyScandal to Buy StocksNVDAGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • 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-9.0% 12d

    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-16.1% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

  • AMD Advanced Micro Devices-26.4% 30d

    Advanced Micro Devices (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

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+15.63%+1.65%baseafter closeafter closeafter closeafter close
SMH+6.39%-8.41%baseafter closeafter closeafter closeafter close
SOXX+5.56%-10.80%baseafter closeafter closeafter closeafter close
ASML+2.58%-10.15%baseafter closeafter closeafter closeafter close
TSM+4.13%-9.33%baseafter closeafter closeafter closeafter close
AVGO+3.92%-8.78%baseafter closeafter closeafter closeafter close
AMD-4.84%-20.69%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.

Investors Brush Off Election, Selloff and Even Nvidia’s Spy Scandal to Buy Stocks WSJ

Source: The Wall Street Journal

This story

CompanyWhenMoveStatus
AMDthree days earlier-20.69%final price
AMDfive days earlier-4.84%final price
ASMLthree days earlier-10.15%final price
ASMLfive days earlier+2.58%final price
AVGOthree days earlier-8.78%final price
AVGOfive days earlier+3.92%final price
NVDAthree days earlier+1.65%final price
NVDAfive days earlier+15.63%final price
SMHthree days earlier-8.41%final price
SMHfive days earlier+6.39%final price
SOXXthree days earlier-10.80%final price
SOXXfive days earlier+5.56%final price
TSMthree days earlier-9.33%final price
TSMfive days earlier+4.13%final price

Trades by members of Congress and officials 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).

This story

12 out of 100

“Investors Brush Off Election, Selloff and Even Nvidia’s Spy Scandal to Buy Stocks” scores 12 out of 100. The score uses 1 sources.