Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?
Published . Updated .
Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking? Moomoo
Directly affected
- No company is named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking? Moomoo
Source: Moomoo
How far Vaneck Etf Trust (SMH) has moved since 13 Oct 2026
Since the first closing price after “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?,” Vaneck Etf Trust (SMH) is -2.98%. The S&P 500 fund (SPY) is -0.40% over the same days, a -2.59% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -6.75% | final price |
| AMAT | the next day | -10.24% | final price |
| AMAT | two days later | -13.56% | final price |
| AMAT | three days later | -17.75% | final price |
| AMAT | three days earlier | +2.39% | final price |
| AMAT | five days earlier | +6.64% | final price |
| AMD | that day | +1.88% | final price |
| AMD | the next day | -3.93% | final price |
| AMD | two days later | -5.41% | final price |
| AMD | three days later | -11.03% | final price |
| AMD | three days earlier | +4.46% | final price |
| AMD | five days earlier | +9.29% | final price |
| ASML | that day | -1.94% | final price |
| ASML | the next day | -5.79% | final price |
| ASML | two days later | -5.27% | final price |
| ASML | three days later | -6.25% | final price |
| ASML | three days earlier | +1.15% | final price |
| ASML | five days earlier | +4.76% | final price |
| AVGO | that day | +0.73% | final price |
| AVGO | the next day | -2.38% | final price |
| AVGO | two days later | -2.96% | final price |
| AVGO | three days later | -7.36% | final price |
| AVGO | three days earlier | +1.48% | final price |
| AVGO | five days earlier | +5.95% | final price |
| LRCX | that day | -2.60% | final price |
| LRCX | the next day | -7.35% | final price |
| LRCX | two days later | -10.34% | final price |
| LRCX | three days later | -14.72% | final price |
| LRCX | three days earlier | +3.62% | final price |
| LRCX | five days earlier | +7.91% | final price |
Disclosure records for Vaneck Etf Trust (SMH) within two months of 13 Oct 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 15 days before publication, inside 30 days. The filing is listed beside the story “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?.”
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 collects and who pays in semiconductors
Companies tied to this story
- SMH Vaneck Etf Trust
For “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?,” Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- SOXX Ishares Tr
In “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?,” Ishares Tr (SOXX) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- AOSL Alpha & Omega Semiconductor
In “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
In “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
For “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?.” Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
For “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?.” Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Vaneck Etf Trust (SMH) and the semiconductors link
On 13 Oct 2026, “Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.
The link for Vaneck Etf Trust (SMH) is this: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
Ishares Tr (SOXX) is here too. Its reason reads: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
Dates and price levels for Vaneck Etf Trust (SMH)
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. SMH traded between 539.11 and 639.33 across 20 sessions. The latest close on file is 548.35. SOXX traded between 492.92 and 596.41 across 20 sessions. The latest close on file is 501.86.
How solid the semiconductors case looks
46 out of 100
“Market Take | Chip Stocks Just Fell for a Fourth Straight Day. Is the AI Boom Cracking?” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.