Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal
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This report is about semiconductors and inflation and prices.
Directly affected
- NVDA Nvidia-27.4% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-15.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-19.1% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- TIP iShares TIPS Bond ETF+1.1% 16d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- XLI Industrial Select Sector SPDR+0.6% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “trade deal” (tariffs and trade) in this story.
- ASML ASML Holding N.V-13.3% 10d
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-10.6% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- WMT Walmart+18.8% 30d
Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- COST Costco Wholesale+18.6% 30d
Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) 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 | +9.70% | +6.76% | base | after close | after close | after close | after close |
| SMH | +0.14% | +4.23% | base | after close | after close | after close | after close |
| SOXX | -1.72% | +4.04% | base | after close | after close | after close | after close |
| TIP | +1.37% | +0.64% | base | after close | after close | after close | after close |
| XLI | +0.05% | +1.29% | base | after close | after close | after close | after close |
| ASML | +1.17% | +2.59% | base | after close | after close | after close | after close |
| TSM | -2.48% | +3.67% | base | after close | after close | after close | after close |
| WMT | -1.96% | -1.88% | base | after close | after close | after close | after close |
| COST | -3.62% | -1.75% | base | after close | 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.
Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal Business Today
Source: Business Today
The price since 15 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| ASML | three days earlier | +2.59% | final price |
| ASML | five days earlier | +1.17% | final price |
| Costco Wholesale (COST) | three days earlier | -1.75% | final price |
| Costco Wholesale (COST) | five days earlier | -3.62% | final price |
| Nvidia (NVDA) | three days earlier | +6.76% | final price |
| Nvidia (NVDA) | five days earlier | +9.70% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +4.23% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +0.14% | final price |
| Ishares Tr (SOXX) | three days earlier | +4.04% | final price |
| Ishares Tr (SOXX) | five days earlier | -1.72% | final price |
| Ishares Tr (TIP) | three days earlier | +0.64% | final price |
| Ishares Tr (TIP) | five days earlier | +1.37% | final price |
| TSM | three days earlier | +3.67% | final price |
| TSM | five days earlier | -2.48% | final price |
| Walmart (WMT) | three days earlier | -1.88% | final price |
| Walmart (WMT) | five days earlier | -1.96% | final price |
| Select Sector Spdr Tr (XLI) | three days earlier | +1.29% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | +0.05% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 23 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Gilbert Cisneros sold Nvidia (NVDA), worth $1,001 - $15,000 on 20 Oct 2026. That is 26 days before publication. Filed 10 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 39 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 23 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 37 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 54 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 82 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 33 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 39 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 44 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 12 Oct 2026. That is 34 days before publication. Filed 5 Nov 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 mentioned with this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
In “Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- TIP Ishares Tr
In “Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- XLI Select Sector Spdr Tr
For “Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal,” Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence. Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “trade deal” (tariffs and trade) in this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- WMT Walmart
In “Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- COST Costco Wholesale
In “Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- AVGO Broadcom
In “Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. 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)
The 15 Nov 2026 story “Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal” names Vaneck Etf Trust (SMH) because of 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
The price range for Vaneck Etf Trust (SMH), and the dates in the story
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. TIP traded between 103.81 and 105.61 across 12 sessions. The latest close on file is 105.27.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100
“Markets Next Week: Key triggers that could move Dalal Street — Return of FIIs, Nvidia earnings, inflation and US trade deal” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.