Geopolitics Alpha

Micron and other chip stocks spring back to life after bruising selloff

Published . Updated .

It’s a key week for tech stocks as Nvidia gears up for a European conference and Meta prepares to report earnings.

Directly affected

  • MU Micron Technology

    Named in this report.

  • NVDA Nvidia

    Named in this report.

Indirectly affected

  • 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

TickerT-5T-3T-1T0T+1T+2T+3
MU———————
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

It’s a key week for tech stocks as Nvidia gears up for a European conference and Meta prepares to report earnings.

Source: MarketWatch

How solid the semiconductors case looks

12 out of 100

“Micron and other chip stocks spring back to life after bruising selloff” scores 12 out of 100. The score uses 1 sources.