Micron, Nvidia, and AMD lead chip stocks rebound
Published . Updated .
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This report is about semiconductors.
Directly affected
- MU Micron Technology-23.9% 30d
Named in this report.
- NVDA Nvidia-11.7% 30d
Named in this report.
- AMD Advanced Micro Devices-25.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- ASML ASML Holding N.V-0.1% 17d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-11.9% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AVGO Broadcom-11.6% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- INTC Intel-51.6% 30d
Intel (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MU | +11.48% | +12.13% | base | after close | after close | after close | after close |
| NVDA | +7.75% | +5.68% | base | after close | after close | after close | after close |
| AMD | +20.01% | +21.38% | base | after close | after close | after close | after close |
| SMH | +9.78% | +10.54% | base | after close | after close | after close | after close |
| SOXX | +12.64% | +13.25% | base | after close | after close | after close | after close |
| ASML | +7.22% | +9.85% | base | after close | after close | after close | after close |
| TSM | +9.59% | +8.27% | base | after close | after close | after close | after close |
| AVGO | +6.21% | +7.02% | base | after close | after close | after close | after close |
| INTC | +56.37% | +53.58% | 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.
Micron, Nvidia, and AMD lead chip stocks rebound Yahoo Finance
Source: Yahoo Finance
Vaneck Etf Trust (SMH) since “Micron, Nvidia, and AMD lead chip stocks rebound,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| AMD | three days earlier | +21.38% | final price |
| AMD | five days earlier | +20.01% | final price |
| Asml Holding (ASML) | three days earlier | +9.85% | final price |
| Asml Holding (ASML) | five days earlier | +7.22% | final price |
| Broadcom (AVGO) | three days earlier | +7.02% | final price |
| Broadcom (AVGO) | five days earlier | +6.21% | final price |
| INTC | three days earlier | +53.58% | final price |
| INTC | five days earlier | +56.37% | final price |
| Micron Technology (MU) | three days earlier | +12.13% | final price |
| Micron Technology (MU) | five days earlier | +11.48% | final price |
| Nvidia (NVDA) | three days earlier | +5.68% | final price |
| Nvidia (NVDA) | five days earlier | +7.75% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +10.54% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.78% | final price |
| Ishares Tr (SOXX) | three days earlier | +13.25% | final price |
| Ishares Tr (SOXX) | five days earlier | +12.64% | final price |
| TSM | three days earlier | +8.27% | final price |
| TSM | five days earlier | +9.59% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 1 Oct 2026. That is 33 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 33 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 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 77 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 11 days before publication. Filed 28 Oct 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 88 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 25 days before publication. Filed 22 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 collects and who pays in semiconductors
Companies mentioned with this story
- SMH Vaneck Etf Trust
For “Micron, Nvidia, and AMD lead chip stocks rebound,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- SOXX Ishares Tr
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Micron, Nvidia, and AMD lead chip stocks rebound.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Micron, Nvidia, and AMD lead chip stocks rebound.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- AVGO Broadcom
In “Micron, Nvidia, and AMD lead chip stocks rebound,” 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 “chip” (semiconductors) in this story
- ASML Asml Holding
Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Micron, Nvidia, and AMD lead chip stocks rebound.” Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- MU Micron Technology
For “Micron, Nvidia, and AMD lead chip stocks rebound,” Micron Technology (MU) is linked, with no stored direction, medium confidence. Reason on file: Micron Technology (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
Vaneck Etf Trust (SMH) and the semiconductors link
The 3 Nov 2026 story “Micron, Nvidia, and AMD lead chip stocks rebound” names Vaneck Etf Trust (SMH) because of Semiconductors.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Dates in the story, and the Vaneck Etf Trust (SMH) price range
NVDA traded between 200.92 and 243.34 across 20 sessions. The latest close on file is 202.21. 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.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100
“Micron, Nvidia, and AMD lead chip stocks rebound” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.