Geopolitics Alpha

Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack

Published . Updated .

Group plans to be largely out of commission for several weeks.

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

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

Group plans to be largely out of commission for several weeks.

Source: Ars Technica

Amplify Cybersecurity Etf (HACK) since this story, compared with the market

Since the first closing price after “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack,” Amplify Cybersecurity Etf (HACK) is -2.15%. The S&P 500 fund (SPY) is +0.52% over the same days, a -2.67% difference versus the market. technology stocks (XLK) is +6.89%, a -9.03% difference versus that group of stocks.

HACK
SPY
XLK

Disclosure records for Amplify Cybersecurity Etf (HACK) within two months of 16 Sep 2026

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).

How busy Taiwan Strait has been lately

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack.” The recent pace is rising.

Who collects and who pays in semiconductors

Companies tied to this story

  • HACK Amplify Cybersecurity Etf

    In “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack,” Amplify Cybersecurity Etf (HACK) is linked, with no stored direction, medium confidence. Reason on file: Material cyber incidents can change cybersecurity spending and risk expectations

  • CIBR First Tr Exchange-Traded Fd

    First Tr Exchange-Traded Fd (CIBR) is linked, with no stored direction, medium confidence in the 16 Sep 2026 story “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack.” Reason on file: Material cyber incidents can change cybersecurity spending and risk expectations

  • CGNT Cognyte Software

    In “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack,” Cognyte Software (CGNT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CGNT as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GWRE Guidewire Software

    In “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack,” Guidewire Software (GWRE) is linked, with no stored direction, medium confidence. Reason on file: GA selected GWRE as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • U Unity Software

    For “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack,” Unity Software (U) is linked, with no stored direction, medium confidence. Reason on file: GA selected U as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CHKP Check Point Software Technologies

    For “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack,” Check Point Software Technologies (CHKP) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHKP as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • HUBC Hub Cyber Security

    For “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack,” Hub Cyber Security (HUBC) is linked, with no stored direction, medium confidence. Reason on file: GA selected HUBC as a RELATED security because its canonical security name directly matches this event's themes: cyber. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PRGS Progress Software

    In “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack,” Progress Software (PRGS) is linked, with no stored direction, medium confidence. Reason on file: GA selected PRGS as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Amplify Cybersecurity Etf (HACK) and the semiconductors link

The 16 Sep 2026 story “Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack” names Amplify Cybersecurity Etf (HACK) because of Taiwan Strait.

For Amplify Cybersecurity Etf (HACK), the reason on file says Material cyber incidents can change cybersecurity spending and risk expectations

Also listed, First Tr Exchange-Traded Fd (CIBR): Material cyber incidents can change cybersecurity spending and risk expectations

Price levels for Amplify Cybersecurity Etf (HACK)

CGNT traded between 8.21 and 9.01 across 20 sessions. The latest close on file is 8.72. CIBR traded between 98.09 and 110.59 across 20 sessions. The latest close on file is 99.91. HACK traded between 115.90 and 131.37 across 20 sessions. The latest close on file is 118.03.

How solid the semiconductors case looks

46 out of 100

“Nonprofit that tracks meteors taken down by "critical blow" from a cyberattack” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.