Geopolitics Alpha

NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week

Published . Updated .

Key takeaways

  • The week was marked by developments, including a probe into Nvidia’s CEO, strong results from Palantir, and Musk’s ambitious revenue goals.
  • Exposed: XRT, XLY, WMT, AMZN, COST
  • Market reaction: price tracking starts with the next trading session.

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NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week

The week was marked by developments, including a probe into Nvidia’s CEO, strong results from Palantir, and Musk’s ambitious revenue goals.

Directly affected

  • NVDA Nvidia-8.4% 30d

    Named in this report.

  • PLTR Palantir Technologies-14.5% 30d

    Named in this report.

Indirectly affected

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.

  • XLY Consumer Discretionary Select Sector SPDR+5.7% 30d

    Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.

  • SMH VanEck Semiconductor ETF-16.4% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.

  • ASML ASML Holding N.V-7.1% 13d

    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-9.5% 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+20.2% 30d

    Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.

  • AMZN Amazon.com+5.3% 30d

    Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.

  • COST Costco Wholesale+14.1% 30d

    Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+8.30%+7.21%baseafter closeafter closeafter closeafter close
PLTR+11.28%+7.07%baseafter closeafter closeafter closeafter close
XRT+1.17%+4.73%baseafter closeafter closeafter closeafter close
XLY+0.50%+4.03%baseafter closeafter closeafter closeafter close
SMH+9.57%+8.79%baseafter closeafter closeafter closeafter close
ASML+7.09%+5.03%baseafter closeafter closeafter closeafter close
TSM+6.26%+5.43%baseafter closeafter closeafter closeafter close
WMT+1.78%+2.99%baseafter closeafter closeafter closeafter close
AMZN-5.28%+2.58%baseafter closeafter closeafter closeafter close
COST-1.21%-0.66%baseafter closeafter closeafter closeafter 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.

NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week Yahoo Finance

Source: Yahoo Finance

Price since this story was published: Spdr Series Trust (XRT)

CompanyWhenMoveStatus
Amazon Com (AMZN)three days earlier+2.58%final price
Amazon Com (AMZN)five days earlier-5.28%final price
ASMLthree days earlier+5.03%final price
ASMLfive days earlier+7.09%final price
Costco Wholesale (COST)three days earlier-0.66%final price
Costco Wholesale (COST)five days earlier-1.21%final price
NVDAthree days earlier+7.21%final price
NVDAfive days earlier+8.30%final price
PLTRthree days earlier+7.07%final price
PLTRfive days earlier+11.28%final price
SMHthree days earlier+8.79%final price
SMHfive days earlier+9.57%final price
TSMthree days earlier+5.43%final price
TSMfive days earlier+6.26%final price
Walmart (WMT)three days earlier+2.99%final price
Walmart (WMT)five days earlier+1.78%final price
Select Sector Spdr Tr (XLY)three days earlier+4.03%final price
Select Sector Spdr Tr (XLY)five days earlier+0.50%final price
Spdr Series Trust (XRT)three days earlier+4.73%final price
Spdr Series Trust (XRT)five days earlier+1.17%final price

Trades by members of Congress and officials in the stocks in this story

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 Spdr Series Trust (XRT)

Companies mentioned with this story

  • XRT Spdr Series Trust

    Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week.” Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story

  • XLY Select Sector Spdr Tr

    Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week.” Reason on file: Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retail” (retail and consumer goods) in this story

  • WMT Walmart

    In “NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story

  • AMZN Amazon Com

    Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week.” Reason on file: Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story

  • COST Costco Wholesale

    In “NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story

  • TGT Target

    Target (TGT) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week.” Reason on file: Target (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story

Spdr Series Trust (XRT)

On 9 Nov 2026, “NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week” is the story that connects Spdr Series Trust (XRT) to this story.

The link for Spdr Series Trust (XRT) is this: SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story

Select Sector Spdr Tr (XLY) is here too. Its reason reads: Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retail” (retail and consumer goods) in this story

Price levels for Spdr Series Trust (XRT)

WMT traded between 108.59 and 130.92 across 20 sessions. The latest close on file is 129.23. XLY traded between 110.58 and 119.20 across 20 sessions. The latest close on file is 118.15.

How strong the case is around Spdr Series Trust (XRT)

46 out of 100

“NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.