NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure
Published . Updated .
Covered by 2 outlets: Yahoo Finance, Stocktwits.
Who covered it: Center 1 · Not rated 1. How we rate outlets
This report is about semiconductors and software.
Directly affected
- NVDA Nvidia-9.9% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.
- IGV iShares Expanded Tech-Software ETF+6.6% 8d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.
- FXI iShares China Large-Cap ETF-5.0% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- 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 “chipmaker” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
- ORCL Oracle-12.4% 30d
Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) 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 | +7.75% | +5.68% | 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 |
| IGV | +9.65% | +5.95% | base | after close | after close | after close | after close |
| FXI | -2.20% | -1.54% | 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 |
| MSFT | +4.85% | +4.61% | base | after close | after close | after close | after close |
| ORCL | +9.61% | +17.18% | 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.
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NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure Yahoo Finance
Source: Yahoo Finance
The price since 3 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| ASML | three days earlier | +9.85% | final price |
| ASML | five days earlier | +7.22% | final price |
| Ishares China Large-Cap Etf (FXI) | three days earlier | -1.54% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | -2.20% | final price |
| Ishares Tr (IGV) | three days earlier | +5.95% | final price |
| Ishares Tr (IGV) | five days earlier | +9.65% | final price |
| Microsoft (MSFT) | three days earlier | +4.61% | final price |
| Microsoft (MSFT) | five days earlier | +4.85% | final price |
| NVDA | three days earlier | +5.68% | final price |
| NVDA | five days earlier | +7.75% | final price |
| Oracle (ORCL) | three days earlier | +17.18% | final price |
| Oracle (ORCL) | five days earlier | +9.61% | 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 |
Congressional trades in the stocks in this story
- 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. 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.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 42 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 70 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 36 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 7 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 gains and who loses around Vaneck Etf Trust (SMH)
Companies carried with this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story
- SOXX Ishares Tr
In “NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story
- IGV Ishares Tr
Ishares Tr (IGV) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure.” Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story
- FXI Ishares China Large-Cap Etf
Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure.” Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
- MSFT Microsoft
Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure.” Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- ORCL Oracle
Oracle (ORCL) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure.” Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- AVGO Broadcom
Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure.” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story
- CRM Salesforce
Salesforce (CRM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure.” Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
Vaneck Etf Trust (SMH)
Vaneck Etf Trust (SMH) is the company in “NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure,” the 3 Nov 2026 this story story.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
IGV traded between 108.83 and 112.61 across 4 sessions. The latest close on file is 112.59. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.
What the saved facts support for Vaneck Etf Trust (SMH)
54 out of 100
“NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.