Nvidia, AMD, Microsoft, Broadcom, and More Stocks That Explain Today’s Market
Published . Updated .
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This report is about semiconductors.
Directly affected
- AMD Advanced Micro Devices
Named in this report.
- NVDA Nvidia
Named in this report.
- MSFT Microsoft
Named in this report.
- AVGO Broadcom
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- ASML ASML Holding N.V
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
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- MU Micron Technology
Micron Technology (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- INTC Intel
Intel (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (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 |
|---|---|---|---|---|---|---|---|
| AMD | -23.60% | -12.05% | base | after close | after close | after close | after close |
| NVDA | +12.42% | +1.63% | base | after close | after close | after close | after close |
| MSFT | +1.45% | +1.95% | base | after close | after close | after close | after close |
| AVGO | -19.45% | -8.83% | base | after close | after close | after close | after close |
| SMH | -7.61% | -3.62% | base | after close | after close | after close | after close |
| SOXX | -11.91% | -5.47% | base | after close | after close | after close | after close |
| ASML | -4.85% | +0.72% | base | after close | after close | after close | after close |
| TSM | -7.50% | -2.24% | base | after close | after close | after close | after close |
| MU | -13.63% | -9.22% | base | after close | after close | after close | after close |
| INTC | -8.01% | -5.06% | 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.
Nvidia, AMD, Microsoft, Broadcom, and More Stocks That Explain Today’s Market Barron's
Source: Barron's
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMD | three days earlier | -12.05% | final price |
| AMD | five days earlier | -23.60% | final price |
| ASML | three days earlier | +0.72% | final price |
| ASML | five days earlier | -4.85% | final price |
| AVGO | three days earlier | -8.83% | final price |
| AVGO | five days earlier | -19.45% | final price |
| INTC | three days earlier | -5.06% | final price |
| INTC | five days earlier | -8.01% | final price |
| MSFT | three days earlier | +1.95% | final price |
| MSFT | five days earlier | +1.45% | final price |
| MU | three days earlier | -9.22% | final price |
| MU | five days earlier | -13.63% | final price |
| NVDA | three days earlier | +1.63% | final price |
| NVDA | five days earlier | +12.42% | final price |
| SMH | three days earlier | -3.62% | final price |
| SMH | five days earlier | -7.61% | final price |
| SOXX | three days earlier | -5.47% | final price |
| SOXX | five days earlier | -11.91% | final price |
| TSM | three days earlier | -2.24% | final price |
| TSM | five days earlier | -7.50% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 70 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 84 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 87 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 21 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 37 days before publication. Filed 5 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 42 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 16 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 23 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 29 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 31 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 50 days before publication. Filed 1 Nov 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).
This story
25 out of 100
“Nvidia, AMD, Microsoft, Broadcom, and More Stocks That Explain Today’s Market” scores 25 out of 100. The score uses 2 sources.