Nvidia and 3 AI Infrastructure Stocks Backed by Hyperscaler Data Center Spending
Published . Updated .
AI data centers are turning into the new industrial parks of the digital economy, and capital is rushing to power them. Nvidia and Broadcom are already seeing triple digit data center and AI chip revenue gains, which shows how quickly money is moving toward this build out. In
Directly affected
Indirectly affected
- TSM Taiwan Semiconductor-0.0%
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML-7.1%
Chipmaking-equipment sales follow export rules
- XLI Industrial Select Sector SPDR-3.1%
A fund of industrial companies
- CAT Caterpillar-12.3%
A large machinery maker
- AMD AMD+4.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials-12.6%
Chip-equipment makers feel export controls
- LRCX Lam Research-15.9%
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor-2.5%
A fund of semiconductor companies
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +2.87% | +5.16% | base | after close | after close | after close | after close |
| AVGO | +4.01% | +5.01% | base | after close | after close | after close | after close |
| TSM | +0.44% | +3.20% | base | after close | after close | after close | after close |
| ASML | +4.78% | +6.70% | base | after close | after close | after close | after close |
| XLINo price data for this ticker | — | — | — | — | — | — | — |
| CATNo price data for this ticker | — | — | — | — | — | — | — |
| AMD | +4.06% | +6.91% | base | after close | after close | after close | after close |
| AMAT | +9.45% | +8.32% | base | after close | after close | after close | after close |
| LRCX | +18.23% | +13.47% | base | after close | after close | after close | after close |
| SMH | +4.02% | +5.58% | 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.
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Nvidia and 3 AI Infrastructure Stocks Backed by Hyperscaler Data Center Spending Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | three days earlier | +8.32% | final price |
| AMAT | five days earlier | +9.45% | final price |
| AMD | three days earlier | +6.91% | final price |
| AMD | five days earlier | +4.06% | final price |
| ASML | three days earlier | +6.70% | final price |
| ASML | five days earlier | +4.78% | final price |
| AVGO | three days earlier | +5.01% | final price |
| AVGO | five days earlier | +4.01% | final price |
| LRCX | three days earlier | +13.47% | final price |
| LRCX | five days earlier | +18.23% | final price |
| NVDA | three days earlier | +5.16% | final price |
| NVDA | five days earlier | +2.87% | final price |
| QQQ | three days earlier | +2.99% | final price |
| QQQ | five days earlier | +2.00% | final price |
| SMH | three days earlier | +5.58% | final price |
| SMH | five days earlier | +4.02% | final price |
| SOXX | three days earlier | +6.61% | final price |
| SOXX | five days earlier | +4.87% | final price |
| TSM | three days earlier | +3.20% | final price |
| TSM | five days earlier | +0.44% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 23 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 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 50 days before publication. Filed 7 Oct 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 29 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 38 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 15 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 32 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 60 days before publication. Filed 14 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 78 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 26 days before publication. Filed 12 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Caterpillar (CAT), worth $50,001 - $100,000 on 31 Jul 2026. That is 85 days before publication. Filed 22 Sep 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
12 out of 100
“Nvidia and 3 AI Infrastructure Stocks Backed by Hyperscaler Data Center Spending” scores 12 out of 100. The score uses 1 sources.