Geopolitics Alpha

Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve

Published . Updated .

Key takeaways

  • Investing.com -- NVIDIA Corporation (NVDA) is $176.31, down 5.53% as of Nov 9, 9:44 AM EST.
  • Exposed: SMH, SOXX, NVDA, AVGO, ASML
  • Market reaction: SOXX +7.5% on the day; SMH +5.1% on the day; AMD +13.7% on the day

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Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve

Investing.com -- NVIDIA Corporation (NVDA) is $176.31, down 5.53% as of Nov 9, 9:44 AM EST. The stock is down 12.84% over a week and 23.19% over a month (as of the earlier snapshot). Earnings on Nov 17 after the close are the next big event.

Directly affected

  • NVDA Nvidia-8.4% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-16.4% 30d

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

  • SOXX iShares Semiconductor ETF-20.8% 30d

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

  • ASML ASML Holding N.V-9.0% 12d

    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.

  • AVGO Broadcom-16.1% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

  • AMD Advanced Micro Devices-26.4% 30d

    Advanced Micro Devices (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

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+8.30%+7.21%base-4.60%after closeafter closeafter close
SMH+9.57%+8.79%base+5.09%after closeafter closeafter close
SOXX+10.81%+10.19%base+7.55%after closeafter closeafter close
ASML+7.09%+5.03%base+6.21%after closeafter closeafter close
TSM+6.26%+5.43%base+3.61%after closeafter closeafter close
AVGO+9.89%+10.98%base+8.91%after closeafter closeafter close
AMD+4.31%+9.22%base+13.68%after 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.

Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve Yahoo Finance Singapore

Source: Yahoo Finance

The price since 9 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500

CompanyWhenMoveStatus
Advanced Micro Devices (AMD)that day+13.68%final price
Advanced Micro Devices (AMD)three days earlier+9.22%final price
Advanced Micro Devices (AMD)five days earlier+4.31%final price
Asml Holding (ASML)that day+6.21%final price
Asml Holding (ASML)three days earlier+5.03%final price
Asml Holding (ASML)five days earlier+7.09%final price
Broadcom (AVGO)that day+8.91%final price
Broadcom (AVGO)three days earlier+10.98%final price
Broadcom (AVGO)five days earlier+9.89%final price
Nvidia (NVDA)that day-4.60%final price
Nvidia (NVDA)three days earlier+7.21%final price
Nvidia (NVDA)five days earlier+8.30%final price
Vaneck Etf Trust (SMH)that day+5.09%final price
Vaneck Etf Trust (SMH)three days earlier+8.79%final price
Vaneck Etf Trust (SMH)five days earlier+9.57%final price
Ishares Tr (SOXX)that day+7.55%final price
Ishares Tr (SOXX)three days earlier+10.19%final price
Ishares Tr (SOXX)five days earlier+10.81%final price
TSMthat day+3.61%final price
TSMthree days earlier+5.43%final price
TSMfive days earlier+6.26%final price

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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 tied to this story

  • SMH Vaneck Etf Trust

    Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • SOXX Ishares Tr

    Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • NVDA Nvidia

    In “Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • AVGO Broadcom

    In “Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • ASML Asml Holding

    For “Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • AMD Advanced Micro Devices

    For “Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve,” Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence. Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

Vaneck Etf Trust (SMH)

Vaneck Etf Trust (SMH) is the company in “Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve,” the 9 Nov 2026 this story story.

Vaneck Etf Trust (SMH) is on the page because VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

Price levels for Vaneck Etf Trust (SMH)

NVDA traded between 200.92 and 239.08 across 20 sessions. The latest close on file is 206.56. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.

How strong the case is around Vaneck Etf Trust (SMH)

54 out of 100

“Nvidia earnings overhang: what the Nov. 17 report can and cannot resolve” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.