Nvidia Halts Slide, CoreWeave Delivers Strong Earnings, Yet Taiwan Stocks Turn Negative in Early Trading, Plunging 325 Points; TSMC Pulls Back NT$10
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This report is about semiconductors and Taiwan.
Directly affected
- NVDA Nvidia
Named in this report.
- CRWV CoreWeave
Named in this report.
- TSM Taiwan Semiconductor Manufacturing
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF
VanEck Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF
iShares Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story.
- EWT iShares MSCI Taiwan ETF
iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”).
- ASML ASML Holding N.V
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- AVGO Broadcom
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- ASX ASE Technology Holding
ASE Technology Holding (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- AMD Advanced Micro Devices
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (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 |
|---|---|---|---|---|---|---|---|
| NVDA | +4.45% | +2.76% | base | after close | after close | after close | after close |
| CRWV | -28.21% | -19.41% | base | after close | after close | after close | after close |
| TSM | -14.72% | -5.94% | base | after close | after close | after close | after close |
| SMH | -12.00% | -3.92% | base | after close | after close | after close | after close |
| SOXX | -15.74% | -5.53% | base | after close | after close | after close | after close |
| EWT | -14.21% | -4.53% | base | after close | after close | after close | after close |
| ASML | -11.40% | -1.39% | base | after close | after close | after close | after close |
| AVGO | -15.64% | -7.52% | base | after close | after close | after close | after close |
| ASX | -21.36% | -9.01% | base | after close | after close | after close | after close |
| AMD | -27.03% | -7.99% | 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 Halts Slide, CoreWeave Delivers Strong Earnings, Yet Taiwan Stocks Turn Negative in Early Trading, Plunging 325 Points; TSMC Pulls Back NT$10 finance.biggo.com
Source: finance.biggo.com
Taiwan Strait
| Company | When | Move | Status |
|---|---|---|---|
| AMD | three days earlier | -7.99% | final price |
| AMD | five days earlier | -27.03% | final price |
| ASML | three days earlier | -1.39% | final price |
| ASML | five days earlier | -11.40% | final price |
| ASX | three days earlier | -9.01% | final price |
| ASX | five days earlier | -21.36% | final price |
| AVGO | three days earlier | -7.52% | final price |
| AVGO | five days earlier | -15.64% | final price |
| CRWV | three days earlier | -19.41% | final price |
| CRWV | five days earlier | -28.21% | final price |
| EWT | three days earlier | -4.53% | final price |
| EWT | five days earlier | -14.21% | final price |
| NVDA | three days earlier | +2.76% | final price |
| NVDA | five days earlier | +4.45% | final price |
| SMH | three days earlier | -3.92% | final price |
| SMH | five days earlier | -12.00% | final price |
| SOXX | three days earlier | -5.53% | final price |
| SOXX | five days earlier | -15.74% | final price |
| TSM | three days earlier | -5.94% | final price |
| TSM | five days earlier | -14.72% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 20 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 36 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 41 days before publication. Filed 27 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought CoreWeave (CRWV), worth $1,001 - $15,000 on 28 Aug 2026. That is 76 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 34 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 51 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 79 days before publication. Filed 14 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 20 days before publication. Filed 28 Oct 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 30 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 48 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 49 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 69 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).
Taiwan Strait, seven days against thirty
Geopolitics Alpha has 13 stories about Taiwan Strait from the past 7 days and 60 stories from the past 30. That is about its usual pace over the past month. “Nvidia Halts Slide, CoreWeave Delivers Strong Earnings, Yet Taiwan Stocks Turn Negative in Early Trading, Plunging 325 Points; TSMC Pulls Back NT$10” is tagged to Taiwan Strait.
Taiwan Strait
12 out of 100
“Nvidia Halts Slide, CoreWeave Delivers Strong Earnings, Yet Taiwan Stocks Turn Negative in Early Trading, Plunging 325 Points; TSMC Pulls Back NT$10” scores 12 out of 100. The score uses 1 sources.