Nvidia, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing
Published . Updated .
This report is about semiconductors.
Directly affected
Indirectly affected
- SMH VanEck Semiconductor ETF-2.5% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-3.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- ASML ASML Holding N.V-7.1% 30d
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-0.0% 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-6.7% 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+4.6% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +0.19% | -1.73% | base | after close | after close | after close | after close |
| INTC | +1.24% | -5.56% | base | after close | after close | after close | after close |
| SMH | +0.83% | -3.38% | base | after close | after close | after close | after close |
| SOXX | +1.63% | -3.37% | base | after close | after close | after close | after close |
| ASML | +2.53% | -1.80% | base | after close | after close | after close | after close |
| TSM | +0.19% | -2.85% | base | after close | after close | after close | after close |
| AVGO | +1.58% | -1.81% | base | after close | after close | after close | after close |
| AMD | +0.56% | -4.37% | 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, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing Forbes
Source: Forbes
How far Vaneck Etf Trust (SMH) has moved since 26 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| Advanced Micro Devices (AMD) | three days earlier | -4.37% | final price |
| Advanced Micro Devices (AMD) | five days earlier | +0.56% | final price |
| Asml Holding (ASML) | three days earlier | -1.80% | final price |
| Asml Holding (ASML) | five days earlier | +2.53% | final price |
| Broadcom (AVGO) | three days earlier | -1.81% | final price |
| Broadcom (AVGO) | five days earlier | +1.58% | final price |
| INTC | three days earlier | -5.56% | final price |
| INTC | five days earlier | +1.24% | final price |
| Nvidia (NVDA) | three days earlier | -1.73% | final price |
| Nvidia (NVDA) | five days earlier | +0.19% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | -3.38% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +0.83% | final price |
| Ishares Tr (SOXX) | three days earlier | -3.37% | final price |
| Ishares Tr (SOXX) | five days earlier | +1.63% | final price |
| TSM | three days earlier | -2.85% | final price |
| TSM | five days earlier | +0.19% | 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 25 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 33 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 52 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Intel (INTC), worth $100,001 - $250,000 on 21 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 84 days before publication. Filed 4 Sep 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 80 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 17 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 34 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 62 days before publication. Filed 14 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 31 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 33 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 26 Oct 2026 story “Nvidia, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
In “Nvidia, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- NVDA Nvidia
In “Nvidia, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing,” 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, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing,” 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
Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “Nvidia, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing.” 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, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing,” 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)
On 26 Oct 2026, “Nvidia, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing” is the story that connects Vaneck Etf Trust (SMH) to this story.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
NVDA traded between 210.22 and 243.34 across 20 sessions. The latest close on file is 211.00. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 527.31. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 478.51.
How strong the case is around Vaneck Etf Trust (SMH)
46 out of 100
“Nvidia, Intel, Other Major Tech Stocks Surge After Anthropic’s IPO Filing” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.