Geopolitics Alpha

Nvidia Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings

Published . Updated .

Key takeaways

  • 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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GEOPOLITICS ALPHANvidia Is Now Nearly 3 TimesCheaper Than Intel on ForwardEarningsNVDAINTCGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • NVDA Nvidia

    Named in this report.

  • INTC Intel

    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.

  • AVGO Broadcom

    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

    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-4.32%after closeafter closeafter close
INTC+6.47%+3.50%base+5.43%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 Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings Benzinga

Source: Benzinga

Price since this story was published: Vaneck Etf Trust (SMH)

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
INTCthat day+5.43%final price
INTCthree days earlier+3.50%final price
INTCfive days earlier+6.47%final price
Nvidia (NVDA)that day-4.32%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

Trades by members of Congress and officials in the stocks in this story

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

    For “Nvidia Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. 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 Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • NVDA Nvidia

    In “Nvidia Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings,” 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

    Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Nvidia Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings.” 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 9 Nov 2026 story “Nvidia Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings.” 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

    In “Nvidia Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings,” 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)

“Nvidia Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings” (9 Nov 2026) reaches Vaneck Etf Trust (SMH) through this story.

Vaneck Etf Trust (SMH) is on the page because 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

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)

46 out of 100

“Nvidia Is Now Nearly 3 Times Cheaper Than Intel on Forward Earnings” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.