Nvidia, Micron, Intel, Sandisk, Palantir, AppLovin, Qualcomm, and More Stocks That Explain Today's Market -- Barrons.com
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This report is about semiconductors.
Directly affected
- NVDA Nvidia-8.4% 30d
Named in this report.
- MU Micron Technology-20.2% 30d
Named in this report.
- INTC Intel-54.2% 30d
Named in this report.
- SNDK Sandisk-40.9% 30d
Named in this report.
- PLTR Palantir Technologies-10.9% 30d
Named in this report.
- APP AppLovin-15.6% 15d
Named in this report.
- QCOM Qualcomm-14.0% 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-2.4% 15d
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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +6.76% | +1.02% | base | -8.69% | after close | after close | after close |
| MU | +17.56% | +4.84% | base | -15.17% | after close | after close | after close |
| INTC | +58.00% | +2.87% | base | -7.74% | after close | after close | after close |
| SNDK | +28.32% | +3.65% | base | -19.19% | after close | after close | after close |
| PLTR | +14.40% | +3.94% | base | -9.61% | after close | after close | after close |
| APP | -6.07% | -15.72% | base | +27.75% | after close | after close | after close |
| QCOM | +6.71% | -6.82% | base | -10.67% | after close | after close | after close |
| SMH | +11.33% | +0.71% | base | -9.69% | after close | after close | after close |
| SOXX | +13.89% | +0.56% | base | -10.66% | after close | after close | after close |
| ASML | +12.01% | +1.96% | base | -7.42% | after close | after close | after close |
| TSM | +9.12% | +0.78% | base | -9.52% | after close | after close | after close |
| AVGO | +5.97% | -0.99% | base | -8.29% | after close | after close | after close |
| AMD | +15.92% | -4.49% | base | -14.92% | 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, Micron, Intel, Sandisk, Palantir, AppLovin, Qualcomm, and More Stocks That Explain Today's Market -- Barrons.com Moomoo
Source: Moomoo
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMD | that day | -14.92% | still updating |
| AMD | three days earlier | -4.49% | final price |
| AMD | five days earlier | +15.92% | final price |
| APP | that day | +27.75% | still updating |
| APP | three days earlier | -15.72% | final price |
| APP | five days earlier | -6.07% | final price |
| ASML | that day | -7.42% | still updating |
| ASML | three days earlier | +1.96% | final price |
| ASML | five days earlier | +12.01% | final price |
| AVGO | that day | -8.29% | still updating |
| AVGO | three days earlier | -0.99% | final price |
| AVGO | five days earlier | +5.97% | final price |
| INTC | that day | -7.74% | still updating |
| INTC | three days earlier | +2.87% | final price |
| INTC | five days earlier | +58.00% | final price |
| MU | that day | -15.17% | still updating |
| MU | three days earlier | +4.84% | final price |
| MU | five days earlier | +17.56% | final price |
| NVDA | that day | -8.69% | still updating |
| NVDA | three days earlier | +1.02% | final price |
| NVDA | five days earlier | +6.76% | final price |
| PLTR | that day | -9.61% | still updating |
| PLTR | three days earlier | +3.94% | final price |
| PLTR | five days earlier | +14.40% | final price |
| QCOM | that day | -10.67% | still updating |
| QCOM | three days earlier | -6.82% | final price |
| QCOM | five days earlier | +6.71% | final price |
| SMH | that day | -9.69% | still updating |
| SMH | three days earlier | +0.71% | final price |
| SMH | five days earlier | +11.33% | final price |
| SNDK | that day | -19.19% | still updating |
| SNDK | three days earlier | +3.65% | final price |
| SNDK | five days earlier | +28.32% | final price |
| SOXX | that day | -10.66% | still updating |
| SOXX | three days earlier | +0.56% | final price |
| SOXX | five days earlier | +13.89% | final price |
| TSM | that day | -9.52% | still updating |
| TSM | three days earlier | +0.78% | final price |
| TSM | five days earlier | +9.12% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 34 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 35 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 43 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 1 Oct 2026. That is 35 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 41 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 42 days before publication. Filed 1 Nov 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 62 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 76 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 80 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 87 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought AppLovin (APP) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 41 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).
This story
12 out of 100Price not final
“Nvidia, Micron, Intel, Sandisk, Palantir, AppLovin, Qualcomm, and More Stocks That Explain Today's Market -- Barrons.com” scores 12 out of 100. The score uses 1 sources. The price is not final yet.