Nvidia’s Game of Thrones
Published . Updated .
Key takeaways
- Analysts and investors are asking whether the chipmaker needs to consider a successor to Jensen Huang, its C.E.O., as the company is engulfed in a spy scandal.
- Exposed: SMH, SOXX, AVGO, ASML, NVDA
- Market reaction: SOXX +3.8% by the next session (still updating); SMH +2.6% by the next session (still updating); AVGO +9.9% by the next session (still updating)
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Analysts and investors are asking whether the chipmaker needs to consider a successor to Jensen Huang, its C.E.O., as the company is engulfed in a spy scandal.
Directly affected
- NVDA Nvidia-8.4% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-15.5% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-19.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- ASML ASML Holding N.V-8.9% 11d
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-5.4% 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-15.8% 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 | +15.63% | +1.65% | base | -5.52% | -3.22% | after close | after close |
| SMH | +6.39% | -8.41% | base | -0.73% | +2.56% | after close | after close |
| SOXX | +5.56% | -10.80% | base | -0.22% | +3.82% | after close | after close |
| ASML | +2.58% | -10.15% | base | -0.34% | +1.31% | after close | after close |
| TSM | +4.13% | -9.33% | base | +2.01% | +4.82% | after close | after close |
| AVGO | +3.92% | -8.78% | base | +3.92% | +9.95% | after close | after close |
| AMD | -4.84% | -20.69% | base | +1.26% | +4.09% | 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.
Analysts and investors are asking whether the chipmaker needs to consider a successor to Jensen Huang, its C.E.O., as the company is engulfed in a spy scandal.
Source: The New York Times
Vaneck Etf Trust (SMH) since “Nvidia’s Game of Thrones,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Advanced Micro Devices (AMD) | that day | +1.26% | final price |
| Advanced Micro Devices (AMD) | the next day | +4.09% | still updating |
| Advanced Micro Devices (AMD) | three days earlier | -20.69% | final price |
| Advanced Micro Devices (AMD) | five days earlier | -4.84% | final price |
| Asml Holding (ASML) | that day | -0.34% | final price |
| Asml Holding (ASML) | the next day | +1.31% | still updating |
| Asml Holding (ASML) | three days earlier | -10.15% | final price |
| Asml Holding (ASML) | five days earlier | +2.58% | final price |
| Broadcom (AVGO) | that day | +3.92% | final price |
| Broadcom (AVGO) | the next day | +9.95% | still updating |
| Broadcom (AVGO) | three days earlier | -8.78% | final price |
| Broadcom (AVGO) | five days earlier | +3.92% | final price |
| Nvidia (NVDA) | that day | -5.52% | final price |
| Nvidia (NVDA) | the next day | -3.22% | still updating |
| Nvidia (NVDA) | three days earlier | +1.65% | final price |
| Nvidia (NVDA) | five days earlier | +15.63% | final price |
| Vaneck Etf Trust (SMH) | that day | -0.73% | final price |
| Vaneck Etf Trust (SMH) | the next day | +2.56% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | -8.41% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +6.39% | final price |
| Ishares Tr (SOXX) | that day | -0.22% | final price |
| Ishares Tr (SOXX) | the next day | +3.82% | still updating |
| Ishares Tr (SOXX) | three days earlier | -10.80% | final price |
| Ishares Tr (SOXX) | five days earlier | +5.56% | final price |
| TSM | that day | +2.01% | final price |
| TSM | the next day | +4.82% | still updating |
| TSM | three days earlier | -9.33% | final price |
| TSM | five days earlier | +4.13% | 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 18 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 34 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 39 days before publication. Filed 27 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 18 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 32 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 49 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 77 days before publication. Filed 14 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 28 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 46 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 47 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 67 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 81 days before publication. Filed 8 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 is named in “Nvidia’s Game of Thrones”
Companies carried with this story
- SMH Vaneck Etf Trust
In “Nvidia’s Game of Thrones,” 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
In “Nvidia’s Game of Thrones,” 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
- AVGO Broadcom
For “Nvidia’s Game of Thrones,” 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 10 Nov 2026 story “Nvidia’s Game of Thrones.” 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
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Nvidia’s Game of Thrones.” Reason on file: Nvidia (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 (AMD) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Nvidia’s Game of Thrones.” 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
How “Nvidia’s Game of Thrones” reaches Vaneck Etf Trust (SMH)
On 10 Nov 2026, “Nvidia’s Game of Thrones” 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
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
AVGO traded between 289.81 and 354.11 across 20 sessions. The latest close on file is 332.07. 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 100Price not final
“Nvidia’s Game of Thrones” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.