Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade
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Nvidia stock popped on Wednesday, snapping a two-day losing streak.
Directly affected
Indirectly affected
- SMH VanEck Semiconductor ETF-15.5% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-19.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) 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 “chip” (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 “chip” (semiconductors) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-15.6% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AVGO Broadcom-5.4% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (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 | +18.59% | +10.61% | base | +3.65% | after close | after close | after close |
| CRWV | -0.68% | -4.88% | base | +22.19% | after close | after close | after close |
| SMH | +4.28% | -4.14% | base | +4.60% | after close | after close | after close |
| SOXX | +2.68% | -6.81% | base | +5.57% | after close | after close | after close |
| QQQ | +2.50% | -2.74% | base | +1.99% | after close | after close | after close |
| ASML | -0.77% | -5.53% | base | +2.09% | after close | after close | after close |
| TSM | -0.24% | -5.39% | base | +3.38% | after close | after close | after close |
| MSFT | +4.29% | -0.49% | base | -2.16% | after close | after close | after close |
| GOOGL | +0.54% | -0.95% | base | +1.21% | after close | after close | after close |
| AVGO | -1.94% | -11.64% | base | +5.30% | 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 stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade Yahoo Finance
Source: Yahoo Finance
Vaneck Etf Trust (SMH) compared with technology stocks (XLK) since 11 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| ASML | that day | +2.09% | still updating |
| ASML | three days earlier | -5.53% | final price |
| ASML | five days earlier | -0.77% | final price |
| AVGO | that day | +5.30% | still updating |
| AVGO | three days earlier | -11.64% | final price |
| AVGO | five days earlier | -1.94% | final price |
| CRWV | that day | +22.19% | still updating |
| CRWV | three days earlier | -4.88% | final price |
| CRWV | five days earlier | -0.68% | final price |
| Alphabet (GOOGL) | that day | +1.21% | still updating |
| Alphabet (GOOGL) | three days earlier | -0.95% | final price |
| Alphabet (GOOGL) | five days earlier | +0.54% | final price |
| Microsoft (MSFT) | that day | -2.16% | still updating |
| Microsoft (MSFT) | three days earlier | -0.49% | final price |
| Microsoft (MSFT) | five days earlier | +4.29% | final price |
| Nvidia (NVDA) | that day | +3.65% | still updating |
| Nvidia (NVDA) | three days earlier | +10.61% | final price |
| Nvidia (NVDA) | five days earlier | +18.59% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | +1.99% | still updating |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | -2.74% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +2.50% | final price |
| Vaneck Etf Trust (SMH) | that day | +4.60% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | -4.14% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +4.28% | final price |
| Ishares Tr (SOXX) | that day | +5.57% | still updating |
| Ishares Tr (SOXX) | three days earlier | -6.81% | final price |
| Ishares Tr (SOXX) | five days earlier | +2.68% | final price |
| TSM | that day | +3.38% | still updating |
| TSM | three days earlier | -5.39% | final price |
| TSM | five days earlier | -0.24% | 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 19 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 35 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 40 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 75 days before publication. Filed 8 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 19 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 33 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 50 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 78 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 14 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 21 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 27 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Alphabet (GOOGL) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 14 days before publication. Filed 5 Nov 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).
Vaneck Etf Trust (SMH) on one side of this semiconductors story
Companies carried with this story
- SMH Vaneck Etf Trust
In “Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- SOXX Ishares Tr
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- QQQ Invesco Qqq Trust, Series 1
Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade.” Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- MSFT Microsoft
In “Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- GOOGL Alphabet
Alphabet (GOOGL) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade.” Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AMZN Amazon Com
In “Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- META Meta Platforms
In “Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- NVDA Nvidia
In “Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade,” 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 “chip” (semiconductors) in this story
Vaneck Etf Trust (SMH) and the semiconductors link
On 11 Nov 2026, “Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32. 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 solid the semiconductors case looks
46 out of 100Price not final
“Nvidia stock rebounds, chip stocks surge as CoreWeave earnings boost AI trade” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.