Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?
Published . Updated .
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The company is furthering its expansion outside of the handset market — by powering Starlink Mobile.
Directly affected
- QCOM Qualcomm-15.4% 30d
Named in this report.
- SPCX Space Exploration Technologies-12.0% 19d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (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 “semiconductor” (semiconductors) in this story.
- ASML ASML Holding N.V-0.8% 16d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- NVDA Nvidia-8.4% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- AVGO Broadcom-6.5% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (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 |
|---|---|---|---|---|---|---|---|
| QCOM | +11.27% | +0.19% | base | +4.62% | after close | after close | after close |
| SPCX | +2.74% | -4.71% | base | -0.99% | after close | after close | after close |
| SMH | +9.58% | +0.86% | base | -0.21% | after close | after close | after close |
| SOXX | +12.28% | +1.42% | base | -0.36% | after close | after close | after close |
| TSM | +8.61% | +0.30% | base | +0.33% | after close | after close | after close |
| ASML | +7.25% | +0.88% | base | -1.87% | after close | after close | after close |
| NVDA | +4.25% | -0.87% | base | -1.66% | after close | after close | after close |
| AVGO | +5.97% | -1.78% | base | +0.20% | 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.
The company is furthering its expansion outside of the handset market — by powering Starlink Mobile.
Source: MarketWatch
Vaneck Etf Trust (SMH) compared with technology stocks (XLK) since 4 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | that day | -1.87% | still updating |
| Asml Holding (ASML) | three days earlier | +0.88% | final price |
| Asml Holding (ASML) | five days earlier | +7.25% | final price |
| Broadcom (AVGO) | that day | +0.20% | still updating |
| Broadcom (AVGO) | three days earlier | -1.78% | final price |
| Broadcom (AVGO) | five days earlier | +5.97% | final price |
| Nvidia (NVDA) | that day | -1.66% | still updating |
| Nvidia (NVDA) | three days earlier | -0.87% | final price |
| Nvidia (NVDA) | five days earlier | +4.25% | final price |
| QCOM | that day | +4.62% | still updating |
| QCOM | three days earlier | +0.19% | final price |
| QCOM | five days earlier | +11.27% | final price |
| Vaneck Etf Trust (SMH) | that day | -0.21% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | +0.86% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.58% | final price |
| Ishares Tr (SOXX) | that day | -0.36% | still updating |
| Ishares Tr (SOXX) | three days earlier | +1.42% | final price |
| Ishares Tr (SOXX) | five days earlier | +12.28% | final price |
| SPCX | that day | -0.99% | still updating |
| SPCX | three days earlier | -4.71% | final price |
| SPCX | five days earlier | +2.74% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | that day | +0.33% | still updating |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +0.30% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | +8.61% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 54 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a spouse), worth $15,001 - $50,000 on 24 Aug 2026. That is 72 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Maria Elvira Salazar sold Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 24 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 12 Aug 2026. That is 84 days before publication. Filed 9 Sep 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 26 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 43 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 71 days before publication. Filed 14 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 12 days before publication. Filed 28 Oct 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 89 days before publication. Filed 14 Oct 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 33 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 34 days before publication. Filed 22 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 mentioned with this story
- SMH Vaneck Etf Trust
In “Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- SOXX Ishares Tr
For “Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?.” Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- ASML Asml Holding
In “Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- NVDA Nvidia
In “Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?,” 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 “semiconductor” (semiconductors) in this story
- AVGO Broadcom
For “Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?,” 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 “semiconductor” (semiconductors) in this story
How semiconductors news reaches Vaneck Etf Trust (SMH)
“Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?” (4 Nov 2026) reaches Vaneck Etf Trust (SMH) through Semiconductors.
The link for Vaneck Etf Trust (SMH) is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
The price range for Vaneck Etf Trust (SMH), and the dates in the story
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. TSM traded between 398.31 and 475.80 across 20 sessions. The latest close on file is 404.76.
The semiconductors score for Vaneck Etf Trust (SMH)
46 out of 100Price not final
“Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.