Geopolitics Alpha

Rare Earth Stocks Retail Investors Are Watching Before Pentagon Sourcing Rules Tighten

Published . Updated .

Rare Earth Stocks Retail Investors Are Watching Before Pentagon Sourcing Rules Tighten Yahoo Finance

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
LMT———————
RTX———————
AMD———————
AMAT———————
LRCX———————
SMH———————

Rare Earth Stocks Retail Investors Are Watching Before Pentagon Sourcing Rules Tighten Yahoo Finance

Source: Yahoo Finance

How solid the semiconductors case looks

12 out of 100

“Rare Earth Stocks Retail Investors Are Watching Before Pentagon Sourcing Rules Tighten” scores 12 out of 100. The score uses 1 sources.