Geopolitics Alpha

S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus

Published . Updated .

SEMICONDUCTORSS&P 500, Nasdaq open higher as SKHynix lifts chips; Fed in focusSKHYGEOPOLITICS ALPHA

This report is about semiconductors and US interest rates.

Directly affected

  • SKHY SK hynix

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF+2.2% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF+1.8% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story.

  • TLT iShares 20+ Year Treasury Bond ETF-1.8% 30d

    iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story.

  • JPM JPMorgan Chase-3.8% 30d

    JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story.

  • BAC Bank of America-12.5% 30d

    Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story.

  • AVGO Broadcom+0.9% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.

  • ASML ASML Holding N.V-8.0% 30d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.

  • NVDA Nvidia+1.9% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SKHY-1.40%-5.65%base+10.53%after closeafter closeafter close
SMH-0.22%-5.49%base+1.02%after closeafter closeafter close
SOXX-0.17%-6.36%base+0.63%after closeafter closeafter close
TLTNo price data for this ticker———————
JPMNo price data for this ticker———————
BACNo price data for this ticker———————
AVGO-1.34%-6.05%base+1.00%after closeafter closeafter close
ASML+2.55%-3.89%base+0.94%after closeafter closeafter close
NVDA+1.85%-3.14%base+0.06%after closeafter closeafter 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.

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S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus Reuters

Source: Reuters

Price since this story was published: Vaneck Etf Trust (SMH)

CompanyWhenMoveStatus
Asml Holding (ASML)that day+0.94%still updating
Asml Holding (ASML)three days earlier-3.89%final price
Asml Holding (ASML)five days earlier+2.55%final price
Broadcom (AVGO)that day+1.00%still updating
Broadcom (AVGO)three days earlier-6.05%final price
Broadcom (AVGO)five days earlier-1.34%final price
Nvidia (NVDA)that day+0.06%still updating
Nvidia (NVDA)three days earlier-3.14%final price
Nvidia (NVDA)five days earlier+1.85%final price
SKHYthat day+10.53%still updating
SKHYthree days earlier-5.65%final price
SKHYfive days earlier-1.40%final price
Vaneck Etf Trust (SMH)that day+1.02%still updating
Vaneck Etf Trust (SMH)three days earlier-5.49%final price
Vaneck Etf Trust (SMH)five days earlier-0.22%final price
Ishares Tr (SOXX)that day+0.63%still updating
Ishares Tr (SOXX)three days earlier-6.36%final price
Ishares Tr (SOXX)five days earlier-0.17%final price

Congressional trades in the stocks in this story

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).

Companies in semiconductors around Vaneck Etf Trust (SMH)

Companies carried with this story

  • SMH Vaneck Etf Trust

    For “S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story

  • SOXX Ishares Tr

    Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story

  • TLT Ishares Tr

    For “S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story

  • JPM Jpmorgan Chase

    For “S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus,” Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence. Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story

  • BAC Bank Of America

    In “S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story

  • AVGO Broadcom

    Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus.” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story

  • ASML Asml Holding

    In “S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus,” 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 “chips” (semiconductors) in this story

  • NVDA Nvidia

    For “S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus,” 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 “chips” (semiconductors) in this story

How semiconductors news reaches Vaneck Etf Trust (SMH)

Vaneck Etf Trust (SMH) is the company in “S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus,” the 28 Oct 2026 Semiconductors story.

What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story

Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story

Price levels for Vaneck Etf Trust (SMH)

SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 557.77. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 511.09. TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46.

How solid the semiconductors case looks

46 out of 100Price not final

“S&P 500, Nasdaq open higher as SK Hynix lifts chips; Fed in focus” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.