Geopolitics Alpha

Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat

Published . Updated .

Covered by 2 outlets: Zacks Investment Research, Yahoo Finance.

Who covered it: Center 1 · Not rated 1. How we rate outlets

Key takeaways

  • As you were browsing something about your browser made us think you were a bot.
  • Exposed: SMH, SOXX, TSM, ASML, NVDA
  • Market reaction: SMH −1.0% on the day; SOXX −0.3% on the day; AVGO +5.4% on the day

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SEMICONDUCTORSSemiconductor ETFs to Buy asQualcomm Plunges Despite Q4Earnings BeatQCOMGEOPOLITICS ALPHA

As you were browsing something about your browser made us think you were a bot. There are a few reasons this might happen:

Directly affected

  • QCOM Qualcomm-4.5% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-16.2% 30d

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

  • SOXX iShares Semiconductor ETF-20.7% 30d

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

  • TSM Taiwan Semiconductor Manufacturing-10.2% 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-13.3% 10d

    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-8.2% 30d

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

  • AVGO Broadcom+0.5% 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

TickerT-5T-3T-1T0T+1T+2T+3
QCOM-11.12%-2.81%base+0.39%after closeafter closeafter close
SMH-12.00%-3.92%base-1.04%after closeafter closeafter close
SOXX-15.74%-5.53%base-0.29%after closeafter closeafter close
TSM-14.72%-5.94%base-1.86%after closeafter closeafter close
ASML-11.40%-1.39%base-2.42%after closeafter closeafter close
NVDA+4.45%+2.76%base-4.48%after closeafter closeafter close
AVGO-15.64%-7.52%base+5.42%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.

Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat Zacks Investment Research

Source: Zacks Investment Research

Vaneck Etf Trust (SMH) compared with technology stocks (XLK) since 12 Nov 2026

CompanyWhenMoveStatus
Asml Holding (ASML)that day-2.42%final price
Asml Holding (ASML)three days earlier-1.39%final price
Asml Holding (ASML)five days earlier-11.40%final price
Broadcom (AVGO)that day+5.42%final price
Broadcom (AVGO)three days earlier-7.52%final price
Broadcom (AVGO)five days earlier-15.64%final price
Nvidia (NVDA)that day-4.48%final price
Nvidia (NVDA)three days earlier+2.76%final price
Nvidia (NVDA)five days earlier+4.45%final price
QCOMthat day+0.39%final price
QCOMthree days earlier-2.81%final price
QCOMfive days earlier-11.12%final price
Vaneck Etf Trust (SMH)that day-1.04%final price
Vaneck Etf Trust (SMH)three days earlier-3.92%final price
Vaneck Etf Trust (SMH)five days earlier-12.00%final price
Ishares Tr (SOXX)that day-0.29%final price
Ishares Tr (SOXX)three days earlier-5.53%final price
Ishares Tr (SOXX)five days earlier-15.74%final price
Taiwan Semiconductor Manufacturing (TSM)that day-1.86%final price
Taiwan Semiconductor Manufacturing (TSM)three days earlier-5.94%final price
Taiwan Semiconductor Manufacturing (TSM)five days earlier-14.72%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 “Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat,” 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

    In “Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat,” 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

    In “Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. 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

    For “Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat,” 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

    Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat.” 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

    Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat.” 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)

“Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat” (12 Nov 2026) reaches Vaneck Etf Trust (SMH) through Semiconductors.

For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story

Ishares Tr (SOXX) is here too. Its reason reads: 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.

A simple score for Vaneck Etf Trust (SMH)

54 out of 100

“Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.