Geopolitics Alpha

SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead.

Published . Updated .

SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead. Pluang

Directly affected

  • MU Micron Technology

    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

  • 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

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MU———————
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ+0.64%+0.86%—-0.70%-1.01%-2.97%-3.07%

SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead. Pluang

Source: Pluang

How far Wisdomtree India Earnings Fund Etf (EPI) has moved since 11 Oct 2026

Since the first closing price after “SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead.,” Wisdomtree India Earnings Fund Etf (EPI) is +2.29%. The S&P 500 fund (SPY) is -1.47% over the same days, a +3.76% difference versus the market.

CompanyWhenMoveStatus
GLDthat day-0.63%final price
GLDthe next day-0.76%final price
GLDtwo days later-2.24%final price
GLDthree days later-0.50%final price
GLDthree days earlier-2.27%final price
GLDfive days earlier-1.32%final price
QQQthat day-0.70%final price
QQQthe next day-1.01%final price
QQQtwo days later-2.97%final price
QQQthree days later-3.07%final price
QQQthree days earlier+0.86%final price
QQQfive days earlier+0.64%final price
SPYthat day-0.06%final price
SPYthe next day-0.06%final price
SPYtwo days later-1.14%final price
SPYthree days later-0.87%final price
SPYthree days earlier-0.17%final price
SPYfive days earlier-0.45%final price
TLTthat day+0.08%final price
TLTthe next day+0.50%final price
TLTtwo days later+1.18%final price
TLTthree days later+2.60%final price
TLTthree days earlier-1.03%final price
TLTfive days earlier-1.09%final price
EPI
SPY

Who gains and who loses around Wisdomtree India Earnings Fund Etf (EPI)

Companies carried with this story

  • EPI Wisdomtree India Earnings Fund Etf

    Wisdomtree India Earnings Fund Etf (EPI) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead..” Reason on file: GA selected EPI as a RELATED security because its canonical security name directly matches this event's themes: earnings. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMG Brookstone Growth Stock Etf

    In “SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead.,” Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMV Brookstone Value Stock Etf

    In “SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead.,” Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • RSST Return Stacked U.S. Stocks & Managed Futures Etf

    Return Stacked U.S. Stocks & Managed Futures Etf (RSST) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead..” Reason on file: GA selected RSST as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Wisdomtree India Earnings Fund Etf (EPI)

Wisdomtree India Earnings Fund Etf (EPI) is the company in “SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead.,” the 11 Oct 2026 this story story.

The link for Wisdomtree India Earnings Fund Etf (EPI) is this: GA selected EPI as a RELATED security because its canonical security name directly matches this event's themes: earnings. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Brookstone Growth Stock Etf (BAMG) is here too. Its reason reads: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Wisdomtree India Earnings Fund Etf (EPI)

BAMG traded between 43.54 and 45.76 across 11 sessions. The latest close on file is 45.02. BAMV traded between 36.14 and 38.05 across 17 sessions. The latest close on file is 36.79. EPI traded between 39.37 and 42.06 across 20 sessions. The latest close on file is 41.09.

A simple score for Wisdomtree India Earnings Fund Etf (EPI)

33 out of 100

“SpaceX's $8B spectrum deal hits telecom stocks; Micron stays strong buy with record earnings ahead.” scores 33 out of 100. The score uses 1 sources, and 4 linked companies.