Geopolitics Alpha

Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results

Published . Updated .

Key takeaways

  • Exposed: SMH, SOXX, AVGO, ASML, NVDA
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHAStocks Break Losing Streak asChipmakers Rebound While TradersBrace For The First Midterm…GEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-16.4% 30d

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

  • SOXX iShares Semiconductor ETF-20.8% 30d

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

  • ASML ASML Holding N.V-0.1% 17d

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

  • NVDA Nvidia-11.7% 30d

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

  • TSM Taiwan Semiconductor Manufacturing-11.9% 30d

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

  • AVGO Broadcom-11.6% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SMH+9.58%+0.86%baseafter closeafter closeafter closeafter close
SOXX+12.28%+1.42%baseafter closeafter closeafter closeafter close
ASML+7.21%+0.85%baseafter closeafter closeafter closeafter close
NVDA+4.25%-0.87%baseafter closeafter closeafter closeafter close
TSM+8.61%+0.30%baseafter closeafter closeafter closeafter close
AVGO+5.97%-1.78%baseafter closeafter 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.

Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results Yahoo Finance

Source: Yahoo Finance

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

CompanyWhenMoveStatus
Asml Holding (ASML)three days earlier+0.85%final price
Asml Holding (ASML)five days earlier+7.21%final price
Broadcom (AVGO)three days earlier-1.78%final price
Broadcom (AVGO)five days earlier+5.97%final price
Nvidia (NVDA)three days earlier-0.87%final price
Nvidia (NVDA)five days earlier+4.25%final price
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)three days earlier+1.42%final price
Ishares Tr (SOXX)five days earlier+12.28%final price
TSMthree days earlier+0.30%final price
TSMfive days earlier+8.61%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).

Who gains and who loses around Vaneck Etf Trust (SMH)

Companies mentioned with this story

  • SMH Vaneck Etf Trust

    In “Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story

  • SOXX Ishares Tr

    In “Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story

  • AVGO Broadcom

    For “Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results,” 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 “chipmaker” (semiconductors) in this story

  • ASML Asml Holding

    For “Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results,” 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 “chipmaker” (semiconductors) in this story

  • NVDA Nvidia

    For “Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results,” 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 “chipmaker” (semiconductors) in this story

  • AMD Advanced Micro Devices

    In “Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results,” Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence. Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story

Vaneck Etf Trust (SMH)

The 3 Nov 2026 story “Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results” names Vaneck Etf Trust (SMH) because of this story.

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

Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story

Price levels for Vaneck Etf Trust (SMH)

AVGO traded between 319.31 and 380.84 across 20 sessions. The latest close on file is 322.42. 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.

What the saved facts support for Vaneck Etf Trust (SMH)

46 out of 100

“Stocks Break Losing Streak as Chipmakers Rebound While Traders Brace For The First Midterm Results” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.