Geopolitics Alpha

Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more

Published . Updated .

Key takeaways

  • Exposed: SMH, SOXX, NVDA, AVGO, ASML
  • Market reaction: SOXX +2.5% on the day; SMH +2.0% on the day; AMD +3.7% on the day

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GEOPOLITICS ALPHAStocks making the biggest movesmidday: Apple, Palantir, Nvidia,Coinbase, Bloom Energy & moreAAPLPLTRNVDACOINBEGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • AAPL Apple+0.6% 30d

    Named in this report.

  • PLTR Palantir Technologies-3.5% 30d

    Named in this report.

  • NVDA Nvidia-11.7% 30d

    Named in this report.

  • COIN Coinbase Global-31.4% 30d

    Named in this report.

  • BE Bloom Energy-29.0% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-16.4% 30d

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

  • SOXX iShares Semiconductor ETF-20.8% 30d

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

  • ASML ASML Holding N.V-0.8% 16d

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

  • AMD Advanced Micro Devices

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AAPL+2.48%+3.04%base-2.07%after closeafter closeafter close
PLTR+11.37%+10.07%base-1.74%after closeafter closeafter close
NVDA+7.75%+5.68%base+2.16%after closeafter closeafter close
COIN+16.89%+16.70%base+5.53%after closeafter closeafter close
BE+11.35%+13.41%base+9.09%after closeafter closeafter close
SMH+9.78%+10.54%base+2.04%after closeafter closeafter close
SOXX+12.64%+13.25%base+2.45%after closeafter closeafter close
ASML+7.22%+9.85%base+1.77%after closeafter closeafter close
TSM+9.59%+8.27%base+1.53%after closeafter closeafter close
AVGO+6.21%+7.02%base+2.99%after closeafter closeafter close
AMD+20.01%+21.38%base+3.71%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.

Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more CNBC

Source: CNBC

Vaneck Etf Trust (SMH) since this story, compared with the market

CompanyWhenMoveStatus
AAPLthat day-2.07%final price
AAPLthree days earlier+3.04%final price
AAPLfive days earlier+2.48%final price
Advanced Micro Devices (AMD)that day+3.71%final price
Advanced Micro Devices (AMD)three days earlier+21.38%final price
Advanced Micro Devices (AMD)five days earlier+20.01%final price
Asml Holding (ASML)that day+1.77%final price
Asml Holding (ASML)three days earlier+9.85%final price
Asml Holding (ASML)five days earlier+7.22%final price
Broadcom (AVGO)that day+2.99%final price
Broadcom (AVGO)three days earlier+7.02%final price
Broadcom (AVGO)five days earlier+6.21%final price
BEthat day+9.09%final price
BEthree days earlier+13.41%final price
BEfive days earlier+11.35%final price
COINthat day+5.53%final price
COINthree days earlier+16.70%final price
COINfive days earlier+16.89%final price
Nvidia (NVDA)that day+2.16%final price
Nvidia (NVDA)three days earlier+5.68%final price
Nvidia (NVDA)five days earlier+7.75%final price
PLTRthat day-1.74%final price
PLTRthree days earlier+10.07%final price
PLTRfive days earlier+11.37%final price
Vaneck Etf Trust (SMH)that day+2.04%final price
Vaneck Etf Trust (SMH)three days earlier+10.54%final price
Vaneck Etf Trust (SMH)five days earlier+9.78%final price
Ishares Tr (SOXX)that day+2.45%final price
Ishares Tr (SOXX)three days earlier+13.25%final price
Ishares Tr (SOXX)five days earlier+12.64%final price
TSMthat day+1.53%final price
TSMthree days earlier+8.27%final price
TSMfive days earlier+9.59%final price

Trades by members of Congress and officials 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

    Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • SOXX Ishares Tr

    Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • NVDA Nvidia

    In “Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more,” 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 “nvidia” (semiconductors) in this story

  • AVGO Broadcom

    Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more.” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • ASML Asml Holding

    In “Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more,” 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 “nvidia” (semiconductors) in this story

  • AMD Advanced Micro Devices

    Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more.” Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

Vaneck Etf Trust (SMH)

On 3 Nov 2026, “Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more” is the story that connects Vaneck Etf Trust (SMH) to this story.

The link for Vaneck Etf Trust (SMH) is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

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

Dates in the story, and the Vaneck Etf Trust (SMH) price range

NVDA traded between 200.92 and 243.34 across 20 sessions. The latest close on file is 202.21. 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.

A simple score for Vaneck Etf Trust (SMH)

46 out of 100

“Stocks making the biggest moves midday: Apple, Palantir, Nvidia, Coinbase, Bloom Energy & more” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.