Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar
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Market Analysis by Trading Point covering: US Dollar Japanese Yen, Nasdaq 100, Gold Spot US Dollar, Cisco Systems Inc. Read Trading Point's Market Analysis on Investing.com
Directly affected
Indirectly affected
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- TLT iShares 20+ Year Treasury Bond ETF+0.2% 17d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story.
- GLD SPDR Gold Shares-3.5% 17d
SPDR Gold Shares: it follows gold or gold miners. Linked by “gold” (gold) in this story.
- EWJ iShares MSCI Japan ETF-0.6% 13d
iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“japanese”).
- FXY Invesco CurrencyShares Japanese Yen Trust-1.0% 16d
Invesco CurrencyShares Japanese Yen Trust follows the Japanese yen, whose moves this story covers.
- 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 “nvidia” (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 “nvidia” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +4.45% | +2.76% | base | -4.48% | after close | after close | after close |
| CSCO | -5.03% | -2.16% | base | +1.15% | after close | after close | after close |
| SMH | -12.00% | -3.92% | base | -1.04% | after close | after close | after close |
| SOXX | -15.74% | -5.53% | base | -0.29% | after close | after close | after close |
| TLT | +1.21% | +1.27% | base | -1.49% | after close | after close | after close |
| GLD | +2.83% | +3.93% | base | -2.83% | after close | after close | after close |
| EWJ | -4.13% | -0.69% | base | -0.68% | after close | after close | after close |
| FXY | +1.31% | +1.27% | base | +0.02% | after close | after close | after close |
| ASML | -11.40% | -1.39% | base | -2.42% | after close | after close | after close |
| TSM | -14.72% | -5.94% | base | -1.86% | after close | after close | after 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 Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar Investing.com
Source: Investing.com
How far Vaneck Etf Trust (SMH) has moved since 12 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| 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 |
| CSCO | that day | +1.15% | final price |
| CSCO | three days earlier | -2.16% | final price |
| CSCO | five days earlier | -5.03% | final price |
| EWJ | that day | -0.68% | final price |
| EWJ | three days earlier | -0.69% | final price |
| EWJ | five days earlier | -4.13% | final price |
| FXY | that day | +0.02% | final price |
| FXY | three days earlier | +1.27% | final price |
| FXY | five days earlier | +1.31% | final price |
| GLD | that day | -2.83% | final price |
| GLD | three days earlier | +3.93% | final price |
| GLD | five days earlier | +2.83% | 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 |
| 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 |
| Ishares Tr (TLT) | that day | -1.49% | final price |
| Ishares Tr (TLT) | three days earlier | +1.27% | final price |
| Ishares Tr (TLT) | five days earlier | +1.21% | final price |
| TSM | that day | -1.86% | final price |
| TSM | three days earlier | -5.94% | final price |
| TSM | five days earlier | -14.72% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 20 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 36 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 41 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Cisco Systems (CSCO), worth $1,001 - $15,000 on 23 Oct 2026. That is 20 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Cisco Systems (CSCO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Cisco Systems (CSCO), worth $15,001 - $50,000 on 24 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 20 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 34 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 51 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 79 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a dependent child), worth $1,001 - $15,000 on 15 Oct 2026. That is 28 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 8 Oct 2026. That is 35 days before publication. Filed 5 Nov 2026. View the filing.
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 12 Nov 2026 story “Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
For “Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- TLT Ishares Tr
Ishares Tr (TLT) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar.” 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
- NVDA Nvidia
For “Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar,” 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
- JPM Jpmorgan Chase
For “Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar,” 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
For “Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar,” 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
In “Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar,” 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 “nvidia” (semiconductors) in this story
- ASML Asml Holding
In “Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar,” 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
Vaneck Etf Trust (SMH)
The 12 Nov 2026 story “Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar” names Vaneck Etf Trust (SMH) because of 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 and price levels for Vaneck Etf Trust (SMH)
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. TLT traded between 76.44 and 80.56 across 15 sessions. The latest close on file is 79.46.
How strong the case is around Vaneck Etf Trust (SMH)
46 out of 100
“Stocks Rally, Then Reverse Amid Nvidia Woes; Fed Bets Lift Dollar” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.