Geopolitics Alpha

Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop

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Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop Boston Herald

Directly affected

  • GS Goldman Sachs Group

    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
GS———————
NVDA———————
TSM———————
ASML+4.76%+1.15%—-1.94%-5.79%-5.27%-6.25%
AVGO+5.95%+1.48%—+0.73%-2.38%-2.96%-7.36%
AMD+9.29%+4.46%—+1.88%-3.93%-5.41%-11.03%
AMAT+6.64%+2.39%—-6.75%-10.24%-13.56%-17.75%
LRCX+7.91%+3.62%—-2.60%-7.35%-10.34%-14.72%
SMH———————
SOXX———————
QQQ———————

Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop Boston Herald

Source: Boston Herald

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

Since the first closing price after “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop,” Vaneck Etf Trust (SMH) is -2.98%. The S&P 500 fund (SPY) is -0.40% over the same days, a -2.59% difference versus the market.

CompanyWhenMoveStatus
AMATthat day-6.75%final price
AMATthe next day-10.24%final price
AMATtwo days later-13.56%final price
AMATthree days later-17.75%final price
AMATthree days earlier+2.39%final price
AMATfive days earlier+6.64%final price
AMDthat day+1.88%final price
AMDthe next day-3.93%final price
AMDtwo days later-5.41%final price
AMDthree days later-11.03%final price
AMDthree days earlier+4.46%final price
AMDfive days earlier+9.29%final price
ASMLthat day-1.94%final price
ASMLthe next day-5.79%final price
ASMLtwo days later-5.27%final price
ASMLthree days later-6.25%final price
ASMLthree days earlier+1.15%final price
ASMLfive days earlier+4.76%final price
AVGOthat day+0.73%final price
AVGOthe next day-2.38%final price
AVGOtwo days later-2.96%final price
AVGOthree days later-7.36%final price
AVGOthree days earlier+1.48%final price
AVGOfive days earlier+5.95%final price
LRCXthat day-2.60%final price
LRCXthe next day-7.35%final price
LRCXtwo days later-10.34%final price
LRCXthree days later-14.72%final price
LRCXthree days earlier+3.62%final price
LRCXfive days earlier+7.91%final price
SMH
SPY

Official trades in Vaneck Etf Trust (SMH) around 13 Oct 2026

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 tied to this story

  • SMH Vaneck Etf Trust

    Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

  • SOXX Ishares Tr

    In “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop,” Ishares Tr (SOXX) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

  • AOSL Alpha & Omega Semiconductor

    Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GCTS GCT Semiconductor Holding

    For “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NVTS Navitas Semiconductor

    Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop.” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ON On Semiconductor

    In “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSEM Tower Semiconductor

    For “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSM Taiwan Semiconductor Manufacturing

    In “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How semiconductors news reaches Vaneck Etf Trust (SMH)

The 13 Oct 2026 story “Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop” names Vaneck Etf Trust (SMH) because of Semiconductors.

What ties Vaneck Etf Trust (SMH) to the headline is this: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

A second company, Ishares Tr (SOXX), is listed for a different reason: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

The price range for Vaneck Etf Trust (SMH), and the dates in the story

AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. SMH traded between 539.11 and 639.33 across 20 sessions. The latest close on file is 548.35. SOXX traded between 492.92 and 596.41 across 20 sessions. The latest close on file is 501.86.

How solid the semiconductors case looks

62 out of 100

“Strong profit reports from Goldman Sachs and others support Wall Street as chip stocks drop” scores 62 out of 100. The score uses 3 sources, and 8 linked companies.