Geopolitics Alpha

Taiwan eyes $4.4b investment in Alaska LNG project

Published . Updated .

ENERGYTaiwan eyes $4.4b investment inAlaska LNG projectGEOPOLITICS ALPHA

This report is about Semiconductors and Energy. Names like XOM and CVX typically gain because oil producers earn more when crude prices rise.

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA+0.0%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor-0.0%

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML-7.1%

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom-6.7%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • XOM Exxon Mobil+11.0%

    Oil producers earn more when crude prices rise

  • CVX Chevron+9.9%

    Oil producers earn more when crude prices rise

  • AMD AMD+4.6%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials-12.6%

    Chip-equipment makers feel export controls

  • LRCX Lam Research-15.9%

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor-2.5%

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+3.89%+0.37%base-3.07%-4.89%-6.29%-5.00%
TSM+6.12%+1.88%base-3.33%-5.08%-7.28%-5.56%
ASML+5.15%+3.71%base-3.92%-3.39%-4.39%-4.06%
AVGO+5.34%+1.17%base-3.09%-3.66%-8.03%-6.36%
XOM-5.76%-2.91%base+1.66%+0.37%+2.83%+2.38%
CVX-5.81%-2.68%base+1.96%+0.71%+3.29%+3.06%
AMD+6.68%+0.39%base-5.70%-7.15%-12.67%-11.17%
AMAT+12.22%+9.26%base-3.74%-7.31%-11.80%-11.00%
LRCX+9.27%+5.77%base-4.87%-7.95%-12.44%-9.77%
SMH+6.29%+2.59%base-3.92%-4.99%-8.22%-6.77%

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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Taiwan eyes $4.4b investment in Alaska LNG project Baird Maritime

Source: Baird Maritime

Energy

CompanyWhenMoveStatus
AMATthat day-3.74%final price
AMATthe next day-7.31%final price
AMATtwo days later-11.80%final price
AMATthree days later-11.00%final price
AMATthree days earlier+9.26%final price
AMATfive days earlier+12.22%final price
AMDthat day-5.70%final price
AMDthe next day-7.15%final price
AMDtwo days later-12.67%final price
AMDthree days later-11.17%final price
AMDthree days earlier+0.39%final price
AMDfive days earlier+6.68%final price
ASMLthat day-3.92%final price
ASMLthe next day-3.39%final price
ASMLtwo days later-4.39%final price
ASMLthree days later-4.06%final price
ASMLthree days earlier+3.71%final price
ASMLfive days earlier+5.15%final price
AVGOthat day-3.09%final price
AVGOthe next day-3.66%final price
AVGOtwo days later-8.03%final price
AVGOthree days later-6.36%final price
AVGOthree days earlier+1.17%final price
AVGOfive days earlier+5.34%final price
CVXthat day+1.96%final price
CVXthe next day+0.71%final price
CVXtwo days later+3.29%final price
CVXthree days later+3.06%final price
CVXthree days earlier-2.68%final price
CVXfive days earlier-5.81%final price
LRCXthat day-4.87%final price
LRCXthe next day-7.95%final price
LRCXtwo days later-12.44%final price
LRCXthree days later-9.77%final price
LRCXthree days earlier+5.77%final price
LRCXfive days earlier+9.27%final price
NVDAthat day-3.07%final price
NVDAthe next day-4.89%final price
NVDAtwo days later-6.29%final price
NVDAthree days later-5.00%final price
NVDAthree days earlier+0.37%final price
NVDAfive days earlier+3.89%final price
SMHthat day-3.92%final price
SMHthe next day-4.99%final price
SMHtwo days later-8.22%final price
SMHthree days later-6.77%final price
SMHthree days earlier+2.59%final price
SMHfive days earlier+6.29%final price
TSMthat day-3.33%final price
TSMthe next day-5.08%final price
TSMtwo days later-7.28%final price
TSMthree days later-5.56%final price
TSMthree days earlier+1.88%final price
TSMfive days earlier+6.12%final price
XOMthat day+1.66%final price
XOMthe next day+0.37%final price
XOMtwo days later+2.83%final price
XOMthree days later+2.38%final price
XOMthree days earlier-2.91%final price
XOMfive days earlier-5.76%final price
SPY
XLE

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How solid “Taiwan eyes $4.4b investment in Alaska LNG project” looks

12 out of 100

“Taiwan eyes $4.4b investment in Alaska LNG project” scores 12 out of 100. The score uses 1 sources.