Geopolitics Alpha

Taiwan Lai calls on Indo - Pacific democracies to help maintain peace in National Day speech

Published . Updated .

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Directly affected

  • No company is 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
NVDA———————
TSM———————
ASML+4.48%+1.39%—-1.67%-3.58%-7.36%-6.84%
AVGO+0.27%+4.13%—-1.87%-1.15%-4.20%-4.77%
AMD+3.96%+6.26%—-2.23%-0.39%-6.07%-7.52%
AMAT+6.91%+2.71%—-1.85%-8.47%-11.90%-15.16%
LRCX———————
SMH———————
SOXX———————
QQQ———————

Source: wboc.com

The price since 10 Oct 2026: Ishares Core Msci Pacific Etf (IPAC) versus the S&P 500

Since the first closing price after “Taiwan Lai calls on Indo - Pacific democracies to help maintain peace in National Day speech,” Ishares Core Msci Pacific Etf (IPAC) is -1.72%. The S&P 500 fund (SPY) is -1.47% over the same days, a -0.25% difference versus the market.

CompanyWhenMoveStatus
AMATthat day-1.85%final price
AMATthe next day-8.47%final price
AMATtwo days later-11.90%final price
AMATthree days later-15.16%final price
AMATthree days earlier+2.71%final price
AMATfive days earlier+6.91%final price
AMDthat day-2.23%final price
AMDthe next day-0.39%final price
AMDtwo days later-6.07%final price
AMDthree days later-7.52%final price
AMDthree days earlier+6.26%final price
AMDfive days earlier+3.96%final price
ASMLthat day-1.67%final price
ASMLthe next day-3.58%final price
ASMLtwo days later-7.36%final price
ASMLthree days later-6.84%final price
ASMLthree days earlier+1.39%final price
ASMLfive days earlier+4.48%final price
AVGOthat day-1.87%final price
AVGOthe next day-1.15%final price
AVGOtwo days later-4.20%final price
AVGOthree days later-4.77%final price
AVGOthree days earlier+4.13%final price
AVGOfive days earlier+0.27%final price
Ishares Core Msci Pacific Etf (IPAC)that day-0.32%final price
Ishares Core Msci Pacific Etf (IPAC)the next day-0.16%final price
Ishares Core Msci Pacific Etf (IPAC)two days later-1.53%final price
Ishares Core Msci Pacific Etf (IPAC)three days later-1.62%final price
Ishares Core Msci Pacific Etf (IPAC)three days earlier+0.13%final price
Ishares Core Msci Pacific Etf (IPAC)five days earlier+1.02%final price
IPAC
SPY

Who gains and who loses around Ishares Core Msci Pacific Etf (IPAC)

Companies carried with this story

  • IPAC Ishares Core Msci Pacific Etf

    In “Taiwan Lai calls on Indo - Pacific democracies to help maintain peace in National Day speech,” Ishares Core Msci Pacific Etf (IPAC) is linked, with no stored direction, medium confidence. Reason on file: GA selected IPAC as a RELATED security because its canonical security name directly matches this event's themes: pacific. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • SCNM Sterling Capital National Municipal Bond Etf

    Sterling Capital National Municipal Bond Etf (SCNM) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “Taiwan Lai calls on Indo - Pacific democracies to help maintain peace in National Day speech.” Reason on file: GA selected SCNM as a RELATED security because its canonical security name directly matches this event's themes: national. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TWN Taiwan Fund

    For “Taiwan Lai calls on Indo - Pacific democracies to help maintain peace in National Day speech,” Taiwan Fund (TWN) is linked, with no stored direction, medium confidence. Reason on file: GA selected TWN as a RELATED security because its canonical security name directly matches this event's themes: taiwan. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • XTAI Corgi Etf Tr I Taiwan 2X Daily

    For “Taiwan Lai calls on Indo - Pacific democracies to help maintain peace in National Day speech,” Corgi Etf Tr I Taiwan 2X Daily (XTAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected XTAI as a RELATED security because its canonical security name directly matches this event's themes: taiwan. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Ishares Core Msci Pacific Etf (IPAC)

“Taiwan Lai calls on Indo - Pacific democracies to help maintain peace in National Day speech” (10 Oct 2026) reaches Ishares Core Msci Pacific Etf (IPAC) through this story.

For Ishares Core Msci Pacific Etf (IPAC), the reason on file says GA selected IPAC as a RELATED security because its canonical security name directly matches this event's themes: pacific. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Sterling Capital National Municipal Bond Etf (SCNM): GA selected SCNM as a RELATED security because its canonical security name directly matches this event's themes: national. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Ishares Core Msci Pacific Etf (IPAC), and the dates in the story

IPAC traded between 83.09 and 86.54 across 16 sessions. The latest close on file is 83.50. SCNM traded between 23.38 and 24.18 across 15 sessions. The latest close on file is 23.82. TWN traded between 94.06 and 107.36 across 20 sessions. The latest close on file is 94.67.

A simple score for Ishares Core Msci Pacific Etf (IPAC)

33 out of 100

“Taiwan Lai calls on Indo - Pacific democracies to help maintain peace in National Day speech” scores 33 out of 100. The score uses 1 sources, and 4 linked companies.