The Week Ahead: Nvidia Earnings, Anthropic IPO Test AI Trade
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This report is about AI and big tech and semiconductors.
Directly affected
Indirectly affected
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-6.1% 11d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- SMH VanEck Semiconductor ETF-15.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- MSFT Microsoft+1.1% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-15.7% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com+6.4% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-14.4% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- 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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +9.70% | +6.76% | base | after close | after close | after close | after close |
| ANTPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| QQQ | -0.18% | +1.53% | base | after close | after close | after close | after close |
| AIQ | +0.12% | +2.01% | base | after close | after close | after close | after close |
| SMH | +0.14% | +4.23% | base | after close | after close | after close | after close |
| MSFT | +4.01% | -0.68% | base | after close | after close | after close | after close |
| GOOGL | -2.59% | -0.76% | base | after close | after close | after close | after close |
| AMZN | +0.13% | -0.13% | base | after close | after close | after close | after close |
| META | -0.09% | -1.98% | base | after close | after close | after close | after close |
| ASML | +1.17% | +2.59% | base | after close | 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.
The Week Ahead: Nvidia Earnings, Anthropic IPO Test AI Trade FXEmpire
Source: FXEmpire
This story
| Company | When | Move | Status |
|---|---|---|---|
| AIQ | three days earlier | +2.01% | final price |
| AIQ | five days earlier | +0.12% | final price |
| AMZN | three days earlier | -0.13% | final price |
| AMZN | five days earlier | +0.13% | final price |
| ASML | three days earlier | +2.59% | final price |
| ASML | five days earlier | +1.17% | final price |
| GOOGL | three days earlier | -0.76% | final price |
| GOOGL | five days earlier | -2.59% | final price |
| META | three days earlier | -1.98% | final price |
| META | five days earlier | -0.09% | final price |
| MSFT | three days earlier | -0.68% | final price |
| MSFT | five days earlier | +4.01% | final price |
| NVDA | three days earlier | +6.76% | final price |
| NVDA | five days earlier | +9.70% | final price |
| QQQ | three days earlier | +1.53% | final price |
| QQQ | five days earlier | -0.18% | final price |
| SMH | three days earlier | +4.23% | final price |
| SMH | five days earlier | +0.14% | 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 23 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Gilbert Cisneros sold Nvidia (NVDA), worth $1,001 - $15,000 on 20 Oct 2026. That is 26 days before publication. Filed 10 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 39 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 18 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 25 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 31 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. David J. Taylor bought Alphabet (GOOGL), worth $1,001 - $15,000 on 3 Nov 2026. That is 12 days before publication. Filed 12 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Alphabet (GOOGL) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 18 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 62 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 19 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 44 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 79 days before publication. Filed 14 Oct 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).
How solid “The Week Ahead: Nvidia Earnings, Anthropic IPO Test AI Trade” looks
12 out of 100
“The Week Ahead: Nvidia Earnings, Anthropic IPO Test AI Trade” scores 12 out of 100. The score uses 1 sources.