Trump says Taiwan commits up to $80B in Alaska LNG purchases, $4.4B investment
Published . Updated .
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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+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.
Trump says Taiwan commits up to $80B in Alaska LNG purchases, $4.4B investment Anadolu Ajansı
Source: Anadolu Ajansı
Energy
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -3.74% | final price |
| AMAT | the next day | -7.31% | final price |
| AMAT | two days later | -11.80% | final price |
| AMAT | three days later | -11.00% | final price |
| AMAT | three days earlier | +9.26% | final price |
| AMAT | five days earlier | +12.22% | final price |
| AMD | that day | -5.70% | final price |
| AMD | the next day | -7.15% | final price |
| AMD | two days later | -12.67% | final price |
| AMD | three days later | -11.17% | final price |
| AMD | three days earlier | +0.39% | final price |
| AMD | five days earlier | +6.68% | final price |
| ASML | that day | -3.92% | final price |
| ASML | the next day | -3.39% | final price |
| ASML | two days later | -4.39% | final price |
| ASML | three days later | -4.06% | final price |
| ASML | three days earlier | +3.71% | final price |
| ASML | five days earlier | +5.15% | final price |
| AVGO | that day | -3.09% | final price |
| AVGO | the next day | -3.66% | final price |
| AVGO | two days later | -8.03% | final price |
| AVGO | three days later | -6.36% | final price |
| AVGO | three days earlier | +1.17% | final price |
| AVGO | five days earlier | +5.34% | final price |
| CVX | that day | +1.96% | final price |
| CVX | the next day | +0.71% | final price |
| CVX | two days later | +3.29% | final price |
| CVX | three days later | +3.06% | final price |
| CVX | three days earlier | -2.68% | final price |
| CVX | five days earlier | -5.81% | final price |
| LRCX | that day | -4.87% | final price |
| LRCX | the next day | -7.95% | final price |
| LRCX | two days later | -12.44% | final price |
| LRCX | three days later | -9.77% | final price |
| LRCX | three days earlier | +5.77% | final price |
| LRCX | five days earlier | +9.27% | final price |
| NVDA | that day | -3.07% | final price |
| NVDA | the next day | -4.89% | final price |
| NVDA | two days later | -6.29% | final price |
| NVDA | three days later | -5.00% | final price |
| NVDA | three days earlier | +0.37% | final price |
| NVDA | five days earlier | +3.89% | final price |
| SMH | that day | -3.92% | final price |
| SMH | the next day | -4.99% | final price |
| SMH | two days later | -8.22% | final price |
| SMH | three days later | -6.77% | final price |
| SMH | three days earlier | +2.59% | final price |
| SMH | five days earlier | +6.29% | final price |
| TSM | that day | -3.33% | final price |
| TSM | the next day | -5.08% | final price |
| TSM | two days later | -7.28% | final price |
| TSM | three days later | -5.56% | final price |
| TSM | three days earlier | +1.88% | final price |
| TSM | five days earlier | +6.12% | final price |
| XOM | that day | +1.66% | final price |
| XOM | the next day | +0.37% | final price |
| XOM | two days later | +2.83% | final price |
| XOM | three days later | +2.38% | final price |
| XOM | three days earlier | -2.91% | final price |
| XOM | five days earlier | -5.76% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 13 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 21 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 5 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 22 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 50 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 68 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 19 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 21 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 28 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 44 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 75 days before publication. Filed 22 Sep 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 energy case looks
12 out of 100
“Trump says Taiwan commits up to $80B in Alaska LNG purchases, $4.4B investment” scores 12 out of 100. The score uses 1 sources.