Trump says Taiwan will buy Alaska LNG. The project is still in flux.
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 will buy Alaska LNG. The project is still in flux. Politico
Source: Politico
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 will buy Alaska LNG. The project is still in flux.” scores 12 out of 100. The score uses 1 sources.