Two Chipmakers Are Carrying America's Earnings Boom
Published . Updated .
This report is about semiconductors.
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-0.1% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-1.3% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.
- ASML ASML Holding N.V-8.0% 30d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- NVDA Nvidia+1.8% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing+2.6% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- AVGO Broadcom-3.0% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (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 |
|---|---|---|---|---|---|---|---|
| SMH | +4.02% | +5.58% | base | +2.73% | +4.15% | after close | after close |
| SOXX | +4.87% | +6.61% | base | +2.84% | +4.97% | after close | after close |
| ASML | +4.78% | +6.70% | base | +1.17% | +2.20% | after close | after close |
| NVDA | +2.87% | +5.16% | base | +2.36% | +2.46% | after close | after close |
| TSM | +0.44% | +3.20% | base | +1.44% | +3.00% | after close | after close |
| AVGO | +4.01% | +5.01% | base | +2.34% | +5.80% | 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.
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Two Chipmakers Are Carrying America's Earnings Boom Money Morning
Source: Money Morning
This story
| Company | When | Move | Status |
|---|---|---|---|
| ASML | that day | +1.17% | final price |
| ASML | the next day | +2.20% | superseded |
| ASML | three days earlier | +6.70% | final price |
| ASML | five days earlier | +4.78% | final price |
| AVGO | that day | +2.34% | final price |
| AVGO | the next day | +5.80% | superseded |
| AVGO | three days earlier | +5.01% | final price |
| AVGO | five days earlier | +4.01% | final price |
| NVDA | that day | +2.36% | final price |
| NVDA | the next day | +2.46% | superseded |
| NVDA | three days earlier | +5.16% | final price |
| NVDA | five days earlier | +2.87% | final price |
| SMH | that day | +2.73% | final price |
| SMH | the next day | +4.15% | superseded |
| SMH | three days earlier | +5.58% | final price |
| SMH | five days earlier | +4.02% | final price |
| SOXX | that day | +2.84% | final price |
| SOXX | the next day | +4.97% | superseded |
| SOXX | three days earlier | +6.61% | final price |
| SOXX | five days earlier | +4.87% | final price |
| TSM | that day | +1.44% | final price |
| TSM | the next day | +3.00% | superseded |
| TSM | three days earlier | +3.20% | final price |
| TSM | five days earlier | +0.44% | final price |
Congressional trades in the stocks in this story
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 80 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 25 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 33 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 52 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 17 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 34 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 62 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 31 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 33 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 40 days before publication. Filed 12 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 “Two Chipmakers Are Carrying America's Earnings Boom” looks
12 out of 100Price not final
“Two Chipmakers Are Carrying America's Earnings Boom” scores 12 out of 100. The score uses 1 sources. The price is not final yet.