Geopolitics Alpha

US stocks nudge higher as SpaceX, Tesla and Nvidia climb

Published . Updated .

US stocks nudge higher as SpaceX, Tesla and Nvidia climb Union-Bulletin

Directly affected

  • TSLA Tesla

    Named in this report.

  • NVDA Nvidia

    Named in this report.

Indirectly affected

  • 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
TSLA———————
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

US stocks nudge higher as SpaceX, Tesla and Nvidia climb WCCB Charlotte

Source: WCCB Charlotte

How solid “US stocks nudge higher as SpaceX, Tesla and Nvidia climb” looks

25 out of 100

“US stocks nudge higher as SpaceX, Tesla and Nvidia climb” scores 25 out of 100. The score uses 2 sources.