Geopolitics Alpha

Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom

Published . Updated .

Key takeaways

  • Exposed: SMH, SOXX, NVDA, AVGO, ASML
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHAWall Street futures edge higher asNvidia earnings, Anthropic IPOloomNVDAANTGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • NVDA Nvidia-27.4% 30d

    Named in this report.

  • ANT Anthropic, PBC

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-15.4% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-19.1% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) 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.

  • TSM Taiwan Semiconductor Manufacturing-10.6% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

  • AVGO Broadcom+2.6% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

  • AMD Advanced Micro Devices-7.6% 30d

    Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+9.70%+6.76%baseafter closeafter closeafter closeafter close
ANTPrices arriving within minutes———after closeafter closeafter closeafter close
SMH+0.14%+4.23%baseafter closeafter closeafter closeafter close
SOXX-1.72%+4.04%baseafter closeafter closeafter closeafter close
ASML+1.17%+2.59%baseafter closeafter closeafter closeafter close
TSM-2.48%+3.67%baseafter closeafter closeafter closeafter close
AVGO-7.84%-0.34%baseafter closeafter closeafter closeafter close
AMD-4.77%+3.50%baseafter closeafter closeafter closeafter 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.

Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom Traders Union

Source: Traders Union

The price since 15 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500

CompanyWhenMoveStatus
Advanced Micro Devices (AMD)three days earlier+3.50%final price
Advanced Micro Devices (AMD)five days earlier-4.77%final price
Asml Holding (ASML)three days earlier+2.59%final price
Asml Holding (ASML)five days earlier+1.17%final price
Broadcom (AVGO)three days earlier-0.34%final price
Broadcom (AVGO)five days earlier-7.84%final price
Nvidia (NVDA)three days earlier+6.76%final price
Nvidia (NVDA)five days earlier+9.70%final price
Vaneck Etf Trust (SMH)three days earlier+4.23%final price
Vaneck Etf Trust (SMH)five days earlier+0.14%final price
Ishares Tr (SOXX)three days earlier+4.04%final price
Ishares Tr (SOXX)five days earlier-1.72%final price
TSMthree days earlier+3.67%final price
TSMfive days earlier-2.48%final price

Trades by members of Congress and officials in the stocks in this story

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).

Who gains and who loses around Vaneck Etf Trust (SMH)

Companies carried with this story

  • SMH Vaneck Etf Trust

    In “Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • SOXX Ishares Tr

    Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • NVDA Nvidia

    For “Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • AVGO Broadcom

    In “Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • ASML Asml Holding

    For “Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • AMD Advanced Micro Devices

    In “Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom,” Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence. Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

Vaneck Etf Trust (SMH)

The 15 Nov 2026 story “Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom” names Vaneck Etf Trust (SMH) because of this story.

Vaneck Etf Trust (SMH) is on the page because VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

Price levels for Vaneck Etf Trust (SMH)

NVDA traded between 148.80 and 237.05 across 20 sessions. The latest close on file is 166.27. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.

What the saved facts support for Vaneck Etf Trust (SMH)

46 out of 100

“Wall Street futures edge higher as Nvidia earnings, Anthropic IPO loom” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.