Geopolitics Alpha

Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia

Published . Updated .

Key takeaways

  • Stephen A.
  • Exposed: XLI, XRT, SMH, CAT, DE
  • Market reaction: price tracking starts with the next trading session.

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Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia

Stephen A. sits down with the President at the White House for a wide-ranging conversation on "Straight Shooter."

Directly affected

  • NVDA Nvidia-27.4% 30d

    Named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR+0.6% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • SMH VanEck Semiconductor ETF-15.4% 30d

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

  • CAT Caterpillar-28.4% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • DE Deere-1.2% 30d

    Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • WMT Walmart+18.8% 30d

    Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) 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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+9.70%+6.76%baseafter closeafter closeafter closeafter close
XLI+0.05%+1.29%baseafter closeafter closeafter closeafter close
XRT+1.88%+1.40%baseafter closeafter closeafter closeafter close
SMH+0.14%+4.23%baseafter closeafter closeafter closeafter close
CAT-0.24%+0.24%baseafter closeafter closeafter closeafter close
DE+2.61%+2.63%baseafter closeafter closeafter closeafter close
WMT-1.96%-1.88%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

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.

Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia SiriusXM

Source: SiriusXM

Price since this story was published: Select Sector Spdr Tr (XLI)

CompanyWhenMoveStatus
ASMLthree days earlier+2.59%final price
ASMLfive days earlier+1.17%final price
Caterpillar (CAT)three days earlier+0.24%final price
Caterpillar (CAT)five days earlier-0.24%final price
Deere (DE)three days earlier+2.63%final price
Deere (DE)five days earlier+2.61%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
TSMthree days earlier+3.67%final price
TSMfive days earlier-2.48%final price
Walmart (WMT)three days earlier-1.88%final price
Walmart (WMT)five days earlier-1.96%final price
Select Sector Spdr Tr (XLI)three days earlier+1.29%final price
Select Sector Spdr Tr (XLI)five days earlier+0.05%final price
Spdr Series Trust (XRT)three days earlier+1.40%final price
Spdr Series Trust (XRT)five days earlier+1.88%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 Select Sector Spdr Tr (XLI)

Companies carried with this story

  • XLI Select Sector Spdr Tr

    Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

  • XRT Spdr Series Trust

    In “Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

  • SMH Vaneck Etf Trust

    In “Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia,” 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

  • CAT Caterpillar

    In “Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • DE Deere

    For “Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia,” Deere (DE) is linked, with no stored direction, medium confidence. Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia.” Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • NKE Nike

    In “Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia,” Nike (NKE) is linked, with no stored direction, medium confidence. Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • NVDA Nvidia

    In “Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia,” 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

Select Sector Spdr Tr (XLI)

“Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia” (14 Nov 2026) reaches Select Sector Spdr Tr (XLI) through this story.

What ties Select Sector Spdr Tr (XLI) to the headline is this: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

Spdr Series Trust (XRT) is here too. Its reason reads: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

The price range for Select Sector Spdr Tr (XLI), and the dates in the story

SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 169.73.

A simple score for Select Sector Spdr Tr (XLI)

46 out of 100

“Watch: Stephen A. Smith Interviews Trump on Iran, Tariffs & Nvidia” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.