Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet
Published . Updated .
Key takeaways
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.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
This report is about semiconductors.
Directly affected
- NVDA Nvidia-8.4% 30d
Named in this report.
- MU Micron Technology-20.2% 30d
Named in this report.
- GOOGL Alphabet-17.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- ASML ASML Holding N.V-2.4% 15d
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-9.5% 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-6.5% 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-21.3% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +6.76% | +1.02% | base | after close | after close | after close | after close |
| MU | +17.56% | +4.84% | base | after close | after close | after close | after close |
| GOOGL | -1.88% | -3.44% | base | after close | after close | after close | after close |
| SMH | +11.33% | +0.71% | base | after close | after close | after close | after close |
| SOXX | +13.89% | +0.56% | base | after close | after close | after close | after close |
| ASML | +12.01% | +1.96% | base | after close | after close | after close | after close |
| TSM | +9.12% | +0.78% | base | after close | after close | after close | after close |
| AVGO | +5.97% | -0.99% | base | after close | after close | after close | after close |
| AMD | +15.92% | -4.49% | base | after close | after close | 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.
Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet Yahoo Finance
Source: Yahoo Finance
The price since 5 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Advanced Micro Devices (AMD) | three days earlier | -4.49% | final price |
| Advanced Micro Devices (AMD) | five days earlier | +15.92% | final price |
| Asml Holding (ASML) | three days earlier | +1.96% | final price |
| Asml Holding (ASML) | five days earlier | +12.01% | final price |
| Broadcom (AVGO) | three days earlier | -0.99% | final price |
| Broadcom (AVGO) | five days earlier | +5.97% | final price |
| GOOGL | three days earlier | -3.44% | final price |
| GOOGL | five days earlier | -1.88% | final price |
| MU | three days earlier | +4.84% | final price |
| MU | five days earlier | +17.56% | final price |
| Nvidia (NVDA) | three days earlier | +1.02% | final price |
| Nvidia (NVDA) | five days earlier | +6.76% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +0.71% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +11.33% | final price |
| Ishares Tr (SOXX) | three days earlier | +0.56% | final price |
| Ishares Tr (SOXX) | five days earlier | +13.89% | final price |
| TSM | three days earlier | +0.78% | final price |
| TSM | five days earlier | +9.12% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 34 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 35 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 43 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 1 Oct 2026. That is 35 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 41 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 42 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 52 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 62 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 70 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 13 days before publication. Filed 28 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 90 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 27 days before publication. Filed 22 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).
Who gains and who loses around Vaneck Etf Trust (SMH)
Companies tied to this story
- SMH Vaneck Etf Trust
In “Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet,” 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 5 Nov 2026 story “Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- NVDA Nvidia
In “Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet,” 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
For “Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet,” 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
Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet.” 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
Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet.” 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 5 Nov 2026 story “Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet” 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
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Price levels for Vaneck Etf Trust (SMH)
NVDA traded between 200.92 and 239.08 across 20 sessions. The latest close on file is 206.56. 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
“Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.