Geopolitics Alpha

Broadcom, Nvidia, Boeing, GM, UPS, JetBlue, and More Stocks That Explain Today’s Market

Published . Updated .

GEOPOLITICS ALPHABroadcom, Nvidia, Boeing, GM, UPS,JetBlue, and More Stocks ThatExplain Today’s MarketGMUPSAVGONVDABAGEOPOLITICS ALPHA

This report is about aerospace and semiconductors.

Directly affected

  • GM General Motors-12.5% 30d

    Named in this report.

  • UPS United Parcel Service-9.1% 13d

    Named in this report.

  • AVGO Broadcom-3.0% 30d

    Named in this report.

  • NVDA Nvidia+1.8% 30d

    Named in this report.

  • BA Boeing-10.2% 30d

    Named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-3.2% 30d

    iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story.

  • SMH VanEck Semiconductor ETF-0.1% 30d

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

  • GE GE Aerospace-6.1% 30d

    GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • ASML ASML Holding N.V-10.0% 30d

    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+2.6% 30d

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

  • DAL Delta Air Lines

    Delta flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “BA” in this story

  • HWM Howmet Aerospace

    Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • AMD Advanced Micro Devices

    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
GMPrices arriving within minutes———after closeafter closeafter closeafter close
UPSPrices arriving within minutes———after closeafter closeafter closeafter close
AVGO+1.58%-1.81%base+3.71%after closeafter closeafter close
NVDA+0.19%-1.73%base+1.26%after closeafter closeafter close
BA+1.16%-0.32%base-9.59%after closeafter closeafter close
ITAPrices arriving within minutes———after closeafter closeafter closeafter close
SMH+0.83%-3.38%base+2.83%after closeafter closeafter close
GE+3.99%+1.83%base+2.90%after closeafter closeafter close
ASML+2.53%-1.80%base+2.95%after closeafter closeafter close
TSM+0.19%-2.85%base+2.99%after closeafter closeafter close
DALPrices arriving within minutes———after closeafter closeafter closeafter close
HWMPrices arriving within minutes———after closeafter closeafter closeafter close
AMD+0.56%-4.37%base+5.17%after 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.

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Broadcom, Nvidia, Boeing, GM, UPS, JetBlue, and More Stocks That Explain Today’s Market Barron's

Source: Barron's

This story

CompanyWhenMoveStatus
AMDthat day+5.17%still updating
AMDthree days earlier-4.37%final price
AMDfive days earlier+0.56%final price
ASMLthat day+2.95%still updating
ASMLthree days earlier-1.80%final price
ASMLfive days earlier+2.53%final price
AVGOthat day+3.71%still updating
AVGOthree days earlier-1.81%final price
AVGOfive days earlier+1.58%final price
BAthat day-9.59%still updating
BAthree days earlier-0.32%final price
BAfive days earlier+1.16%final price
GEthat day+2.90%still updating
GEthree days earlier+1.83%final price
GEfive days earlier+3.99%final price
NVDAthat day+1.26%still updating
NVDAthree days earlier-1.73%final price
NVDAfive days earlier+0.19%final price
SMHthat day+2.83%still updating
SMHthree days earlier-3.38%final price
SMHfive days earlier+0.83%final price
TSMthat day+2.99%still updating
TSMthree days earlier-2.85%final price
TSMfive days earlier+0.19%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).

This story

12 out of 100Price not final

“Broadcom, Nvidia, Boeing, GM, UPS, JetBlue, and More Stocks That Explain Today’s Market” scores 12 out of 100. The score uses 1 sources. The price is not final yet.