Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more
Published . Updated .
Here are Monday's biggest calls on Wall Street.
Directly affected
- NVDA Nvidia-9.9% 30d
Named in this report.
- SPCX Space Exploration Technologies-16.1% 17d
Named in this report.
- AAPL Apple+1.4% 30d
Named in this report.
- RIVN Rivian Automotive, Inc. / DE-20.7% 30d
Named in this report.
- AMZN Amazon Com-7.0% 30d
Named in this report.
- AVGO Broadcom-10.1% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- ASML ASML Holding N.V+1.0% 18d
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-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) 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.
- MU Micron Technology
Micron Technology (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 | +5.49% | +5.17% | base | +1.62% | after close | after close | after close |
| SPCXNo price data for this ticker | — | — | — | — | — | — | — |
| AAPL | -0.24% | -0.21% | base | -0.84% | after close | after close | after close |
| RIVNNo price data for this ticker | — | — | — | — | — | — | — |
| AMZNNo price data for this ticker | — | — | — | — | — | — | — |
| AVGO | +0.96% | +7.89% | base | +1.07% | after close | after close | after close |
| SMH | +3.57% | +8.65% | base | +0.50% | after close | after close | after close |
| SOXX | +4.40% | +10.71% | base | +0.32% | after close | after close | after close |
| ASML | +1.58% | +6.31% | base | +1.70% | after close | after close | after close |
| TSM | +4.53% | +8.29% | base | +0.10% | after close | after close | after close |
| AMD | +5.18% | +14.50% | base | -0.26% | after close | after close | after close |
| MUNo price data for this ticker | — | — | — | — | — | — | — |
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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Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more CNBC
Source: CNBC
Price since this story was published: Vaneck Etf Trust (SMH)
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | that day | -0.84% | still updating |
| AAPL | three days earlier | -0.21% | final price |
| AAPL | five days earlier | -0.24% | final price |
| Advanced Micro Devices (AMD) | that day | -0.26% | still updating |
| Advanced Micro Devices (AMD) | three days earlier | +14.50% | final price |
| Advanced Micro Devices (AMD) | five days earlier | +5.18% | final price |
| Asml Holding (ASML) | that day | +1.70% | still updating |
| Asml Holding (ASML) | three days earlier | +6.31% | final price |
| Asml Holding (ASML) | five days earlier | +1.58% | final price |
| Broadcom (AVGO) | that day | +1.07% | still updating |
| Broadcom (AVGO) | three days earlier | +7.89% | final price |
| Broadcom (AVGO) | five days earlier | +0.96% | final price |
| Nvidia (NVDA) | that day | +1.62% | still updating |
| Nvidia (NVDA) | three days earlier | +5.17% | final price |
| Nvidia (NVDA) | five days earlier | +5.49% | final price |
| Vaneck Etf Trust (SMH) | that day | +0.50% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | +8.65% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +3.57% | final price |
| Ishares Tr (SOXX) | that day | +0.32% | still updating |
| Ishares Tr (SOXX) | three days earlier | +10.71% | final price |
| Ishares Tr (SOXX) | five days earlier | +4.40% | final price |
| TSM | that day | +0.10% | still updating |
| TSM | three days earlier | +8.29% | final price |
| TSM | five days earlier | +4.53% | 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 31 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 32 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 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 12 Aug 2026. That is 82 days before publication. Filed 9 Sep 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 41 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 55 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 6 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 66 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 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
For “Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more,” 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 2 Nov 2026 story “Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- AVGO Broadcom
For “Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more,” 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
- NVDA Nvidia
For “Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more,” 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
- ASML Asml Holding
For “Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more,” 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
Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more.” 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 2 Nov 2026 story “Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more” names Vaneck Etf Trust (SMH) because of this story.
For Vaneck Etf Trust (SMH), the reason on file says 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
The price range for Vaneck Etf Trust (SMH), and the dates in the story
AVGO traded between 319.31 and 380.84 across 20 sessions. The latest close on file is 326.13. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.
What the saved facts support for Vaneck Etf Trust (SMH)
46 out of 100Price not final
“Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.