Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more
Published . Updated .
This report is about aerospace and semiconductors.
Directly affected
- NVDA Nvidia+1.9% 30d
Named in this report.
- AAPL Apple+4.4% 30d
Named in this report.
- AMD Advanced Micro Devices+9.3% 30d
Named in this report.
- AMZN Amazon Com+2.9% 30d
Named in this report.
- TSLA Tesla+13.8% 30d
Named in this report.
- BA Boeing-16.8% 30d
Named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF-4.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story.
- SMH VanEck Semiconductor ETF+2.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- GE GE Aerospace-4.9% 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-8.0% 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
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
Broadcom (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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +1.85% | -3.14% | base | after close | after close | after close | after close |
| AAPL | -0.91% | +0.17% | base | after close | after close | after close | after close |
| AMD | -1.35% | -7.73% | base | after close | after close | after close | after close |
| AMZNNo price data for this ticker | — | — | — | — | — | — | — |
| TSLA | -5.12% | -8.68% | base | after close | after close | after close | after close |
| BA | +14.41% | +12.03% | base | after close | after close | after close | after close |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| SMH | -0.22% | -5.49% | base | after close | after close | after close | after close |
| GE | -0.65% | -4.08% | base | after close | after close | after close | after close |
| ASML | +2.55% | -3.89% | base | after close | after close | after close | after close |
| TSM | -1.17% | -4.24% | base | after close | after close | after close | after close |
| AVGO | -1.34% | -6.05% | base | after close | after close | after close | after close |
| DALNo price data for this ticker | — | — | — | — | — | — | — |
| HWMNo 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.
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.
Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more CNBC
Source: CNBC
IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | three days earlier | +0.17% | final price |
| AAPL | five days earlier | -0.91% | final price |
| AMD | three days earlier | -7.73% | final price |
| AMD | five days earlier | -1.35% | final price |
| Asml Holding (ASML) | three days earlier | -3.89% | final price |
| Asml Holding (ASML) | five days earlier | +2.55% | final price |
| Broadcom (AVGO) | three days earlier | -6.05% | final price |
| Broadcom (AVGO) | five days earlier | -1.34% | final price |
| Boeing (BA) | three days earlier | +12.03% | final price |
| Boeing (BA) | five days earlier | +14.41% | final price |
| General Electric (GE) | three days earlier | -4.08% | final price |
| General Electric (GE) | five days earlier | -0.65% | final price |
| Nvidia (NVDA) | three days earlier | -3.14% | final price |
| Nvidia (NVDA) | five days earlier | +1.85% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | -5.49% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | -0.22% | final price |
| TSLA | three days earlier | -8.68% | final price |
| TSLA | five days earlier | -5.12% | final price |
| TSM | three days earlier | -4.24% | final price |
| TSM | five days earlier | -1.17% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 27 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 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 54 days before publication. Filed 7 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 36 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Apple (AAPL) (held by a dependent child), worth $1,001 - $15,000 on 8 Sep 2026. That is 50 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 50 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 54 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 71 days before publication. Filed 10 Sep 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 61 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 62 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Amazon Com (AMZN), worth $15,001 - $50,000 on 26 Aug 2026. That is 63 days before publication. Filed 8 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 IShares U.S. Aerospace & Defense ETF (ITA)
Companies mentioned with this story
- ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story
- SMH Vaneck Etf Trust
In “Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & 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
- BA Boeing
In “Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more,” Boeing (BA) is linked, with no stored direction, medium confidence. Reason on file: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- GE General Electric
For “Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: 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
- AVGO Broadcom
Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more.” 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 28 Oct 2026 story “Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more.” 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
- HWM Howmet Aerospace
In “Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more,” Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence. Reason on file: 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
IShares U.S. Aerospace & Defense ETF (ITA)
“Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more” (28 Oct 2026) reaches IShares U.S. Aerospace & Defense ETF (ITA) through this story.
What ties IShares U.S. Aerospace & Defense ETF (ITA) to the headline is this: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story
A second company, Vaneck Etf Trust (SMH), is listed for a different reason: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Price levels for IShares U.S. Aerospace & Defense ETF (ITA)
BA traded between 167.43 and 196.88 across 20 sessions. The latest close on file is 168.06. ITA traded between 197.59 and 211.29 across 20 sessions. The latest close on file is 206.15. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 557.77.
What the saved facts support for IShares U.S. Aerospace & Defense ETF (ITA)
46 out of 100
“Here are Wednesday's biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.