Geopolitics Alpha

Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market

Published . Updated .

Key takeaways

  • Exposed: ITA, SMH, GE, HWM, TDG
  • Market reaction: SMH +5.5% on the day (still updating); ITA +0.6% on the day (still updating); AVGO +6.1% on the day (still updating)

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GEOPOLITICS ALPHANvidia, CoreWeave, Teradyne,Rigetti, Applied Aerospace, andMore Stocks That Explain Today’s…NVDACRWVTERGEOPOLITICS ALPHA

This report is about aerospace and semiconductors.

Directly affected

  • NVDA Nvidia

    Named in this report.

  • CRWV CoreWeave

    Named in this report.

  • TER Teradyne

    Named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF

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

  • SMH VanEck Semiconductor ETF

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

  • GE GE Aerospace

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

  • ASML ASML Holding N.V

    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.

  • BA The Boeing

    The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) 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.

  • HWM Howmet Aerospace

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+18.59%+10.61%base+4.17%after closeafter closeafter close
CRWV-0.68%-4.88%base+23.91%after closeafter closeafter close
TER+2.36%-11.07%base+5.94%after closeafter closeafter close
ITA-2.04%-4.68%base+0.59%after closeafter closeafter close
SMH+4.28%-4.14%base+5.46%after closeafter closeafter close
GE-2.55%-4.37%base+0.52%after closeafter closeafter close
ASML-0.77%-5.53%base+1.65%after closeafter closeafter close
TSM-0.24%-5.39%base+2.75%after closeafter closeafter close
BA+2.08%+0.02%base+0.25%after closeafter closeafter close
AVGO-1.94%-11.64%base+6.13%after closeafter closeafter close
HWM-2.47%-6.00%base+1.59%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.

Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market Barron's

Source: Barron's

IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market

CompanyWhenMoveStatus
ASMLthat day+1.65%still updating
ASMLthree days earlier-5.53%final price
ASMLfive days earlier-0.77%final price
Broadcom (AVGO)that day+6.13%still updating
Broadcom (AVGO)three days earlier-11.64%final price
Broadcom (AVGO)five days earlier-1.94%final price
Boeing (BA)that day+0.25%still updating
Boeing (BA)three days earlier+0.02%final price
Boeing (BA)five days earlier+2.08%final price
CRWVthat day+23.91%still updating
CRWVthree days earlier-4.88%final price
CRWVfive days earlier-0.68%final price
General Electric (GE)that day+0.52%still updating
General Electric (GE)three days earlier-4.37%final price
General Electric (GE)five days earlier-2.55%final price
Howmet Aerospace (HWM)that day+1.59%still updating
Howmet Aerospace (HWM)three days earlier-6.00%final price
Howmet Aerospace (HWM)five days earlier-2.47%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day+0.59%still updating
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-4.68%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-2.04%final price
Nvidia (NVDA)that day+4.17%still updating
Nvidia (NVDA)three days earlier+10.61%final price
Nvidia (NVDA)five days earlier+18.59%final price
Vaneck Etf Trust (SMH)that day+5.46%still updating
Vaneck Etf Trust (SMH)three days earlier-4.14%final price
Vaneck Etf Trust (SMH)five days earlier+4.28%final price
TERthat day+5.94%still updating
TERthree days earlier-11.07%final price
TERfive days earlier+2.36%final price
TSMthat day+2.75%still updating
TSMthree days earlier-5.39%final price
TSMfive days earlier-0.24%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 IShares U.S. Aerospace & Defense ETF (ITA)

Companies mentioned with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story

  • SMH Vaneck Etf Trust

    In “Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market,” 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

  • GE General Electric

    General Electric (GE) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market.” 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 “aerospace” (aerospace) in this story

  • HWM Howmet Aerospace

    For “Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market,” 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 “aerospace” (aerospace) in this story

  • TDG TransDigm Group

    For “Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market,” TransDigm Group (TDG) is linked, with no stored direction, medium confidence. Reason on file: TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story

  • NVDA Nvidia

    For “Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market,” 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

  • BA Boeing

    For “Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market,” 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 “aerospace” (aerospace) in this story

  • AVGO Broadcom

    For “Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market,” 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

IShares U.S. Aerospace & Defense ETF (ITA)

“Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market” (11 Nov 2026) reaches IShares U.S. Aerospace & Defense ETF (ITA) through this story.

IShares U.S. Aerospace & Defense ETF (ITA) is on the page because iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story

Also listed, Vaneck Etf Trust (SMH): VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

Price levels for IShares U.S. Aerospace & Defense ETF (ITA)

GE traded between 278.37 and 340.45 across 20 sessions. The latest close on file is 338.06. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07.

What the saved facts support for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100Price not final

“Nvidia, CoreWeave, Teradyne, Rigetti, Applied Aerospace, and More Stocks That Explain Today’s Market” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.