Here are Friday's biggest analyst calls: Nvidia, SpaceX, Apple, Tesla, Meta, AMD, BP, Costco, Nike & more cnbc.com/2026/09/25/biggest-…

Sep 25, 2026 · 12:24 PM UTC

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Replying to @CNBC
all these names on one list feels like serious next-level hustle energy today
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Nvidia, Apple, AMD, and Costco on one list. Halt my watchlist got a note before the open.
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NEW: The U.S. ambassador to Beijing said Trump told Xi that any Chinese support for Tehran is “completely unacceptable.” That is Washington’s readout of the White House meeting, via CNBC. Xi’s public line, via Xinhua, was different: return to the Islamabad MoU and talk. No joint statement says Beijing cut oil, parts or intel. A warning from one side is not a concession from the other. If support for Tehran is off-limits, what does Washington count as support — weapons, oil, or both?
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Replying to @CNBC
Nvidia’s on the list. Their AI silicon still sets the pace because they actually ship software that unlocks their hardware. The real moat isn’t just chips anymore; it’s how fast developers can build on CUDA.
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wait what did they actually say about costco
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Replying to @CNBC
Fag in a 100k jacket 🤡😂
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