WSB Alert | Intel and Amazon Lead WSB Trending Stocks Amid Notable Price Drops
3min read A few years ago, a short squeeze battle between retail investors and Wall Street brought the WSB forum to fame overnight, with a surge in user numbers. Since then, it has been known as the "retail investors' headquarters" for U.S. stocks. Although retail investors here may seem reckless, they do not lack rationality and can serve as a market trend indicator.
The WSB trending stocks section aims to delve into retail investors' favorite stocks through key metrics such as the number of mentions, likes, and trending rankings, tracking retail investors' focus to grasp the latest trends in U.S. stocks.
The latest WSB trending rankings as of November 1 are as follows:
In terms of rankings, Intel ranks first on the WSB trending list. Intel dropped 3.50% overnight, marking a three-day decline, with a cumulative decrease of 6.11% over the past three days.
Amazon is ranked second on the WSB trending list, with Amazon dropping 3.28% overnight.
The S&P 500 ETF-SPDR is ranked third on the WSB trending list. It dropped 1.96% overnight, with a two-day decline totaling 2.26%.
Notably, in terms of ranking changes within the top 20 on the trending list, Peloton Interactive rose 33 places to 17th, with a 27.82% increase overnight.
Intel rose 18 places to 1st, dropping 3.50% overnight, marking a three-day decline with a cumulative decrease of 6.11% over the past three days.
Amazon rose 15 places to 2nd, with a 3.28% drop overnight.
Among the top-ranked companies, Intel, with the stock symbol INTC, has seen 349 mentions and 2631 likes. Amazon, with the stock symbol AMZN, has been mentioned 321 times with 1940 likes. The S&P 500 ETF-SPDR, with the symbol SPY, has been mentioned 318 times and received 990 likes.
WSB Trending Company News:
Intel has confirmed that future generations of its processors will not adopt the Lunar Lake's MoP packaging-level memory scheme. Intel's CEO stated that multiple generations of processors, including Panther Lake, Nova Lake, and their successors, will not integrate memory directly within the packaging like Lunar Lake.
Intel's CEO announced that the 18A process will begin mass production in the second half of next year. Intel's fourth-quarter revenue outlook slightly exceeds expectations. In the third quarter, revenue was $13.28 billion, compared to analyst expectations of $13.02 billion. The adjusted loss per share was $0.46, compared to earnings of $0.41 per share in the previous year. The adjusted gross margin was 18%, with an estimate of 38%. The adjusted operating profit margin was -17.8%, compared to 13.6% in the previous year. Fourth-quarter revenue is expected to range from $13.3 billion to $14.3 billion, with an estimate of $13.63 billion. Adjusted earnings per share for the fourth quarter are expected to be $0.12, compared to analyst expectations of $0.06 per share. The adjusted gross margin for the fourth quarter is estimated at 39.5%, with analysts expecting 38.7%.
Amazon's fourth-quarter profit outlook is higher than market expectations. In the third quarter, net sales were $158.9 billion, compared to analyst expectations of $157.29 billion. Earnings per share were $1.43, with an estimate of $1.16. Operating profit was $17.4 billion, with an estimate of $14.75 billion. The operating profit margin was 11%, with an estimate of 9.34%. AWS net sales were $27.45 billion, with an estimate of $27.49 billion. Fourth-quarter net sales are expected to range from $181.5 billion to $188.5 billion, compared to analyst expectations of $186.36 billion. Operating profit for the fourth quarter is expected to range from $16 billion to $20 billion, compared to analyst expectations of $17.49 billion.
Renowned analyst Ming-Chi Kuo believes that Apple plans to redesign the MacBook Pro in 2026, introducing OLED panels to the series of notebooks. Compared to the current MacBook Pro models equipped with Mini LED screens, the gains brought by OLED technology mainly include improved brightness contrast of the panel itself and enhanced laptop endurance.
Ming-Chi Kuo also noted that the possibility of Super Micro Computer being delisted or suspended is increasing. According to the analyst, the resignation of the auditing firm is a serious signal, and Super Micro Computer faces the possibility of the worst-case scenario, such as delisting or suspension, which would indirectly weaken its competitiveness and pose a significant challenge to its survival. This is especially true as its competitors are well-funded and resource-rich large enterprises. Although Super Micro's influence in the AI server industry has diminished (they are 3-6 months behind Foxconn and Quanta in the mass production of GB200), the company still maintains strong AI server design and manufacturing capabilities. If the analysis is correct, there could be significant changes in the company's executive team or board of directors. Further corporate consolidation is also a possibility, as seen with AMD's acquisition of ZT Systems.
The Trump Media & Technology Group triggered a circuit breaker after falling over 4.5%.