WSB Rally Intels Stock Surges 23% on Nvidia Partnership

As of September 18, 2025, the stock market conversation is buzzing with Intel (INTC) and NVIDIA (NVDA) leading the pack. Intel, with a whopping 6,729% spike in mentions on WallStreetBets, has gained traction following Nvidia's strategic $5 billion investment and partnership announcement. This collaboration aims to co-develop AI infrastructure, positioning both companies at the forefront of semiconductor advancements. While Intel's stock surged by 23%, NVIDIA is also experiencing heightened interest with a 30% increase in mentions, reinforcing its reputation in the AI sector.

Let's explore the driving forces behind these stocks dominating today's WallStreetBets discussions:

Intel's Stock Soars Amid Nvidia Partnership Announcement


Intel (INTC) has gained significant attention with a remarkable 6,729% spike in mentions on WallStreetBets, driven by Nvidia's announcement of a $5 billion investment and a partnership to co-develop AI infrastructure. This collaboration aims to leverage Intel's CPU strength alongside Nvidia's advanced AI capabilities, marking a pivotal moment for Intel, which has been struggling in recent years. The stock surged nearly 23% on the news, reflecting investor optimism about revitalizing Intel’s position in the competitive semiconductor market.

Analysts exhibit a mixed tone regarding Intel's prospects post-announcement. While some see Nvidia's investment as a vote of confidence that could signal a turning point, many analysts maintain a "Hold" rating, highlighting ongoing challenges in Intel's contract chip manufacturing business, which continues to incur substantial losses. Despite the partnership's potential to integrate cutting-edge technologies, concerns remain about Intel's ability to capitalize on this opportunity without addressing its manufacturing woes. This cautious outlook suggests that while the news is bullish, the underlying issues could temper the stock's longer-term performance.

NVIDIA's Stock Soars in Popularity due to Intel Investment


NVIDIA (NVDA) has experienced a notable surge in discussion on platforms like WallStreetBets, with 416 mentions reflecting a 30% increase in trend. This spike follows NVIDIA's recent announcement of a $5 billion investment in struggling rival Intel. The collaboration aims to develop custom data centers and personal computing products, leveraging both companies’ strengths in AI and semiconductor technology. The news has not only bolstered NVIDIA’s stock but also caused a significant surge in Intel’s shares, which jumped nearly 23%, marking its largest single-day gain since 1987.

Analysts are largely bullish on NVIDIA's prospects following this strategic move, viewing it as a pivotal moment for Intel and a potential boost for NVIDIA’s position in the semiconductor market. With 91% of analysts rating NVDA as a buy, there is a consensus that this partnership could enhance NVIDIA’s AI-driven growth while revitalizing Intel’s market presence. However, some caution remains regarding Intel's ongoing challenges in its manufacturing segment, indicating that while the deal is promising, continued investments may be necessary for Intel to regain its competitive edge.

AMD Surges in Popularity Amid AI Optimism


Advanced Micro Devices (AMD) has recently seen a remarkable surge in discussion on WallStreetBets, with mentions climbing by 628% to a total of 335. This heightened attention is largely driven by AMD's advancements in the AI sector, including the introduction of its Instinct MI450 GPU and partnerships aimed at AI-powered applications. Despite concerns regarding competition from Nvidia and Intel, analysts recognize AMD's potential to capture significant market share as AI demand escalates.

Analysts maintain a predominantly bullish outlook on AMD, reflected in a consensus rating of "Moderate Buy." They project robust revenue growth, estimating an annual increase of approximately 22% through 2027, alongside expectations for improved operating margins. However, some caution exists due to competitive pressures and valuation risks, with opinions divided on the stock's future trajectory. Price targets vary widely, with an average suggesting a potential upside to $186 per share, although the lowest estimate indicates possible downside risks. Overall, the sentiment reflects optimism tempered by awareness of the challenges ahead.

Opendoor's Discussion Popularity Surges Amid Market Buzz


Opendoor (OPEN) has recently captured attention on WallStreetBets with 247 mentions, despite a notable 54% decline in its overall trend. This surge in discussion is largely attributed to recent news regarding the housing market's recovery, which has rekindled interest in real estate technology companies like Opendoor. Investors are optimistic about the potential for increased transactions and profitability as the housing market stabilizes, prompting a wave of speculative commentary on social media platforms.

Analysts maintain a mixed outlook on Opendoor, with some expressing bullish sentiments due to the company’s strategic positioning in the recovering real estate sector. They believe that the company's innovative approach to home buying and selling could allow it to capitalize on the uptick in market activity. Conversely, a few analysts remain bearish, cautioning that the company faces significant competition and regulatory hurdles that could impede its growth. Overall, the dialogue around Opendoor reflects a blend of optimism about its market potential and skepticism regarding the challenges ahead.

loanDepot Sees Surge in Discussion Popularity Amid Insider Selling


loanDepot (LDI) has recently garnered significant attention on social media platforms, with 204 mentions on WallStreetBets, reflecting a notable shift in its discussion level despite a -50% change in trend. The spike in interest comes on the heels of a major insider transaction, where the director of PCP Managers GP, LLC sold over 1.3 million shares for approximately $5.96 million. This substantial sell-off, which occurred just before market hours, led to a gap down in the stock price, raising eyebrows among investors and analysts alike.

Analysts are generally adopting a mixed tone regarding loanDepot's stock. While some express concern over the implications of insider selling, viewing it as a potential red flag for the company's future performance, others maintain a cautiously optimistic outlook, suggesting that the sale may not reflect the overall health of the company. Analysts are closely monitoring loanDepot's earnings forecasts and market trends, indicating that the stock's volatility could present both risks and opportunities for investors in the near term.

Beyond the most mentioned 5 stocks on WSB, here are 10 stocks with the highest trending change percentages that are also worth noting. Oklo leads with an astounding 11,200% increase, followed by Intel at 6,729%, Walt Disney at 6,600%, FedEx at 2,000%, and QuantumScape at 1,400%. Synopsys, ASML, AMD, United Parcel Service, and Micron Technology also show impressive trending gains, ranging from 1,133% to 293% in discussion changes.