This roundup covers five stocks attracting retail attention on X and Reddit's r/WallStreetBets during October 26 to October 30. Earnings, AI infrastructure investment and corporate developments drove the discussions.
Alphabet released third-quarter results on October 28, reporting earnings per share of $2.12 against an estimate of $2.99. Google Cloud revenue increased sharply. However, Alphabet shares declined after the results as investors concentrated on heavy AI spending. Analysts warned that increasing capital expenditures could reduce profitability. Losses on Alphabet's investment in Space Exploration Technologies Corp. also contributed substantially to the earnings miss. Retail investors expressed anxiety following the share-price decline.
Guggenheim maintained a Buy rating on Alphabet with a $450 price target. Barclays lowered Alphabet's target to $405. RBC reduced Alphabet's target to $400. Morgan Stanley lowered Alphabet's target to $375. Citizens downgraded Alphabet to Market Perform.
Alphabet shares were around $280 to $284 at publication, compared with a 52-week range of $270.70 to $408.61. Alphabet shares gained 3.37% over the past year. Alphabet shares declined 18.89% over the past six months. Alphabet shares lost 9.32% year to date. Benzinga's Edge Stock Rankings indicated weak short-, medium- and long-term price trends for Alphabet, alongside a moderate value score.
Amazon released third-quarter results on October 29, reporting earnings per share of $1.89 against expectations of $1.97. Amazon shares declined despite faster AWS growth. Amazon said AWS revenue increased more than 39% from a year earlier, reaching an annualized run rate of $184 billion. Amazon CEO Andy Jassy said AWS backlog reached $578 billion, representing triple-digit growth from a year earlier.
Amazon management expects capital expenditures to increase meaningfully in 2027. Amazon management forecast AWS revenue growth exceeding 40% in both 2027 and 2028. Amazon management plans to offer Trainium AI chips outside AWS in late 2027. Anthropic, in which Amazon holds a major investment, filed earlier in the week for a Nasdaq IPO using the ticker ANT. Some retail investors debated the future revenue Amazon could generate through data-center investments.
Amazon shares were around $225 to $244 at publication, compared with a 52-week range of $196.00 to $287.20. Amazon shares gained 5.86% over the past year. Amazon shares declined 7.32% over the past six months. Amazon shares gained 5.62% year to date. Benzinga's Edge Stock Rankings indicated weak short-, medium- and long-term price trends for Amazon, alongside a good growth score.
The roundup also covers Intel shares declining despite third-quarter earnings exceeding estimates, Reddit shares coming under pressure from softer guidance despite third-quarter results exceeding estimates, and Microsoft reporting fiscal first-quarter earnings above expectations.
Alphabet, Amazon, and Intel Stocks Attract Retail Investor Attention Amid Earnings and AI Developments
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Summary
AI and crypto news dominated retail investor chatter on X and Reddit this week, with Alphabet, Amazon, and Intel in focus. Alphabet reported below-estimate Q3 earnings as AI costs mount and SpaceX investments weigh on results. Amazon also missed estimates despite AWS momentum, while Intel shares dropped after beating earnings. On-chain news showed mixed retail sentiment, with traders debating the long-term impact of AI-driven spending and expansion plans like Amazon’s Trainium push. Retail investors remain split on the stock outlook amid ongoing tech sector shifts.
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