Stocktwits AI Roundup: Intel, Amazon, Alphabet Results Trigger Meltdown As Big Tech's Record Spending Returns To Focus

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• Amazon falls 7%, Intel plunges 25% in premarket trading, as pressure mounts after earnings

  Amazon shares fell 7% and Intel 25% in premarket trading on Friday after both reported September-quarter results that disappointed investors, pulling Nasdaq futures down 2%. Amazon missed expectations on both revenue and profit for the third quarter, though it kept its 2026 capital expenditure forecast at $220 billion, and its free cash flow was negative for a second consecutive quarter, far larger than the prior period. On Thursday, Alphabet shares closed 13% lower, their worst single-day drop on record, after it also reported sharply negative free cash flow. Investors are worried about whether the massive AI spending by tech giants will pay off, while Microsoft shares rose after it stayed cash flow positive in the September quarter.

  CNBC·30/10, 08:32▼ AMZN▼ QQQ▼ SPY▼ NVDAAMZNIntelearnings
• U.S. stock futures sink, Nasdaq down 2% as Amazon, Intel earnings underwhelm

  Nasdaq 100 futures fell 2% to 28,975.0 points, S&P 500 futures dropped 0.8% to 7,690.25 points, while Dow Jones futures edged up 0.04% to 52,533.0 points. The Nasdaq Composite had slid 1.4% in the prior session, with Alphabet losing 12.6% after disappointing earnings and margin pressure from AI spending. Amazon fell 6.7% in after-hours trade, extending a 4.3% decline during the session, after missing revenue and profit estimates and pushing its free cash flow further into negative territory due to heavy AI spending. Intel slumped nearly 23% after hours as a strong third-quarter profit was outweighed by weak fourth-quarter forecasts, and its third-quarter revenue also missed estimates. Investors moved into defensive sectors such as healthcare and utilities, while weak results from Samsung Electronics added to concerns about stretched AI spending.

  Yahoo Finance·30/10, 01:36▼ AMZN▼ QQQ▼ SPYNasdaqAMZNIntel
• Nasdaq 100 Futures Dip On Weak Intel, Amazon Earnings With Bloated Capex Worries Weighing On Sentiment — AMZN, INTC, SBUX, PLTR, ASTS In Focus

  U.S. stock indices closed lower on Thursday and extended declines after hours as Amazon's bloated capital expenditures fed investor fears that the AI capex cycle may have gotten ahead of itself. During the session, the Nasdaq 100 fell 1.4% and the S&P 500 lost 0.3%, while the Russell 2000 gained 1%. Amazon (AMZN) shares dropped about 7% after hours after it spent upwards of $77 billion on property and equipment in the third quarter, producing a free cash outflow of $42.4 billion, even as revenue rose 12% to $201.9 billion. Intel (INTC) shares tumbled about 17% after hours after it forecast weaker-than-expected fourth-quarter revenue and earnings amid a PC sales slump and supply bottlenecks. On the other side, JPMorgan turned bullish on Palantir (PLTR), forecasting a stock rally of more than 30%.

  Yahoo Finance·29/10, 23:54▼ AMZN▼ QQQ▼ SPYNasdaqAMZNIntel
• Hyperscalers Microsoft, Amazon Line Up With Earnings, Along With ServiceNow, IntelYahoo Finance·23/10, 15:11• AMZN• MSFTearningscloud computingMSFT
• Intel to report Q3 earnings as chip stocks continue to rebound

  Intel will report its third-quarter earnings after the bell Thursday as chip stocks keep recovering from an AI-driven rout over the past month. Intel shares fell more than 20% over the last month, while Micron and AMD dropped roughly 10% and Nvidia about 3%. SK Hynix reported revenue up 328% to some $78.7 billion and operating profit up 632%, helping ease concerns about the AI trade. Bloomberg analyst consensus expects Intel EPS of $0.40 on revenue of $16.5 billion, versus $0.23 and $13.6 billion a year earlier. Foundry revenue is expected to reach $6.1 billion, a potential 44% year-over-year increase, and The Information reported Google ordered 3 million of its custom Tensor Processing Units from Intel.

  Yahoo Finance·28/10, 22:17▲ NVDAIntelsemiconductorsearnings
• US Stock Futures Fall As AMZN, INTC Earnings Trigger Tech Sell-Off: NVDA, RDDT, RIVN, SFM In Focus

  Nasdaq-100 futures fell 2.29% and S&P 500 futures 1% in early premarket trading on Friday after Amazon and Intel results sparked a tech sell-off. Amazon shares dropped 7.1% after revenue came in below analyst estimates, with negative free cash flow of $42.4 billion and its 2026 capex projection of $220 billion unchanged. Intel plunged nearly 26% on a disappointing current-quarter forecast citing PC market weakness, while Nvidia slipped 2.7% after Bloomberg reported talks on credit guarantees for an Nscale data center that Anthropic plans to use. Reddit fell about 22% after its CEO flagged declining referral traffic, while Rivian rose over 9% after raising its full-year delivery forecast. Brent crude rose 2.21% to $117.42 a barrel and WTI 2.04% to $104.98 on supply concerns after Houthi attacks on Saudi Arabia intensified.

  Yahoo Finance·30/10, 10:07▼ QQQ▼ AMZN▼ SPY▼ NVDAQQQSPYAMZN

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  CafeF·30/10, 10:35▼ VNINDEXVNINDEXforeign investorsbanks
• National Assembly Deputy: “Citizens Still Hold About 500 Tonnes of Gold, Roughly 12% of GDP”

  Deputy Lê Hoàng Anh of Gia Lai told the National Assembly that the economy still relies heavily on bank credit, with outstanding loans around 155% of GDP while nearly 80% of mobilised funds have maturities under 12 months. He highlighted a paradox: household deposits exceed 11.2 million billion VND and citizens hold about 500 tonnes of gold, roughly 12% of GDP, yet the corporate bond market is only 11% of GDP, short of the 20% target for 2025. The lack of domestic capital channels has pushed many Vietnamese tech firms to set up foreign parent companies to raise funds. He proposed three measures: lending based on cash-flow data such as e-invoices, tax and trade records; keeping equity capital at home through holding companies in the International Financial Centre and attracting parent companies back at reasonable tax cost; and channelling household savings via voluntary pension funds, open-end funds and a pilot gold certificate scheme.

  CafeF·30/10, 10:34goldcreditbonds
• Here’s the math on Amazon CEO’s claim to be on path to two trillion-dollar revenue businesses

  Amazon CEO Andy Jassy set an ambitious target during the conference call announcing third-quarter earnings.

  MarketWatch·30/10, 10:34▲ AMZNAMZNearningstech stocks
• From G-DRAGON and T1 to BIGBANG: VPBank Builds an “Exclusive Universe” for Vietnamese K-pop Fans

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• Look Who's Upgrading America's Nuclear Forces Now

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• Microsoft Just Announced Incredible News for Nvidia Shareholders

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  Yahoo Finance·30/10, 10:25▲ NVDANVDAAI investmentdata centers