During the week of September 14 to September 18, retail investors on X and Reddit’s r/WallStreetBets focused on five major companies: Intel Corp., Apple Inc., Nvidia Corp., Oracle Corp., and Nebius Group NV. The discussion was driven by a mix of earnings results, AI infrastructure momentum, and specific corporate news events.
Intel Corp. (INTC) shares initially fell on Monday due to a broader semiconductor selloff triggered by AI leaders calling for slower development of frontier models. The stock rebounded mid-week following reports that Altera, in which Intel holds a 49% stake, confidentially filed for a U.S. IPO. Additionally, Reuters reported that SK Hynix Inc. was in exploratory talks to manufacture memory chips at Intel’s facilities. As of the article's publication, INTC was trading around $107 to $112 per share, with a 52-week range of $28.73 to $142.35. The stock advanced by 336.95% over the last year and 146.94% over the last six months.
Apple Inc. (AAPL) was in the spotlight regarding the rollout of products unveiled under new CEO John Ternus on September 9. These included the iPhone 18 Pro and Pro Max, the iPhone Duo, new Apple Watch models, and AirPods 5, with pre-orders underway and availability beginning September 18. On September 14, iOS 27 and the Siri AI beta, featuring enhanced conversational capabilities powered by partnerships with Google and OpenAI, became available. Analysts noted shorter ship times and strong carrier trade-in promotions up to $1,200 for the Pro models. AAPL was trading around $336 to $338 per share, with a 52-week range of $240.21 to $344.57. The stock advanced by 41.01% over the year and 32.56% in the last six months.
Nvidia Corp. (NVDA) shares fell on Monday amid the semiconductor selloff and reports that NVIDIA and others were limiting the use of certain third-party models due to data-privacy concerns. The company expanded its CUDA-Q quantum platform that day and faced speculation of a potential up-to-$10 billion anchor investment in Anthropic’s IPO. Later in the week, CEO Jensen Huang appeared at Salesforce’s Dreamforce, and preliminary MLPerf results highlighted strong performance for its next-gen Vera Rubin platform. NVDA was trading around $218 to $220 per share, with a 52-week range of $164.27 to $236.54. The stock rose by 28.80% over the year and 20.56% in the last six months.
Oracle Corp. (ORCL) co-founder Larry Ellison canceled a planned sale of up to 50 million shares worth roughly $7.5 billion. The company also disclosed higher restructuring costs, an extra approximately $700 million, pushing the fiscal 2026 total near $2.8 billion, and initiated a fresh round of layoffs as part of ongoing cost-cutting while investing heavily in AI infrastructure. ORCL was trading around $149 to $151 per share, with a 52-week range of $114.50 to $329.50. The stock dropped by 50.04% over the year and 2.65% over the last six months.
Nebius Group NV (NBIS) announced it would raise on-demand AI compute prices effective October 1. Rates for Nvidia GPUs would increase by roughly 17–21%, AMD EPYC CPU rates by about 25%, and memory pricing by 41%, citing persistently strong demand. Market strategists identified $150 per share as a target entry level for NBIS, about 31.19% lower than the current level. NBIS was trading around $216 to $218 per share, with a 52-week range of $73.52 to $299.86. The stock rose by 131.71% over the year and 87.39% over the last six months.
