🎯TUPAC TRIAL WITNESS LIST UPDATES Reggie Wright, Big Skyes David Mack, Roger Bond, Daman Thomas (Kim Kardashian former husband) Edi M.O. Faal Recorded Interview of Suge Knight - prison phone call at Mule Creek State Prison - cell mate #TupacShakur# #KeffeD# #TupacTrial#

Intel ($INTC) has topped the average EPS estimate in five straight reports. This morning it's down 25.7% in premarket trading, almost three times the 8.9% move options priced in and bigger than any of its last four report moves. Adjusted EPS was $0.52 vs. $0.40 expected. Intel guided fourth-quarter revenue to $15.0 billion to $16.0 billion, below the $16.5 billion it reported for the third quarter, and adjusted EPS to $0.25. Its CFO said Intel sees the PC slowdown continuing at least through the first half of next year. Sandisk ($SNDK) is down 9.1% against a 7.7% implied move. Adjusted EPS was $49.51 vs. $46.41 expected, and revenue $11.03 billion vs. $10.70 billion. It announced an 8-for-1 stock split. Yesterday we noted that Amazon's implied move was worth more than all of Sandisk. Amazon ($AMZN) is down 7.4%, inside its 8.1% implied move, and that is about $196 billion of market value, slightly more than Sandisk's entire value at Thursday's close. EPS was $1.89 vs. $1.96 expected. AWS revenue grew 39% to $46.0 billion, its fastest growth in nearly five years. Exxon Mobil ($XOM) is up 1.7%, less than its 2.6% implied move but more than any of its last four report moves. Adjusted EPS: $4.23 vs. $4.03 expected. It announced $20 billion of share repurchases for 2027. Chevron ($CVX) is up 1.5% against a 2.6% implied move. Adjusted EPS: $5.28 vs. $4.83 expected. Its U.S. refineries ran record crude throughput. SkyWest ($SKYW), which lists only monthly options, reported EPS of $3.08 vs. $3.07 expected and revenue of $1.12 billion vs. $1.14 billion. It bought back $75 million of stock in the quarter. Across the week, we logged the implied move before 15 reports: nine stocks moved less, six moved more. Intel's gap is the widest so far.

Options imply a move of about 8.1% for Amazon $AMZN after its report tonight. That's roughly $215 billion of market value, more than all of Sandisk $SNDK, which also reports tonight and is worth about $197 billion. Amazon rose 15.3% after its last report in July. Add Intel, Sandisk, Exxon and Chevron, all reporting in the next 24 hours, and the implied moves come to about $300 billion. Intel $INTC reports tonight, with an 8.9% implied move. Its last four report moves alternated direction: +0.3%, -17.0%, +23.6% and -7.9%. Intel's adjusted EPS came in above the average estimate in all four of those reports. Exxon Mobil's $XOM record runs the other way. The stock moved about 1% or less after each of its last four reports, and options imply about 2.6% for its report Friday before the open. Analysts expect EPS excluding identified items of $4.03, vs. $1.88 a year ago. Street estimates: Amazon third-quarter EPS of $1.96 on $202.3 billion of revenue, vs. $1.95 and $180.2 billion a year ago. Intel, adjusted EPS of $0.40 on $16.5 billion, vs. $0.23 and $13.7 billion. Also after the close today: Sandisk, with options implying about 7.7%. Analysts expect fiscal first-quarter revenue of $10.7 billion, vs. $2.3 billion a year ago, and adjusted EPS of $46.41 vs. $1.22. SkyWest $SKYW moved 4.9% or more after each of its last four reports, and analysts expect EPS of $3.07 vs. $2.81 a year ago. Before the open Friday: Chevron $CVX, with a 2.6% implied move, rose after three of its last four reports. Analysts expect adjusted EPS of $4.83 vs. $1.85 a year ago.