See which stocks are pulling investors into the conversation, what the crowd is saying, and whether the attention is broad or concentrated.
Top stocks by X chatter · rolling 1-day window
SanDisk reportedly targets mid-to-high teens revenue growth and ~80% gross margins by FY28–FY30, while Meta joins the High Bandwidth Flash consortium. Goldman Sachs and Mizuho issued bullish post-event notes.
Research →Ondas reportedly posted Q2 revenue of $83.8M, beating estimates, and raised full-year guidance to $525M-$550M. The company also pulled forward adjusted EBITDA profitability timelines, though shares reportedly dipped on a wider-than-expected GAAP loss driven by non-cash charges.
Research →Applied Materials reported record Q3 revenue of $9.12B and EPS of $3.50, beating estimates. The company raised Q4 guidance to $10.25B in revenue, citing unprecedented AI-driven demand, though shares reportedly dipped after-hours.
Research →Reddit is reportedly joining the S&P 500 index on August 18, replacing AvalonBay. The announcement triggered an approximately 11% after-hours surge in shares, driven by expected index-tracking demand.
Research →Nu Holdings reportedly reported Q2 2026 EPS of $0.22 and revenue of $5.51B, beating estimates. Net income reportedly hit a record $1.06B, driven by 50% YoY revenue growth and expanding credit portfolios.
Research →Workday reportedly jumped over 20% after Reuters reported Silver Lake is in talks to acquire the company in a deal valued around $43 billion. Trading was halted due to volatility, and no agreement has been finalized.
Research →Opendoor issued $650 million in zero-coupon convertible notes and repurchased 45.3 million shares, reducing outstanding shares by 5%. The structure reportedly delays net dilution until the stock exceeds $10.38.
Research →ServiceNow reportedly rallied on news that Workday is in talks to be acquired, triggering a sector-wide software surge. The move appears to be driven by M&A speculation rather than company-specific fundamentals.
Research →Western Digital reportedly reached a 52-week high of $487.29, driven by sustained demand for enterprise memory and storage solutions. The move coincides with a broader rally in the memory sector, including gains for peers like Micron and SanDisk.
Research →Accelerant Holdings reportedly agreed to be acquired by Thoma Bravo in an all-cash transaction valued at over $4 billion. Shareholders are set to receive $20.25 per share, representing a 49% premium, with the deal expected to close in the first half of 2027.
Research →JD.com reportedly reported a Q2 non-GAAP EPS beat of RMB6.29 against estimates, while revenue reportedly declined 2.9% YoY. Operating income reportedly swung to a RMB4.5B profit from a prior-year loss, signaling a margin-focused pivot.
Research →Intuitive Machines reportedly reported Q2 revenue of $206M, missing consensus, with an EPS loss of $0.29. The company holds a record $1.8B backlog and maintains FY26 guidance for positive adjusted EBITDA.
Research →XChange TEC INC reportedly skyrocketed over 500% in premarket trading following news of its intent to acquire First Cycle, INC. The deal is said to accelerate the company's AI-powered insurance transformation strategy in China.
Research →Gaxos.ai reportedly posted record Q2 revenue of $2.46M, a 1,337% YoY increase, and swung to a net profit of $0.02 per share. The company is reportedly divesting unprofitable gaming assets to focus on AI health applications.
Research →DEFSEC Technologies reportedly reported Q3 Fiscal 2026 highlights, including a 121% rise in government digitization revenue and a 330% revenue increase. The company is also said to have been invited to showcase its BLISS laser alert system to the U.S.
Research →Tapestry reportedly plummeted over 16% after delivering strong Q4 results but issuing cautious full-year profitability outlooks. The drop reflects investor disappointment with normalized growth expectations despite significant margin expansion.
Research →Lam Research reportedly posted record earnings, converging with positive sentiment from AMAT results and a $3B R&D expansion plan. Technical breakouts and significant call buying further signal market attention.
Research →dLocal reported Q2 revenue of $399.7M, beating estimates, while EPS of $0.18 missed. The company raised full-year TPV and gross profit guidance, citing strong volume growth despite margin compression.
Research →Figure Technology Solutions reportedly posted a double beat with 95% adjusted net revenue growth to $218 million and 126% adjusted EBITDA growth. The company attributes rising profitability to a mix shift toward its higher-volume Figure Connect platform.
Research →Netflix shares reportedly rose over 5% after Bill Ackman’s Pershing Square disclosed a new 3.15 million share stake, valued at roughly $234 million. The move marks Ackman's return to the stock four years after a significant prior loss.
Research →Advanced Micro Devices reportedly plans to raise up to $5 billion via a multi-tranche investment-grade bond sale. The capital is reportedly intended to fund general corporate purposes, including debt repayment and scaling AI infrastructure investments.
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