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 3-day window
Nebius reportedly announced a partnership with Vantage Data Centers for high-density AI infrastructure in Wales, marking the first commercial commitment in the South Wales AI Growth Zone. Concurrently, multiple analysts raised price targets following strong Q2 earnings.
Research →CoreWeave reportedly posted strong Q2 results with $2.58B revenue and raised prices 25% in July. The company cites a severe demand environment, with CEO noting Blackwell margins at record highs.
Research →Micron reportedly launched a $250M AI-focused venture fund, its largest to date, targeting data infrastructure and robotics. This move deepens exposure to the AI ecosystem and appears to signal strategic positioning for future technology access.
Research →IREN reportedly delivered its first 50MW Horizon facility to Microsoft under a $9.7B contract and achieved NVIDIA Exemplar Cloud status for its GB300 deployment, validating execution of its AI infrastructure buildout.
Research →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 →Super Micro Computer reportedly reported $11.12B in quarterly revenue, up 93% YoY, and raised FY27 guidance to $65B-$72B. The stock rallied over 34% on the week as investors reacted to the strong results and record backlogs.
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 →Lumentum reportedly reported fiscal Q4 revenue of $1.006B, up 109.3% YoY, with non-GAAP operating margins expanding to 36.6%. Management guides Q1 revenue to $1.225B-$1.275B, signaling continued demand for optical connectivity in AI infrastructure.
Research →Oracle and AWS reportedly deepen strategic collaboration, making Oracle AI Database@AWS available across 22 regions. The expansion supports enterprise migration and integrates Oracle services with AWS analytics tools.
Research →Coherent reportedly beat Q4 revenue and EPS estimates and raised Q1 guidance, but shares fell roughly 5-8% post-earnings. Analysts cite gross margin pressure and capacity constraints as headwinds despite strong DCI demand and raised price targets.
Research →Applied Materials reported record Q3 revenue of $9.12B and EPS of $3.50, beating estimates. The company raised Q4 guidance to $10.25B in revenue, citing unprecedented AI-driven demand, though shares reportedly dipped after-hours.
Research →Cerebras reportedly missed revenue expectations while raising full-year guidance, triggering a post-earnings sell-off. Analysts are split, with Citi lowering its price target and citing margin pressures, while UBS and Mizuho view the dip as a buying opportunity.
Research →$DELL reportedly rallied nearly 10% as Lenovo’s strong quarterly results and Super Micro’s bullish guidance lifted the AI server complex. The stock is said to be benefiting from robust demand for AI infrastructure and storage solutions.
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 →Vineland officials issued a stop-work order for Bloom Energy fuel cells at the Nebius data center due to missing permits, though the company reportedly expects no material timeline impact.
Research →Needham and Compass Point reportedly maintain bullish stances on WhiteFiber, citing NC-1 billing ramps and cloud deployments as drivers for higher estimates and exit rates.
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 →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 →Cisco Systems reportedly posted record Q4 revenue of $17.3B and $9.3B in AI orders, yet shares tumbled nearly 8% after lower-than-expected gross margin guidance triggered profit-taking.
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 →Jefferies reportedly identifies AI, AP, and SiPho as significant long-term catalysts, noting that the investment thesis no longer requires a return to peak SiC spend. The firm highlights rising reliability-test intensity due to chiplet and HBM integration trends.
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