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 7-day window
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 →Hertz shares reportedly fell after Bill Ackman’s Pershing Square exited its position, labeling the recent June equity offering as unnecessary and poorly executed. The move has heightened volatility amid high short interest.
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 →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 →Cisco Systems reportedly fell sharply after issuing lower-than-expected gross margin guidance, overshadowing a quarterly top-line beat and record AI orders. The stock is said to be trading near multi-month lows as investors reacted to the disconnect between strong fundamentals and cautious outlook.
Research →Workday shares reportedly jumped over 20% after Reuters reported Silver Lake is in talks to acquire the enterprise software company in a deal valued around $43 billion. Trading was halted amid the volatility, with no guarantee a deal will be reached.
Research →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.
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