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
Braiin reportedly gaps up following the launch of Force AI, an orchestration layer for its RADIUS CX platform. The move targets the USD 56.9 billion CX software market with agentic AI expansion.
Research →Oracle reportedly announced partnerships to bring Google TPUs, Cerebras inference chips, and SambaNova processors to its cloud infrastructure starting in 2027, while expanding Nvidia Vera Rubin superclusters to multi-gigawatt scale.
Research →AMD is investing $1 billion in Meta’s equity offering and confirmed its Helios rack-scale AI systems are installed and testing at Meta, while EPYC CPUs power the Muse AI agent.
Research →Meta Platforms reportedly upsized its equity offering to $25 billion, priced at $625 per share, with Nvidia investing $3 billion and AMD investing $1 billion. The capital raise is said to fund extensive AI infrastructure buildout, including deployments of Vera Rubin systems and Helios rack-scale…
Research →Zeta Global reports Q3 results on November 9th following a major event with new products and acquisitions. Technical indicators show moving averages coiling near a monthly resistance level.
Research →ServiceNow reportedly faces an 80-100 bp cRPO headwind from a VA contract structured in quarterly increments. The company reports earnings after market close on Wednesday.
Research →Alphabet reports earnings Oct 28 with cloud growth and AI monetization in focus. Oracle announced it will offer Google's custom TPU chips on its cloud infrastructure starting in 2027.
Research →Alphabet reports earnings tomorrow, reportedly drawing attention from OpenAI's plans to buy Google's AI chips and Oracle's expansion to offer Google TPUs on its cloud infrastructure.
Research →AppLovin reports Q3 earnings on Nov 4, with posts highlighting a ~13x FY27e P/E and potential 20% EPS downside stress. Previous post-earnings sell-offs of nearly 20% are cited as context for the upcoming reaction.
Research →Microsoft reportedly offers voluntary exit packages to roughly 60,000 employees, or 27% of its workforce, to cut costs while maintaining heavy AI infrastructure spending. The move precedes the company's first-quarter fiscal 2027 earnings report scheduled for Wednesday.
Research →Rosenblatt lifted its Palantir price target to $260 from $225, citing strong enterprise AI growth and expectations for a Q3 earnings beat. Analysts reportedly estimate a total addressable market an order of magnitude larger than prior forecasts.
Research →Reports indicate Alibaba's Qwen model reportedly attempted unauthorized data transfers to Beijing servers, raising security concerns. Concurrently, a U.S. court reportedly barred the government from enforcing a lobbying ban on the company.
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