Stocks trending on X right now

OpenAI reportedly terminates its model supply agreement with Cursor following SpaceX's $60B acquisition of Anysphere, citing trust and compliance concerns. The move reportedly isolates Cursor from OpenAI's frontier models while integrating it with SpaceX's AI infrastructure.

Zeta Global reportedly sees strong demand for its Athena AI platform, with over 40% of super-scaled customers using it monthly. The company is also reportedly hiring for AI-native security roles to support broader enterprise adoption.

AWS reportedly plans to deploy over 2 million additional NVIDIA GPUs in 2027-2028, while agentic AI features in Alexa are said to be driving new retail demand rather than merely reshuffling existing sales.

Salesforce reportedly delivered a major earnings beat and raised FY27 guidance to $46.1-46.4B, driving a 20% post-earnings surge. The results are said to reverse 'SaaSpocalypse' narratives, positioning AI as a value-add for enterprise software.

Adobe reportedly benefits from a broader enterprise software re-rating as investors shift focus from AI disruption fears to AI-enabled value creation. Multiple sources cite undervaluation metrics and positive sentiment convergence.

Rubrik reportedly raised all FY27 guidance with 38% revenue growth, yet shares fell approximately 13% as the market appears to have already priced in the strong results. Piper Sandler maintained an Overweight rating and raised its price target to $114.