Stocks trending on X right now

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.

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.

Microsoft reports Q1 FY2027 earnings on Oct 28, with consensus at $90.6B revenue and $4.72 EPS. Investors are monitoring Azure growth guidance, AI capital expenditure levels, and the financial impact of voluntary buyouts for 60,000 employees.

Meta Platforms reportedly upsized its common stock offering to $25 billion, priced at $625 per share, with Nvidia investing $3 billion and AMD $1 billion into the deal. The broader financing plan totals approximately $97.5 billion to fund AI infrastructure expansion.

IBM reportedly launched an AI agent identity and access control offering using HashiCorp Vault. Additionally, IBM Japan is reportedly collaborating with Rapidus on 2nm mass production and advanced packaging.

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.

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.

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.

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.