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
Micron reportedly fulfills only 40-50% of HBM4 demand with worsening lead times, while a Taiwan union strike over bonus pay threatens production. Morgan Stanley projects a persistent DRAM deficit through 2030.
Research →SK Hynix reportedly remains sold out past 2030 as memory demand captures ~71% of incremental semiconductor growth. The company's MR-MUF packaging technology reportedly offers superior thermal performance, reinforcing its position in the HBM bottleneck.
Research →NVIDIA reportedly raised server prices 15% and increased memory commitments from $119B to $279B, citing a severe shortage. Multiple CEOs confirm tight supply through 2030, with memory demand projected to capture 71% of industry growth.
Research →Broadcom reports earnings Wednesday after market close, with an implied volatility move of approximately 8%. Analysts cite a shift in AI infrastructure demand toward networking and custom silicon as a key growth driver.
Research →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.
Research →ARK Invest reportedly sold 156,286 shares of $AMD for $74.5M while buying $NVDA and $AVGO, signaling a rotation toward higher-conviction AI infrastructure names. This move coincides with a recent Wall Street upgrade citing AMD's strong earnings leverage and data center share gains.
Research →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.
Research →Goldman Sachs raised its price target on $NBIS to $328, citing strong hyperscaler demand, while the stock reportedly fell approximately 18% over the past week on valuation concerns.
Research →Meta reportedly agreed to a $12B+ settlement and faces regulatory scrutiny in Poland, while heavy AI infrastructure spending continues to compress margins despite strong revenue growth.
Research →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.
Research →Ondas reportedly posted record Q2 revenue of $83.8M and raised its full-year guidance to $525M–$550M. The company also announced the acquisition of Aran Defense, expanding its autonomous defense footprint.
Research →Marvell reportedly delivered record Q2 revenue of $2.739B, up 37% YoY, with data center sales rising 46%. Despite the strong results and raised Q3 guidance, the stock is said to have fallen approximately 7% after hours as expectations remained elevated.
Research →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.
Research →Citi reportedly identifies a bullish shift in AI infrastructure from GPU training to networking and optics, citing $ALAB alongside peers like $NVDA and $ANET as beneficiaries of faster interconnects.
Research →Credo Technology Group is reportedly scheduled for earnings release during the week of August 31, positioning it as a key AI infrastructure play alongside peers like Dell and Avago.
Research →Posts reportedly converge on TSMC's critical role as the primary foundry for advanced AI chips, citing Jensen Huang's supplier endorsement and a structural supply constraint that supports the stock despite quiet price action.
Research →CrowdStrike reportedly holds above pre-earnings levels despite a 7% pullback, with CEO George Kurtz highlighting AI token cost reductions. Net new ARR reportedly accelerated 51% following strong quarterly results.
Research →Lumentum reportedly locked in $87M of indium phosphide wafer capacity through 2031, a move interpreted as securing supply and crowding out competitors amid surging hyperscaler demand for ultra-high-power lasers.
Research →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.
Research →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.
Research →Elastic reportedly delivered a 15% revenue growth with FY27 guidance holding at 15.2%, driving an 18-20% share price increase as investors reportedly prioritize cRPO over revenue metrics.
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