Stocks trending on X right now

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.

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.

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.

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.

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.

Citi reportedly identifies $COHR as a beneficiary of the AI infra shift to networking and optics. a16z’s new AI hardware fund also lists $COHR among its investment targets across the physical stack.

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.

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.

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.

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.

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.