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 3-day window
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.
Research →SK hynix reported record Q3 revenue and operating profit, with HBM4 becoming its main product. The company projects a memory supply shortage through 2030 and plans $75B in shareholder returns.
Research →Seagate reported record Q1 revenue of $4.23B and EPS of $7.68, beating estimates, with Q2 guidance significantly above consensus. Despite the strong results, the stock reportedly fell approximately 6% in after-hours trading, suggesting high expectations or sector-wide pressure.
Research →Celestica reportedly reported Q3 revenue of $5.83B, beating estimates, and raised its 2027 revenue guidance to $40B. The company attributes growth to accelerating AI infrastructure demand and multi-generational product ramps.
Research →BigBear.ai reportedly reported Q3 revenue of $43.6M, beating estimates, and raised full-year guidance to $150M-$165M. The company also highlighted a $330M backlog and 25+ new contract wins, though GAAP net loss widened to $91.9M.
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 →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 →Morgan Stanley reportedly arranges senior debt for a $63B special-purpose vehicle leasing Broadcom AI hardware to Anthropic, with deliveries starting in 2027. The structure includes residual-value support from Broadcom to mitigate lender risk.
Research →Corning reportedly beat Q3 revenue and EPS estimates, driven by a 44% surge in Optical Communications revenue. The company also raised Q4 guidance, citing strong GenAI connectivity demand and expanded margins.
Research →Cadence reported Q3 revenue of $1.633B, up 22%, with a record $8.2B backlog. The company raised FY26 revenue guidance to $6.39B-$6.42B, marking the third increase this year.
Research →Synopsys reportedly pulled back to the 61.8% Fibonacci retracement level, a technical setup reportedly watched for potential support. The stock also closed up 5.62% on October 26, 2026.
Research →Galaxy Digital reportedly posted $323M net income and $455M adjusted EBITDA, with data center EBITDA up 498% QoQ. The company also highlighted a 5.7 GW power pipeline and raised 2027 rent guidance to $800M-$850M.
Research →Baker Hughes reportedly reported Q3 adjusted EPS of $0.70 versus $0.61 expected, with revenue of $8.03B. Orders rose 31% to $10.8B, and backlog hit a record $46.4B, while IET outlook was raised to $50B+.
Research →Innio reportedly reported Q3 revenue of $1.2 billion, up 57% year-over-year, driven by data center deliveries. The company raised full-year guidance and saw equipment backlog jump 142% to $8 billion.
Research →Qualcomm reportedly collaborates with Anduril on BlueChip, a secure military laptop using Snapdragon X processors, aiming to strengthen domestic supply chains.
Research →IREN reportedly rallied after Anthropic’s S-1 filing revealed hundreds of billions in committed compute spending, reinforcing demand for AI infrastructure providers. The stock also reportedly benefited from reports of additional power capacity allocation at its Mackenzie site.
Research →Broadcom reportedly arranged a $63B financing structure for Anthropic's AI compute, stepping in to save the deal after banks demanded higher returns. The transaction involves Broadcom providing significant residual-value support for hardware deliveries starting in 2027.
Research →The FCC has approved Amazon's $11.57 billion acquisition of Globalstar, granting Amazon Leo access to satellite spectrum and an Apple connectivity agreement. The deal aims to expand direct-to-device competition and strengthen emergency communications capabilities.
Research →Goldman Sachs reportedly served as lead underwriter for Meta's $95B stock raise, structured SpaceX's $40B financing, and is Anthropic's IPO bookrunner. The firm is reportedly central to $210B+ in AI-related capital formation.
Research →Intel reportedly announced an expanded collaboration with Oracle to support enterprise and agentic AI on OCI. Concurrently, Intel is said to be acquiring quantum software startup Classiq for approximately $2.3 billion to build a hardware-agnostic quantum software layer.
Research →Nebius reportedly surged 10% following a new 50MW data center agreement and news that its acquired subsidiary Tavily reached 3 million developers. The stock is reportedly trading near $170, supported by positive gamma levels.
Research →Teradyne reportedly reported Q3 revenue of $1.31B and EPS of $2.29, beating estimates, yet shares fell approximately 6% in after-hours trading. The decline appears driven by market interpretation of Q4 guidance, despite the company stating demand extends across the AI value chain.
Research →Bank of America reportedly arranges first-lien debt for Broadcom's $63B Anthropic AI chip financing, with banks initially hesitant due to rising rates and AI exposure risks.
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