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 7-day window
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 →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 →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 →SpaceX reportedly signed a $40 billion equipment-finance lease with Apollo to acquire Nvidia GPUs, signaling massive capital expenditure for AI compute. This move reportedly positions the company to scale its data center operations significantly, with analysts noting potential upside to RAN assumptions.
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 →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.
Research →NVIDIA reportedly invests $3 billion in Meta’s record equity raise while expanding their AI partnership to include Vera Rubin systems and standalone Vera CPUs for AI agents.
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 →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.
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.
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