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
Cerebras and Oracle announced a partnership to bring high-speed AI inference systems to Oracle Cloud Infrastructure starting in 2027, expanding Cerebras' enterprise distribution channels.
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 →CenterPoint Energy reportedly raised FY26 adjusted EPS guidance to $1.90-$1.92 and increased its 10-year capital plan to $70.7B, driven by Greater Houston demand and accelerated infrastructure investments.
Research →Innio reportedly posted Q3 revenue of $1.2 billion, up 57% year-over-year, with equipment backlog rising 142%. The company raised full-year guidance as data-center shipments accelerated.
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 →AMD is investing $1 billion in Meta’s equity offering and confirmed its Helios rack-scale AI systems are installed and testing at Meta, while EPYC CPUs power the Muse AI agent.
Research →Meta Platforms reportedly upsized its equity offering to $25 billion, priced at $625 per share, with Nvidia investing $3 billion and AMD investing $1 billion. The capital raise is said to fund extensive AI infrastructure buildout, including deployments of Vera Rubin systems and Helios rack-scale…
Research →Vertiv reportedly closed its $1.45 billion acquisition of UtilityInnovation Group to expand microgrid and power capabilities. The company also introduced the SmartIT platform, a factory-tested AI infrastructure solution for NVIDIA architectures aimed at accelerating data center deployments.
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 →Bloom Energy reportedly posted record Q3 revenue of $1.24 billion, up 138% year-over-year, with operating income surging over 500%. The company is raising its full-year outlook for revenue, operating income, and EPS for the third time this year.
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 →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.
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