Stocks trending on X right now

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.

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.

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.

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.

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.

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.

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.

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.