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
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 →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 →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 →Western Digital reports earnings Thursday, following Seagate's beat-and-miss reaction. JPMorgan projects NAND prices up 18%, while peers show mixed technical setups and valuation gaps.
Research →IBM reportedly launched an AI agent identity and access control offering using HashiCorp Vault. Additionally, IBM Japan is reportedly collaborating with Rapidus on 2nm mass production and advanced packaging.
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 →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 →Qualcomm reportedly collaborates with Anduril on BlueChip, a secure military laptop using Snapdragon X processors, aiming to strengthen domestic supply chains.
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 →Sandisk reports earnings Thursday, coinciding with SK Hynix’s record results and forecasts of persistent memory shortages through 2030. J.P.
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