Big M.A.M.A. incoming! $MSFT, $AAPL, $META, and $AMZN: AI/Tech giants worth US$ 11.8 trillion to report earnings July 29-30! https://t.co/5TM8QBtgJf
Stocks trending on X right now
Top stocks by X chatter
CL
Celestica Inc.$CLSHot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeStrong bullish X conversation
Hardware, Equipment & PartsBullish sentiment
Celestica delivered a monster Q2 beat with revenue at $4.70B beating $4.30B (+62% YoY) and EPS of $2.54 beating $2.25 (+82.7% YoY), raising FY26 revenue guide to $20.5B and EPS to $11.30 (both above Street), and indicating 2027 growth will accelerate beyond 65% pace. CCS segment (TPU servers/AMD Helios) drove +84% YoY revenue growth to $3.81B, framed as decisively crushing the 'AI spending slowdown' narrative. Stock jumped ~10% AH near $350. Sentiment is uniformly bullish.
Proven numbers
Celestica is the electronics-manufacturing-services (EMS) provider that has quietly become one of the biggest AI-infrastructure winners — building TPU servers and AMD Helios systems for hyperscalers under the hood. The Q2 print didn't just beat, it re-anchored the whole growth trajectory.
Where the acceleration is unambiguous:
• The Q2 beat was big on both lines: revenue $4.70B beat $4.30B (+62% YoY) and EPS $2.54 beat $2.25 (+82.7% YoY), with FY26 revenue guide raised to $20.5B and EPS raised to $11.30 — both above prior Street numbers, so the print reset the whole valuation math upward.
• The 2027 setup is more aggressive than the FY26 raise: management signaled 2027 growth will accelerate beyond the 65% pace, which is unusual guidance for an EMS name that historically prints high-single-digit revenue growth — a re-rating away from the EMS-multiple bucket toward the AI-hyperscaler-beneficiary cohort.
• The CCS segment did the heavy lifting: Connectivity & Cloud Solutions grew +84% YoY to $3.81B on TPU-server and AMD Helios exposure, which decisively crushes the 'AI spending slowdown' narrative that had held the stock earlier in the year.
At 59% of the 52-week range with the tape near the 50-day and 7% above the 200-day, this is accelerating with real room. What would invalidate is a specific hyperscaler order-book pullback or CCS-margin miss on the October 26 print — without one, the raised guide does the work through year-end.
RM
Rambus Inc.$RMBSHot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
SemiconductorsBullish sentiment
Rambus delivered a record Q2 with revenue of $207.4M beating $198M (+20% YoY) and adj EPS of $0.77 beating $0.72 (+24% YoY), with product revenue at $99.2M (+22% YoY, +13% QoQ). Q3 guide of $211M+ signals sustained ramp. Framed as the chip-architecture king monopolizing the AI HBM (High-Bandwidth Memory) wave, with AMD Venice CPU demand and Helios shipments driving Q4 acceleration. Sentiment is decisively bullish.
Proven numbers
Rambus is the chip-architecture and IP company whose products (memory controllers, HBM interfaces, security IP) sit inside almost every high-performance AI chip. The Q2 print delivered a record, but the tape is still trading well below its 50-day — the fundamentals-vs-price gap is the whole setup.
Where the setup lives:
• The Q2 print was a decisive beat: revenue of $207.4M beat $198M (+20% YoY) and adj EPS of $0.77 beat $0.72 (+24% YoY), with product revenue at $99.2M (+22% YoY, +13% QoQ) — the shape of print that says the AI-HBM cycle is genuinely in Rambus's numbers, not just its narrative.
• The Q3 guide backs the trajectory: $211M+ guide signals sustained ramp, and AMD Venice CPU demand plus Helios shipments driving Q4 acceleration is the specific customer-adjacent commentary that lets analysts model further-out quarters with confidence.
• The tape has meaningfully cooled ahead of the reset: 22% of 52-week range with the tape 31% below the 50-day and 20% below the 200-day says the stock has been through a real drawdown that the fresh print now has to reverse — a coiling setup where a fresh bull-reaction has room to run.
At 22% of the 52-week range with the tape 31% below the 50-day, this is coiling with a fresh positive catalyst just delivered. What releases the coil is analyst upgrades in the next two weeks or an AI-HBM-specific customer disclosure; what keeps the coil is a sector-wide semi-rotation move down that overshadows RMBS's specific print.
AM
Amkor Technology, Inc.$AMKRHot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
SemiconductorsBullish sentiment⚠
Amkor's Q2 print was a clean double beat with revenue at $1.90B (+26% YoY, a Q2 record) and EPS at $0.70 (+218% YoY) beating $0.49 estimates, but Q3 revenue guidance came in at $1.95-2.05B versus $2.10B expected. The bigger catalyst is Nvidia's $1.5B prepayment under a multi-year strategic packaging partnership, and UBS upgraded to Buy with a $90 target. Bulls point to the first US-made GB300 chips rolling off the TSMC Arizona line, CoWoS as the final localization step. Bears note that after a 20% AH pop the stock erased all the gains on the day.
Proven numbers
Amkor is the second-largest outsourced chip-packaging and test provider — the essential middleman that turns TSMC wafers into finished packages, including the CoWoS advanced packaging that Nvidia's AI accelerators depend on. It just reported a clean Q2 beat and the stock crashed 23% on Q3 guidance, the moment where a fundamentally intact story goes on the discount rack.
• Q2 revenue hit $1.90B (+26% YoY, a Q2 record) with $0.70 EPS versus $0.49 consensus, and Nvidia's $1.5B prepayment under a multi-year strategic packaging partnership is the kind of downstream capital commitment that locks in AI-cycle share — this isn't a broken thesis, it's a repriced one.
• The Q3 guide of $1.95-$2.05B versus $2.10B consensus is what triggered the sell-off — roughly a $50M miss on a $2B run-rate, small in absolute terms — and the market treated it as if it were a full-year cut, which is what happens when a stock is priced for perfection.
• The strategic setup arguably improves on the pullback: first US-made Nvidia GB300 chips are rolling off the TSMC Arizona line, and Amkor's CoWoS localization is the required final step — the U.S.-made AI-chip supply chain runs through this company by construction.
• The tape sits at 33% of the 52-week range on a volume multiplier of 3.4x — heavy distribution, the kind of hostile tape that either finds support and rebases or grinds lower into the Oct 26 Q3 print.
• Insider activity is mixed: Kim-family entities exercised ~1.35M options in mid-July at ~$9.65 (long-tenured, neutral), and separate officers ran small routine option-exercise-then-sell trades in the $65-$86 range before the guide cut — not a bearish cluster on its own, but nothing supporting the pullback either.
The next print on Oct 26 is the moment to see whether the Q3 guide was inventory work-off or real slowdown in packaging demand — a beat that reclaims the pre-drop range confirms the story was intact, and another light guide starts a real de-rating.
CD
Cadence Design Systems, Inc.$CDNSHot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
Software - ApplicationNU
Nucor Corporation$NUEHot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
SteelOP
OPKO Health, Inc.$OPKHot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volume
BiotechnologyUnlimited access to free plan
