WSB Rally Oracle Soars with 72% Discussion Mention Increase

As of September 10, 2025, Oracle (ORCL) has emerged as the most discussed stock on WallStreetBets, with a notable 72% increase in mentions. This surge is driven by a combination of robust fiscal results and a landmark contract with OpenAI, positioning Oracle as a standout player in the AI infrastructure sector. Meanwhile, NVIDIA (NVDA) garners significant attention due to its groundbreaking GPU advancements, reflecting its integral role in the expanding AI landscape.

Let's delve deeper into the factors fueling the buzz around these top-trending stocks:

Oracle's Stock Surge Driven by AI Demand and Backlog


Oracle (ORCL) has seen a remarkable surge in its popularity, with 669 mentions on WallStreetBets and a 72% increase in its discussion trend. This spike follows a significant 36% jump in its stock price, attributed to the announcement of a massive $455 billion backlog in remaining performance obligations (RPO) and a landmark $300 billion contract with OpenAI for cloud computing services. The company's robust fiscal results and optimistic projections for cloud revenue growth have solidified Oracle's position as a key player in the AI infrastructure market.

Analysts are overwhelmingly bullish on Oracle's stock, with many raising their price targets significantly. Deutsche Bank described the quarterly results as “truly awesome,” emphasizing the company's competitive edge in AI. Jefferies and Bank of America followed suit, upgrading their ratings and highlighting Oracle's strategic positioning to capture substantial AI-related demand. However, some analysts raise concerns about profitability as the company scales its AI business. Overall, the sentiment is largely positive, as investors anticipate further growth amidst booming AI demand.

Opendoor's Surge in WallStreetBets Discussions Amid Volatility


Opendoor Technologies Inc. (NASDAQ: OPEN) has recently experienced a notable spike in popularity, with 441 mentions on WallStreetBets, marking a dramatic 169% increase in discussion. This surge can be attributed to a mix of speculative interest and ongoing internal changes, including the sudden resignation of CEO Wheeler and the appointment of interim leadership. Additionally, the stock's recent volatility, characterized by a sharp decline of over 5% on September 10, reflects broader market uncertainties while simultaneously attracting the attention of meme stock enthusiasts.

Analysts maintain a predominantly bearish outlook on Opendoor, emphasizing concerns over its financial stability and the sustainability of its recent stock rally. Following a downgrade by Keefe Bruyette to "Underperform," which triggered a 9.3% drop in prices, experts highlight the company's ongoing struggles with revenue declines and high debt levels, projecting a challenging path ahead. While some analysts note potential in Opendoor’s strategic pivot to an agent-led platform, the prevailing sentiment remains cautious, with a consensus rating leaning toward "Sell" as many experts question the stock's inflated valuation amidst fundamental weaknesses.

NVIDIA's Stock Soars in Discussion Popularity Amid AI Innovations


NVIDIA (NVDA) has recently captured significant attention in the investment community, with 232 mentions on WallStreetBets, despite a slight -9% change in its trend. This surge in discussion correlates with the company's announcements regarding groundbreaking advancements in its GPU technology, particularly the GeForce RTX 5080 SuperPOD and the Rubin CPX GPU designed for massive-context inference. These innovations are positioned to enhance AI processing capabilities, driving enthusiasm among investors about NVIDIA's role in the expanding AI landscape, especially following Oracle's promising growth that indirectly benefits AI chip manufacturers like NVIDIA.

Analysts maintain a largely bullish sentiment towards NVIDIA, with a consensus strong buy rating supported by 39 analysts. The average price target is set at $210, suggesting a potential upside of approximately 24.82%. While some analysts, like Citi's Atif Malik, have lowered price targets due to emerging competitive threats, the overall outlook remains optimistic. Analysts highlight the company’s robust revenue growth—56% year-over-year—alongside the increasing demand for its AI-driven solutions, indicating that NVIDIA is well-positioned to capitalize on the ongoing AI boom despite facing some market pressures.

Robinhood's Stock Soars in WallStreetBets Discussions


Robinhood Markets (HOOD) has seen a significant increase in discussion popularity, with a staggering 198 mentions on WallStreetBets, reflecting a 104% change in trend. This surge can be attributed to recent announcements about the launch of "Robinhood Social," a new feature aimed at enhancing user engagement by allowing traders to share strategies and track real-time trades. Additionally, the company’s upcoming inclusion in the S&P 500 has sparked investor interest, highlighting its transition into a broader financial services platform beyond just retail trading.

Analysts are largely optimistic about Robinhood's future, with a consensus leaning towards bullish sentiments. Bernstein has set a price target of $160, viewing the trading platform as an emerging "super-app" with substantial growth potential in various financial sectors, including wealth management and tokenized markets. Other firms like Mizuho and KeyBanc also raised their price targets, citing Robinhood's recent innovations and strong market position. However, some analysts caution about regulatory risks associated with its revenue sources, suggesting that while the outlook is promising, external factors could impact future performance.

Nebius Group's Stock Surges on Microsoft Deal Announcement


Nebius Group (NBIS) has recently gained notable attention, reflected in its 171 mentions on WallStreetBets, despite a 62% decline in trend. The surge in interest is largely due to the company's landmark agreement with Microsoft, valued at up to $19.4 billion over five years, aimed at bolstering AI infrastructure. This deal positions Nebius as a key player in the rapidly growing AI sector, enhancing its operational capabilities and revenue potential significantly. The stock has rallied dramatically, reaching record highs as investors respond to the promising outlook.

Analysts are predominantly bullish on Nebius Group, with a consensus "Buy" rating and price targets reflecting substantial upside potential. Notably, recent evaluations suggest a price target of around $114.87, indicating anticipated growth driven by the new Microsoft partnership and impressive revenue growth figures. The company's performance, including a staggering 625% year-over-year revenue increase, has garnered renewed optimism among financial experts, positioning Nebius as an undervalued asset amid increasing competition in the AI landscape.

Beyond the most mentioned five stocks on WallStreetBets, here are ten stocks with the highest trending change percentages worth noting: ReAlpha Tech at 2,000%, The Trade Desk at 1,350%, Synopsys at 382%, Bullish at 340%, SoFi at 314%, Adobe at 285%, GameStop at 260%, Chewy at 250%, Weight Watchers at 173%, and Opendoor at 169%.