# The Top Ten: The Most-Hyped Stocks Worth $10 Billion to $100 Billion, October 20 to 26 | The Hype Board

> Text version of this issue of The Hype Board on Short Circuit Creations: https://shortcircuitcreations.com/hype-machine/hype-board/2026-10-26/

*The Hype Board · 2026-10-20 to 2026-10-26 · US companies worth $10B to $100B · Published Oct 28, 2026*

CoreWeave was the most-hyped US-listed company worth $10 billion to $100 billion from October 20 to 26, 2026, by Gus's Hype Score. It had 2.4% of the finance-site hype he counts, more than any company on the list. Its stock fell 9.7%, and on October 23 it closed at its lowest price of the year.

Seven of the ten fell that week. The S&P 500 (SPY) slipped 0.14%.

## Where the numbers come from

Every hour, Gus's machine collects the headlines the finance press runs about US-listed stocks. The 45 biggest finance and news sites carry the weight, by how many people read them: about 740 million visits a month between them, by Similarweb's September 2026 count. CNBC, The Wall Street Journal, Reuters, Bloomberg and The Motley Fool are among them. Then Reddit and Yahoo Finance's trending list.

**How the Hype Score works.** Site pressure counts 60%, Reddit 20% and Yahoo's trending list 20%. A headline weighs by the site's readers, so one on CNBC counts for more than one on a blog. Each part is scored against the day's biggest. Every week the board looks at one group: a sector, an industry or companies that naturally belong together.

## The ten

| # | Company | Sector (industry) | Market cap | Hype Score | Rank | Share of all hype | Week before | Trend | Site pressure | Hype points | Strong | Headlines | Sites | Anchors | Reddit/day | Trending | Hype in price | Price 7d |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1 | CoreWeave (CRWV), in focus | Technology (Services-Prepackaged Software) | $30.4B | 87.7 | 4 | 2.4% | 3.5% | ×3.2 | 287 | 9.5 | 5 | 517 | 62 | 2 | 65 | 19 | 83% | −9.7% |
| 2 | Nebius (NBIS) | Technology (Services-Computer Programming, Data Processing, Etc.) | $41.7B | 78.2 | 11 | 0.8% | 1.0% | ×2.3 | 92 | 7.0 | 3 | 269 | 30 | 0 | 70 | 25 | 75% | −10.0% |
| 3 | Bloom Energy (BE) | Industrials (Electrical Industrial Apparatus) | $60.3B | 71.1 | 17 | 0.4% | 0.2% | ×1.8 | 47 | 5.5 | 2 | 126 | 13 | 0 | 38 | 36 | 97% | −9.9% |
| 4 | Moderna (MRNA) | Healthcare (Biological Products, (No Diagnostic Substances)) | $79.4B | 68.6 | 20 | 0.4% | 0.3% | ×0.4 | 45 | 0.5 | 0 | 149 | 24 | 0 | 32 | 27 | 91% | −12.4% |
| 5 | Rocket Lab (RKLB) | Industrials (Guided Missiles & Space Vehicles & Parts) | $32.2B | 60.2 | 29 | 0.3% | 0.6% | ×1.4 | 39 | 3.5 | 2 | 174 | 20 | 2 | 14 | 12 | 89% | +4.8% |
| 6 | Skydance (SKYD) | Communication & Media (Television Broadcasting Stations) | $37.8B | 59.9 | 30 | 0.7% | 0.0% | ×6.0 | 89 | 3.0 | 2 | 54 | 11 | 0 | 0 | 19 | 69% | +10.1% |
| 7 | IonQ (IONQ) | Technology (Services-Computer Integrated Systems Design) | $11.7B | 59.6 | 31 | 0.9% | 0.4% | ×3.0 | 113 | 3.0 | 0 | 128 | 18 | 6 | 1 | 6 | 72% | −0.1% |
| 8 | AppLovin (APP) | Technology (Services-Computer Programming, Data Processing, Etc.) | $87.4B | 54.2 | 37 | 0.2% | 0.2% | ×3.5 | 28 | 3.5 | 2 | 104 | 17 | 0 | 2 | 27 | 96% | −3.1% |
| 9 | Credo (CRDO) | Technology (Semiconductors & Related Devices) | $28.4B | 53.8 | 40 | 0.2% | 0.2% | ×0.0 | 20 | 0.0 | 0 | 23 | 5 | 0 | 5 | 24 | 90% | −12.5% |
| 10 | Supermicro (SMCI) | Technology (Electronic Computers) | $21.5B | 52.9 | 46 | 0.1% | 0.1% | ×1.0 | 11 | 1.5 | 1 | 355 | 81 | 0 | 20 | 22 | 33% | +1.8% |

### What the columns mean

- **Company**: The company, with its ticker.
- **Sector**: The sector from the company's SEC industry code (SIC). The line under it is the industry.
- **Market cap**: Market value in billions of dollars on October 26: shares from SEC filings times the closing price, or Nasdaq's or Yahoo Finance's figure where the SEC count is missing or out of date.
- **Hype Score**: 0 to 100. Site pressure counts 60%, Reddit 20% and Yahoo Finance's trending list 20%, each on a log scale against the day's biggest.
- **Rank**: Place by Hype Score among all US-listed companies that day, of every size, funds left out.
- **Share of all hype**: The company's site pressure as a share of the site pressure for all companies that day, funds left out.
- **Week before**: The same share seven days earlier.
- **Trend**: Hype points in the last 7 days against the company's normal 7-day level over the 90 days before. ×1.0 is normal.
- **Site pressure**: For each site: monthly visits in millions times the log of the hype points the site gave the company in 7 days, summed over the sites.
- **Hype points**: Headlines with hype words in 7 days on the eight sites with full archives: 1 point for a strong word, 0.5 for a mild one.
- **Strong**: Headlines with a strong hype word in 7 days.
- **Headlines**: Headlines about the company in 7 days, counted once on each site that ran them. Price and option pages are left out.
- **Sites**: The most sites that wrote about the company on a single day of the week.
- **Anchors**: Headlines that use the company as bait for another stock, like "Forget X, buy Y".
- **Reddit/day**: Mentions on Reddit per day, averaged over 7 days (24-hour counts).
- **Trending**: Times in 7 days the stock was on Yahoo Finance's trending list when Gus looked.
- **Hype in price**: The part of the market value above the company's book equity: (market cap − equity) / market cap. Close kin to price-to-book.
- **Price 7d**: Closing price on October 26 against the close on October 19.

## In focus: CoreWeave (CRWV)

CoreWeave rents out Nvidia's GPUs from data centers it runs, on contracts that last for years. It topped this week's board while the stock fell 9.7%. Under the debt headlines sit two questions: Nvidia is on every side of CoreWeave's deals, and the business rests on how long a GPU earns money.

[Read the article](https://shortcircuitcreations.com/hype-machine/coreweave-nvidia-gpu/)

## Last week's ten against the S&P 500

This is the first Hype Board. Next week's issue checks these ten against the S&P 500 (SPY) from the close on October 26.

**From the channel: [Hype Fund #4: Broadcom](https://shortcircuitcreations.com/episodes/broadcom/)**. Gus checked the hype on another AI stock.

## Sources

- [CoreWeave, annual report on Form 10-K for 2025](https://www.sec.gov/Archives/edgar/data/1769628/000176962826000104/crwv-20251231.htm)
- [CoreWeave, quarterly report on Form 10-Q, second quarter 2026](https://www.sec.gov/Archives/edgar/data/1769628/000176962826000366/crwv-20260630.htm)
- Headlines, Hype Score and sectors: Gus's count of the big finance sites, Reddit and Yahoo Finance's trending list; sectors from SEC filings. Prices: Stooq and Yahoo Finance.
