Social Media Sentiment Surrounding AI Stocks

Common wisdom says social media is hype and professional news is more cautious, but we aren’t seeing that for AI hardware stocks. 

We analyzed news and social media sentiment separately for ten large AI hardware companies in Q2 2026:

• Social media was more negative than the news for all stocks.

• The biggest news-social gaps: Micron, TSMC, Vertiv, and Intel.

• SuperMicro is the only company where social opinion is negative outright, and social posts make up 65% of its coverage.

• Two possible readings: individual investors - who are generally more savvy than reporters - turned cautious early, or professional coverage is slow to reflect problems the crowd already sees. 

Please comment for the full report. 

Data Source: MarketPsych MCP for LSEG MarketPsych Analytics, News and Social Media, April to June 2026.