Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
A Snowflake director sold $97.4 million in shares and CrowdStrike's CEO sold more than $4.1 million, adding to a run of large insider disposals across software names.
Snowflake director Frank Slootman sold $97.4 million in stock and CrowdStrike CEO George Kurtz sold over $4.1 million, the latest in a string of insider sales at richly valued software companies.
Semiconductor selloff decouples from rates narrative while cybersecurity leaders CrowdStrike and Palo Alto Networks extend declines, signalling broad de-risking in 2026's most crowded growth trades
Intel and AMD each fell roughly 4% and NVIDIA finished flat as the semiconductor complex sold off even as Treasury long-end pressure eased, breaking the rates-driven correlation that has governed tech leadership. CrowdStrike sank 7% despite a Truist price target increase to $245, with Palo Alto Networks off 5%, evidence that positioning — not discount rates — is now the dominant driver.
Demand continuing to outrun supply in accelerated compute is lifting neoclouds and challenger silicon, while agentic AI deployment forces a step-change in cybersecurity budgets ahead of CrowdStrike's investor update.
The AI capex cycle is broadening beyond the incumbent leaders. CoreWeave is rallying on supply-constrained GPU demand, AMD's positioning is improving as the accelerator market fragments, and CrowdStrike heads into a major investor update with agentic AI creating fresh attack surface. A parallel debate over open-weight models raises questions about long-run returns on invested capital across the GenAI stack.