Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Four separate insider sales filed this week total more than $68 million across two companies.
Crowdstrike president Michael Sentonas sold $64.2 million in stock, the largest of four insider sales disclosed this week that also included Natera's CEO, its president, and Spyre Therapeutics' chief legal officer.
A cluster of insider sales this week, led by a $125.5 million disposal at CrowdStrike, spans companies with sharply divergent stock performance.
CrowdStrike's CFO sold $125.5 million in shares this week, part of a broader cluster of insider sales at tech and healthcare names including C3.ai, Fastly, GigaCloud, Natera and Lumentum.
CrowdStrike, Palo Alto Networks and SentinelOne gained through the week even as chipmakers slipped on fears that AI infrastructure spending is peaking.
CrowdStrike, Palo Alto Networks and SentinelOne rallied this week while AI chip stocks fell, as investors grew more worried about AI-powered cyberthreats and less certain about further chip demand growth.
A cluster of insider sales spanning Illumina, Krystal Biotech, CrowdStrike, Warner Bros. Discovery and NMI Holdings raises the question of whether executives see limited upside from here.
Illumina director Keith Meister sold $57.2 million in stock, the largest of at least seven insider sales disclosed in the period, together totaling well over $80 million across unrelated sectors.
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.