Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Executives at four companies sold a combined $10 million-plus in stock this week, while insiders at two smaller firms bought under $40,000 combined.
Corporate insiders disclosed far more selling than buying this week, led by Medpace Holdings' CEO cashing out $6.75 million and Dell Technologies' general counsel selling $2.33 million.
At least five distinct Silver Lake-linked entities disclosed Dell stock sales within a single reporting window, ranging from under $300,000 to nearly $48 million per filing.
Multiple Silver Lake Partners affiliates that sit on Dell's board disclosed separate stock sales in rapid succession, including one for $48 million and another for $26 million.
A cluster of Silver Lake-affiliated sales alongside multiple insider disposals at Dell Technologies points to concentrated profit-taking rather than a single one-off trade.
Silver Lake affiliates and Dell Technologies directors have filed at least seven separate stock sales in recent days, with individual transactions ranging from $351,764 to $42.9 million.
Chip and infrastructure stocks outperformed even as software names tied to AI monetization slid, a divide investors are still arguing over.
AI hardware stocks rallied over the past week while Adobe and Palantir declined, exposing a split in how investors are pricing AI winners.
Investors read Dell's earnings as evidence that AI hardware spending is broadening past the handful of major cloud providers that dominated early demand.
Dell's latest results showed AI hardware demand extending to customers outside the major cloud providers, and investors used that as reassurance for Nvidia even as a separate report raised questions about Nvidia losing market share.
Dell posted a record $60.9 billion AI order quarter and beat on guidance, yet investors reacted with less enthusiasm than the headline numbers suggest.
Nvidia rose 4% on a reported $12.9 billion Hugging Face deal and Dell jumped 8% on a guidance beat, but a separate report says Dell's record $60.9 billion AI order backlog left stock investors unimpressed.
Four brokerages raised targets within hours of each other, citing margin strength and AI server growth.
Melius, Mizuho, Piper Sandler and Raymond James all raised Dell price targets, with Melius setting the highest at $735 on margin strength.
Super Micro and Dell retreat on intellectual-property risk in the DDR5 stack while AXT, Coherent and Lumentum rally on compound-semiconductor pricing power, and Western Digital jumps on a White House policy tailwind.
The AI hardware complex is splitting along supply-chain lines. A DDR5 patent dispute is pressuring server assemblers Super Micro (-4%) and Dell (-3%), while upstream component and materials suppliers are capturing value: indium phosphide price hikes lifted AXT, Coherent and Lumentum, and storage names Western Digital and SanDisk extended a re-rating on policy and pricing catalysts. The message for allocators is that margin power is migrating from integrators to constrained input owners.
Bank of America's upgraded server silicon forecast, Lenovo's strong quarterly print and sympathetic gains in Dell and HP point to an AI capex cycle spreading from accelerators into mainstream infrastructure — even as bubble warnings intensify.
BofA raised its server CPU total addressable market to more than $210 billion, citing the rise of AI agents, while Lenovo's strong quarterly results lifted Dell and HP shares. Analysts argue Nvidia's customer-concentration bear case is weakening as demand diversifies, though skeptics point to financing structures such as AI compute ABS as evidence of late-cycle excess.