News Archive

Every report the desk has filed, searchable by full text, topic, format, symbol and date range.

Filtering:VSAT

Insider Ledger Splits: Executives Cash Out of Large Caps While Chemours Board Buys the Dip

A cluster of Form 4 disclosures shows heavy selling at Allstate, Phillips 66 and Viasat, while four Chemours insiders committed more than $350,000 of personal capital — a rare, coordinated vote of confidence in a battered chemicals name.

Twenty-four hours of insider filings reveal a two-track market: senior executives at insurance, refining and satellite names monetizing equity into strength, while Chemours' president, co-president and two directors made concurrent open-market purchases. Cluster buying by multiple insiders at a single issuer is historically the more statistically meaningful signal.

SPECIAL REPORT

AI Infrastructure Demand Broadens Beyond Chips as Lattice, Jacobs Post Record Results

Lattice Semiconductor delivers record $201.1m quarterly revenue on 62% growth while Jacobs Solutions says AI data center work now accounts for 11% of revenue and backlog swells to a record $29bn — evidence the AI capex cycle is spilling into engineering, power and edge silicon.

Fresh Q2 transcripts show the artificial intelligence buildout is widening from GPU suppliers into programmable logic, engineering services and connectivity infrastructure. Lattice Semiconductor reported record revenue driven by AI data center demand, Jacobs Solutions flagged a record $29bn backlog with data centers at 11% of revenue, and Viasat cited a 22% surge in defense awards. The read-across argues the capex wave has a longer tail than the semiconductor complex alone — even as skeptics warn the trade is increasingly dependent on the funding capacity of a handful of model developers.

SPECIAL REPORTBULLISH
Most covered symbols

Each chip opens the Research terminal for that symbol, where its archive coverage is listed alongside the fundamentals.