Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

• SPECIAL REPORTBULLISH2026-08-17
  Micron Clears $1,000 as AI Memory Trade Broadens; Nvidia Trims OpenAI Ohio Backstop to $120 Billion

  Micron's move above $1,000 per share underscores how the AI buildout has migrated from GPUs into the memory and interconnect layers of the stack. Simultaneously, Nvidia's decision to cut its guarantee tied to OpenAI's Ohio data center to $120 billion points to tighter vendor-financing discipline, a swing factor for the credit assumptions underpinning hyperscale capex. Blackstone's positioning as an AI infrastructure landlord and copper's squeeze-level pricing reinforce that the trade is now as much about physical inputs and financing structures as it is about silicon.

• SPECIAL REPORTBEARISH2026-08-14
  Insider Selling Wave Broadens Across Small- and Mid-Cap America

  A dense cluster of Form 4 filings shows concentrated insider selling across semiconductors test, refining, biotech, industrials and regional banking. Aehr Test Systems alone saw three insiders sell a combined $4.8 million, while PBF Energy's SVP disposed of $4.46 million and United Therapeutics' CEO sold $4.89 million.

• BREAKING STORYBEARISH2026-08-12
  Blackstone Reconsiders $3bn 'Project Eclipse' CFO Structure

  Blackstone is said to be evaluating whether to abandon the CFO structure attached to its $3bn 'Project Eclipse' initiative, per a Bloomberg report — a signal that internal architecture around large discretionary vehicles is being rethought.