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

• SPECIAL REPORTNEUTRAL2026-08-21
  Snowflake, CrowdStrike Insiders Sell Over $100 Million Combined in Days

  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.

• BREAKING STORYBEARISH2026-08-19
  Chip Complex Cracks as Intel, AMD Slide 4% Despite Relief in Long-End Yields

  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.

• SPECIAL REPORTBULLISH2026-08-16
  AI Compute Scarcity Drives Second-Order Trade as CoreWeave Surges and AMD Gains Share Narrative

  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.