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

• SPECIAL REPORTBEARISH2026-08-19
  Insiders Cash Out of the AI Complex as Lumentum, Corpay and CoreWeave See Heavy Selling

  Executives and early holders are monetising positions across the AI infrastructure and payments complex. Lumentum's CEO sold 5,438 shares for roughly $5 million after a strong twelve months, an EVP disposed of $2.89 million, Corpay's group president sold $10.65 million, and Magnetar Financial offloaded $33.4 million of CoreWeave. Meta's CFO acquired shares, with stock withheld for tax.

• SPECIAL REPORTBULLISH2026-08-18
  AI Infrastructure Bottleneck Migrates From Compute to Optics and Memory

  The binding constraint in AI datacenter construction is moving downstream from GPUs to optical interconnect and high-bandwidth memory, concentrating pricing power in a narrow set of suppliers. At the same time, sell-side analysis warns the arithmetic supporting AI valuations is deteriorating.

• SPECIAL REPORTNEUTRAL2026-08-17
  Memory and Optics Supply Chains Fracture: DDR5 Patent Fight Hits AI Server Builders as Indium Phosphide Prices Spike

  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.