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

• SPECIAL REPORTBULLISH2026-08-12
  AI Infrastructure Demand Broadens Beyond Chips as Lattice, Jacobs Post Record Results

  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 REPORTBULLISH2026-08-11
  Edge-AI Silicon Emerges as the Next Semiconductor Demand Vector

  A cluster of conference disclosures and sell-side upgrades points to broadening AI silicon demand outside the GPU complex, spanning ultra-low-power edge inference, programmable logic for data-center infrastructure and automotive radar imaging.