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

• SPECIAL REPORTNEUTRAL2026-08-21
  Executives Across Tech, Retail And Mining Cash Out In Broad Insider Selling Wave

  DST Global Advisors, a 10% owner of Chime Financial, sold $156.9 million in stock, the largest of more than a dozen insider sales disclosed across sectors including tech, retail, mining and biotech.

• 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 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 REPORTBULLISH2026-08-14
  AI Capex Panic Meets Bull Case: Street Splits on Meta, Applied Materials as Broadcom Target Implies 60% Upside

  A dense batch of sell-side and independent research reframed the AI capital-expenditure debate: Meta's spending shock is being characterized as transitory, Applied Materials is described as firing on all cylinders, and one Wall Street shop sees more than 60% upside in Broadcom after a three-month drawdown. Offsetting that, Vicor's power opportunity is judged already priced in and Nebius' $40bn backlog is met with skepticism.

• SPECIAL REPORTNEUTRAL2026-08-12
  AI Capex Arms Race Reframes Valuation Discipline From Meta's Open-Source Gambit to GE Vernova's Priced-In Perfection

  A cluster of analyst work examines the strategic and valuation consequences of the AI buildout — Meta's open-source strategy as a control mechanism, GE Vernova's stretched expectations, and new coverage of AI infrastructure pure-plays such as QumulusAI.

• SPECIAL REPORTNEUTRAL2026-08-11
  AI Capex Complex Splinters: Nebius Cut, CoreWeave Scrutiny Test the Neocloud Trade

  Execution risk is replacing narrative momentum in the AI infrastructure buildout. Nebius faces a 30% target cut tied to Vineland construction slippage, CoreWeave's post-earnings debate has shifted to insider supply, and analysts are recalibrating semiconductor demand around NVIDIA's $500 billion financing arrangement. Valuation discipline is re-entering the conversation, with sell-side notes arguing Nvidia is 'not cheap enough, yet.'

• SPECIAL REPORTBULLISH2026-08-10
  AI Capital Cycle Widens: Meta Resets Roadmap as Intel Taps Market for $15 Billion

  The AI investment cycle broadened on multiple fronts: Meta outlined a revised AI strategy, Intel moved to raise $15 billion in equity, and chip equipment names rallied on a 45% revenue surge at Taiwan Semiconductor. Storage and memory plays including Seagate and SanDisk drew fresh attention as AI-driven pricing tightens.

• MARKET REPORTNEUTRAL2026-08-10
  Meta releases new AI model as Zuckerberg makes 6,500-word case against AI pessimism

  Meta launched a new AI model with an open-weight emphasis, alongside a lengthy essay from CEO Mark Zuckerberg arguing artificial intelligence will benefit the economy and society.

• MARKET REPORTNEUTRAL2026-08-09
  Poll: Three in Five Americans Back Tighter Social Media Oversight

  A Reuters/Ipsos survey found 60% of Americans support stronger government regulation of social media companies.