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

• SPECIAL REPORTNEUTRAL2026-08-15
  Alphabet's First-Ever Negative Free Cash Flow Crystallizes the AI Capex Reckoning

  Alphabet posted negative free cash flow for the first time in its public history as AI data-center outlays overwhelm operating cash generation. The milestone reframes the bull case for mega-cap AI names, shifting the debate from earnings momentum to balance-sheet endurance and return on invested capital, even as trend-following flows continue to underwrite Nasdaq leadership.

• SPECIAL REPORTBULLISH2026-08-15
  The AI Capex Cycle Broadens: Nuclear, Space and Cloud Partnerships Absorb Capital

  Research flow points to a globalizing, multi-layered AI investment cycle in which power generation, launch capacity and model partnerships are drawing capital that once concentrated in semiconductors. Oklo, Rocket Lab and Amazon feature prominently, even as Oracle's twelve-month total return underscores the sector's dispersion risk.

• BREAKING STORYBEARISH2026-08-15
  Nvidia Pares Back $250 Billion OpenAI Data Center Backstop, Recasting AI Financing Risk

  Nvidia is reported to have reduced the scope of a roughly $250 billion guarantee supporting OpenAI-linked data center construction, a move that shifts financing risk back toward developers, lenders and OpenAI itself and challenges the market's assumption that chip-vendor balance sheets will underwrite the next leg of AI infrastructure.