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

• 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.

• SPECIAL REPORTNEUTRAL2026-08-13
  AI Infrastructure Trade Fractures as Investors Reprice GPU Longevity

  The AI infrastructure trade is no longer monolithic. Speculative neoclouds are surging while investors interrogate the core assumption underpinning the cycle: that Nvidia GPUs are perpetual cash-flow machines. Commentary reframing accelerators as depreciating capital rather than durable assets is beginning to filter into valuation frameworks across semis, hyperscale hardware and power-adjacent 'hard asset' plays.

• BREAKING STORYNEUTRAL2026-08-13
  Super Micro Misses the Quarter but Guides $16bn Above Consensus, Testing AI Hardware Credibility

  Super Micro Computer delivered a soft fourth quarter while issuing a fiscal 2027 revenue guide of roughly $16bn above the analyst consensus, an aggressive framing that shifts valuation support entirely onto forward execution. The disclosure lands alongside record results at AI and defence supplier TTM Technologies and a 287% revenue jump at IonQ, evidencing genuine underlying demand but uneven conversion.

• SPECIAL REPORTBULLISH2026-08-12
  AI Capex Cycle Splits Winners From Margin Casualties As Earnings Season Grinds On

  The latest earnings tranche sharpens a widening divide within the artificial-intelligence complex: electrical and power-infrastructure suppliers are compounding upward guidance revisions, while hardware assemblers continue to convert revenue growth into unreliable gross margin. GE Vernova drew a rating upgrade on rising guidance and a brighter 2028 outlook, Woodward was highlighted as a beneficiary of simultaneous aerospace and power booms, and Super Micro delivered a good quarter undermined by the same margin volatility that has dogged it for a year.

• SPECIAL REPORTNEUTRAL2026-08-11
  Super Micro Faces Single-Variable Earnings Test as AI Server Cycle Enters Proof Phase

  Super Micro has stripped its own earnings event down to one unknown: the fiscal-year outlook. Alongside Amkor's reported review of a stake sale in its $1.5bn China business, the semiconductor supply chain is entering a period of strategic repositioning.

• MARKET REPORTNEUTRAL2026-08-09
  Investors look to inflation data and Cisco, Super Micro results in the week ahead

  Upcoming U.S. inflation figures and earnings from Cisco, Super Micro Computer, Rocket Lab and Tapestry are among the events on investors' calendars this week.