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

• SPECIAL REPORTBULLISH2026-08-16
  AI Capex Cycle Enters Payoff Phase as Alphabet Lifts Spend to $205 Billion, Cloud Backlog Swells to $514 Billion

  Alphabet's raised 2026 capital expenditure guidance to $205 billion arrived alongside a $514 billion Google Cloud backlog, reframing the AI investment debate around revenue conversion rather than balance-sheet strain. Strategists now argue spending is directly feeding earnings, a thesis reinforced by SK Hynix's blowout week, record Applied Materials revenue and Nvidia's growing role as system-wide financier of the AI supply chain.

• SPECIAL REPORTBULLISH2026-08-16
  AI Compute Demand Redraws the Map for Chipmakers and Bitcoin Miners

  A landmark $9 billion compute contract between Riot Platforms and Anthropic accelerates the repricing of bitcoin miners as data-center operators, while Broadcom's VMware-related weakness is being framed by analysts as a buying opportunity within the AI semiconductor complex.

• 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.