Articles by Jennifer Song
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Snowflake (SNOW) raised its full-year growth target from 31% to 36%. Shares closed up 16.6% on September 3.
Snowflake (SNOW) furnished its results in an 8-K after the close on September 2 and raised full-year product revenue guidance to $6.07 billion, taking the growth target to 36% from 31%. Shares touched a 52-week high of $384.55 on September 3 and closed up 16.6% at $356.56.
Nvidia (NVDA) director Mark Stevens sold $410.8 million, with no Rule 10b5-1 plan reported
Mark Stevens sold 1,848,501 Nvidia shares between August 31 and September 2 for $410.8 million, all of it from one family trust. The Form 4 reports no Rule 10b5-1 plan. It is his fourth sale filing of 2026, taking the year to $856.4 million, and he still holds about $6.8 billion of stock.
Rep. Kevin Hern's accounts sold 28 stocks in August and bought one Oklahoma municipal bond
Hern's September 1 disclosure lists 29 transactions across three accounts: 28 stock sales and a single purchase, an Oklahoma school-facilities bond. His filing three weeks earlier shows the same pairing, seven stock sales against seven Oklahoma munis.
Vistra (VST) CEO Jim Burke bought $903,069 of stock, his first open-market buying since 2023
Jim Burke bought 6,665 Vistra shares on August 31 and September 1 at an average of $135.49, nine days after buying 2,000 more at $135. Neither filing was made under a trading plan, and his last open-market purchase before this was in March 2023.
TeraWulf (WULF) director Ted Carter sold $1.98 million of stock, his first sale in five years on the board
Ted Carter, a TeraWulf director since 2021 and its audit committee chair, sold 130,626 WULF shares on August 31 for $1.98 million. The Form 4 shows no trading plan, and it is his first sale since joining the board.
AST SpaceMobile (ASTS) director buys $619,200 of stock after a 50% drop
Adriana Cisneros, AST SpaceMobile's first investor and a director since 2021, bought 10,822 ASTS shares on August 31 for $619,200. The Form 4 shows no trading plan, and it's bigger than her three earlier buys combined.
IBM's software chief sold a third of his IBM stock. It was his own call, not a trading plan.
Rob Thomas sold 25,000 IBM shares for $5.76 million on August 26, six weeks after IBM's worst day in its history. The Form 4's trading-plan checkbox is unchecked.
Leopold Aschenbrenner's fund owns 21.1% of SharonAI (SHAZ). It's currently sitting $101 million below cost.
Situational Awareness filed a Schedule 13D reporting 8,070,950 SharonAI (SHAZ) shares at a cost of $523.9 million. The same position was in its filings before the fund's July losses, and it's still there.
Ameresco (AMRC) insiders bought more stock at $21, two weeks after buying at $25
Founder-CEO George Sakellaris and three Ameresco directors bought about $559,000 of AMRC stock near $21, about 15 percent below the same insiders' early-August buys near $25.
Seagate (STX)'s CEO and four other executives sold $43 million in 48 hours. The stock fell 6.5% three days later.
Five Seagate (STX) executives filed Forms 4 on Aug. 24 covering $43.3 million in stock sold on Aug. 20 and 21, three of them with no 10b5-1 plan attached. STX closed down 6.5% from those sale prices the day the filings hit.
Nancy Pelosi opened a new Bloom Energy (BE) position worth up to $12 million in late July
Nancy Pelosi's financial disclosure, filed August 21, shows a first-time position in Bloom Energy (BE): about 15,000 shares and 200 call options worth $3 million to $12 million, her biggest new single-name bet of 2026. The same filing adds 10,000 shares and 50 call options of Intel (INTC), on top of the Intel options she reported in June.
Trump's latest disclosure shows five Berkshire trades among 1,051 June transactions
President Trump's latest financial disclosure, filed August 12 and published August 22, lists 1,051 stock, bond and ETF transactions from June. Berkshire Hathaway (BRK.B) turns out to have been bought three times and sold twice that month, not purchased once as early coverage suggested, and the filing's largest single trade was a $5 million to $25 million sale of the Vanguard Dividend Appreciation ETF (VIG).
Lee Ainslie's Maverick Capital held 20 million Infleqtion (INFQ) shares in February. Now it has 1.4 million left.
Lee Ainslie's Maverick Capital has reported about $266 million of Infleqtion (INFQ) stock sales since May, and Friday's filing shows the wind-down is nearly finished. A stake that started at 20 million shares in February is down to 1.4 million, and an August misstep means Maverick owes Infleqtion a $299,922.51 check.
Ken Griffin says Citadel has closed out 80% of Leopold Aschenbrenner's Situational Awareness risk
Griffin's first comment on the Situational Awareness purchase came in a Friday letter to clients. It took more than 100 block trades over $4 billion of market value to retire four fifths of the risk.
Palantir (PLTR) CEO Alex Karp filed to sell $86 million in stock after a 31% rally
Two SEC filings show Palantir CEO Alex Karp intends to sell $86.1 million in stock, the same week PLTR closed at a new high after its Q2 earnings beat.
Keel Infrastructure (KEEL) COO bought stock twice this week, and paid 14% less the second time
On Aug. 20, Keel Infrastructure's (KEEL) chief operating officer filed a second Form 4 in three days, buying more stock at $3.25, about 14% below what he paid on Aug. 17.
FedEx and UPS are each getting about $2.7 billion to keep delivering for the military through 2030
FedEx and UPS were each awarded about $2.72 billion in a modified Pentagon contract for continued military package delivery, part of a $5.72 billion combined award with Polar Air Cargo Worldwide running through September 2030.
HIVE Digital (HIVE) director sold every share he owned. The next day, Bitcoin's rally sent the stock up.
HIVE director Dave Perrill sold all 100,000 shares he held directly on August 19, the second time this year he's sold every share he owned. The next morning, Bitcoin rallied and HIVE Digital Technologies climbed with it. Four different HIVE insiders have filed six Form 4 sales since June, and none have bought.
Six Iridium (IRDM) insiders sell $19.3M below Rocket Lab's $54 deal value
Rocket Lab agreed to pay Iridium a notional $54 a share. In one week, six insiders sold $19.3 million of IRDM stock near $50, none of it under a trading plan.
Serve Robotics (SERV) CEO, COO and CFO all sold stock this week, and only half of it was mandatory
On Aug. 19, Serve Robotics' CEO, COO and CFO all filed Form 4s covering sales from Aug. 17-19, about 124,000 shares for $585,000 combined, and about half of it wasn't tied to mandatory tax withholding.
Cerebras showed up in 16 hedge fund filings at once, worth $4.6 billion. Insiders just filed to sell $49 million in stock.
Altimeter reported $1.60 billion of Cerebras and Coatue $1.55 billion. Between them that is two thirds of the $4.64 billion disclosed across 16 funds.
AMD insider sells $7.7 million near the stock's peak, but there's more to the story
AMD's chief sales officer, Paul Darren Grasby, sold $7.72 million of stock on Aug. 17 with no 10b5-1 plan behind it. It looks alarming until you notice it's his fifth open-market sale in a year.
Leopold Aschenbrenner's latest filing shows he closed 13 of his 16 options positions and moved more than half his fund into SanDisk and Micron
Situational Awareness LP reported $8.46 billion of put positions on March 31 and one on June 30. The money went into SanDisk, Micron, Nebius and STMicroelectronics.
Warren Buffett's Berkshire nearly doubled its Alphabet (GOOGL) stake, now bigger than Coca-Cola
Berkshire added 48.1 million Alphabet shares in the June quarter and increased its Class C holding by 658 percent. The stake passed Coca-Cola to rank third.