Articles by Jennifer Song
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Camtek (CAMT) expects 2027 revenue above $800 million as AI chip packaging orders pile up
Camtek's third quarter came in at or a little above its own forecast. The bigger news was a first number for next year.
ASML says its planned supply won't fully meet 2027 and 2028 demand. Some customers want to order for 2030.
Record sales, a big jump in profit, and €4.1 billion spent buying back stock. Money tied to future deliveries nearly tripled.
GameStop (GME) CEO Ryan Cohen buys $22.8 million more stock. He's spent over $97 million since Sept. 10.
He paid more than last time, again. His new 13D also shows what the 42.5 million shares he owns directly cost him.
Getty Images (GETY) plans to go private in Chapter 11. Shareholders would get nothing under the plan.
The Getty family and Koch are putting in up to $533 million, and Getty filed its prepackaged Chapter 11 case on October 21.
Treasury fines Plug and Play parent $200,000 over unreported $92,478 investment in Chinese AI startup
The first fine under the US outbound investment rules is more than twice the size of the stake behind it.
Citibank and BNY become the third and fourth banks to register Sivers (SIVEF) ADRs in a week
The registrations allow for more depositary shares than Sivers has stock outstanding, but none of the four banks has named a ticker or a start date.
Wolfspeed (WOLF) jumps 23% after hours on conditional $1.5 billion US loan offer. Here’s what it must do to get it.
The money isn't guaranteed yet. Wolfspeed's 8-K lists the contributions, debt conversions, and warrants the deal would require.
Citadel reported a 7% stake in Quantinuum (QNT), one of four 13G filings the same day
A batch of Citadel filings turned up on our hedge fund tracker. The biggest is a 7% slice of a quantum-computing company that went public in June.
Nebius (NBIS) COO files to sell $121 million in shares in trading plan's final sale
The filing also says how much of his granted equity the sale represents.
Serve Robotics (SERV) expects 2026 cost of revenue of up to $48 million, about five times its sales
Serve added one new number to its investor deck. It also points to a smaller second half.
GameStop (GME) CEO Ryan Cohen buys $74 million in stock in three weeks. Four directors buy too.
He paid a little more each time. One director bought his first shares after nearly two years on the board.
Alibaba (BABA) executive Jiang Fang sells $12 million in stock weeks after chairman and CEO bought shares
Alibaba's chief people officer sold in Hong Kong at a lower price than Joseph Tsai and Eddie Wu paid in August. A new law is why we can see it.
Oracle (ORCL) director buys $3.48 million in stock days after debt insurance costs hit a record
Former Quest Diagnostics CEO Stephen Rusckowski's trust went from 390 Oracle shares to 25,390. Here's what his Form 4 shows, and what it doesn't.
Alibaba (BABA) faces a suit over its Pentagon listing and AI disclosures. Here's what the October 5 deadline means.
Law firms keep sending reminders about an October 5 deadline in an Alibaba shareholder suit. The date is for investors who want to lead the case, and the suit points to two events from June.
Deutsche Bank and JPMorgan register Sivers (SIVEF) depositary shares. Sivers' planned U.S. listing is a separate step
Four banks have now registered depositary shares for Sivers, and the company signed none of the filings. The filings name no ticker or date for trading to begin.
Palo Alto Networks (PANW) CFO sells $10.8 million in stock, more than seven times his previous largest sale
Palo Alto Networks CFO Dipak Golechha sold 27,500 shares under a trading plan he adopted in June. His previous six sales were far smaller.
Berkshire Hathaway (BRK-B) nearly doubles its Lennar (LEN) stake after buying Taylor Morrison
Berkshire Hathaway lifted its stake in Lennar's Class A shares to about 12% with purchases from September 17 to 25, two months after buying Taylor Morrison outright. The filings don't explain the strategy or say whether Berkshire will keep buying.
Goldman Sachs (GS) reportedly made over $200 million this year from Leopold Aschenbrenner's fund
Goldman Sachs reportedly earned more than $200 million in fees this year from lending to Leopold Aschenbrenner's Situational Awareness, a fund that nearly collapsed in July and now plans to borrow less.
Nvidia (NVDA) director Mark Stevens sold about $946 million of stock in three weeks
Nvidia director Mark Stevens sold another 1,366,000 shares, worth about $300 million, from a family trust on September 18. It is his third sale filing in three weeks, and none of them reports a Rule 10b5-1 trading plan.
Dell's finance chief and general counsel sold $16.3 million the day before the stock hit a record
Two more Dell officers sold stock on September 17th, a day before shares hit a record high. One is the finance chief, and the filings show open-market or private sales the forms do not tie to a Rule 10b5-1 plan.
Three Karman (KRMN) directors bought stock on the same day. One of them did almost all the buying.
Three Karman (KRMN) directors bought on Sept. 16, all discretionary code P purchases with no trading plan. The $1.04 million total is really chairman David Stinnett buying about $1.01 million, with two independent directors adding small personal amounts.
Senator Alan Armstrong ran Williams (WMB) for 14 years. His latest disclosure data lists option purchases.
Armstrong was CEO of Williams Companies from 2011 to 2025 before Governor Kevin Stitt appointed him to the Senate in March. A September 17 disclosure lists two Williams option entries from August, months after he sold $5 million to $25 million of the stock in June.
CleanSpark (CLSK) names Meta as its Georgia data center tenant. A unit wants $2.227 billion in secured notes.
CleanSpark identified Meta as the tenant on its 175 MW Sandersville campus while a subsidiary went out for $2.227 billion of senior secured notes due 2031.
Amazon (AMZN) gets a Generac (GNRC) stock warrant tied to generator purchases. Generac shares jump 33% after hours.
Generac granted Amazon a warrant covering shares equal to about 2.9% of its stock at $200.9266, above Wednesday's close. Most of it vests only as Amazon's generator purchases reach set thresholds, up to $8 billion. Expected deliveries are $2.4 billion in 2027 and 2028.