Articles by Jennifer Song
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Viking Global reports 5.4% of Regal Rexnord (RRX), a larger stake than before Viking sold part of the position in the second quarter
Viking cut a third of its Regal Rexnord position in the second quarter, when the stock was at $238. The Schedule 13G it filed on September 16 reports 1,476,986 more shares than that June 30 figure, and puts the firm over 5% as of September 9.
Microsoft's $677 billion and Amazon's $578 billion: why AI backlog figures aren't directly comparable
Five companies report their contract books three different ways, and the labels are not interchangeable. What RPO, revenue backlog and performance obligations each mean.
Stanley Druckenmiller held 12.7% of Nevada tungsten developer Guardian Metal (GMTL) as of March 31
The filing is new to EDGAR, the stake is not. Duquesne bought 24,699,825 shares of the Nevada tungsten developer at 55p in August 2025, and the Schedule 13G filed Monday reports the same count still held as of March 31.
Do members of Congress trade industries their committees oversee? Yes, in 15.4% of tracked trades.
Of 1,186 disclosed congressional trades where both the company sector and the member's committee seats are known, 183 fell inside a sector that member helps write law over. A dated snapshot of the overlap rate, the caveats, and how it is calculated.
Leopold Aschenbrenner's fund raised about $2.6 billion more since March. The investor count went from 93 to 135.
An amended Form D filed Monday shows Leopold Aschenbrenner's fund has sold $4.35 billion of partnership stakes since 2024, up from $1.76 billion in March, with the investor count rising from 93 to 135.
JPMorgan (JPM) has ended its lending to Leopold Aschenbrenner's fund
JPMorgan notified Situational Awareness it would end their lending relationship after the July losses, Reuters reports. Goldman Sachs, Citigroup and Bank of America remain active brokers.
Pat Gelsinger bought Gloo (GLOO) stock on his own call. Thrivent is selling it and Bill Hwang's foundation is holding.
Gelsinger's $166,875 purchase carries transaction code P and no trading plan. Gloo's two 10% outside holders are Thrivent Financial for Lutherans, which has sold 711,477 shares since June, and the charitable foundation of the man serving 18 years for the Archegos fraud.
Two Dell (DELL) executives file to sell $24.4 million as shares hit a record. Filings show $388.9 million sold this month.
Peter Trizzino and Richard Rothberg filed Form 144 notices on Friday covering $24.4 million of Dell stock, the morning DELL traded at its highest price ever. Separate Form 4s report $388.9 million sold on September 3, 4 and 8.
Babcock & Wilcox (BW) is building Applied Digital's power plants. Leopold Aschenbrenner's fund owned both companies.
Situational Awareness LP held 2,027,451 Babcock & Wilcox shares at the end of the second quarter, up 50 percent in three months. B&W's $2.4 billion contract is to build the power plants for Applied Digital's AI campuses, and the fund owned that company too.
Uber (UBER) CEO Dara Khosrowshahi bought $10 million of stock on Thursday. His president bought $5.3 million six days earlier.
Dara Khosrowshahi bought 141,000 Uber shares at an average of $70.96 on September 10, about $10 million, and the filing does not identify a 10b5-1 plan. It is the second Uber insider purchase in a week, after president Andrew Macdonald's $5.3 million buy.
Core Scientific (CORZ) got conditional ERCOT approval for its Texas sites. The final power allocation is still open.
A three-paragraph 8-K puts numbers on the Texas grid question that has hung over Core Scientific since Governor Abbott ordered an audit of data centers in ERCOT's interconnection queue in August.
Solaris (SEI) director AJ Teague buys $501,000 of stock as shares surge 16%
Solaris Energy Infrastructure director AJ Teague bought 7,800 shares for $501,000 on September 8, the day the company raised its adjusted EBITDA guidance and the stock rose 16 percent. He paid an average of $64.23. It is his fifth open-market purchase since May 2025 and his largest. The stock closed at $67.67 on Wednesday.
Cerebras (CBRS) insiders sold $29.6 million on the day the stock jumped 10%. Since June, they have sold $296 million.
Three Cerebras insiders, including the CEO and the chief technology officer, sold $29.6 million of stock on September 4, the day the shares rose 10 percent. Two of the sales were under plans set up in May. Since selling began in June, six insiders have sold $296 million, and three more lockup releases are due by the end of October.
Uber (UBER) president Andrew Macdonald bought $5.3 million of stock at $75.83. A year ago, the CEO was selling at $100.
Uber president and chief operating officer Andrew Macdonald bought 70,000 shares for $5.3 million on September 4, at an average of $75.83. It is the largest open-market purchase by an Uber insider in the Form 4 filings we have on record, and it came a day after Uber said it would cut 3,300 jobs. The stock was trading below his price on Tuesday.
Bloom Energy (BE) is joining the S&P 500. Pelosi's household bought it in July, while it was falling.
S&P Dow Jones Indices named Bloom Energy to the S&P 500 on Friday. The same ticker turned up in a Pelosi periodic transaction report last month, bought on two falling days in late July.
USA Rare Earth (USAR) closes Serra Verde deal; $100 million DFC tranche discharged at closing
The closing 8-K mostly confirms what April and the July proxy already disclosed. The exception is the loan: the $100 million incremental tranche was deemed repaid at closing, leaving the initial tranche, last reported at $325 million as of June 30.
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 $356.47.
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.