News
Market news, earnings recaps, and daily moves in AI and semiconductor stocks.
Hedge Fund Citadel already held every stock in Leopold Aschenbrenner's book before buying it
Citadel's own quarterly filing, out Friday, already listed every stock in Leopold Aschenbrenner's book, about a month before it bought the book. The catch is what those holdings actually mean.
Five more Nokia (NOK) insiders just bought. That is about a dozen this year, and none have sold since April.
Five more Nokia insiders bought shares on August 13, 2026, the latest to land on our insider tracker. That makes about a dozen Nokia insiders who have bought this year, with no selling since April, and NOK is up about 27 percent from its late-July low.
Aehr (AEHR) is up over 500% on the year, and five insiders just sold $11.15 million without a trading plan
On Aug. 12, five Aehr insiders including the CEO, the COO and the company's founder sold 85,130 shares for $11.15 million, and every one of them picked the date without a trading plan.
Korean retail investors sent $4.6 billion to US stocks just before the Kospi rebounded
In July, Korean retail investors made their heaviest bet on US stocks since January, most of it a leveraged wager on chips. It was the month the Kospi bottomed, and it has rebounded hard without them.
Memory is the bottleneck for AI, and the shortage is real
Elon Musk amplified a post calling memory, not compute, the limit for AI, and memory stocks ran. The shortage is real: demand is growing far faster than supply, and the new SK Hynix and Micron plants do not open until 2027 and 2028.
BIGBANG, BTS and Stray Kids are all on tour at the same time. The four K-pop stocks behind them are still down more than half from their highs.
The four biggest K-pop agencies have all fallen more than half from their highs. Now BIGBANG, BTS, Stray Kids and aespa are lining up the busiest comeback season in years.
Applied Materials (AMAT) posted a record quarter and guided higher. Shares fell in extended trading
Applied Materials posted its highest quarterly revenue ever, beat Wall Street on both lines and guided the fall quarter higher. The stock still fell. DRAM is now 26% of equipment sales.
Bootstrap just exercised its last Sivers (SIVEF) warrants. All that's left is a $5 million loan due 2029
Bootstrap Europe exercised the last of its warrants in Sivers Semiconductors (SIVEF) on August 13, taking 1,659,015 new shares at SEK 4.53. With its $12 million convertible loan already turned into equity in July, the only Bootstrap debt Sivers still carries is a $5 million secured loan due 2029.
Amazon offered $90 for Globalstar (GSAT). Insiders are selling $12 million near $83
Amazon agreed to pay $90 a share for Globalstar. In one week, three insiders sold or filed to sell about $12 million of GSAT stock near $83, none under a trading plan.
SK Square rose 9% on Wednesday, more than SK Hynix itself. The difference is a payout SK Hynix hasn't announced yet.
On August 13, SK Hynix rose almost 6% with an overnight US chip rally. SK Square, the holding company that owns about 20% of SK Hynix, rose 9%, more than the chipmaker itself. The difference is a payout SK Hynix hasn't announced yet.
Bill Ackman buys Netflix (NFLX) again after a $400 million loss
Bill Ackman's Pershing Square disclosed a new Netflix (NFLX) stake in its interim report, four years after selling near the lows for a loss above $400 million.
Bitdeer (BTDR) CFO buys $226,000 worth of stock in cash which was well below his option strike.
Bitdeer's chief financial officer bought 25,000 shares at $9.04 with his own cash, his first stock in the company, and well under the $15.44 strike on the options he was granted six weeks earlier.
Tower Semiconductor (TSEM) CEO sells $45.6 million in stock after a fivefold rally. But there's a catch.
Tower Semiconductor's CEO reported his largest disclosed stock sale, about $45.6 million, but the Form 4 shows it ran on a plan he scheduled back in March.
South Korea makes first-time leveraged fund buyers practice before risking real money. Trading in those funds already fell to one-thirteenth of its level.
From August 19, Koreans buying a single-stock leverage or inverse ETF for the first time will have to complete five days of mock trading, about five hours in all, before they can put in real money. It comes on top of a 30 million won ($21,200 USD) cash deposit that already cut trading in these funds to about one-thirteenth of its level.
SK Hynix just became the biggest shareholder of Japan's Kioxia. A deal it signed in 2018 blocks it from taking control until 2028.
SK Hynix indirectly became Kioxia's largest shareholder through a 2018 convertible-bond deal, but a voting cap and antitrust hurdles keep it from taking control. The same week, its Solidigm unit moved to restart a stalled NAND plant in China.
Harmonic (HLIT) jumps 18% as broadband growth hits 54% and guidance rises again
Harmonic's first quarter as a broadband-only company beat on both lines. Broadband revenue rose 54% to $133.5 million and non-GAAP earnings were $0.21 against a $0.16 estimate. Management raised its full-year outlook again, and HLIT rose about 18% after hours. The reported net loss of two cents a share was a one-time charge tied to the Video business it sold to MediaKind in June.
Coherent (COHR), Lumentum (LITE) and Applied Optoelectronics (AAOI) all beat on earnings. Coherent's stock dropped after hours after reporting.
Coherent beat on revenue and profit and guided higher, its seventh straight beat, capping a clean sweep of AI-optics earnings with Lumentum and Applied Optoelectronics. All three beat. But after a 44% run, Coherent's stock slipped after hours, the same sell-the-news reaction the group keeps showing.
A new Ameresco (AMRC) director and the founder put $1.18 million of their own money into the stock
Two Ameresco (AMRC) insiders bought $1.18 million of stock in early August. New director Brian Cox spent $995,279 about a week after joining the board, and founder-CEO George Sakellaris added $180,920, both near multi-year lows.
Leopold Aschenbrenner quietly built a $2 billion stake in Japan's Taiyo Yuden (TYOYY) but ended up selling most of it
Situational Awareness, Leopold Aschenbrenner's AI fund, quietly built a stake in Japan's Taiyo Yuden (TYOYY) that peaked at 16.61% on July 22, then cut it to 4.41% by Aug. 3 as margin calls forced sales. Taiyo Yuden makes the MLCC capacitors AI servers can't run without, up to 28,000 per server. Nine reports filed Aug. 12 revealed the round trip.
Lumentum beat estimates and raised its outlook after a pre-earnings selloff. Coherent reports next (COHR, LITE).
Lumentum beat on revenue and earnings for its fiscal fourth quarter and guided the next quarter well above Wall Street, capping a run that had sold off into the print. Coherent reports Wednesday into the same AI optics demand.
HubSpot (HUBS) just had its worst day ever. Its newest director bought $200,000 of the stock days later.
Jerry Dischler joined HubSpot's (HUBS) board on August 5, a day before the stock fell 19 percent. On August 10 he bought 925 shares in the open market for $199,735, nearly doubling his personal stake.
Congressman Tony Wied sold up to $250,000 worth of AMD stock and loaded up on software stocks
Wisconsin Rep. Tony Wied sold up to $250,000 of AMD on June 3, then bought Adobe (ADBE), Salesforce (CRM), ServiceNow, HubSpot and The Trade Desk six days later. His February filing showed the same move out of chips and into software.
Samsung catches SK Hynix on HBM4 as 2027 forecasts flip the race
Samsung has lifted its HBM4 yield to about 80% in six months, level with SK Hynix. For the first time, UBS and KB Securities expect Samsung to pass SK Hynix in high-bandwidth memory in 2027, turning a technology race into a contest over who can supply Nvidia at scale.
Samsung carried the Kospi on Tuesday on growth beyond memory. It rose 4.13% while SK Hynix stayed flat.
Samsung Electronics rose 4.13% on Tuesday and carried the Kospi higher while SK Hynix barely moved. Strong August chip exports lifted both, but Samsung has a foundry business and a new robot unit that give investors a reason to own it beyond memory.