The Wire
AXT (AXTI) director's last stock sale was at $8.41. His new one is priced at $87.51.
AXT director Leonard LeBlanc filed a Form 144 to sell stock at $87.51 a share. His only other sale this year priced out at $8.41.
Kospi just fell for a seventh straight week. SK Hynix (SKHY) says its bigger shareholder payout plan is coming by September 30.
Kospi closed out a seventh straight losing week on August 7, its longest slide since 2022. Two days after SK Hynix said a bigger shareholder payout was coming by year end, it moved that promise up to the third quarter.
Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.
Lumentum and Coherent haven't missed a quarter in over a year. Intuitive Machines hasn't beaten one. More than 30 AI-linked stocks report earnings the week of August 10, and their trailing records couldn't be more different.
Max your 401k match, Roth IRA and HSA before you touch a single stock. Index funds come next, individual stocks come last.
The order I'd actually go in: 401k match, then Roth IRA and HSA, then a broad index fund (or X Money if you want zero market risk), then mega-caps and dividend ETFs, then single stocks last.
Leopold Aschenbrenner just bet $500 million against ASML's (ASML) lithography monopoly. His fund almost didn't survive the week he got married.
Leopold Aschenbrenner put $500 million into Source Foundry, a startup going after ASML's lithography monopoly, a week after his fund nearly collapsed the same week he got married.
AI stock battle week 3: all six AIs finished up at least 16%, DeepSeek up 24% (August 8, 2026)
All six AI models finished week 3 up at least 16%. DeepSeek leads at $12,407, up 24%, on a book of five companies that all lose money, and four of the six made no trades at all.
Oklo (OKLO) jumped 15% Friday after its reactor hit criticality. Every other nuclear stock we track rose too, except one
Oklo rose 14.8% Friday after its Groves reactor reached first criticality and the company posted its first-ever quarterly revenue. X-Energy, Cameco, Constellation Energy and the rest of the nuclear and uranium trade rallied too, except Vistra.
Sunrise Energy Metals (SREMF) gets a $400 million War Department loan. Rare earth stocks rallied the same day.
The Office of Strategic Capital signed a $400 million conditional loan with Sunrise Energy Metals to build a U.S.-aligned scandium supply chain, the third such critical-minerals deal this year.
SK Hynix approved $38 billion for two new chip plants, one for AI memory and one for NAND flash. The first cleanroom doesn't open until December 2028.
SK Hynix's board approved 54.3 trillion won ($38.3B USD) on August 7 for two new chip plants, one in Yongin for DRAM and one in Cheongju for NAND. Neither makes a chip before 2028, and the company also moved up its 2045 completion target for the whole Yongin cluster to 2033.
Cathie Wood's ARK tripled its GeneDx (WGS) stake in 10 months. It now owns 5.33% of the company.
ARK's GeneDx (WGS) position has grown every quarter for ten months straight, through an 81 percent stock crash and most of the recovery back. The fund just crossed 5 percent ownership.
Korea's stock crash sparked a criminal complaint against President Lee Jae-myung, and a separate petition to impeach him already has more than 500,000 signatures.
A civic group filed a criminal complaint against President Lee Jae-myung and three officials on August 3, five days after investors sent funeral wreaths to the National Assembly over leverage ETF losses Citi puts at 56.3 trillion won ($38.7 billion USD). A separate petition to impeach Lee, unrelated to the market, already has more than 500,000 signatures.
SK Hynix's US chip unit is reportedly heading toward Nasdaq. Korea's new spinoff rule might not actually apply.
SK Hynix's US NAND unit Solidigm is raising money toward a possible Nasdaq listing worth up to 50 trillion won ($35.3B USD), four days after Korea's new rule on subsidiary listings took effect. Solidigm wasn't created the way the rule defines a spinoff, so the toughest part of it might not apply.
Amkor (AMKR) director Guillaume Rutten has filed to sell $7.9 million of stock this year. Only one sale was under a trading plan.
Five Amkor insiders have filed to sell stock since February, $7.9 million of it from one director alone. Only one of his five filings has a trading plan behind it. The other four, including this week's, do not.
Michael Burry shorted Oracle (ORCL) at $144.63 and Nebius (NBIS) at $211.77. This time it's the stock, not puts.
Michael Burry shorted Oracle at $144.63 and Nebius at $211.77 on August 6, this time selling the shares short instead of buying puts. His argument: their AI-era earnings are inflated by understated chip depreciation.
Cathie Wood bought nearly $20 million of SpaceX (SPCX) as it crashed 13.6%. She hasn't sold a share since June.
Cathie Wood's ARK Invest bought 181,830 SpaceX shares on Aug. 5, about $20 million, the day the stock fell 13.6% to $108.27, and funded it by trimming Roblox, Palantir and Shopify. ARK has put over $475 million into SPCX since June and hasn't reported selling a share.
Korea's stocks crashed. So why is the won hitting a 10-month high?
A falling stock market and heavy foreign selling usually pull a currency down. This week they didn't. The Korean won reached its strongest level against the dollar in about 10 months, helped by exporters selling dollars, SK Hynix's Nasdaq listing, and a softer dollar everywhere.
The $5.5 billion optics startup in this week's headlines already has a public partner: POET Technologies (POET)
Lumilens emerged from stealth at a $5.5 billion valuation. POET Technologies (POET) is the public company that signed in May to build its optical engines, a $50 million order that can scale to $500 million.
Korean investors dumped SK Hynix (SKHY) after a report on Nvidia's Rubin Ultra chip. Some analysts say the selloff went too far.
A report says Nvidia is testing versions of its next AI chip that carry less high-bandwidth memory than planned, some with an older kind. SK Hynix, which makes most of that memory, fell about 15% in two days, though some analysts in Korea think the reaction is too big.
Applied Optoelectronics (AAOI) did a double beat and guided up 42%. Why did the stock tank to $115 before clawing back?
AAOI did a double beat and guided Q3 up 42%. After the report the stock spiked to $142, tanked to $115, then clawed back to around $125. I own it, I'm holding, and here's why I think next week is the real move.
An Applied Digital (APLD) director just sold $2.34 million of stock. Four other insiders only looked like they did.
One Applied Digital director genuinely sold on August 4, and his Form 4 confirmed it on August 6: 75,000 shares for $2.34 million, an open-market sale with no 10b5-1 plan behind it. Four other insiders filed the same week and only looked like sellers, because their dispositions were tax withholding on newly vested stock, and all four finished the day owning more of the company.
Why T1 Energy (TE) stock is surging on the polysilicon tariff (Aug. 6, 2026)
The White House said Trump will impose a 15% tariff and minimum import prices on polysilicon and its derivatives. T1 Energy (TE) round-tripped a 15% spike, then rose after hours on the confirmation.
Ondas (ONDS) is up 16% this week on three straight wins, and the loudest trading day wasn't the biggest price move.
Ondas jumped 12% the day David Barnea joined, then posted its loudest volume of the week on the Army order without much price movement at all. I own ONDS at $9, and here's the honest math on backlog, dilution and what August 13 needs to show.
How to buy Sivers Semiconductors stock (SIVEF) from the US, and the broker that won't sell it to you
SIVEF is Sivers Semiconductors' ticker for US brokerage accounts, but Robinhood doesn't carry it. Here is which brokers do, how the OTC price compares to the Stockholm shares, and the silver ETF ticker easy to mix it up with.
Samsung Biologics just made a $1.8 billion bet on peptide drugs. One Korean biotech fell 30%, then rallied 30%, within a month.
Samsung Biologics agreed to pay $1.8 billion for a Swiss peptide manufacturer as SK Pharmteco raced to finish its own plant. The Kosdaq stocks already making these drugs are moving 30% in a week, in both directions, while the US and Korea tighten different rules that do not touch the supply chain.