AI & Compute Infrastructure

Last updated
Jul 20, 2026
Based on
157 actions
Gurus considered
106
Stocks covered
467

Compute, chips, cloud, networking, and data platforms powering AI workloads. This page tracks 157 investor, Congress, and insider actions tied to the broader AI & Compute Infrastructure category, connecting the industry classification with the people and institutions currently showing activity. It gives context from 106 gurus across 467 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.

AI & Compute Infrastructure Smart Money Notes

Murry Stefan J.CFO

Sell $488.4K of disclosed value in Applied Optoelectronics, Inc. $AAOI.

Sell

Cathie WoodARK Invest

Buy transactions in CoreWeave, Inc. Class A Common Stock $CRWV, Meta Platforms Inc $META, Kodiak AI, Inc. $KDK, and WeRide Inc. $WRD.

Buy

Gilbert CisnerosHouse

Buy transactions in Accenture PLC $ACN, Fidelity National Information Services Inc $FIS, International Business Machines Corp (2) $IBM, Henry (Jack) & Associates Inc $JKHY, and Microchip Technology Inc $MCHP.

Buy

Cathie WoodARK Invest

Sell transactions in Iridium Communications Inc. $IRDM, Cloudflare, Inc. $NET, and Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share $BIDU $BIDU.

Sell

Cathie WoodARK Invest

Sell transactions in Iridium Communications Inc. $IRDM and Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share $BIDU $BIDU.

Sell

Dan NewhouseHouse

Buy transactions in Arista Networks Inc $ANET, Accenture PLC $ACN, and Fidelity National Information Services, Inc. $FIS.

Buy

Cathie WoodARK Invest

Buy transactions in Kodiak AI, Inc. $KDK and WeRide Inc. $WRD.

Buy

Cathie WoodARK Invest

Buy transactions in Kodiak AI, Inc. $KDK and WeRide Inc. $WRD.

Buy
Showing 61-90 of 157