AI & Compute Infrastructure

Last updated
Jul 21, 2026
Based on
158 actions
Gurus considered
106
Stocks covered
467

Compute, chips, cloud, networking, and data platforms powering AI workloads. This page tracks 158 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

Cathie WoodARK Invest

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

Buy

Chen Chih-HoController

Sell $3.8K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Sell

Cathie WoodARK Invest

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

Buy

Chen Chih-HoController

Buy $3.7K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

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

Cathie WoodARK Invest

Sell $564.1K of disclosed value in Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share $BIDU.

Sell

Cathie WoodARK Invest

Sell $1.6M of disclosed value in Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share $BIDU.

Sell

Hwang Yuan-KoVP

Buy $3.1K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Buy

Yoo Chue-SanVP

Buy $3.9K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Buy

Lin Shyue-ShyhVP

Buy $3.4K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Buy

Cathie WoodARK Invest

Sell $170.8K of disclosed value in Iridium Communications Inc. $IRDM.

Sell

Lu Lee-ChungVP

Buy $3.8K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Buy

Agrawal NitinCFO

Sell $249 of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.

Sell

Cao MinVP

Buy $4.1K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Buy

Cathie WoodARK Invest

Sell $387.7K of disclosed value in Iridium Communications Inc. $IRDM.

Sell

Chuang Tzu-SouVP

Buy $3.4K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Buy

Lu Chin-ShengVP

Buy $2.8K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Buy

Cathie WoodARK Invest

Sell $209.5K of disclosed value in Iridium Communications Inc. $IRDM.

Sell

Huang Jen-ChauSVP, CFO

Buy $2.1K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Buy

Cathie WoodARK Invest

Buy $844.6K of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.

Buy

He JunVP

Buy $3.4K of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.

Buy
Showing 91-120 of 158