Nvidia's top insider, Director Mark Stevens, sold nearly $650 million worth of shares in two transactions, including the largest insider sale of the decade for Nvidia. This insider selling is part of a broader trend among big tech companies like Microsoft and Amazon, which have seen significant stock sales since August. The sell-off coincides with ongoing uncertainty around the AI boom, including unclear financial benefits and political risks ahead of U.S. midterm elections that could impact data center construction and valuations. Investors should watch how these factors influence the tech sector's performance going forward.
Oracle's stock has fallen about 33% this year even as it booked a historic $638 billion backlog, driven by surging AI cloud infrastructure demand. The company competes with major cloud providers and has seen cloud revenue grow rapidly, but heavy capi...
In early September 2026, two SanDisk insiders disclosed selling nearly $12 million worth of shares, a significant increase compared to previous months this year. Chief Legal Officer Bernard Shek sold 2,308 shares for $4.08 million, marking his larges...
Michael Burry, famed for predicting the 2008 crash, has updated his portfolio with Lululemon Athletica as his largest holding, making up about 17% of his investments. Despite this confidence, Lululemon's stock dropped 12% after disappointing quarterl...
Following Labor Day, market volatility has increased, driven by movements in Treasury yields, crude oil, and agricultural commodities. Key corporate events this week include Apple's iPhone 18 launch and a major Goldman Sachs tech conference featuring...
The Fundstrat Granny Shots US Large Cap ETF (GRNY) offers investors diversified exposure to high-growth sectors such as AI infrastructure, defense, and bitcoin price recovery. It uses a factor-based, equal-weighted approach focusing on companies bene...
