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The article states a few reasons. Mainly that the chip stocks "have rallied too far, too fast and spending on artificial intelligence has become excessive". Re
by leopoldj 2mo ago
The article states a few reasons. Mainly that the chip stocks "have rallied too far, too fast and spending on artificial intelligence has become excessive".
Relevant facts: Corporate insiders sold $77.6 billion of stock during the first half of 2026, a 20% increase from the first half of 2025.
- gruez 2mo ago>Relevant facts: Corporate insiders sold $77.6 billion of stock during the first half of 2026, a 20% increase from the first half of 2025. Is this adjusted for stock price? If you got 100 RSUs per year, and stock prices went up 20% compared to last year, you'd get "20% increase", even though nothing really changed and you're just selling whatever you got.
- oezi 2mo agoNasdaq 100 is up 13% YTD, so you may have a point. 20% more isn't so much more.