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MarketBeat
MarketBeat
Thomas Hughes

Insiders Sell, Institutions Buy: The AI Trade Is Getting More Interesting

Summer 2026 has been marked by volatility and downward pressure in tech stocks linked to spending fears and macroeconomic turmoil. The volatility is amplified in many cases by insider selling, raising the question of whether retail investors should get out, too.

The caveat for them is that insiders have reasons to exit these markets that they never will, including share-based compensation and the need to monetize their efforts. Other factors, including institutional activity, reflect a more bullish posture and are the signals investors should follow. They point to double- to triple-digit upsides that will be unleashed by the Q2 and subsequent earnings reports.

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