Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
This Week's Bonus Story
Insiders Are Selling Big Tech, But Here Are 3 Reasons You May Not Want ToAuthored by Thomas Hughes. Posted: 4/28/2026. 
Key Points
- Insider selling in big tech stocks such as NVIDIA, Meta Platforms, AMD, and Palantir reflects personal financial needs rather than deteriorating business fundamentals.
- Institutions are buying shares of these AI-linked stocks at ratios of $2 or $3 to $1 against insider sales, signaling broad professional confidence in the sector.
- Rising analyst coverage, firming sentiment, higher price targets, and upcoming earnings reports are converging as tailwinds that could drive these stocks to fresh all-time highs.
- Special Report: Elon’s “Hidden” Company
Insiders are selling big tech stocks, but investors should think twice before doing the same. Many insiders have been in their roles for years—most at least 10, some for more than 20—and they not only benefit from share-based compensation but have also realized substantial gains in recent years.
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost. Get the SpaceX infrastructure stock name and ticker here
Stocks like NVIDIA (NASDAQ: NVDA), Meta Platforms (NASDAQ: META), Advanced Micro Devices (NASDAQ: AMD), and Palantir (NASDAQ: PLTR) have risen triple digits over that period—and have quadrupled over longer timeframes—and they are likely to continue moving higher this year. That creates practical reasons for insiders to sell: locking in profits, rebalancing portfolios, and covering tax obligations.
But should investors follow? Here are three reasons they shouldn't. Reason #1: The AI Buildout Theme Has Not Fully Played OutThe AI buildout that is powering these businesses and their stock prices is far from finished. The worst-case view is that the initial build-out phase hit a hiccup when demand overwhelmed NVIDIA’s GPU supply, but we are on the cusp of moving past that bottleneck. In the meantime, spending is spilling into adjacent verticals: newly deployed GPU systems require connectors, control units, sensors and actuators, racks to house them, data centers to shelter them, cooling systems to extend longevity, and the wiring and optics to interconnect everything. That doesn't even include the infrastructure needed to take AI out of the data center and into real-world applications. In this context, Advanced Micro Devices' launch of MI450 products and Helios rack-scale solutions could unlock pent-up data-center demand and drive spending across the complex later this year and beyond. NVIDIA and AMD GPUs use different architectures and manufacturing and packaging approaches, so they face different supply constraints. AMD will likely hit capacity limits at some point, but it may take several quarters to reach them. Reason #2: Institutions Are Accumulating Big TechWhile insiders—from CEOs to CFOs and board members—are selling shares, institutions are buying. Institutional activity varies by name, but InsiderTrades data show institutions accumulating NVIDIA and AMD at robust rates—roughly $2- to $3-to-$1 buy-to-sell ratios—with similar trends in Meta Platforms and Palantir. Neither Meta Platforms nor Palantir manufactures GPUs or fits the classic AI infrastructure profile, but both are integral to the AI trade, representing how AI can be monetized and the value it may unlock. Meta was among the earliest non-infrastructure companies to go all-in on AI, ramping spending multiple times since 2022 and producing measurable results within quarters. Those results show up as increased traffic, higher engagement, and improved ad metrics—more ads shown and greater revenue per ad. Palantir similarly demonstrates AI monetization by helping governments and organizations visualize large, complex data sets and turn them into actionable decisions. The once-panned company has become a focus for institutions, which bought the stock at about a 3-to-1 pace over the trailing 12 months leading into May, with buying activity rising sequentially. Reason #3: Analyst Upgrades, Earnings Catalysts, and Chart Strength Are Lining UpAnalyst trends are likewise bullish and, because analysts advise many institutions, they are contributing to upward market momentum. See analyst coverage and forecasts. Coverage has increased on a trailing-12-month basis, sentiment has firmed, and price targets have risen—a triple tailwind for prices. Moderate Buy ratings are tilting toward Strong Buy, and rising price-target trends are pushing toward the high end of ranges. This dynamic supports fresh all-time highs for the Magnificent Seven and puts names like Advanced Micro Devices on a path that could reach trillion-dollar valuations. The charts are also bullish. The few names that haven’t yet broken out to new highs are in rebound mode, have established support bases, and look poised to rally later this year. Upcoming earnings reports are likely catalysts, with many of the Magnificent Seven expected to beat consensus estimates and issue bullish guidance. Of the four stocks discussed here, Advanced Micro Devices could see the largest move by year’s end. Its revenue growth could accelerate into the triple-digit range—perhaps by Q3 and likely by the following Q1—as its business scales toward NVIDIA-like proportions. In such a scenario, its stock could rise materially, narrowing the valuation gap with NVIDIA. 
|
