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Institutions keep buying AI-linked NVIDIA and Oracle despite insider sales
The market narrative centers on investor optimism ahead of Q2 earnings, with analysts citing demand and guidance that continue to outpace consensus.
Summer 2026 volatility has hit parts of the tech complex, and MarketBeat Ratings points to insider selling as one factor contributing to downward pressure in AI-linked names. The outlet argues that institutional buying offers a clearer signal than retail investors might infer from insiders monetizing shares. For NVIDIA, MarketBeat Ratings frames the company as a core AI supply chain, citing its role in GPUs and the software stack. It says demand continues to outpace capacity, quarterly results have been beating consensus estimates, and guidance suggests momentum is building into upcoming earnings. The article also highlights Wall Street’s stance on NVIDIA, noting 53 analysts rate the stock as a consensus Buy, with a 96% buy-side bias. It also cites forecast upside ranging from about 50% at the consensus level to more than 100% at the high end. For Oracle, MarketBeat Ratings links insider selling and a stock correction, but says the correction is overdone relative to fundamentals. It attributes a rise in debt to demand and contracts that it says are likely to translate into long-term, more visible revenue starting in 2027, and it argues Oracle’s free cash flow could improve after that transition.