 A chip stock that recently partnered with NVIDIA. Now, a key company insider is buying over $160 million in shares, a bullish signal to... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ |
| | Written by Leo Miller 
Insider trading activity often serves as a window into how company executives view their own businesses. When insiders buy, it can signal confidence in future growth; when they sell, it may raise questions about valuation or near-term headwinds. Recently, a handful of notable insider transactions have caught investors’ attention—some tied to companies that have already seen massive share price appreciation in 2025. These moves provide important context for understanding whether insiders are signaling continued momentum or hinting at caution. Below, we’ll break down the latest insider buying and selling trends and explore what they could mean for investors deciding whether to follow the trade or stay on the sidelines. NVIDIA-Partnered Navitas Sees Insider Invest +$160 Million First up is Navitas Semiconductor (NASDAQ: NVTS). Investors might recognize the company for the 165% single-day spike shares saw in mid-May. This came as chip-giant NVIDIA (NASDAQ: NVDA) revealed that it was in partnership with the company. Navitas makes power chips, semiconductors that regulate the use of energy in a system. Navitas is one of the power chip players that NVIDIA is partnering with to rework how artificial intelligence data centers use energy. Notably, one of Navitas’s directors, Ranbir Singh, just made a massive purchase of the company’s shares. On July 28, Singh bought approximately 18.6 million shares, valued at around $164 million. That’s equal to approximately 8.7% of Navitas’s outstanding shares, a huge ownership percentage for just one individual. This comes after Navitas experienced around $100 million in insider selling in Q2. Clearly, many of those individuals wanted to cash in after the NVIDIA-driven spike. Now, Singh appears to be the first insider to buy back in and is doing so in a big way. Singh holds a Ph.D. in Electrical Engineering – Power Semiconductors. This indicates that he almost certainly has an extensive technological understanding of the data center innovation Navitas and NVIDIA are working to build. He also founded his own power chip company, which Navitas bought, indicating his business prowess. Overall, this purchase is clearly a bullish signal for Navitas. Adding to this signal is the fact that Navitas shares are down around 21% from the average price Singh paid. However, Navitas has yet to post sales or provide guidance showing its NVIDIA-related business is ramping up. Sales dropped 29% in Q2, and Q3 guidance indicates 54% growth. Still, shares remain up 231% over the last three months, indicating that markets believe the NVIDIA revenue will materialize. HIMS CEO Cashes in After Q2 Earnings Slide On the opposite side of the equation, an insider at Hims & Hers Health (NYSE: HIMS) is selling millions of shares. And it’s not just anyone, it's Hims' Chief Executive Officer (CEO), Andrew Dudum. On August 7, Dudum sold 660,000 shares for a value of approximately $33.4 million. In Q2 and the first half of Q3, Hims insiders sold approximately $83 million worth of shares. This comes as the stock has risen by around 90% in 2025. This isn’t necessarily an awful sign for the stock. Insiders routinely sell shares to gain liquidity for a variety of reasons, often personal ones. Still, the timing of Dudum’s sale is somewhat worrying. It comes just days after Him’s Q2 earnings release, which caused shares to take a huge hit. Shares are down more than 27% since the Aug. 4 report. Additionally, worries that Novo Nordisk A/S (NYSE: NVO) will take legal action against Hims remain. Novo recently filed lawsuits against 14 small healthcare providers who sold compounded versions of its weight loss drug Wegovy. Hims sells these copycat drugs as well, but Novo hasn’t sued them. Some believe that Novo is seeking to win cases against these smaller firms first to set a precedent. This could make their path to legal victory against Hims easier. Still, Hims's past collaboration with Novo and its “personalized dosage” argument are complicating factors that could significantly aid its legal defense. FOUR: Founder and Past CEO Buys Big on Earnings Fall Finally, another notable purchase comes from an insider at Shift4 Payments (NYSE: FOUR). Instead of selling on an earnings dip, Jared Isaacman bought it. Isaacman is the founder and former CEO of Shift4 and currently serves as its executive chairman. From Aug. 8 to Aug. 11, Isaacman spent over $16 million on Shift4 stock. This comes after Shift4 reported Q2 earnings on Aug. 5, which caused shares to drop nearly 20% in two days. Clearly, this dip compelled Isaacman to buy, serving as a bullish indicator for Shift4 stock. Insider Trades: Important, But Not Definitive Signals Ultimately, these insider moves are certainly something investors should consider. They come from those who know these firms inside and out, signaling where they think shares might go next. Still, it is important to remember that they are just one of many data points to consider when making an investment decision.  Read This Story Online |  |
| Written by Nathan Reiff 
Shares of cloud monitoring and security services firm Datadog Inc. (NASDAQ: DDOG) have been on a rollercoaster ride this year. They declined sharply between February and April before rising again through late July. In August, the stock once again fell, bringing DDOG's full year-to-date (YTD) performance to -11.4%. Investors may understandably be reluctant to enter a position in Datadog now, given its earlier decline just months ago. However, as one of the most widely touted stocks on the market, 24 out of 30 analysts view it as a Buy, there's also a case to be made that this latest dip presents an opportunity for interested investors. Shares of DDOG are down even amid a fairly strong earnings report. The company has a flood of new products in the works that should further cement its niche position in the fast-growing cloud and AI spaces. Growth in these spaces also means demand for security is increasing, and Datadog's security business is booming. All together, these reasons make a compelling case for the firm's consensus price target of $152.93, which is about 20% above current levels. Earnings Breakdown: Good News Despite "Soft" Figures Datadog’s early-August slump may partly reflect investor concerns over its second-quarter 2025 earnings report, which some analysts characterized as “soft” on profits. Even so, the company outperformed Wall Street's revenue and earnings per share (EPS) expectations. Revenue rose 28% year-over-year (YOY) to nearly $827 million, exceeding forecasts by $35 million, while EPS came in at $0.46, five cents above estimates. A major driver of this growth is the company’s AI-native customer base, which now accounts for about 11% of total revenue and roughly 10% of YOY growth, up sharply from just 4% of revenue a year earlier. Datadog's early-August slump may be partly due to its second-quarter 2025 earnings report, which analysts have criticized as being "soft" on profits. However, the firm beat analyst predictions for revenue and earnings per share (EPS). Revenue climbed by 28% year-over-year (YOY) to reach nearly $827 million, $35 million ahead of predictions, while EPS of 46 cents per share was 5 cents up from expectations. AI-native customers are driving this growth, with that segment representing about 11% of total revenue and about 10% of YOY revenue growth. This category of customers contributed only 4% of the revenue a year ago. The firm also sees an increasing share of big customers with annual recurring revenue (ARR) of at least $100,000. As of the end of the quarter, there were some 3,850 Datadog customers in this group, up 14% YOY. Though renewals among these large customers could occasionally lead to some revenue volatility, they give the firm a strong foundation of solid, recurring revenue on which to rely. This also helped to boost operating and free cash flow considerably. Operating cash flow of $200 million was up nearly 22% year over year, while free cash flow of $165 million was up about 15% over the same period. Perhaps even more importantly, Datadog raised its guidance at the time of the release. It now expects full-year 2025 revenue to reach a range of $3.312 billion and $3.322 billion. Investors might take this as reassurance that the firm's AI tools continue to drive interest among potential customers. Wave of New Products, Particularly in AI, Leads to Security Boost Speaking of AI tools, at its annual DASH conference in June, Datadog announced a lineup of new and soon-to-come products 125, focusing on AI-centered tools to meet increasing demand. These include autonomous AI agents to monitor security, AI-based cloud coding assistants, enhanced data observability tools, and more. The firm's Bits AI SRE, Dev Agent, and Security Analyst are the ones to watch for in particular. These tools are helping to drive overall customer growth and increase revenue from existing customers. The firm explained that, as of the end of the quarter, AI tool adoption had reached approximately 4,500 of its approximately 31,400 customers. As it becomes increasingly common for companies across sectors to utilize cloud AI infrastructure, these firms will also require more in-depth monitoring and security solutions. Security-related ARR topped $100 million in the second quarter, representing YOY growth in the mid-40% range. Datadog's new AI tools should help it solidify its position as the go-to AI security tool provider. DDOG shares are not cheap: the company's P/E ratio is a sky-high 363.6. However, if it can realize the growth that analysts predict, a 67.8% increase in earnings in the coming year, for instance, this valuation will be much easier to justify. Fresh off its inclusion in the S&P 500 last quarter, DDOG has officially joined the big dogs. Buying the current dip may be warranted. Read This Story Online |  Weiss Gold Veteran Makes Shocking New Call
Weiss expert Sean Brodrick went out on a limb last year and declared a historic event would send the yellow metal to $3,150. People laughed at him at the time, but he was off by just two days. Now, Sean has a shocking new prediction for gold … and reveals a little-known way to get ahead of this bull market. Watch this time-sensitive gold bulletin now. |
| Written by Nathan Reiff 
As artificial intelligence (AI) has exploded in popularity in recent years, investors have unsurprisingly scrambled to build exposure to companies they see as likely to benefit from this technological trend. Certainly, one straightforward way to try to achieve this goal is through AI-focused exchange-traded funds (ETFs). Funds like the Global X Artificial Intelligence & Technology ETF (NASDAQ: AIQ) and the Invesco AI and Next Gen Software ETF (NYSEARCA: IGPT) give investors a ready-made portfolio of AI-related companies with a single trade. Some investors may want to take a more granular approach, however. Rather than turn over control of the specific holdings and allocations to a fund manager, this strategy may involve targeting specific companies for individual investment. To manage an AI-focused portfolio, investors might use ETFs as a guide, following the stocks that appear frequently in lists of these funds. Below, we look at the top holdings of four companies that appear often in the baskets of AI ETFs. Cloud Data Platform Using AI Wins Analyst Support Snowflake Inc. (NYSE: SNOW) operates a cloud-based data platform that consolidates and organizes customer data across multiple industries and sectors. The platform relies on AI to generate actionable business insights for clients. SNOW shares appear among the top 15 holdings of 25 different ETFs, including many focused on AI and technology and others with a more general approach to large-cap growth stocks. As Snowflake's customer base continues to grow, the company demonstrates the resilience of momentum in the cloud data AI space. The firm has solidly outperformed the market this year, returning more than 25% year-to-date (YTD). It also enjoys widespread support from analysts, with 36 out of 43 calling SNOW a Buy. Despite the significant rally over recent months, analysts see SNOW shares continuing to rise by nearly 15% based on consensus estimates. Major Earnings Win May Help Astera's Popularity Astera Labs Inc. (NASDAQ: ALAB) has emerged as a major player in AI hardware. The company's retimers, memory controllers, and other equipment are increasingly in demand among customers looking to build up AI infrastructure. ALAB shares are among the top holdings of 27 different ETFs, including AI—and semiconductor-focused funds and several growth stock funds. Astera is fresh from an impressive earnings report for the second quarter, in which EPS more than tripled and revenue climbed by 150% thanks to massive sales of the company's Scorpio P CD switches, among other things. The company's major partnerships should continue to drive significant growth in these areas: analysts see earnings climbing by 118% in the following year. Strong Bullish Sentiment for Legacy Giant Oracle Legacy tech giant Oracle Corp. (NYSE: ORCL) is known for its database, cloud computing, and enterprise software solutions, but it has an expanding footprint in AI as well. The company is increasingly integrating AI into its cloud offerings, including its popular Fusion suite. Unsurprisingly, among the 145 ETFs including ORCL shares as a top-15 holding, there are several prominent AI-focused funds. A strong pipeline, double-digit revenue growth, and major new deals fuel a significant rally for Oracle, which has surged by 49% year-to-date. Thomas Hughes makes a compelling case for why the firm may still have another $75 per share in upside potential as well. For some investors hesitant to take on the risk of smaller AI firms, Oracle can provide stability and solid fundamentals in a major tech firm while offering technology exposure. Tariffs May Not Hold TSM Down Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) is among the largest companies in the world. Still, investors may be cautious given the Trump administration's latest approach to tariffs in the semiconductor industry. Nonetheless, it remains a popular choice among fund managers, and 117 ETFs include TSM shares among their top positions. This may be partly because TSM shares have recently reached new highs after climbing by more than 18% YTD. These gains may be driven by optimism that TSM can move enough of its production into the United States before the damage from tariffs becomes too significant. This seems to be a popular view among analysts; all four TSM ratings are Buys, and analysts believe it still has room to grow. Read This Story Online |  While many are busy chasing the usual AI trends, a bigger opportunity is quietly brewing—and most are missing it. Imagine a major shift in how and where AI is built, opening up incredible wealth opportunities for those in the know.
I've found 9 AI companies primed to lead this change. These aren't the tired "AI hype" stocks; they're companies with real US operations, proven revenue growth, and deep AI integration. I've put all the details in a FREE report: "Top 9 AI Stocks For This Month." |
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