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- dont have access to that article

- anyone wanna chime in and explain why?

- the war has surely been going on back and forth for a while now

- why suddenly start selling now?

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.

>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.

Nasdaq 100 is up 13% YTD, so you may have a point. 20% more isn't so much more.

I think with the breakdown in the current talks the traders are beginning to accept that neither side can capitulate on their core demands, and the war and shortage of hydrocarbons will continue past the crunch point.

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