Chipmaker Charges Up 26% in the Last Year Amid AI Mania

An AI leader is seeing insiders lock in gains after a 26% surge in the last year, hedge funds are bailing on energy stocks as crude prices slump, and a small biotech firm just posted promising results tied to its Alzheimer’s pipeline. Here’s what’s moving the market.

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Top insiders at Nvidia (NVDA) have sold more than $1 billion worth of stock over the past year, according to a report from the Financial Times.

Over half of those sales occurred in June alone, as shares surged to fresh all-time highs amid renewed excitement over artificial intelligence.

The selloff includes recent transactions by CEO Jensen Huang, who began unloading shares this week for the first time since September, per recent SEC filings.

The timing coincides with Nvidia reclaiming the title of the world’s most valuable public company, driven by bullish analyst calls and soaring demand for its AI-optimized chips.

Nvidia’s stock has rallied over 60% since early April, recovering from a tariff-related dip and riding investor optimism tied to the long-term growth potential of generative AI.

While Nvidia declined to comment, the wave of insider selling highlights how company leaders are capitalizing on the rally, even as investors pile back into the AI trade.

The stock is trading slightly higher in premarket but is up over 14% year to date, at 26.9% in the last year, and an astounding 1,541% over the last 5 years.

Hedge funds offloaded energy stocks last week at the most aggressive pace since September 2024, according to a client note from Goldman Sachs (GS).

The selloff came as oil prices slid more than $10 following signs of a de-escalation between Israel and Iran.

The week of June 23 marked the second-largest exodus from energy stocks by hedge funds in the past decade, Goldman said.

Energy-related equities, ranging from producers to equipment and services firms, were sold across all major regions, with North America and Europe seeing the brunt of the selling. In Europe, many funds added short positions while exiting long bets.

Despite the wave of selling, total hedge fund exposure to energy remains net long globally. However, gross leverage, an indicator of hedge fund exposure, remains at a five-year high, suggesting a broader risk appetite.

While energy was being sold, hedge funds rotated heavily into other areas, with last week marking the biggest equity buying spree in five weeks.

Tech, industrials, and financials were the most favored sectors globally, according to Goldman.

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IGC Pharma (IGC) posted second-quarter results that showed solid progress in both financial performance and its therapeutic pipeline for neurological and metabolic disorders.

Revenue rose 42% year-over-year to $412,000, supported by growth in its Life Sciences segment, including OTC product sales and white-label services.

The company reported a net loss of $1.7 million, or $0.02 per share, narrowing from a $2.5-million loss a year earlier. SG&A expenses fell 25% to $1 million, while R&D costs declined 28% to $917,000 amid continued development of its lead Alzheimer’s candidate, IGC-AD1.

Pipeline highlights during the quarter included TGR-63 demonstrating the ability to cross the blood-brain barrier, preclinical progress on IGC-1C targeting tau pathology, and the identification of IGC-1A as a GLP-1 agonist using AI modeling.

The company also advanced IGC-AD1, a cannabinoid-based therapy with dual-action potential on amyloid and tau proteins, through Phase 2 trials.

IGC said it has not drawn on its $12-million credit facility and remains focused on scaling research and revenue in parallel. Shares are up slightly in early trading.

IREN Limited is a data center operator and Bitcoin miner known for its focus on sustainable infrastructure and high-efficiency energy sources. The company has rapidly scaled operations across North America, offering clean compute capacity for both crypto and AI workloads.

Shares are up 5.8% in premarket trading following a string of bullish analyst mentions and momentum from rising Bitcoin prices. With investor attention returning to high-efficiency miners and hybrid compute models, IREN is gaining traction as a scalable infrastructure play with long-term upside.

Bloom Energy builds solid oxide fuel cell systems used for clean, on-site energy generation. The company is gaining attention for its zero-carbon hydrogen solutions and growing role in backup and resilient energy infrastructure across industries.

Shares are up nearly 13% in premarket after the company was highlighted in a Department of Energy report discussing the role of stationary fuel cells in reducing grid strain during peak demand. Investors appear to be re-rating Bloom as a key player in the distributed energy sector.

Palantir is a leading data analytics and AI platform provider used by governments, financial institutions, and corporations for decision intelligence and operational modeling. Its Gotham and Foundry platforms are core tools in high-stakes environments.

Shares are up 5% premarket amid renewed interest in AI software providers and following a recent contract expansion with the U.S. Department of Defense. The rally extends a strong multi-month move that has pushed the stock up over 480% in the past year.

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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

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— Adam Garcia
Elite Trade Club

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