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Further Reading from MarketBeat Media

Why AppLovin’s CEO Is Selling While Quantum Insiders Are Buying

Written by Leo Miller. Article Posted: 6/30/2026.

A quantum computing processor inside a cryogenic chamber, with a researcher and server racks in the background.

Key Points

Insiders are making notable trades across several tech stocks. That includes the newest quantum stock on the market, which is seeing significant insider buying right out of the gate. Meanwhile, insiders are selling shares in two other notable software companies. However, when it comes to analyst forecasts, all three have one thing in common: upside.

AppLovin CEO Sells More Than $50 Million in Discretionary Move

First up is advertising technology giant AppLovin (NASDAQ: APP). The stock stormed onto the market in 2024, delivering a massive return of more than 700%. It added another gain of over 100% in 2025. However, AppLovin has had a much more difficult stretch in 2026, falling 25%. That weakness stems from several factors, including the company’s high valuation in 2025 and broader softness in software stocks. Notably, in Q4 2025, AppLovin traded at a forward price-to-earnings ratio as high as 59x. That multiple has since fallen to around 31x.

He bet half his $9 billion on ONE stock (Ad)

One of the most successful fund managers of the past 50 years put more than half of his $9 billion portfolio - roughly $4.5 billion - into a single little-known company. Then his firm bought more shares for 61 straight trading days.

The former CEO of Google followed with a nine-figure partnership. The White House invoked emergency powers to protect what this company controls. A July 13th deadline could trigger a flood of institutional buying. Whitney Tilson, who called Netflix at 78 cents and Apple at 38 cents, is giving away the name and ticker free.

Watch the free presentation and get the ticker before July 13thtc pixel

Additionally, the company’s most prominent executive, CEO Adam Foroughi, has been selling shares. Overall, Foroughi has sold approximately $51 million worth of AppLovin shares in June. Notably, none of these sales came under a predetermined 10b5-1 plan, indicating that they were discretionary.

Even so, this is relatively common for Foroughi, who made other large non-10b5-1 sales in March 2026 and November 2025. He also continues to hold a massive stake in AppLovin. After the reported sales, he still owns more than 2.3 million shares, worth over $1 billion at recent prices. Despite the CEO’s substantial and discretionary insider sales, the moves are not especially concerning given these mitigating factors.

Quantinuum: Insiders Spend Big on Quantum’s Newcomer

Quantinuum (NASDAQ: QNT) is the new kid on the block when it comes to quantum computing stocks. The company recently completed its IPO, opening at $60 per share. Since then, the stock has delivered solid gains, rising more than 15%. Notably, many insiders increased their stakes in the company right after the IPO, buying at the $60 price. In total, more than 10 insiders purchased shares, with total buying of nearly $25 million.

This is notable, considering insiders often already have large positions in their company before an IPO. In fact, they frequently look to sell shares after an IPO to gain liquidity. These purchases, then, send a more bullish signal than standard insider buying.

While Quantinuum shares have risen substantially from their opening price, those gains have not been dramatic to date, making it more likely that insiders will continue to see long-term upside.

Nonetheless, Quantinuum faces risks similar to those of many quantum stocks. Most notable are the firm’s valuation and cash burn. The company generated $5.2 million in revenue in Q1, posted a net loss of $136.6 million, yet has a market capitalization of around $19 billion. This reflects the long-term expectation among many investors that quantum computing will eventually become a large and profitable industry. Along the way, the U.S. government is providing support for the industry.

ServiceTitan’s Insider Sales Rise, But Remain Far Below 2025 Levels

ServiceTitan (NASDAQ: TTAN) went public in 2024 and was one of the more hotly anticipated IPOs at the time. The company provides cloud-based software that brings technology to the trades. Targeting industries like plumbing, roofing, and carpentry, ServiceTitan’s software offers sales, marketing, customer management, and job scheduling solutions.

After posting a modest 3.5% gain in 2025, the market has crushed ServiceTitan shares in 2026, with the stock down more than 30%. Much of that decline has come from the broader sell-off in software stocks.

The company has also seen a meaningful rise in insider sales in Q2, with most of those sales coming in late June. Overall, total sales of $16 million in Q2 are up sharply from less than $7 million in Q1. Furthermore, none of these sales came under a 10b5-1 plan.

It is important to note that ServiceTitan’s overall insider sales still remain far below their peak. In Q3 2025, ServiceTitan’s insider sales totaled $172 million. With that in mind, the company’s recent sales are not overly worrisome. Meanwhile, ServiceTitan continues to grow revenues by more than 20% and improve profitability significantly. In its latest quarter, adjusted operating margin more than doubled from the prior year, rising from 7.5% to 15.2%.

Analysts Eye Big Gains Across AppLovin, Quantinuum, and ServiceTitan

Notably, Wall Street analysts are forecasting significant gains across all three stocks. For ServiceTitan, the MarketBeat consensus price target is near $110, implying more than 55% upside. For AppLovin, analysts are projecting upside north of 30%, with the MarketBeat consensus price target near $668. Meanwhile, a slew of analysts recently initiated coverage on Quantinuum. The average of those targets is just under $99, also implying upside of more than 35%.


Further Reading from MarketBeat Media

GE Vernova’s Power Surge Turns the Grid Into an AI Trade

Written by Ryan Hasson. Article Posted: 7/7/2026.

GE Vernova logo on a wind turbine hub, with wind turbines and power lines across farmland in the background.

Key Points

When investors think about the AI trade, they often think of specialized chips, memory, critical software, or neocloud companies. But it is increasingly becoming an electricity and power story. The enormous gigawatt-scale data centers that hyperscalers are counting on cannot run on GPUs alone. They need turbines, substations, transmission upgrades, grid equipment, and above all, reliable power at a scale the U.S. grid was never built to deliver.

That realization has made GE Vernova (NYSE: GEV) one of the clearest derivative plays on AI infrastructure in the market, and the stock's performance reflects it. Not just in the short term, but over the past couple of years as well. And it’s shown no signs of slowing down. Over the year, the stock has surged by almost 76%, vastly outperforming its sector and the market benchmark. Zooming out, it’s even more impressive, with the stock up approximately 120% over the previous 12 months.

He bet half his $9 billion on ONE stock (Ad)

One of the most successful fund managers of the past 50 years put more than half of his $9 billion portfolio - roughly $4.5 billion - into a single little-known company. Then his firm bought more shares for 61 straight trading days.

The former CEO of Google followed with a nine-figure partnership. The White House invoked emergency powers to protect what this company controls. A July 13th deadline could trigger a flood of institutional buying. Whitney Tilson, who called Netflix at 78 cents and Apple at 38 cents, is giving away the name and ticker free.

Watch the free presentation and get the ticker before July 13thtc pixel

So let’s dig a little deeper into the reason behind its stellar performance and see whether it is sustainable at current prices.

GE Vernova Sits at the Center of the AI Power Buildout

GE Vernova, the energy business spun out of General Electric, sits squarely in the path of the power buildout that AI demands. Its gas power segment supplies the heavy-duty turbines that utilities and, increasingly, data center developers are ordering to quickly add generation capacity.

Its electrification and grid businesses provide the transformers, switchgear, and grid-modernization equipment needed to move all of that new power to where it is consumed. When a hyperscaler announces a multi-gigawatt campus, equipment like GE Vernova's is likely being ordered somewhere down the supply chain.

The Appeal: AI Exposure Without Semiconductor Cyclicality

What makes the GE Vernova story distinct is what it does not carry. Investors who want exposure to AI compute growth through chips or memory must accept brutal cyclicality, inventory swings, and pricing cycles. Power infrastructure demand behaves differently. Turbine orders come with multi-year delivery schedules. Grid equipment is bought against decade-long utility planning cycles. Service agreements generate recurring revenue for the life of the installed equipment. The result is a business with far greater revenue visibility than the semiconductor complex, even though it is tied to the same underlying demand driver.

And the company’s fundamentals absolutely back up the story and recent share performance. GEV posted its Q1 2026 results on April 22, topping earnings estimates by $1.95 per share while quarterly revenue of $9.34 billion grew 17% year-over-year. The company delivered strong orders, raised 2026 guidance across all key metrics, and saw revenue and backlog growth in both equipment and services segments. Analysts project earnings growth of over 62% for the year ahead, among the strongest of any large-cap industrial. The balance sheet is clean, with a debt-to-equity ratio of just 0.19.

The Risk: A Valuation That Demands Execution

With all that being said, after a run of this magnitude, there is certainly some risk investors need to be aware of. GE Vernova now trades at nearly 59 times trailing earnings and more than 8 times sales, multiples that leave little room for disappointment.

Notably, the consensus price target of $1,089.88 from 30 analysts is now about 5% below the current share price, a sign of how far the stock has outrun formal models. MarketBeat data also shows insiders have been selling shares, a data point worth noting after a 76% year-to-date gain.

At these levels, the stock needs continued order growth, backlog strength, and margin expansion to justify the move. Anything less, and GE Vernova risks trading like an overcrowded AI-adjacent name rather than an infrastructure winner. That is the tension heading into the next catalyst.

GE Vernova’s Q2 Report Will Test the AI Power Thesis

Q2 earnings arrive on July 22, and the report will answer the only question that matters at this moment: whether AI-driven power demand is still translating into real contracts and free cash flow. Investors should focus less on the headline numbers and more on orders, backlog growth, and margin trajectory across the gas power and electrification segments. Those are the metrics that reveal whether the demand wave is accelerating or merely priced in, as well as the price action in the days immediately following the report.

The AI power thesis behind GE Vernova is real, structural, and likely to run for years. But at a record-high share price and a premium valuation, the burden of proof now sits with execution. If the orders keep coming, the stock can keep working. If they slow, the market's patience may prove far shorter than the grid's planning cycles.

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