Hello – When central banks, retail investors and industry all clamor for the same metal, prices don’t just rise—they can launch. Our 2026 Gold Forecast: A Perfect Storm for Demand explains why spot gold could break past $4,000 this year and provides guidance on how to position yourself before it happens. Inside, you’ll discover: -
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Special Report Insider Selling: CRWV, DELL & FANG See +$100M in 2026 Sales By Leo Miller. Article Published: 3/18/2026. 
Key Points - After insiders sold billions in CoreWeave stock in 2025, the pace of their selling has dropped massively in the new year.
- A key private equity investor continues to wind down its DELL position, selling over $100 million worth of the stock in 2026.
- FANG shares are benefiting from increased oil prices, but a recent +$150 million insider sale has more to it than meets the eye.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Huge names across the technology and energy sectors are seeing significant insider selling. But do these moves provide meaningful bearish signals for investors, or is there more going on beneath the surface? CRWV Insiders Continue Dumping Shares, But Pace Moderates Drastically First up is artificial intelligence (AI) neo-cloud company CoreWeave (NASDAQ: CRWV). Since going public almost a year ago, CoreWeave has been a big winner for investors. Compared to its IPO price of $40, the stock has roughly doubled. However, shares have come under significant pressure since the second half of 2025 and are now more than 50% below their all-time high closing price. A broader sell-off in high-flying stocks has contributed to its decline, and investors have raised questions about the company's growth versus profitability. Notably, revenues spiked by 168% last quarter. At the same time, CoreWeave reported its lowest adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin since going public — a drop of 57%. Insider selling is also a concern. Since the IPO, MarketBeat has tracked over $5 billion worth of CRWV insider selling. Most of that selling occurred in 2025, but the company still saw about $300 million of insider sales in 2026. Importantly, many of those transactions were executed under predetermined 10b5-1 plans, which suggests the sales were scheduled in advance rather than triggered by recent developments. Large insider selling can nonetheless weigh on a stock and act as an overhang. That said, selling in Q1 2026 has slowed sharply — down roughly 87% from $2.3 billion in Q4 2025 — which is a positive sign for now. Private Equity Continues Offloading DELL Shares Dell Technologies (NYSE: DELL) is a less glamorous AI beneficiary than CoreWeave, but it has delivered strong performance. Over the past 52 weeks, Dell's total return has exceeded 60%. In 2025 (Dell's fiscal 2026), the company posted revenue growth of 19% — its highest rate since fiscal 2018 — and expects growth to accelerate to 23% this year. Dell reported an AI-optimized server backlog of more than $34 billion and expects AI revenue to double to $50 billion this year as more orders are fulfilled. However, Dell has also seen substantial insider selling, much of it from private equity firm Silver Lake Technology Associates. Silver Lake sold over $900 million of Dell stock in 2025 and has sold around $150 million so far in 2026. The timing of Silver Lake's sales aligns with the typical lifecycle of private equity funds, which often liquidate investments 10 to 12 years after initial deployment. Silver Lake first invested in Dell in 2013. That context makes Silver Lake's sales less concerning than they might otherwise appear; the firm may simply be following a scheduled exit strategy rather than signaling waning confidence in Dell's outlook. Still, its sizable position and ongoing sales create an overhang on the stock. FANG Sees Almost $200 Million of Insider Selling as Oil Prices Explode Finally, oil explorer and producer Diamondback Energy (NASDAQ: FANG) has benefited from soaring oil prices. Diamondback shares have returned more than 25% over the past year, helped by a sharp rise in West Texas Intermediate (WTI) crude — up roughly 70% in 2026 — which has pushed FANG more than 20% higher this year. That rally has coincided with increased insider selling. So far in 2026, MarketBeat has tracked over $190 million in insider sales, compared with just $52 million in all of 2025. Most of these sales were not executed under predetermined 10b5-1 plans. But a closer look tempers the concern. About $163 million of the sales came from SGF FANG Holdings, LP — and rather than dumping the shares on the open market, SGF FANG sold them back to Diamondback. In effect, Diamondback repurchased a significant number of shares. While the insider sale itself could be seen as bearish, the company's repurchase offsets much of that worry. SGF FANG's disposition resulted in only an approximately 2% reduction in its Diamondback stake. CRWV's Insider Sales Abate for Now Overall, the insider selling at CRWV, DELL and FANG comes with important mitigating factors that limit the bearish signals these transactions might send. For CoreWeave, continuing insider sales could weigh on the stock, but the sharp decline in selling volume is encouraging. For Dell, Silver Lake's sales are consistent with a private equity exit timeline rather than an explicit vote of no confidence. And for Diamondback, the large sale was effectively neutralized by the company's buyback. None of these situations eliminates the need for vigilance. Investors should monitor future insider activity and company fundamentals to see whether selling remains subdued or resumes at elevated levels. |
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