The insider dumping isn't random noise—it's a warning flare. (https://www.sec.gov/Archives/edgar/data/1535527/000177856426000117/xslF345X06/form4-07132026_080701.xml), and (https://www.cnbc.com/2026/07/15/ibm-just-had-its-worst-day-ever-heres-how-oppenheimer-rates-it) after Oppenheimer downgraded. Meanwhile, the Street's celebrating AI leadership rotation and calling for tech beat-aheads through Q3.

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