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🚨 ZOOM STOCK IS UP THIS YEAR FOR A REASON MOST INVESTORS DON'T KNOW.
Zoom's CEO sold $5.1M in stock this week. Not the story.
It was a scheduled RSU vesting sale, used to cover taxes, the kind that happens on a quarterly cadence tied to grants going back to 2022. He still holds over 21 million shares and derivatives through his family trust. Nothing about his position changed.
The actual reason Zoom stock is up double digits this year has nothing to do with video calls. Zoom holds a stake in Anthropic, and Anthropic's IPO is expected sometime in 2026.
Revenue growth alone doesn't explain the move. A pandemic-era software company is trading partly as an AI proxy now, and most people buying it probably don't know why.