InsiderStreet.ai

The Edge

Know What They Know

July 28, 2026
*Not investment advice
🔥 PRE MARKET MOVERS
Pre-Market Session • 07:00 ET • $0.0T Total Volume
📈 Top Gainers by $ Volume
FRSH +5.45% $131M
AEO +2.85% $70M
PLTR +4.19% $58M
WSBC +10.30% $48M
BLBD +2.11% $36M
PPLC +3.11% $24M
ARLO +3.81% $13M
NOK +0.66% $11M
BMNR +8.01% $8M
📉 Top Losers by $ Volume
MU -7.70% $758M
NVDA -6.00% $262M
SKHY -11.88% $207M
INTC -4.79% $125M
TENB -0.02% $66M
THRM -2.61% $31M
STAA -0.51% $17M
BORR -2.96% $11M
UMC -15.35% $11M
HIVE -1.69% $3M
Box size = dollar volume (liquidity) • Color intensity = % change magnitude

🐷 PIG ROAST

SHOP +11.5% Shopify Inc. moves +11.5% on heavy volume.
BMNR +13.5% Bitmine Immersion Technologies, Inc. moves +13.5% on heavy volume.
WDAY +9.0% Workday, Inc. moves +9.0% on heavy volume.
IONQ +9.4% IonQ, Inc. moves +9.4% on heavy volume.
TEAM +10.3% Atlassian Corporation moves +10.3% on heavy volume.
USO -8.7% United States Oil Fund, LP moves -8.7% on heavy volume.
QBTS -9.5% D-Wave Quantum Inc. moves -9.5% on heavy volume.
MXL -9.4% MaxLinear, Inc. moves -9.4% on heavy volume.
SIMO -9.8% Silicon Motion Technology Corporation moves -9.8% on heavy volume.
VG -10.4% Venture Global, Inc. moves -10.4% on heavy volume.

💬 Word on the Street

While Rep. Robert E. Latta (R-OH) quietly added shares of Farmers & Merchants Bancorp (FMAO) to his portfolio, insiders at Celcuity Inc. (CELC) were heading for the exits with $317.8 million in coordinated sales—the kind of move that makes you wonder what they know that we don't. Meanwhile, Shopify Inc. (SHOP) rocketed 11.5% after hours as smart money logged a net $715.3 million outflow across the broader market, suggesting the big players are rotating, not retreating. Here's what smart money is doing today.

30
Accumulation
0
Distribution
📈 62.6%
SPY Strength
😱 18.6 ↓
VIX
💧 $6.75T ↑
Fed Liquidity
💰 $400.1M
Smart Money Buying
💸 $1.1B
Smart Money Selling
📉 $715.3M
Net Outflow
📖 HOW TO READ THIS REPORT

The Big Idea: When insiders, institutions, AND politicians all bet on the same stock? That's convergence — and historically, these aligned signals tend to pack more punch than solo moves. We track the smart money so you don't have to.

Signal Badges

ETF Institutional funds adding/removing positions
INSIDER Corporate executives buying/selling their own stock
CONGRESS Politicians making trades (yes, we see you)

Momentum Icons

▲ + Buying Rising Stock: Smart money accumulating as price rises — ideal alignment
+ Buying Falling Stock: Smart money accumulating while price drops — falling knife risk
▲ - Selling Rising Stock: Smart money exiting while price still rising — warning signal
- Selling Falling Stock: Smart money exiting as price drops — confirms downtrend

The Bottom Line: Convergence + aligned momentum = strongest setups. Convergence + divergent momentum = proceed with caution. This isn't financial advice — it's intelligence. What you do with it is on you.

🎯 SMART MONEY CONVERGENCE
📈 Accumulation Detected (10)
PSA Public Storage ⭐ CONGRESS INSIDER ETF
▲ + Buying Rising Stock 5D +2.7% 3M +5.1% 1Y +15.2%
1 member(s) purchased N/A • 2 insiders purchased $235.7M • 4014 ETFs increased positions
PANW Palo Alto Networks, Inc. ⭐ CONGRESS INSIDER ETF
▲ + Buying Rising Stock 5D -9.0% 3M +77.7% 1Y +57.8%
5 member(s) purchased N/A • 2 insiders purchased $10.0M • 6987 ETFs increased positions
COR Cencora, Inc. ⭐ CONGRESS INSIDER ETF
▲ + Buying Rising Stock 5D +2.4% 3M +1.0% 1Y +7.5%
4 member(s) purchased N/A • 3 insiders purchased $2.3M • 4875 ETFs increased positions
F Ford Motor Company ⭐ CONGRESS INSIDER ETF
▲ + Buying Rising Stock 5D +4.9% 3M +18.6% 1Y +33.7%
1 member(s) purchased N/A • 2 insiders purchased $2.1M • 4148 ETFs increased positions
HBAN Huntington Bancshares Incorporated ⭐ CONGRESS INSIDER ETF
▲ + Buying Rising Stock 5D -5.0% 3M +4.6% 1Y +5.0%
2 member(s) purchased N/A • 16 insiders purchased $1.7M • 4046 ETFs increased positions
MSTR Strategy Inc ⭐ CONGRESS INSIDER ETF
+ Buying Falling Stock 5D +0.8% 3M -42.3% 1Y -76.2%
1 member(s) purchased N/A • 6 insiders purchased $1.3M • 2864 ETFs increased positions
BR Broadridge Financial Solutions, Inc. ⭐ CONGRESS INSIDER ETF
▲ + Buying Rising Stock 5D +1.8% 3M -1.5% 1Y -39.1%
3 member(s) purchased N/A • 1 insider purchased $1.0M • 4051 ETFs increased positions
CSX CSX Corporation ⭐ CONGRESS INSIDER ETF
▲ + Buying Rising Stock 5D +3.4% 3M +14.1% 1Y +49.1%
1 member(s) purchased N/A • 1 insider purchased $1.0M • 4873 ETFs increased positions
SARO StandardAero, Inc. ⭐ CONGRESS INSIDER ETF
▲ + Buying Rising Stock 5D +10.8% 3M +20.3% 1Y +4.1%
1 member(s) purchased N/A • 1 insider purchased $1.0M • 953 ETFs increased positions
BA The Boeing Company ⭐ CONGRESS INSIDER ETF
+ Buying Falling Stock 5D +0.9% 3M -9.0% 1Y -8.6%
3 member(s) purchased N/A • 2 insiders purchased $0.8M • 3876 ETFs increased positions
😱 VOLATILITY & FEAR

The VIX equity volatility index stands at 18.58 after declining 1.0% week-over-week, positioning within the normal range that suggests neither complacency nor elevated fear among options traders. Bond market volatility remains subdued, with the MOVE index at 12.64 after a modest 0.5% weekly decline, indicating low uncertainty in fixed income markets. The modest downward movement in both indices reflects a marginal reduction in hedging costs across asset classes, though equity volatility remains above the sub-15 threshold that would signal potential complacency.

VIX
18.58
-1.0% WoW
📈
Normal
MOVE
12.64
-0.5% WoW
➡️
Low
📊 MARKET REGIME

Market breadth shows a clear bifurcation, with traditional value sectors commanding leadership as Financials, Healthcare, and Energy demonstrate strength at 90%, 80%, and 76% respectively, while growth-oriented sectors lag significantly with Technology at 32% and Semiconductors at just 4%. The SPY's 63% breadth reading substantially outpaces the tech-heavy QQQ at 45%, reflecting this pronounced rotation away from growth stocks that dominated previous market regimes. This divergence between old economy and new economy sectors, combined with weakness in Consumer Discretionary at 40%, suggests institutional capital has repositioned toward defensive and cyclical value plays.

Sector Strength
🏦 Financials
89.5%
+1.5%
🏥 Healthcare
79.7%
+2.6%
⛽ Energy
76.2%
+0.7%
⚡ Utilities
74.2%
+1.6%
🏠 Real Estate
74.2%
+1.2%
🛒 Consumer Staples
64.7%
+0.6%
🏭 Industrials
64.2%
+2.9%
📡 Communication
43.5%
-2.8%
🧱 Materials
42.3%
+2.7%
🛍️ Consumer Discretionary
40.4%
-3.3%
💻 Technology
32.4%
-0.8%
🔌 Semiconductors
4.0%
-1.8%
📈 INDEX BREADTH
SPY
62.6%
BULLISH
QQQ
44.6%
NEUTRAL
DIA
46.7%
NEUTRAL
IYT
58.1%
NEUTRAL
💧 FED LIQUIDITY
Net Liquidity: $6.75 Trillion
↑ $4.3B WoW

As of July 22, Fed net liquidity stands at $6.75 trillion, up $4.3 billion week-over-week, with the next H.4.1 release scheduled for Thursday, July 30. This modest increase in liquidity indicates the Fed continues to maintain accommodative financial conditions, which historically correlates with support for risk asset prices as more dollars chase available investments.

📅 ECONOMIC CALENDAR Surprise Index: +1.9

June durable goods orders missed expectations significantly at 0.3% versus the 2.5% forecast, though this represented a recovery from May's revised -4.0% decline, while the ex-transportation reading of 0.6% also fell short of the 0.8% estimate—suggesting business investment momentum remains sluggish even as the Dallas Fed manufacturing index unexpectedly turned positive at 1.3 versus expectations for -1.0, marking the first time since April the index has been in expansion territory. Attention now shifts to tomorrow's Federal Reserve decision where rates are expected to hold at 3.75%, with traders parsing Chair Powell's press conference for signals on the pace of future cuts given the mixed data flow, while today's consumer confidence reading will provide insight into household sentiment amid persistent inflation and tomorrow's crude oil inventory data could impact energy markets following API's report of a 2.603 million barrel build last week against current expectations for a 2.5 million barrel draw. The Economic Surprise Index remaining flat at +1.9 reflects data continuing to come in roughly in line with consensus, with neither significant positive nor negative momentum in recent surprises.

Yesterday — Monday, July 27
3 events · 1 beat · 2 misses
12:30 Durable Goods Orders MoM (Jun) 0.3% vs 2.5% est
12:30 Durable Goods Orders Ex Transp MoM (Jun) 0.6% vs 0.8% est
14:30 Dallas Fed Manufacturing Index (Jul) 1.3 vs -1.0 est
Today — Tuesday, July 28
7 events · 7 upcoming
12:30 Goods Trade Balance Adv (Jun) est -100.0B / prev -105.9B
12:30 Goods Trade Balance (Jun) prev -105.89B
12:30 Retail Inventories Ex Autos MoM (Jun) est 0.3% / prev 0.3%
12:30 Wholesale Inventories MoM (Jun) est 0.2% / prev 0.1%
13:00 S&P/Case-Shiller Home Price YoY (May) est 1.3% / prev 1.1%
14:00 CB Consumer Confidence (Jul) prev 91.2
20:30 API Crude Oil Stock Change (Jul/24) est -2.5 / prev 2.603
Tomorrow — Wednesday, July 29
5 events · 2 high impact
11:00 MBA 30-Year Mortgage Rate (Jul/24) prev 6.69%
14:30 EIA Gasoline Stocks Change (Jul/24) est -1.71 / prev 0.765
14:30 EIA Crude Oil Stocks Change (Jul/24) est -2.5 / prev 2.011
18:00 Fed Interest Rate Decision est 3.75% / prev 3.75%
18:30 Fed Press Conference Pending
🏦 INSTITUTIONAL FLOW

Exchange-traded funds demonstrated mixed positioning in semiconductor and technology infrastructure names during the period, with AVGO drawing additions from 9,635 ETFs against 5,507 reducing exposure, while LRCX and CSCO showed similar bifurcated flows at 8,097 versus 4,498 and 7,958 versus 4,298 respectively. The balanced 10-to-10 split in overall fund positioning suggests institutional managers are selectively rotating within the semiconductor equipment and enterprise networking space rather than making directional sector bets.

Top Buying
AVGO Broadcom Inc. ⭐
+ Buying Falling Stock 5D +1.3% 3M -9.3% 1Y +33.0%
9635 ETFs • 0 shares
LRCX Lam Research Corporation ⭐
+ Buying Falling Stock 5D -4.9% 3M +8.9% 1Y +199.3%
8097 ETFs • 0 shares
CSCO Cisco Systems, Inc. ⭐
+ Buying Falling Stock 5D +3.5% 3M +28.7% 1Y +68.8%
7958 ETFs • 0 shares
TXN Texas Instruments Incorporated ⭐
+ Buying Falling Stock 5D -1.6% 3M +1.3% 1Y +52.9%
7235 ETFs • 0 shares
PANW Palo Alto Networks, Inc. ⭐
▲ + Buying Rising Stock 5D -9.0% 3M +77.7% 1Y +57.8%
6987 ETFs • 0 shares
Top Selling
AVGO Broadcom Inc. ⭐
- Selling Falling Stock 5D +1.3% 3M -9.3% 1Y +33.0%
5507 ETFs • 0 shares
LRCX Lam Research Corporation ⭐
- Selling Falling Stock 5D -4.9% 3M +8.9% 1Y +199.3%
4498 ETFs • 0 shares
CSCO Cisco Systems, Inc. ⭐
- Selling Falling Stock 5D +3.5% 3M +28.7% 1Y +68.8%
4298 ETFs • 0 shares
PANW Palo Alto Networks, Inc. ⭐
▲ - Selling Rising Stock 5D -9.0% 3M +77.7% 1Y +57.8%
3982 ETFs • 0 shares
INTU Intuit Inc. ⭐
▲ - Selling Rising Stock 5D +3.4% 3M -23.2% 1Y -61.0%
3937 ETFs • 0 shares
🏛️ CONGRESSIONAL TRADES

Congressional members made several notable transactions this period, with Rep. Latta purchasing FMAO, Rep. Dingell adding FMCC, and Rep. Newhouse taking a position in ANET. On the selling side, Rep. Sessions exited ARCC, Rep. Liccardo reduced NVDA holdings, and Rep. Himes sold HD, showing no clear sector pattern with activity spread across technology, financials, mortgage, and retail.

Top Buying
FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS
▲ + Buying Rising Stock 5D +1.4% 3M +17.1% 1Y +21.6%
Rep. Robert E. Latta (Robert E. Latta) • $1,001 - $15,000
FMCC Federal Home Loan Mortgage Corporation ⭐ CONGRESS
+ Buying Falling Stock 5D -4.0% 3M -8.4% 1Y -17.3%
Rep. Debbie Dingell (Debbie Dingell) • $15,001 - $50,000
ANET Arista Networks, Inc. ⭐ CONGRESS
▲ + Buying Rising Stock 5D +0.8% 3M -3.5% 1Y +49.7%
Rep. Dan Newhouse (Dan Newhouse) • $1,001 - $15,000
FE FirstEnergy Corp. ⭐ CONGRESS
▲ + Buying Rising Stock 5D +1.6% 3M +0.8% 1Y +21.5%
Rep. Dan Newhouse (Dan Newhouse) • $1,001 - $15,000
COST Costco Wholesale Corporation ⭐ CONGRESS
+ Buying Falling Stock 5D +1.9% 3M -5.8% 1Y +2.2%
Rep. Dan Newhouse (Dan Newhouse) • $1,001 - $15,000
Top Selling
ARCC Ares Capital Corporation ⭐ CONGRESS
▲ - Selling Rising Stock 5D -0.5% 3M +1.2% 1Y -7.3%
Rep. Pete Sessions (Pete Sessions) • $1,001 - $15,000
NVDA NVIDIA Corporation ⭐ CONGRESS
- Selling Falling Stock 5D -3.3% 3M -5.7% 1Y +13.1%
Rep. Sam Liccardo (Sam Liccardo) • $15,001 - $50,000
HD The Home Depot, Inc. ⭐ CONGRESS
▲ - Selling Rising Stock 5D +0.9% 3M +0.1% 1Y -8.8%
Rep. James A. Himes (James A. Himes) • $15,001 - $50,000
XOM Exxon Mobil Corporation ⭐ CONGRESS
▲ - Selling Rising Stock 5D +4.3% 3M +4.0% 1Y +42.2%
Rep. James A. Himes (James A. Himes) • $15,001 - $50,000
BAC Bank of America Corporation ⭐ CONGRESS
▲ - Selling Rising Stock 5D +2.9% 3M +19.4% 1Y +29.9%
Rep. James A. Himes (James A. Himes) • $1,001 - $15,000
👔 INSIDER ACTIVITY

Three notable insider purchase clusters emerged this period, with INCY drawing the most attention as 11 insiders accumulated shares, while FRNM and DOCS each saw buying from 3 and 2 insiders respectively. On the distribution side, ONC recorded the highest number of selling insiders with 47 participants unloading $189.3M in shares, followed by SNOW's 20 insiders selling $96.8M and CELC's 2 insiders divesting $317.8M.

Cluster Buying
FRNM Freenome, Inc. Common stock ⭐ INSIDER
▲ + Buying Rising Stock 5D -4.8%
3 insiders • $107.6M
DOCS Doximity, Inc. ⭐ INSIDER
+ Buying Falling Stock 5D -3.5% 3M -12.7% 1Y -65.4%
2 insiders • $72.6M
INCY Incyte Corporation ⭐ INSIDER
▲ + Buying Rising Stock 5D +2.8% 3M +25.6% 1Y +68.6%
11 insiders • $40.6M
BEN Franklin Resources, Inc. ⭐ INSIDER
▲ + Buying Rising Stock 5D +3.1% 3M +22.5% 1Y +36.3%
4 insiders • $30.0M
RPM RPM International Inc. ⭐ INSIDER
+ Buying Falling Stock 5D +6.1% 3M +2.7% 1Y -11.6%
6 insiders • $25.6M
Heavy Selling
CELC Celcuity Inc. ⭐ INSIDER
- Selling Falling Stock 5D -6.5% 3M -32.0% 1Y +485.6%
2 insiders • $317.8M
ONC BeOne Medicines AG ⭐ INSIDER
▲ - Selling Rising Stock 5D +4.9% 3M +8.3% 1Y +9.9%
47 insiders • $189.3M
SNOW Snowflake Inc. ⭐ INSIDER
▲ - Selling Rising Stock 5D -0.6% 3M +94.4% 1Y +26.9%
20 insiders • $96.8M
WYNN Wynn Resorts, Limited ⭐ INSIDER
- Selling Falling Stock 5D +4.2% 3M -5.7% 1Y -7.7%
2 insiders • $68.1M
CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER
- Selling Falling Stock 5D -3.1% 3M -35.7% 1Y -41.0%
76 insiders • $67.7M
📅 EARNINGS CALENDAR

Yesterday saw notable moves with NUE advancing 7.6% while PHG declined 6.5% and NE gained 6.3%. Today's earnings calendar features 124 companies including V and KO, both showing recent accumulation signals from institutional players, while TXN and BA have experienced distribution pressure ahead of their reports. Tomorrow's heavier slate brings 222 companies to the tape.

📊 Previous Earnings — July 27, 2026
64 reported • ✅ 35 beats • ❌ 8 misses
NUE Nucor Corporation ⭐ BEAT +7.6%
50
▲ + Buying Rising Stock
EPS: $4.84 vs $4.46 est (+8.5%)
Beats 9/12 quarters | Avg +8.5% | 🔥 2Q beat streak
17 insiders sold $29.6M
PHG Koninklijke Philips N.V. ⭐ BEAT -6.5%
30
+ Buying Falling Stock
EPS: $0.57 vs $0.40 est (+42.5%)
Beats 9/12 quarters | Avg +28.0% | 🔥 3Q beat streak
NE Noble Corporation Plc ⭐ MISS +6.3%
50
▲ + Buying Rising Stock
EPS: $0.01 vs $0.15 est (-93.5%)
Beats 3/12 quarters | Avg -24.8%
8 insiders sold $6.2M
UHS Universal Health Services, Inc. ⭐ BEAT +5.8%
50
▲ + Buying Rising Stock
EPS: $5.98 vs $5.94 est (+0.7%)
Beats 11/12 quarters | Avg +10.8% | 🔥 2Q beat streak
HBT HBT Financial, Inc. ⭐ BEAT +5.4%
70
▲ + Buying Rising Stock
EPS: $0.78 vs $0.73 est (+6.3%)
Beats 9/12 quarters | Avg +4.2% | 🔥 2Q beat streak
ARLP Alliance Resource Partners, L.P. ⭐ MISS +5.3%
70
▲ + Buying Rising Stock
EPS: $0.65 vs $0.66 est (-0.8%)
Beats 3/12 quarters | Avg -13.9% | ⚠️ 2Q miss streak
KOF Coca-Cola FEMSA, S.A.B. de C.V. ⭐ BEAT +4.7%
50
+ Buying Falling Stock
EPS: $1.70 vs $1.65 est (+3.0%)
Beats 8/12 quarters | Avg +2.2%
BOH Bank of Hawaii Corporation ⭐ BEAT -4.6%
70
▲ + Buying Rising Stock
EPS: $1.47 vs $1.46 est (+0.7%)
Beats 6/12 quarters | Avg -0.5%
1 insider sold $400.9K
RMBS Rambus Inc. ⭐ BEAT -4.4%
30
+ Buying Falling Stock
EPS: $0.77 vs $0.72 est (+7.4%)
Beats 6/12 quarters | Avg -0.2% | 🔥 2Q beat streak
10 insiders sold $11.3M
SSD Simpson Manufacturing Co., Inc. ⭐ BEAT +4.2%
30
+ Buying Falling Stock
EPS: $3.09 vs $2.72 est (+13.6%)
Beats 8/12 quarters | Avg +3.2% | 🔥 7Q beat streak
🎯 Reporting Today — July 28, 2026
124 reporting • Smart Money: 69 acc • 30 dist • 25 neut
V Visa Inc. ⭐
70
▲ + Buying Rising Stock
Beats 11/12 quarters | Avg +3.0% | 🔥 7Q beat streak
4 insiders sold $22.0M
KO The Coca-Cola Company ⭐
70
▲ + Buying Rising Stock
Beats 11/12 quarters | Avg +4.4% | 🔥 9Q beat streak
11 insiders sold $78.4M
RTX RTX Corporation ⭐
70
▲ + Buying Rising Stock
Beats 12/12 quarters | Avg +10.1% | 🔥 12Q beat streak
CB Chubb Limited ⭐
70
▲ + Buying Rising Stock
Beats 12/12 quarters | Avg +14.3% | 🔥 12Q beat streak
4 insiders sold $8.8M
LMT Lockheed Martin Corporation ⭐
70
▲ + Buying Rising Stock
Beats 10/12 quarters | Avg +5.7%
UL Unilever PLC ⭐
70
▲ + Buying Rising Stock
Beats 4/12 quarters | Avg -3.0% | ⚠️ 3Q miss streak
COF Capital One Financial Corporation ⭐
70
▲ + Buying Rising Stock
Beats 7/12 quarters | Avg +11.6%
5 insiders sold $2.0M
BCS Barclays PLC ⭐
70
▲ + Buying Rising Stock
EPS: $0.90 vs $0.89 est
Beats 10/12 quarters | Avg +4.7% | 🔥 9Q beat streak
WM Waste Management, Inc. ⭐
70
▲ + Buying Rising Stock
Beats 7/12 quarters | Avg +2.8%
1 insider sold $585.3K
UPS United Parcel Service, Inc. ⭐
70
▲ + Buying Rising Stock
EPS: $1.76 vs $1.65 est
Beats 10/12 quarters | Avg +6.6% | 🔥 3Q beat streak
CNI Canadian National Railway Company ⭐
70
▲ + Buying Rising Stock
Beats 6/12 quarters | Avg +0.5%
PCAR PACCAR Inc ⭐
70
▲ + Buying Rising Stock
Beats 6/12 quarters | Avg +3.1%
FMX Fomento Económico Mexicano, S.A.B. de C.V. ⭐
70
▲ + Buying Rising Stock
Beats 7/12 quarters | Avg +264.6%
KB KB Financial Group Inc. ⭐
70
▲ + Buying Rising Stock
Beats 6/12 quarters | Avg +16.3% | 🔥 4Q beat streak
KMB Kimberly-Clark Corporation ⭐
70
▲ + Buying Rising Stock
Beats 10/12 quarters | Avg +9.3% | 🔥 5Q beat streak
3 insiders sold $689.7K
📌 Next Earnings — July 29, 2026
222 reporting • Smart Money: 98 acc • 69 dist • 55 neut
SAN Banco Santander, S.A. ⭐
70
▲ + Buying Rising Stock
Beats 3/12 quarters | Avg +0.8%
UBS UBS Group AG ⭐
70
▲ + Buying Rising Stock
Beats 8/12 quarters | Avg -10.4% | 🔥 5Q beat streak
GD General Dynamics Corporation ⭐
70
▲ + Buying Rising Stock
Beats 8/12 quarters | Avg +2.8% | 🔥 6Q beat streak
5 insiders sold $26.2M
ADP Automatic Data Processing, Inc. ⭐
70
▲ + Buying Rising Stock
Beats 12/12 quarters | Avg +2.5% | 🔥 12Q beat streak
1 insider purchased / 1 insider sold $179.9K
ITW Illinois Tool Works Inc. ⭐
70
▲ + Buying Rising Stock
Beats 12/12 quarters | Avg +2.5% | 🔥 12Q beat streak
1 insider purchased $199.9K
CP Canadian Pacific Kansas City Ltd. ⭐
70
▲ + Buying Rising Stock
Beats 4/12 quarters | Avg -0.5% | ⚠️ 4Q miss streak
AON Aon plc ⭐
70
▲ + Buying Rising Stock
Beats 7/12 quarters | Avg +0.7% | 🔥 4Q beat streak
4 insiders sold $941.5K
E Eni S.p.A. ⭐
70
▲ + Buying Rising Stock
Beats 6/12 quarters | Avg -3.3%
DB Deutsche Bank AG ⭐
70
▲ + Buying Rising Stock
Beats 7/12 quarters | Avg -4.8% | 🔥 3Q beat streak
ETR Entergy Corporation ⭐
70
▲ + Buying Rising Stock
Beats 7/12 quarters | Avg -6.7%
2 insiders sold $1.7M
📝 Today's Summary

Smart money flows this period reveal a fragmented positioning landscape with no unified directional conviction. Insider activity concentrated around Incyte Corporation (INCY) where 11 insiders accumulated shares, alongside smaller purchase clusters in Freddie Mac (FRNM) with 3 buyers and Doximity (DOCS) with 2 insiders adding positions. This contrasted sharply with mass distribution at Onconetix (ONC) where 47 insiders offloaded $189.3M, Snowflake (SNOW) seeing 20 insiders sell $96.8M, and Celcuity (CELC) with 2 insiders divesting $317.8M. Congressional activity showed similar dispersion, with Rep. Latta purchasing Farmer Mac (FMAO), Rep. Dingell adding Freddie Mac (FMCC), and Rep. Newhouse taking a position in Arista Networks (ANET), while Rep. Sessions exited Ares Capital Corporation (ARCC), Rep. Liccardo reduced NVIDIA (NVDA), and Rep. Himes sold Home Depot (HD). Institutional flows in exchange-traded funds demonstrated the same selective approach, particularly in semiconductors where Broadcom (AVGO) drew additions from 9,635 ETFs against 5,507 reducing exposure, while Lam Research (LRCX) and Cisco Systems (CSCO) showed similarly bifurcated patterns, suggesting rotation within technology infrastructure rather than broad sector abandonment. Market structure reflects a pronounced shift toward traditional value leadership that stands in stark contrast to the growth dominance of prior regimes. Financials command 90% breadth strength, Healthcare reaches 80%, and Energy holds 76%, while growth sectors have been decisively abandoned with Technology at just 32% and Semiconductors collapsing to 4%. The SPY's 63% breadth reading substantially outpaces the technology-heavy QQQ at 45%, quantifying this rotation into defensive and cyclical value plays. Volatility metrics confirm markets are trading in a zone of measured caution rather than complacency or panic, with the VIX at 18.58 after declining 1.0% week-over-week, holding above the sub-15 threshold that would signal dangerous investor complacency. The MOVE bond volatility index at 12.64 shows fixed income markets remain subdued. Economic data continues arriving roughly in line with expectations as reflected in the Economic Surprise Index holding at +1.9, though June durable goods orders at 0.3% significantly missed the 2.5% forecast while the ex-transportation reading of 0.6% also fell short of the 0.8% estimate, indicating business investment momentum remains sluggish despite the Dallas Fed manufacturing index unexpectedly turning positive at 1.3. Tomorrow's Federal Reserve decision anchors the immediate catalyst landscape, with rates expected to hold at 3.75% while traders parse Chair Powell's press conference for signals on future policy trajectory given mixed economic momentum. Today's earnings slate brings 124 companies including Visa (V) and Coca-Cola (

Key themes: Watch convergence signals closely. Stocks where insiders, institutions, and politicians agree tend to show stronger directional moves.

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