The Edge - InsiderStreet.ai

🔥 PRE MARKET MOVERS

Pre-Market Session • 07:00 ET • $0.0T Total Volume

📈 Top Gainers by $ Volume

SNDK +6.92% $12.4B

IBRX +7.29% $255M

UAMY +16.98% $230M

APEI +21.19% $167M

GLXY +8.34% $157M

KLAR +8.82% $143M

QMMM +19.40% $92M

LWLG +7.49% $87M

ORKA +25.04% $63M

WOOF +12.07% $38M

📉 Top Losers by $ Volume

ULTA -14.24% $1.5B

AAOI -8.83% $1.4B

AU -9.43% $388M

GFI -10.68% $214M

CACC -9.35% $137M

BW -19.46% $112M

MEOH -10.87% $109M

CAPR -8.74% $80M

PVLA -10.64% $64M

STOK -9.02% $60M

🐷 PIG ROAST

IBRX +7.3% zacks.com: Up 7.3% to $8.39 as BCG shortage and Anktiva hype tease 2026 riches—investors betting on FDA fairy dust despite 32% drop from highs.

GLXY +8.3% globenewswire.com: Fraud probes from Schall and Pomerantz? Stock surges 8.3% to $22.35—nothing says "buy" like lawyers circling the crypto carcass.

KLAR +8.8% barrons.com: Chairman dumps $50M into Klarna amid credit loss panic; shares pop 8.8% to $15.91 despite 44% YTD bloodbath—desperate insider life support.

QMMM +19.4% globenewswire.com: Nasdaq delinquency slap? QMMM rockets 19.4% to $119.40—down 61% from highs, but 9767% 1Y gain says delisting drama is the new aphrodisiac.

VEON +14.2% seekingalpha.com: Q4 earnings transcript drops pre-report; shares gap 14.2% to $50.60—"time to buy?" whispers lure suckers despite money fleeing YTD loser.

ADBE -7.6% seekingalpha.com: Earnings beat, but AI fears tank Adobe 7.6% to $249—down 25% YTD, 43% in a year, investors fleeing the creative suite slaughterhouse.

ULTA -14.2% marketbeat.com: Profit miss resets Ulta to "ultimate entry" at $535 after 14.2% plunge—oversold beauty retailer bleeding cash, YTD down 13%, lipstick sales can't save it.

AAOI -8.8% zacks.com: 700% yearly run questioned amid AI data center doubts; shares crater 8.8% to $96.81—execution hiccups expose the hyperscaler hype bubble.

AG -8.4% zacks.com: Dollar muscle crushes silver, dragging First Majestic 8.4% to $22.56 despite 40% YTD gain—momentum anomaly or just shiny metal hangover?

PODD -6.9% [defenseworld.net](https://www.defenseworld.net/2026/03/15/insulet-nasdaqpodd-sets-new-52-week-low-heres-why

💬 Word on the Street

While Rep. Gilbert Cisneros (D-CA) quietly scooped up Federal Signal Corporation (FSS) shares worth up to $15,000, four insiders at NRG Energy (NRG) stampeded for the exits with $5.3 billion in sales—and that's before we get to the Klarna (KLRN) chairman throwing $50 million at his own bleeding stock or the curious case of ImmunityBio (IBRX) popping 7.3% on BCG shortage hopes despite lawyers circling Galaxy Digital Holdings (GLXY) like vultures. The VIX screamed 14.9% higher to 27.3 while smart money logged a staggering $2.4 trillion net inflow, suggesting someone knows something the rest of us are still squinting at. Here's what smart money is doing today.

🌤️ MARKET WEATHER

Presidential Cycle: Year 2 (2nd Term Year 2) • Donald Trump (R)

We're 53 trading days into Year 2 of Trump's second term, and both SPY and QQQ are running about 3.5% behind the typical second-term midpoint year pattern, with SPY down 3.0% versus a historical average gain of around 3.5% for full Year 2 periods. The gap is particularly notable since we're already through a fifth of the trading year, and historical data suggests Year 2 Q1 typically adds another 1.5% by mid-March—a pattern we're clearly not tracking at the moment. If the historical playbook holds from here, we'd need a significant reversal to catch up to the typical second-term Year 2 trajectory, though it's worth noting these seasonal patterns describe averages across very different market environments.

SPY -3.0% YTD

2026 Actual

2nd Term Year 2 Avg

Year 2 Projection

vs 2nd Term Year 2: -3.5%

vs 20yr Seasonal: -3.6%

Day: 53 / 252

QQQ -3.4% YTD

2026 Actual

2nd Term Year 2 Avg

Year 2 Projection

vs 2nd Term Year 2: -3.3%

vs 20yr Seasonal: -5.1%

Day: 53 / 252

📊 2nd Term Year 2 years historically average 3.5% for SPY. Current YTD: -3.0%

📖 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.

📚 Jargon Buster

Dovish

Fed talking like your chill uncle who just wants everyone to have a good time. Means lower rates and risk-on party.

🎯 SMART MONEY CONVERGENCE

📈 Accumulation Detected (10)

TTD The Trade Desk, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -6.6% 3M -30.3% 1Y -54.6%

5 member(s) purchased N/A • 10 insiders purchased $197.5M • 503 ETFs increased positions

KO The Coca-Cola Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +0.4% 3M +10.1% 1Y +13.8%

8 member(s) purchased N/A • 14 insiders purchased $138.4M • 1114 ETFs increased positions

EMR Emerson Electric Co. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -4.4% 3M -3.5% 1Y +20.8%

1 member(s) purchased N/A • 10 insiders purchased $134.9M • 787 ETFs increased positions

MCD McDonald's Corporation ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D -0.5% 3M +5.1% 1Y +10.9%

2 member(s) purchased N/A • 11 insiders purchased $133.5M • 1110 ETFs increased positions

KVUE Kenvue Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -4.8% 3M +1.0% 1Y -21.8%

4 member(s) purchased N/A • 3 insiders purchased $119.3M • 759 ETFs increased positions

RTX RTX Corporation ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D -2.5% 3M +17.1% 1Y +62.0%

3 member(s) purchased N/A • 18 insiders purchased $110.3M • 999 ETFs increased positions

JNJ Johnson & Johnson ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +0.5% 3M +17.0% 1Y +51.7%

2 member(s) purchased N/A • 12 insiders purchased $104.5M • 1363 ETFs increased positions

LLY Eli Lilly and Company ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -0.5% 3M -0.8% 1Y +20.6%

9 member(s) purchased N/A • 52 insiders purchased $104.2M • 1451 ETFs increased positions

ALKT Alkami Technology, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +5.5% 3M -18.6% 1Y -25.9%

1 member(s) purchased N/A • 8 insiders purchased $102.1M • 164 ETFs increased positions

GD General Dynamics Corporation ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D -3.3% 3M +2.7% 1Y +37.2%

1 member(s) purchased N/A • 40 insiders purchased $101.7M • 716 ETFs increased positions

😱 VOLATILITY & FEAR

Equity market volatility spiked into high-fear territory this week, with the VIX climbing 14.9% to 27.29, signaling heightened uncertainty among stock traders using options to hedge positions. In contrast, bond market volatility remained subdued, as the MOVE index edged down 1.9% to 13.24, suggesting fixed income markets are experiencing relative calm despite equity turbulence. This divergence between equity and bond volatility indicates fear is concentrated primarily in stock markets rather than reflecting broader systemic concerns across asset classes.

VIX

27.29

14.9% WoW

📈

High

MOVE

13.24

-1.9% WoW

📉

Low

|| Market Sutra ||

"Trends grow quiet before they grow loud."

— Semiconductors rotated quietly in 2016 before exploding into a multi-year boom

📊 MARKET REGIME

Market breadth remains narrow, with only about one-third of constituents participating in the recent advance across major indices, while the transport sector shows particularly weak internals at just 14%. A notable defensive rotation has emerged, as Energy and Utilities lead with over 90% of stocks in uptrends, while growth-oriented areas including Semiconductors and Consumer Discretionary lag significantly with less than 25% participation. This bifurcation between defensive sector strength and weakness in economically-sensitive areas reflects increased caution among market participants.

Sector Strength

⛽ Energy

90.9%

+2.0%

⚡ Utilities

90.3%

+0.5%

🏠 Real Estate

45.2%

-1.5%

🛒 Consumer Staples

36.1%

-1.2%

📡 Communication

34.8%

-2.6%

🏭 Industrials

31.6%

-3.1%

💻 Technology

31.0%

-0.4%

🧱 Materials

30.8%

-1.3%

🏥 Healthcare

30.0%

-1.9%

🛍️ Consumer Discretionary

25.0%

-3.1%

🔌 Semiconductors

24.0%

+1.8%

🏦 Financials

11.8%

-3.3%

📈 INDEX BREADTH

SPY

35.2%

BEARISH

QQQ

36.6%

BEARISH

DIA

36.7%

BEARISH

IYT

14.0%

BEARISH

💧 FED LIQUIDITY

Net Liquidity: $6.65 Trillion

↑ $17.4B WoW

As of March 11, Fed net liquidity stood at $6.65 trillion, down $17.4 billion week-over-week, indicating a modest tightening in financial system liquidity that historically correlates with reduced market support. The next H.4.1 Federal Reserve balance sheet release drops Thursday, March 19, which will show whether this liquidity drain continued or reversed.

📅 ECONOMIC CALENDAR Surprise Index: +0.0

Yesterday's headline GDP figure of 0.7% for Q4 dramatically undershot the 1.4% estimate and marked a sharp deceleration from Q4's prior 4.4% reading, though this was partly offset by the Federal Reserve's preferred inflation gauge—Core PCE—holding steady at 0.4% month-over-month while the annual PCE Price Index improved to 2.8% from 2.9%, slightly better than the 2.9% consensus. The surprise uptick in JOLTs job openings to 6.946 million versus 6.7 million expected, combined with Personal Spending beating at 0.4% versus 0.3% estimated, signals continued consumer resilience despite weaker income growth (0.4% actual versus 0.5% forecast), while durable goods orders came in flat against a 1.2% expected gain. Today's focus shifts to the NY Empire State Manufacturing Index (estimated at 3.2 versus prior 7.1) and Industrial Production (estimated 0.1% versus prior 0.7%) as traders gauge whether the manufacturing sector is extending its recent weakness, while tomorrow's Pending Home Sales data (estimated -0.5% versus prior -0.8%) will test whether housing demand is stabilizing amid elevated mortgage rates.

Yesterday — Friday, March 13

38 events · 4 beats · 6 misses

12:30 PCE Price Index MoM (Jan) 0.3% vs 0.3% est

12:30 GDP Growth Rate QoQ (Q4) 0.7% vs 1.4% est

12:30 Durable Goods Orders Ex Transp MoM (Jan) 0.4% vs 0.5% est

12:30 Personal Spending MoM (Jan) 0.4% vs 0.3% est

12:30 PCE Price Index YoY (Jan) 2.8% vs 2.9% est

12:30 Personal Income MoM (Jan) 0.4% vs 0.5% est

12:30 GDP Price Index QoQ (Q4) 3.8% vs 3.7% est

12:30 Durable Goods Orders MoM (Jan) 0.0% vs 1.2% est

12:30 Core PCE Price Index MoM (Jan) 0.4% vs 0.4% est

12:30 Gross Domestic Product QoQ (Q4) 0.7% vs 1.4% est

14:00 Inflation Expectations (Mar) 3.4% vs 3.6% est

14:00 JOLTs Job Openings (Jan) 6.946M vs 6.7M est

14:00 Michigan Consumer Sentiment (Mar) 55.5 vs 55.0 est

15:30 Atlanta Fed GDPNow (Q1) 2.7% vs 2.7% est

19:30 CFTC Nasdaq 100 speculative net positions 24.9K vs NoneK est

19:30 CFTC S&P 500 speculative net positions -134.5K vs NoneK est

19:30 CFTC Gold Speculative net positions 163.1K vs NoneK est

19:30 CFTC Crude Oil speculative net positions 228.0K vs NoneK est

20:30 CFTC Nasdaq 100 speculative net positions 24.9K vs NoneK est

20:30 CFTC Crude Oil speculative net positions 228.0K vs NoneK est

20:30 CFTC S&P 500 speculative net positions -134.5K vs NoneK est

20:30 CFTC Gold Speculative net positions 163.1K vs NoneK est

Today — Monday, March 16

3 events · 3 upcoming

12:30 NY Empire State Manufacturing Index (Mar) est 3.2 / prev 7.1

13:15 Industrial Production MoM (Feb) est 0.1% / prev 0.7%

14:00 NAHB Housing Market Index (Mar) est 37.0 / prev 36.0

Tomorrow — Tuesday, March 17

6 events · 0 high impact

12:30 Import Prices MoM (Feb) prev 0.4

12:30 Export Prices MoM (Feb) prev 0.1

14:00 NAHB Housing Market Index (Mar) est 37.0 / prev 36.0

14:00 Pending Home Sales MoM (Feb) est -0.5% / prev -0.8%

14:00 Pending Home Sales YoY (Feb) prev -0.4%

20:30 API Crude Oil Stock Change (Mar/13) prev -1.7

🏦 INSTITUTIONAL FLOW

Institutional flows this period showed balanced but opposing activity across mega-cap technology, with 1,727 ETFs adding Microsoft positions while 1,121 reduced them, and similar two-way action in Broadcom (1,678 adding, 1,194 removing). The concentration in semiconductors and enterprise software—including Micron's 1,614 ETF additions and Salesforce's 1,056 reductions—suggests rotation within technology rather than sector-wide accumulation or distribution.

Top Buying

MSFT Microsoft Corporation ⭐

+ Buying Falling Stock 5D -3.3% 3M -17.4% 1Y +3.8%

1727 ETFs • 0 shares

AVGO Broadcom Inc. ⭐

▲ + Buying Rising Stock 5D -2.5% 3M -21.8% 1Y +67.0%

1678 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

▲ + Buying Rising Stock 5D +15.1% 3M +61.6% 1Y +346.8%

1614 ETFs • 0 shares

LLY Eli Lilly and Company ⭐

+ Buying Falling Stock 5D -0.5% 3M -0.8% 1Y +20.6%

1451 ETFs • 0 shares

ABBV AbbVie Inc. ⭐

▲ + Buying Rising Stock 5D -4.5% 3M -2.4% 1Y +6.2%

1380 ETFs • 0 shares

Top Selling

AVGO Broadcom Inc. ⭐

▲ - Selling Rising Stock 5D -2.5% 3M -21.8% 1Y +67.0%

1194 ETFs • 0 shares

MSFT Microsoft Corporation ⭐

- Selling Falling Stock 5D -3.3% 3M -17.4% 1Y +3.8%

1121 ETFs • 0 shares

CRM Salesforce, Inc. ⭐

- Selling Falling Stock 5D -4.6% 3M -26.9% 1Y -31.8%

1056 ETFs • 0 shares

GILD Gilead Sciences, Inc. ⭐

▲ - Selling Rising Stock 5D +0.7% 3M +20.3% 1Y +30.8%

1024 ETFs • 0 shares

V Visa Inc. ⭐

- Selling Falling Stock 5D -3.2% 3M -5.7% 1Y -7.2%

1014 ETFs • 0 shares

🏛️ CONGRESSIONAL TRADES

Rep. April Delaney made two purchases in the financial services sector, acquiring shares of both EME and NDAQ, while Rep. Gilbert Cisneros also added a position in FSS. On the sell side, Rep. Pete Sessions reduced holdings in telecom giant VZ, and Rep. Kelly Louise Morrison executed two separate sales of insurance broker AJG.

Top Buying

FSS Federal Signal Corporation ⭐ CONGRESS

+ Buying Falling Stock 5D -3.1% 3M -4.5% 1Y +34.3%

Rep. Gilbert Cisneros (Gilbert Cisneros) • $1,001 - $15,000

EME EMCOR Group, Inc. ⭐ CONGRESS

+ Buying Falling Stock 5D +0.6% 3M +13.2% 1Y +85.9%

Rep. April Delaney (April Delaney) • $1,001 - $15,000

NDAQ Nasdaq, Inc. ⭐ CONGRESS

+ Buying Falling Stock 5D -3.3% 3M -7.0% 1Y +18.7%

Rep. April Delaney (April Delaney) • $1,001 - $15,000

MEDP Medpace Holdings, Inc. ⭐ CONGRESS

+ Buying Falling Stock 5D -4.3% 3M -19.7% 1Y +38.6%

Rep. David Taylor (David Taylor) • $1,001 - $15,000

GOOGL Alphabet Inc. ⭐ CONGRESS

+ Buying Falling Stock 5D +1.3% 3M -5.6% 1Y +81.4%

Rep. David Taylor (David Taylor) • $1,001 - $15,000

Top Selling

VZ Verizon Communications Inc. ⭐ CONGRESS

▲ - Selling Rising Stock 5D +0.5% 3M +28.7% 1Y +26.7%

Rep. Pete Sessions (Pete Sessions) • $1,001 - $15,000

AJG Arthur J. Gallagher & Co. ⭐ CONGRESS

- Selling Falling Stock 5D -8.8% 3M -13.5% 1Y -35.6%

Rep. Kelly Louise Morrison (Kelly Louise Morrison) • $1,001 - $15,000

AJG Arthur J. Gallagher & Co. ⭐ CONGRESS

- Selling Falling Stock 5D -8.8% 3M -13.5% 1Y -35.6%

Rep. Kelly Louise Morrison (Kelly Louise Morrison) • $1,001 - $15,000

AJG Arthur J. Gallagher & Co. ⭐ CONGRESS

- Selling Falling Stock 5D -8.8% 3M -13.5% 1Y -35.6%

Rep. Kelly Louise Morrison (Kelly Louise Morrison) • $15,001 - $50,000

THR Thermon Group Holdings, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +3.0% 3M +16.5% 1Y +61.8%

Rep. Gilbert Cisneros (Gilbert Cisneros) • $1,001 - $15,000

👔 INSIDER ACTIVITY

Insider activity this period showed balanced signals with 15 accumulation and 15 distribution events, though notable clustering occurred at TTD where 9 insiders received awards, REEMF with 6 insider purchases, and on the selling side NRG where 4 insiders collectively disposed of $5.3 billion in holdings. Additional coordinated selling activity was observed at MDLN with 5 insiders distributing $2.2 billion and BTSG where 5 insiders reduced positions totaling $1.6 billion.

Cluster Buying

REEMF Rare Element Resources Ltd. ⭐ INSIDER

+ Buying Falling Stock 5D +21.4% 3M -29.2% 1Y -5.6%

6 insiders • $2407160.2B

SVRE SaverOne 2014 Ltd ⭐ INSIDER

+ Buying Falling Stock 5D -0.7% 3M -25.9% 1Y -93.9%

2 insiders • $919.0M

TTD The Trade Desk, Inc. ⭐ INSIDER

+ Buying Falling Stock 5D -6.6% 3M -30.3% 1Y -54.6%

9 insiders • $197.5M

SNDA Sonida Senior Living, Inc. ⭐ INSIDER

▲ + Buying Rising Stock 5D -4.0% 3M +14.0% 1Y +51.5%

8 insiders • $142.6M

CPNG Coupang, Inc. ⭐ INSIDER

+ Buying Falling Stock 5D -3.2% 3M -29.2% 1Y -17.1%

3 insiders • $136.6M

Heavy Selling

NRG NRG Energy, Inc. ⭐ INSIDER

- Selling Falling Stock 5D -1.0% 3M -9.1% 1Y +66.8%

4 insiders • $5.3B

MDLN Medline Inc. ⭐ INSIDER

- Selling Falling Stock 5D -5.4%

5 insiders • $2.2B

BTSG BrightSpring Health Services, Inc. Common Stock ⭐ INSIDER

▲ - Selling Rising Stock 5D -7.7% 3M +8.8% 1Y +115.7%

5 insiders • $1.6B

WMT Walmart Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D +2.2% 3M +12.0% 1Y +49.9%

10 insiders • $483.7M

SHC Sotera Health Company ⭐ INSIDER

- Selling Falling Stock 5D -8.5% 3M -20.5% 1Y +19.0%

2 insiders • $381.8M

📅 EARNINGS CALENDAR

Today's earnings calendar features 329 companies reporting results, with accumulation signals present in INCO.JK and INKP.JK, while BRPT.JK and SAME.JK show distribution patterns ahead of their reports. Yesterday's session saw significant movement in GLVHF, which gained 49.4%, alongside notable advances in 7712.TWO and SDF.DE. Tomorrow's calendar includes 161 companies scheduled to report quarterly results.

📊 Previous Earnings — March 13, 2026

316 reported • ✅ 34 beats • ❌ 33 misses

GLVHF Glenveagh Properties PLC ⭐ MISS +49.4%

50

▲ + Buying Rising Stock

EPS: $0.17 vs $0.17 est (-0.6%)

7712.TWO Potens ⭐ BEAT +22.4%

70

▲ + Buying Rising Stock

EPS: $1.85 vs $1.16 est (+59.5%)

SDF.DE K+S AG ⭐ BEAT +20.1%

70

▲ + Buying Rising Stock

EPS: $0.34 vs $0.32 est (+6.2%)

ACDC ProFrac Holding Corp. ⭐ MISS +17.6%

70

▲ + Buying Rising Stock

EPS: $-0.51 vs $-0.44 est (-16.9%)

KPLUY K+S AG ⭐ BEAT +17.5%

70

▲ + Buying Rising Stock

EPS: $0.20 vs $0.19 est (+5.1%)

BNTGF Brenntag SE ⭐ MISS -17.2%

50

+ Buying Falling Stock

EPS: $0.72 vs $0.89 est (-19.5%)

KPLUF K+S AG ⭐ BEAT +16.3%

70

▲ + Buying Rising Stock

EPS: $0.40 vs $0.38 est (+6.2%)

WAF.DE Siltronic AG ⭐ BEAT +13.6%

50

▲ + Buying Rising Stock

EPS: $-1.48 vs $-1.60 est (+7.5%)

1795.TW Lotus Pharmaceutical Co., Ltd. ⭐ MISS -11.6%

30

+ Buying Falling Stock

EPS: $4.32 vs $5.32 est (-18.8%)

6870.TWO Turn Cloud Technology Service Inc. ⭐ MISS +9.6%

30

+ Buying Falling Stock

EPS: $2.70 vs $2.71 est (-0.4%)

🎯 Reporting Today — March 16, 2026

329 reporting • Smart Money:

99 acc •

147 dist •

83 neut

INCO.JK PT Vale Indonesia Tbk ⭐

70

▲ + Buying Rising Stock

INKP.JK PT Indah Kiat Pulp & Paper Tbk ⭐

70

▲ + Buying Rising Stock

PTBA.JK PT Bukit Asam Tbk ⭐

70

▲ + Buying Rising Stock

058470.KQ LEENO Industrial Inc. ⭐

70

▲ + Buying Rising Stock

240810.KQ Wonik Ips Co., Ltd ⭐

70

▲ + Buying Rising Stock

226950.KQ OliX Pharmaceuticals,Inc ⭐

70

▲ + Buying Rising Stock

EPS: $738.08 vs $0.00 est

140410.KQ Mezzion Pharma Co.,Ltd. ⭐

70

▲ + Buying Rising Stock

EPS: $-811.51 vs $0.00 est

357780.KQ Soulbrain Co., Ltd. ⭐

70

▲ + Buying Rising Stock

005850.KS SL Corporation ⭐

70

▲ + Buying Rising Stock

VAPORES.SN Compañía Sud Americana de Vapores S.A. ⭐

70

▲ + Buying Rising Stock

ILC.SN Inversiones La Construcción S.A. ⭐

70

▲ + Buying Rising Stock

SK.SN Sigdo Koppers S.A. ⭐

70

▲ + Buying Rising Stock

048410.KQ Hyundai Bioscience Co., Ltd. ⭐

70

▲ + Buying Rising Stock

EPS: $-49.35 vs $0.00 est

2885.TW Yuanta Financial Holding Co., Ltd. ⭐

70

▲ + Buying Rising Stock

019210.KQ YG-1 Co., Ltd. ⭐

70

▲ + Buying Rising Stock

EPS: $257.90 vs $0.00 est

📌 Next Earnings — March 17, 2026

161 reporting • Smart Money:

60 acc •

60 dist •

41 neut

178320.KQ Seojin System Co.,Ltd ⭐

70

▲ + Buying Rising Stock

023160.KQ Tae Kwang Corporation ⭐

70

▲ + Buying Rising Stock

230240.KQ HFR, Inc. ⭐

70

▲ + Buying Rising Stock

023410.KQ Eugene Corporation ⭐

70

▲ + Buying Rising Stock

214180.KQ Hecto Innovation Co., Ltd. ⭐

70

▲ + Buying Rising Stock

1038.HK CK Infrastructure Holdings Limited ⭐

70

▲ + Buying Rising Stock

4592.T SanBio Company Limited ⭐

70

▲ + Buying Rising Stock

0006.HK Power Assets Holdings Limited ⭐

70

▲ + Buying Rising Stock

ESLT.TA Elbit Systems Ltd. ⭐

70

▲ + Buying Rising Stock

4384.T Raksul Inc. ⭐

70

▲ + Buying Rising Stock

📝 Today's Summary

Smart money flows this period reveal a technology sector in rotation rather than directional conviction, as institutional activity showed balanced two-way trading across mega-cap names with 1,727 ETFs adding Microsoft positions while 1,121 reduced them, and similar split action in Broadcom where 1,678 ETFs accumulated against 1,194 reducing exposure. The most dramatic insider activity came from NRG where four insiders collectively disposed of $5.3 billion in holdings, alongside coordinated distribution at MDLN with five insiders selling $2.2 billion and BTSG where five insiders reduced positions totaling $1.6 billion. Congressional activity tilted toward financial services, with Rep. April Delaney purchasing shares in both EME and NDAQ while Rep. Gilbert Cisneros added a position in FSS, though Rep. Pete Sessions moved in the opposite direction by reducing telecom exposure through a sale of VZ and Rep. Kelly Louise Morrison executed two separate sales of AJG. Accumulation signals dominated the broader market with 30 instances concentrated in TTD, KO, and EMR against zero distribution signals. The market environment heading into March reflects deteriorating momentum relative to historical presidential cycle patterns, with SPY running 3.0% behind the typical second-term Year 2 trajectory at a point 53 trading days into the year where seasonal data would typically add another 1.5% by mid-March. Equity market fear has concentrated sharply as evidenced by the VIX climbing 14.9% to 27.29, while bond market volatility remained subdued with the MOVE index edging down 1.9% to 13.24, suggesting concern is isolated to stocks rather than reflecting systemic stress. The internal market structure reveals a defensive tilt with Energy and Utilities showing over 90% of constituents in uptrends while growth-oriented areas including Semiconductors and Consumer Discretionary lag with less than 25% participation, and overall breadth remains challenged with only one-third of index constituents participating in recent advances and transports particularly weak at just 14% internal strength. The immediate focus turns to manufacturing data as today's NY Empire State Manufacturing Index and Industrial Production figures will test whether the weakness evident in yesterday's flat durable goods orders reading against a 1.2% expectation is extending into broader factory activity. The divergence between yesterday's headline GDP miss at 0.7% versus 1.4% estimated and the resilient consumer spending beat at 0.4% versus 0.3% forecast creates tension around whether demand can sustain momentum despite weaker income growth that came in at 0.4% against 0.5% forecasts. With 329 companies reporting earnings today and 161 scheduled for tomorrow, the convergence of economic data showing manufacturing strain, consumer resilience, and contained Core PCE inflation holding at 0.4% month-over-month will determine whether the defensive sector rotation and elevated equity volatility represent a durable regime shift or a temporary divergence from the typical second-term Year 2 pattern that would require significant reversal to realign with historical precedent.

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