The Edge - InsiderStreet.ai

🔥 PRE MARKET MOVERS

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

📈 Top Gainers by $ Volume

MANH +9.84% $130M

POET +41.68% $102M

INTC +2.85% $51M

INDV +0.26% $42M

NVTS +27.05% $35M

BMNR +0.95% $15M

CTOS +7.48% $10M

ONDS +5.03% $7M

OPEN +5.79% $5M

SLDP +12.94% $4M

📉 Top Losers by $ Volume

NVDA -0.51% $105M

VSNT -10.76% $71M

VIPS -0.20% $24M

CALY -9.90% $21M

CSTL -2.62% $12M

SMR -5.75% $10M

CORZW -2.23% $8M

NOK -1.84% $8M

VMET -3.81% $7M

PLUG -2.33% $2M

🐷 PIG ROAST

CAR +17.3% GuruFocus: Up 744% in a year, +17% today — rental cars now cost more than buying them outright.

ALAB +9.2% Fool: Amazon partnership sends AI infrastructure stock flying — because apparently we need faster chips to lose money quicker.

NVTS +16.1% Fool: Meme stock pivots to AI power chips, up 742% in a year — retail traders discovering semiconductors exist.

VICR +9.5% Seeking Alpha: Beat earnings expectations and revenue targets — power management company actually managing to make money, imagine that.

AMPX +9.3% Business Wire: Silicon battery maker up 901% in a year — apparently investors think phones will finally last more than six hours.

CRCL -9.7% Zacks: Stablecoin company loses stability, down 10% while crypto bros debate which digital token will moon next.

TSCO -11.7% Zacks: Missed earnings and revenue estimates — turns out even farmers are tightening their belts on chicken feed.

OKLO -8.1% Fool: Nuclear startup down 68% from highs — splitting atoms easier than splitting profits, apparently.

SATS -8.3% GuruFocus: Satellite company falling back to earth, still "overvalued" according to analysts who missed the 469% yearly run.

💬 Word on the Street

While Rep. Cleo Fields quietly picked up Taiwan Semiconductor Manufacturing (TSM) shares worth up to $15,000, four insiders at Live Nation Entertainment (LGN) were running for the exits with $1.7 billion in stock sales—and that's just the appetizer in today's $4.1 billion net outflow from corporate insiders who apparently know something the retail crowd chasing 700%+ gains in rental car companies and AI chip stocks doesn't. The VIX is cooling off at 18.9, but when smart money is dumping nearly eight times more than it's buying, somebody's not expecting smooth sailing ahead. Here's what smart money is doing today.

📖 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

Wife’s Boyfriend

The real man of the house who lets you YOLO the rent money because he pays the bills anyway.

🎯 SMART MONEY CONVERGENCE

📈 Accumulation Detected (10)

META Meta Platforms, Inc. ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +1.0% 3M +10.7% 1Y +33.7%

14 member(s) purchased N/A • 42 insiders purchased $8377.9M • 3442 ETFs increased positions

ORCL Oracle Corporation ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +11.1% 3M +0.7% 1Y +41.4%

1 member(s) purchased N/A • 2 insiders purchased $280.0M • 2370 ETFs increased positions

TTD The Trade Desk, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +10.4% 3M -32.1% 1Y -53.8%

3 member(s) purchased N/A • 14 insiders purchased $197.5M • 1238 ETFs increased positions

CRM Salesforce, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +9.3% 3M -14.9% 1Y -23.9%

6 member(s) purchased N/A • 10 insiders purchased $158.4M • 2108 ETFs increased positions

EMR Emerson Electric Co. ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +0.2% 3M +0.1% 1Y +47.3%

1 member(s) purchased N/A • 10 insiders purchased $134.9M • 1595 ETFs increased positions

TXN Texas Instruments Incorporated ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +6.5% 3M +23.8% 1Y +61.0%

2 member(s) purchased N/A • 23 insiders purchased $118.8M • 2396 ETFs increased positions

AXP American Express Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +0.8% 3M -6.4% 1Y +31.9%

5 member(s) purchased N/A • 17 insiders purchased $117.4M • 2048 ETFs increased positions

BK The Bank of New York Mellon Corporation ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +5.7% 3M +14.8% 1Y +83.7%

2 member(s) purchased N/A • 11 insiders purchased $101.2M • 1852 ETFs increased positions

DIS The Walt Disney Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +1.7% 3M -5.5% 1Y +24.3%

4 member(s) purchased N/A • 29 insiders purchased $89.2M • 2145 ETFs increased positions

CVS CVS Health Corporation ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D -0.3% 3M -2.6% 1Y +18.4%

2 member(s) purchased N/A • 26 insiders purchased $71.6M • 1839 ETFs increased positions

😱 VOLATILITY & FEAR

The VIX sits in the middle of its normal range at 18.87, declining 1.3% over the past week as equity market fear gauges remain subdued. Meanwhile, the MOVE index measuring Treasury volatility rose 6.1% to 17.00, signaling some divergence as bond markets experienced increased movement despite remaining at historically low absolute levels. This presents a mixed volatility environment where stock market participants appear calm while fixed income markets show slightly elevated activity, though neither asset class is experiencing stress by historical standards.

VIX

18.87

-1.3% WoW

📈

Normal

MOVE

17.00

6.1% WoW

➡️

Low

|| Market Sutra ||

"Surprise is the true catalyst of price."

— CPI prints repeatedly created immediate and violent market swings

📊 MARKET REGIME

The market is showing a technology and cyclical-led advance, with Semiconductors, Financials, and Real Estate demonstrating the strongest relative performance while defensive sectors like Healthcare, Energy, and Consumer Staples are notably lagging. Index breadth presents a mixed picture, as major cap-weighted indices show moderate participation in the 57-64% range, though the Transports index at 95% breadth suggests robust participation in that economically sensitive sector. This configuration reflects a risk-on environment with investors rotating into growth and cyclical exposure while moving away from traditionally defensive positions.

Sector Strength

🔌 Semiconductors

100.0%

+2.8%

🏦 Financials

88.2%

+1.0%

🏠 Real Estate

80.6%

+0.8%

🧱 Materials

76.9%

-0.5%

💻 Technology

74.0%

+4.6%

🛍️ Consumer Discretionary

72.9%

+2.2%

📡 Communication

69.6%

+0.5%

⚡ Utilities

61.3%

-3.3%

🏭 Industrials

58.2%

-1.1%

🏥 Healthcare

44.8%

-2.0%

⛽ Energy

27.3%

-0.1%

🛒 Consumer Staples

22.2%

+0.5%

📈 INDEX BREADTH

SPY

64.0%

BULLISH

QQQ

59.4%

NEUTRAL

DIA

56.7%

NEUTRAL

IYT

95.3%

BULLISH

💧 FED LIQUIDITY

Net Liquidity: $6.71 Trillion

↑ $11.8B WoW

As of April 15, Fed net liquidity stood at $6.71 trillion, up $11.8 billion week-over-week, indicating a marginal increase in system-wide dollar availability that historically correlates with supportive conditions for risk assets. The next H.4.1 release drops Thursday, April 23, which will show whether this liquidity expansion continued or reversed course.

📅 ECONOMIC CALENDAR Surprise Index: +3.1

Yesterday's retail sales data delivered a significant upside surprise with the ex-autos figure jumping 1.9% versus the 1.4% estimate—a full 50 basis points above consensus—suggesting consumer spending remains robust despite higher interest rates, though the Atlanta Fed's Q1 GDPNow estimate slipped to 1.2% from 1.3%. Housing data painted a mixed picture as pending home sales rose 1.5% month-over-month (beating the 0.1% estimate by 140 basis points) but remained down 1.1% year-over-year against expectations for a 0.7% gain, reflecting the persistent headwind from elevated mortgage rates that remain above 6.4%. Today's focus shifts to crude inventory data following API's report of a larger-than-expected 4.4 million barrel drawdown, while tomorrow brings the critical weekly jobless claims (estimated at 212K versus last week's 207K) and flash PMI readings that will test whether the services sector can sustain its recovery above the 50 expansion threshold.

Yesterday — Tuesday, April 21

8 events · 4 beats · 3 misses

12:30 Retail Sales MoM (Mar) 0.7% vs 0.2% est

12:30 Retail Sales Ex Autos MoM (Mar) 1.9% vs 1.4% est

14:00 Business Inventories MoM (Feb) 0.4% vs 0.3% est

14:00 Pending Home Sales YoY (Mar) -1.1% vs 0.7% est

14:00 Pending Home Sales MoM (Mar) 1.5% vs 0.1% est

16:00 Atlanta Fed GDPNow (Q1) 1.2% vs 1.3% est

20:30 API Crude Oil Stock Change (Apr/17) -4.4 vs -1.0 est

Today — Wednesday, April 22

3 events · 3 upcoming

11:00 MBA 30-Year Mortgage Rate (Apr/17) prev 6.42

14:30 EIA Gasoline Stocks Change (Apr/17) prev -6.328

14:30 EIA Crude Oil Stocks Change (Apr/17) est -1.0 / prev -0.913

Tomorrow — Thursday, April 23

9 events · 0 high impact

12:30 Chicago Fed National Activity Index (Mar) est 0.2 / prev -0.11

12:30 Initial Jobless Claims (Apr/18) est 212.0K / prev 207.0K

13:45 S&P Global Composite PMI (Apr) est 49.9 / prev 50.3

13:45 S&P Global Manufacturing PMI (Apr) est 52.5 / prev 52.3

13:45 S&P Global Services PMI (Apr) est 50.0 / prev 49.8

13:45 S&P Global Manufacturing PMI Flash (Apr) Pending

13:45 S&P Global Services PMI Flash (Apr) Pending

13:45 S&P Global Composite PMI Flash (Apr) Pending

14:00 New Home Sales (Mar) prev 0.724

🏦 INSTITUTIONAL FLOW

During the latest reporting period, ETFs displayed split positioning in mega-cap technology names, with MSFT, META, and AVGO seeing the highest absolute add activity (3,538, 3,442, and 3,393 funds respectively), while an equal number of funds added and removed positions across the broader market. The flow pattern indicates continued selective concentration into established software, social media, and semiconductor infrastructure plays, though notable distribution occurred simultaneously with 2,246, 2,012, and 2,005 funds reducing these same positions.

Top Buying

MSFT Microsoft Corporation ⭐

▲ + Buying Rising Stock 5D +7.9% 3M -6.5% 1Y +15.9%

3538 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ + Buying Rising Stock 5D +1.0% 3M +10.7% 1Y +33.7%

3442 ETFs • 0 shares

AVGO Broadcom Inc. ⭐

▲ + Buying Rising Stock 5D +5.6% 3M +20.9% 1Y +136.2%

3393 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

▲ + Buying Rising Stock 5D -3.5% 3M +23.1% 1Y +554.2%

2922 ETFs • 0 shares

INTC Intel Corporation ⭐

▲ + Buying Rising Stock 5D +3.8% 3M +36.5% 1Y +250.0%

2874 ETFs • 0 shares

Top Selling

MSFT Microsoft Corporation ⭐

▲ - Selling Rising Stock 5D +7.9% 3M -6.5% 1Y +15.9%

2246 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ - Selling Rising Stock 5D +1.0% 3M +10.7% 1Y +33.7%

2012 ETFs • 0 shares

AVGO Broadcom Inc. ⭐

▲ - Selling Rising Stock 5D +5.6% 3M +20.9% 1Y +136.2%

2005 ETFs • 0 shares

HD The Home Depot, Inc. ⭐

- Selling Falling Stock 5D +0.3% 3M -8.3% 1Y -1.4%

1663 ETFs • 0 shares

IBM International Business Machines Corporation ⭐

▲ - Selling Rising Stock 5D +6.4% 3M -11.8% 1Y +9.1%

1649 ETFs • 0 shares

🏛️ CONGRESSIONAL TRADES

Recent congressional filings show Rep. Cleo Fields purchased Taiwan Semiconductor Manufacturing (TSM), Rep. W. Gregory Steube added Marriott International (MAR), and Rep. Rick Larsen bought Westinghouse Air Brake Technologies (WAB). Rep. Larsen also reduced positions in Broadridge Financial Solutions (BR), American Express (AXP), and American Water Works (AWK), making him the most active trader in this period with four total transactions.

Top Buying

TSM Taiwan Semiconductor Manufacturing Company Limited ⭐ CONGRESS

▲ + Buying Rising Stock 5D -3.1% 3M +12.5% 1Y +144.3%

Rep. Cleo Fields (Cleo Fields) • $1,001 - $15,000

MAR Marriott International, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +2.4% 3M +19.9% 1Y +71.6%

Rep. W. Gregory Steube (W. Gregory Steube) • $15,001 - $50,000

WAB Westinghouse Air Brake Technologies Corporation ⭐ CONGRESS

▲ + Buying Rising Stock 5D -3.9% 3M +13.4% 1Y +51.4%

Rep. Rick Larsen (Rick Larsen) • $1,001 - $15,000

CARR Carrier Global Corporation ⭐ CONGRESS

▲ + Buying Rising Stock 5D -4.5% 3M +11.8% 1Y +4.1%

Rep. Rick Larsen (Rick Larsen) • $1,001 - $15,000

CASY Casey's General Stores, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +5.3% 3M +22.6% 1Y +70.5%

Rep. Rick Larsen (Rick Larsen) • $1,001 - $15,000

Top Selling

BR Broadridge Financial Solutions, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +2.0% 3M -22.7% 1Y -30.6%

Rep. Rick Larsen (Rick Larsen) • $1,001 - $15,000

AXP American Express Company ⭐ CONGRESS

▲ - Selling Rising Stock 5D +0.8% 3M -6.4% 1Y +31.9%

Rep. Rick Larsen (Rick Larsen) • $1,001 - $15,000

AWK American Water Works Company, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D -1.0% 3M +1.1% 1Y -9.4%

Rep. Rick Larsen (Rick Larsen) • $1,001 - $15,000

VZ Verizon Communications Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +1.8% 3M +18.4% 1Y +8.6%

Rep. Jennifer McClellan (Jennifer McClellan) • $100,001 - $250,000

PAYX Paychex, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +5.4% 3M -11.9% 1Y -33.8%

Rep. Rick Larsen (Rick Larsen) • $1,001 - $15,000

👔 INSIDER ACTIVITY

Corporate insiders at KLRA showed coordinated accumulation with 17 individuals purchasing shares, while CRWV recorded the most widespread selling activity with 211 insiders offloading $1.1 billion in stock. LGN insiders executed the largest dollar-value distribution with 4 individuals selling $1.7 billion in shares, though the insider transaction landscape remained balanced overall with equal accumulation and distribution signals.

Cluster Buying

KLRA Kailera Therapeutics, Inc. ⭐ INSIDER

▲ + Buying Rising Stock

17 insiders • $335.1M

NONE NONE ⭐ INSIDER

▲ + Buying Rising Stock

2 insiders • $61.4M

CGON CG Oncology, Inc. Common stock ⭐ INSIDER

▲ + Buying Rising Stock 5D +6.8% 3M +31.4% 1Y +248.1%

5 insiders • $40.2M

LW Lamb Weston Holdings, Inc. ⭐ INSIDER

▲ + Buying Rising Stock 5D +2.5% 3M +3.8% 1Y -14.7%

7 insiders • $31.6M

ALMR Alamar Biosciences, Inc. ⭐ INSIDER

▲ + Buying Rising Stock

7 insiders • $22.6M

Heavy Selling

LGN Legence Corp. Class A Common stock ⭐ INSIDER

▲ - Selling Rising Stock 5D +15.9% 3M +61.3%

4 insiders • $1.7B

CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER

▲ - Selling Rising Stock 5D -1.7% 3M +20.9% 1Y +194.6%

211 insiders • $1.1B

DELL Dell Technologies Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D +15.1% 3M +91.1% 1Y +153.9%

50 insiders • $321.3M

SMR NuScale Power Corporation ⭐ INSIDER

- Selling Falling Stock 5D +13.8% 3M -38.6% 1Y -20.1%

2 insiders • $313.3M

ASX ASE Technology Holding Co., Ltd. ⭐ INSIDER

▲ - Selling Rising Stock 5D +10.1% 3M +56.6% 1Y +276.0%

13 insiders • $281.2M

📅 EARNINGS CALENDAR

Ahead of today's session, 124 companies report earnings with LRCX and GEV showing recent institutional accumulation patterns, while PM and T have experienced distribution activity. Tomorrow's slate expands to 147 reports as earnings season continues following yesterday's sharp moves in VICR, TSCO, and DHI.

📊 Previous Earnings — April 21, 2026

73 reported • ✅ 54 beats • ❌ 13 misses

VICR Vicor Corporation ⭐ BEAT +29.5%

70

▲ + Buying Rising Stock

EPS: $0.44 vs $0.39 est (+12.8%)

Beats 8/12 quarters | Avg +41.3% | 🔥 4Q beat streak

153 insiders sold $112.1M

TSCO Tractor Supply Company ⭐ MISS -12.1%

30

+ Buying Falling Stock

EPS: $0.31 vs $0.35 est (-11.4%)

Beats 5/12 quarters | Avg -21.2% | ⚠️ 2Q miss streak

8 insiders sold $12.0M

DHI D.R. Horton, Inc. ⭐ BEAT +11.7%

70

▲ + Buying Rising Stock

EPS: $2.24 vs $2.15 est (+4.2%)

Beats 8/12 quarters | Avg +8.0% | 🔥 2Q beat streak

1 insider sold $43.6K

NTRS Northern Trust Corporation ⭐ BEAT +10.2%

70

▲ + Buying Rising Stock

EPS: $2.71 vs $2.37 est (+14.3%)

Beats 10/12 quarters | Avg +7.5% | 🔥 10Q beat streak

2 insiders purchased / 6 insiders sold $5.2M

UNH UnitedHealth Group Incorporated ⭐ BEAT +10.2%

70

▲ + Buying Rising Stock

EPS: $7.23 vs $6.58 est (+9.9%)

Beats 10/12 quarters | Avg +2.0% | 🔥 3Q beat streak

NOC Northrop Grumman Corporation ⭐ BEAT -10.1%

30

+ Buying Falling Stock

EPS: $6.14 vs $6.06 est (+1.3%)

Beats 11/12 quarters | Avg +6.0% | 🔥 4Q beat streak

30 insiders sold $20.2M

GE GE Aerospace ⭐ BEAT -9.8%

50

+ Buying Falling Stock

EPS: $1.86 vs $1.60 est (+16.2%)

Beats 12/12 quarters | Avg +20.4% | 🔥 12Q beat streak

6 insiders sold $11.7M

MSCI MSCI Inc. ⭐ BEAT +9.7%

70

▲ + Buying Rising Stock

EPS: $4.55 vs $4.44 est (+2.5%)

Beats 12/12 quarters | Avg +3.5% | 🔥 12Q beat streak

5 insiders purchased / 1 insider sold $252.0K

MLI Mueller Industries, Inc. ⭐ BEAT +8.8%

70

▲ + Buying Rising Stock

EPS: $2.16 vs $1.50 est (+44.0%)

Beats 10/12 quarters | Avg +21.9%

2 insiders sold $643.7K

TFIN Triumph Financial, Inc. ⭐ BEAT +8.5%

70

▲ + Buying Rising Stock

EPS: $0.23 vs $0.15 est (+53.3%)

Beats 6/12 quarters | Avg +29.5% | 🔥 4Q beat streak

1 insider purchased / 1 insider sold $25.4K

🎯 Reporting Today — April 22, 2026

124 reporting • Smart Money:

78 acc •

23 dist •

23 neut

LRCX Lam Research Corporation ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg -0.0% | 🔥 7Q beat streak

6 insiders sold $29.7M

GEV GE Vernova Inc. ⭐

70

▲ + Buying Rising Stock

Beats 5/8 quarters | Avg +67.6%

1 insider sold $4.5M

TXN Texas Instruments Incorporated ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg +5.5% | ⚠️ 2Q miss streak

10 insiders sold $26.5M

BA The Boeing Company ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg +176.7%

1 insider purchased / 4 insiders sold $5.0M

TBB AT&T Inc. 5.35% GLB NTS 66 ⭐

70

▲ + Buying Rising Stock

Beats 4/4 quarters | Avg +47.1% | 🔥 4Q beat streak

VRT Vertiv Holdings Co ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +20.1% | 🔥 12Q beat streak

64 insiders sold $123.4M

CSX CSX Corporation ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg +0.4%

1 insider purchased / 3 insiders sold $7.5M

ELV Elevance Health Inc. ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg +3.0% | 🔥 2Q beat streak

1 insider purchased / 2 insiders sold $918.1K

TEL TE Connectivity Ltd. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +4.7% | 🔥 12Q beat streak

21 insiders sold $9.6M

URI United Rentals, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +1.1% | ⚠️ 3Q miss streak

1 insider purchased / 2 insiders sold $3.2M

WAB Westinghouse Air Brake Technologies Corporation ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +5.3% | 🔥 2Q beat streak

37 insiders sold $25.3M

LVS Las Vegas Sands Corp. ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +12.8% | 🔥 4Q beat streak

1 insider sold $3.3M

CCI Crown Castle Inc. ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +9.5% | 🔥 4Q beat streak

3 insiders sold $814.0K

STLD Steel Dynamics, Inc. ⭐

70

▲ + Buying Rising Stock

EPS: $2.79 vs $3.24 est

Beats 8/12 quarters | Avg -1.5%

RJF Raymond James Financial, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg +1.3% | 🔥 2Q beat streak

2 insiders sold $5.0M

📌 Next Earnings — April 23, 2026

147 reporting • Smart Money:

101 acc •

14 dist •

32 neut

INTC Intel Corporation ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +58.4% | 🔥 2Q beat streak

1 insider purchased / 1 insider sold $981.0K

AXP American Express Company ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +3.8%

13 insiders sold $36.4M

TMO Thermo Fisher Scientific Inc. ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +2.1% | 🔥 10Q beat streak

35 insiders sold $8.2M

BX Blackstone Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +7.2% | 🔥 6Q beat streak

3 insiders purchased $68.6K

UNP Union Pacific Corporation ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +2.0%

1 insider sold $469.6K

SNY Sanofi ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg -0.0% | 🔥 2Q beat streak

FCX Freeport-McMoRan Inc. ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +18.3% | 🔥 4Q beat streak

7 insiders sold $35.8M

VALE Vale S.A. ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg -29.4%

2 insiders purchased $377.9K

DLR Digital Realty Trust, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +0.6%

FIX Comfort Systems USA, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +25.8% | 🔥 12Q beat streak

10 insiders sold $56.8M

📝 Today's Summary

Smart money positioning reveals a concentrated bet on mega-cap technology infrastructure alongside notable insider activity at the extremes. Institutional flows through ETFs show 3,538 funds adding Microsoft (MSFT), 3,442 adding Meta Platforms (META), and 3,393 adding Broadcom (AVGO), though this enthusiasm is tempered by nearly equal distribution with 2,246, 2,012, and 2,005 funds simultaneously reducing these same positions. Congressional activity this period centered on Rep. Cleo Fields purchasing Taiwan Semiconductor Manufacturing (TSM), Rep. W. Gregory Steube adding Marriott International (MAR), and Rep. Rick Larsen executing the most active positioning with four transactions including purchases of Westinghouse Air Brake Technologies (WAB) while trimming Broadridge Financial Solutions (BR), American Express (AXP), and American Water Works (AWK). Corporate insiders displayed extreme divergence with coordinated accumulation at KLRA where 17 individuals purchased shares, contrasting sharply with widespread selling at CRWV where 211 insiders offloaded $1.1 billion and LGN where 4 individuals distributed $1.7 billion in stock. Meanwhile, accumulation signals dominate the broader landscape with 30 names flashing buy indicators led by Meta Platforms (META), Oracle (ORCL), and The Trade Desk (TTD) against zero distribution signals. The market regime reflects a classic risk-on rotation with technology and cyclicals leading while defensive positioning crumbles. Semiconductors, Financials, and Real Estate sectors are demonstrating the strongest relative performance as investors abandon traditionally safe havens like Healthcare, Energy, and Consumer Staples. Index breadth at 64% for SPY suggests moderate participation in the advance, though the Transports index reaching 95% breadth signals robust conviction in economically sensitive names that typically correlate with growth expectations. The VIX declined 1.3% over the past week to settle at 18.87 in the middle of its normal range, indicating equity market complacency, while the MOVE index measuring Treasury volatility rose 6.1% to 17.00, creating a divergence where bond markets show slightly elevated activity despite remaining at historically low absolute levels. This mixed volatility environment accompanies economic data that surprised sharply to the upside, with retail sales ex-autos jumping 1.9% versus the 1.4% estimate—a 50 basis point beat—and pending home sales rising 1.5% month-over-month against expectations for just 0.1%, though year-over-year housing data remained negative and the Atlanta Fed's Q1 GDPNow estimate slipped to 1.2% from 1.3%. Convergence between institutional concentration in semiconductor infrastructure and congressional purchases of Taiwan Semiconductor Manufacturing (TSM) alongside the Transportation index's exceptional 95% breadth reading creates a narrative worth monitoring as earnings season intensifies. Today brings 124 companies reporting with Lam Research (LRCX) and GE Vernova (GEV) showing recent institutional accumulation patterns while Philip Morris International (PM) and AT&T (

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