The Edge - InsiderStreet.ai

🔥 PRE MARKET MOVERS

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

📈 Top Gainers by $ Volume

ACLX +0.17% $120M

NOK +5.58% $99M

WTI +18.36% $66M

FRPT +3.90% $63M

FHB +0.67% $59M

IAC +2.03% $47M

NVTS +15.46% $22M

QS +33.24% $17M

SLDP +16.67% $5M

BYND +5.26% $1M

📉 Top Losers by $ Volume

TSLA -3.08% $588M

EVRG -0.26% $121M

WAY -3.03% $86M

INTC -0.16% $75M

HRB -3.56% $69M

SBS -6.26% $55M

SMCI -7.35% $54M

FULT -2.40% $50M

CVBF -1.82% $43M

MCW -0.21% $8M

🐷 PIG ROAST

MSTR +9.4% Motley Fool: Michael Saylor's financial engineering experiment climbs 9% today, but still down 43% over the year—innovation or desperation?

GEV +13.8% Zacks: Crushed earnings expectations by 794% and revenue beat too—up 260% in a year, proving power infrastructure actually pays.

ARM +12.0% Zacks: From licensing rent collector to making actual chips—up 103% in a year as ARM finally decides to eat its own cooking.

BSX +9.0% Globe Newswire: Beat earnings but down 31% YTD while facing class action lawsuits—medical device maker needs its own emergency surgery.

NVTS +20.5% Motley Fool: Meme stock transformation into AI power chips pays off—up 926% in a year, proving sometimes the hype train actually arrives.

CAR -37.8% MarketWatch: Worst day in 28 years crashes 38% but still up 450% over the year—rental car reality check after epic rally.

TEL -9.1% Zacks: Beat earnings with record orders but missed revenue—Wall Street punishes mixed signals despite strong underlying business fundamentals.

SRAD -22.6% PR Newswire: Securities fraud investigations pile up as sports betting data company crashes 23%—lawyers circling like vultures at a tailgate.

SON -16.2% Zacks: Packaging company missed earnings by 23% and revenue too—when even cardboard boxes can't deliver, you know times are tough.

NN -22.1% [Zacks](https://www.zacks.com/stock/news/2902430/spart

💬 Word on the Street

While Rep. Cleo Fields (D-LA) quietly picked up Taiwan Semiconductor Manufacturing Company Limited (TSM) shares worth up to $15,000, insiders at Livongo Health (LGN) were sprinting for the exits with $1.7 billion in sales—part of a brutal $4.3 billion net outflow day that tells you everything about whose conviction is cracking. Meanwhile, GE Vernova Inc. (GEV) crushed earnings by 794% as Wall Street finally wakes up to power infrastructure, and ARM Holdings plc (ARM) jumped on news it's ditching the landlord business to actually manufacture chips. 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

Stimmy

Stimulus check. Free government tendies that turned every 22-year-old into a day-trading genius for six weeks.

🎯 SMART MONEY CONVERGENCE

📈 Accumulation Detected (10)

META Meta Platforms, Inc. ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +0.5% 3M +10.1% 1Y +39.5%

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

TTD The Trade Desk, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +5.3% 3M -33.3% 1Y -50.5%

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 +6.9% 3M -14.3% 1Y -19.3%

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 +1.7% 3M -4.2% 1Y +50.0%

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 +9.3% 3M +22.4% 1Y +66.3%

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 +1.2% 3M -7.4% 1Y +38.0%

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 +3.0% 3M +14.0% 1Y +85.4%

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 -7.4% 1Y +26.1%

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 +1.9% 3M -5.4% 1Y +20.8%

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

ULTA Ulta Beauty, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +4.6% 3M -17.5% 1Y +54.2%

1 member(s) purchased N/A • 6 insiders purchased $67.6M • 1418 ETFs increased positions

😱 VOLATILITY & FEAR

Equity volatility as measured by the VIX remains within normal ranges at 19.50, though the 6.2% week-over-week increase signals a modest uptick in options-implied fear among stock market participants. The bond market tells a different story, with the MOVE index jumping 18.8% to 17.50 while still sitting at historically low levels, indicating that fixed income traders are pricing in more movement ahead despite relatively calm current conditions. The divergence between moderate equity nervousness and subdued bond market volatility suggests mixed sentiment across asset classes as traders position for uncertainty in stocks while remaining relatively sanguine about interest rate swings.

VIX

19.50

6.2% WoW

📈

Normal

MOVE

17.50

18.8% WoW

➡️

Low

|| Market Sutra ||

"Retail sees price; institutions see flow."

— Dark-pool accumulation preceded Microsoft's 2016–2017 breakout

📊 MARKET REGIME

Market breadth shows moderate participation with the S&P 500 at 62% and Nasdaq at 58%, while cyclical sectors demonstrate notable strength as Semiconductors, Financials, and Real Estate lead with readings between 77% and 100%. This contrasts sharply with defensive sectors, where Utilities, Energy, and Consumer Staples lag significantly below 40%, suggesting a risk-on positioning despite relatively modest overall index breadth. The Transportation index stands out with 93% breadth, significantly outpacing the major indices and potentially signaling underlying economic strength that hasn't fully translated to broader market participation.

Sector Strength

🔌 Semiconductors

100.0%

+5.3%

🏦 Financials

88.2%

+0.0%

🏠 Real Estate

77.4%

+0.1%

💻 Technology

75.3%

+5.2%

🧱 Materials

73.1%

+0.9%

🛍️ Consumer Discretionary

72.9%

+0.6%

📡 Communication

69.6%

+0.4%

🏭 Industrials

57.0%

-0.1%

🏥 Healthcare

46.6%

-1.0%

⚡ Utilities

35.5%

-2.5%

⛽ Energy

27.3%

+1.4%

🛒 Consumer Staples

22.2%

+1.3%

📈 INDEX BREADTH

SPY

62.2%

BULLISH

QQQ

58.4%

NEUTRAL

DIA

56.7%

NEUTRAL

IYT

93.0%

BULLISH

💧 FED LIQUIDITY

Net Liquidity: $6.71 Trillion

↑ $11.8B WoW

As of April 15, Fed net liquidity stands at $6.71 trillion, up $11.8 billion week-over-week, indicating a slight expansion in available market liquidity. The next H.4.1 data release drops Thursday, April 23, which will show whether this liquidity expansion continues—a trend that historically correlates with supportive conditions for risk assets.

📅 ECONOMIC CALENDAR Surprise Index: +3.1

Yesterday's energy data painted a mixed picture as crude oil inventories rose 1.925 million barrels against expectations for a 1.2 million drawdown, signaling weaker demand or increased supply, while gasoline stocks fell 4.57 million barrels—missing the 1.5 million estimate by a significant margin and suggesting robust consumption heading into the summer driving season. Mortgage rates edged down to 6.35% from 6.42%, offering modest relief to the housing sector ahead of today's March new home sales data. Today's focus shifts to the flash PMI readings where the services index sits right at the 50 expansion/contraction threshold (estimated 50.0 versus 49.8 prior), making any move particularly significant for market sentiment, while tomorrow's durable goods orders will be closely watched after the March headline is expected to decline sharply from February's 9.2% surge that was heavily skewed by volatile transportation orders.

Yesterday — Wednesday, April 22

3 events · 1 beat · 1 miss

11:00 MBA 30-Year Mortgage Rate (Apr/17) 6.35 vs None est

14:30 EIA Crude Oil Stocks Change (Apr/17) 1.925 vs -1.2 est

14:30 EIA Gasoline Stocks Change (Apr/17) -4.57 vs -1.5 est

Today — Thursday, April 23

9 events · 9 upcoming

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 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 Composite PMI (Apr) est 49.9 / prev 50.3

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

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

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

14:00 New Home Sales (Mar) prev 0.724

Tomorrow — Friday, April 24

9 events · 2 high impact

12:30 Durable Goods Orders MoM (Mar) prev 9.2

12:30 Durable Goods Orders Ex Transp MoM (Mar) prev 0.2

14:00 Michigan Consumer Sentiment (Apr) 47.6 vs 47.6 est

14:00 Inflation Expectations (Apr) prev 3.2%

14:00 Michigan 1 Year Inflation Expectations (Apr) prev 3.8%

19:30 CFTC Gold Speculative net positions prev 162.5K

19:30 CFTC S&P 500 speculative net positions prev -115.8K

19:30 CFTC Crude Oil speculative net positions prev 206.5K

19:30 CFTC Nasdaq 100 speculative net positions prev 10.8K

🏦 INSTITUTIONAL FLOW

Exchange-traded funds demonstrated mixed positioning in mega-cap technology during the recent period, with 3,538 ETFs adding Microsoft exposure, 3,442 adding Meta Platforms, and 3,393 adding Broadcom, while 2,246, 2,012, and 2,005 ETFs respectively reduced these same positions. The data reflects ongoing institutional rebalancing within large-cap software, social media, and semiconductor names rather than directional conviction, as total net flows showed balanced activity with equal numbers of funds on both sides of these trades.

Top Buying

MSFT Microsoft Corporation ⭐

▲ + Buying Rising Stock 5D +5.3% 3M -2.3% 1Y +21.2%

3538 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ + Buying Rising Stock 5D +0.5% 3M +10.1% 1Y +39.5%

3442 ETFs • 0 shares

AVGO Broadcom Inc. ⭐

▲ + Buying Rising Stock 5D +6.5% 3M +28.5% 1Y +155.3%

3393 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

▲ + Buying Rising Stock 5D +6.8% 3M +25.3% 1Y +631.5%

2922 ETFs • 0 shares

INTC Intel Corporation ⭐

▲ + Buying Rising Stock 5D +0.5% 3M +20.3% 1Y +246.4%

2874 ETFs • 0 shares

Top Selling

MSFT Microsoft Corporation ⭐

▲ - Selling Rising Stock 5D +5.3% 3M -2.3% 1Y +21.2%

2246 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ - Selling Rising Stock 5D +0.5% 3M +10.1% 1Y +39.5%

2012 ETFs • 0 shares

AVGO Broadcom Inc. ⭐

▲ - Selling Rising Stock 5D +6.5% 3M +28.5% 1Y +155.3%

2005 ETFs • 0 shares

HD The Home Depot, Inc. ⭐

- Selling Falling Stock 5D +0.1% 3M -11.8% 1Y -0.3%

1663 ETFs • 0 shares

IBM International Business Machines Corporation ⭐

▲ - Selling Rising Stock 5D +3.0% 3M -14.8% 1Y +8.8%

1649 ETFs • 0 shares

🏛️ CONGRESSIONAL TRADES

Congressional trading activity shows lawmakers taking positions in semiconductor manufacturer TSM, hospitality company MAR, and HVAC manufacturer CARR this period. Meanwhile, representatives exited positions in telecommunications provider VZ, payroll processor PAYX, and financial services firm AXP, with Rep. Rick Larsen notably both adding and trimming different holdings in his portfolio.

Top Buying

TSM Taiwan Semiconductor Manufacturing Company Limited ⭐ CONGRESS

▲ + Buying Rising Stock 5D +3.3% 3M +18.8% 1Y +164.0%

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

MAR Marriott International, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +0.9% 3M +14.8% 1Y +71.5%

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

CARR Carrier Global Corporation ⭐ CONGRESS

▲ + Buying Rising Stock 5D +3.6% 3M +5.0% 1Y +5.3%

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

NEE NextEra Energy, Inc. ⭐ CONGRESS

+ Buying Falling Stock 5D -1.3% 3M +8.1% 1Y +42.4%

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

CASY Casey's General Stores, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +6.2% 3M +25.3% 1Y +73.9%

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

Top Selling

VZ Verizon Communications Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +2.1% 3M +17.1% 1Y +10.7%

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

PAYX Paychex, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +3.5% 3M -11.9% 1Y -31.8%

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

AXP American Express Company ⭐ CONGRESS

▲ - Selling Rising Stock 5D +1.2% 3M -7.4% 1Y +38.0%

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

BR Broadridge Financial Solutions, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D -0.1% 3M -22.3% 1Y -28.7%

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

AWK American Water Works Company, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +0.6% 3M +0.8% 1Y -9.2%

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

👔 INSIDER ACTIVITY

Notable cluster activity shows 18 insiders at KLRA made purchases while 271 insiders at CRWV collectively sold $1.3B in shares, representing the largest coordinated sale by headcount this period. On the institutional sale side, 4 insiders at LGN disposed of $1.7B in stock, marking the highest dollar value in insider sales, while 50 insiders at DELL reduced positions totaling $321.3M.

Cluster Buying

KLRA Kailera Therapeutics, Inc. ⭐ INSIDER

▲ + Buying Rising Stock

18 insiders • $343.1M

NONE NONE ⭐ INSIDER

▲ + Buying Rising Stock

2 insiders • $61.4M

CGON CG Oncology, Inc. Common stock ⭐ INSIDER

▲ + Buying Rising Stock 5D +3.2% 3M +22.3% 1Y +242.4%

5 insiders • $40.2M

LW Lamb Weston Holdings, Inc. ⭐ INSIDER

▲ + Buying Rising Stock 5D +4.3% 3M +2.4% 1Y -10.9%

6 insiders • $27.4M

ANAB AnaptysBio, Inc. ⭐ INSIDER

+ Buying Falling Stock 5D +18.3% 3M +14.7% 1Y +159.7%

32 insiders • $23.0M

Heavy Selling

LGN Legence Corp. Class A Common stock ⭐ INSIDER

▲ - Selling Rising Stock 5D +14.0% 3M +65.2%

4 insiders • $1.7B

CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER

▲ - Selling Rising Stock 5D +3.2% 3M +30.3% 1Y +246.0%

271 insiders • $1.3B

DELL Dell Technologies Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D +21.4% 3M +89.5% 1Y +164.1%

50 insiders • $321.3M

SMR NuScale Power Corporation ⭐ INSIDER

▲ - Selling Rising Stock 5D +16.0% 3M -31.2% 1Y -0.4%

2 insiders • $313.3M

ASX ASE Technology Holding Co., Ltd. ⭐ INSIDER

▲ - Selling Rising Stock 5D +10.0% 3M +57.8% 1Y +284.0%

15 insiders • $290.5M

📅 EARNINGS CALENDAR

Today's earnings slate features 149 companies, with INTC and AXP showing recent accumulation activity from institutional investors ahead of their reports, while SAP and GILD have seen insider and institutional distribution in recent periods. Yesterday's session saw significant movement in HCSG, KALU, and STLD, each posting gains exceeding 17% following their quarterly results. Tomorrow's calendar lightens considerably with just 24 companies scheduled to report.

📊 Previous Earnings — April 22, 2026

130 reported • ✅ 74 beats • ❌ 21 misses

HCSG Healthcare Services Group, Inc. ⭐ BEAT +18.9%

50

▲ + Buying Rising Stock

EPS: $0.37 vs $0.22 est (+68.2%)

Beats 8/12 quarters | Avg +15.7% | 🔥 5Q beat streak

6 insiders sold $3.0M

KALU Kaiser Aluminum Corporation ⭐ BEAT +18.1%

70

▲ + Buying Rising Stock

EPS: $3.74 vs $1.96 est (+90.8%)

Beats 8/12 quarters | Avg +108.5%

2 insiders sold $2.9M

STLD Steel Dynamics, Inc. ⭐ MISS +17.2%

70

▲ + Buying Rising Stock

EPS: $2.79 vs $3.24 est (-13.9%)

Beats 8/12 quarters | Avg -1.5%

MAS Masco Corporation ⭐ BEAT +17.1%

70

▲ + Buying Rising Stock

EPS: $1.04 vs $0.88 est (+18.2%)

Beats 9/12 quarters | Avg +8.5% | 🔥 2Q beat streak

5 insiders sold $5.1M

TNL Travel + Leisure Co. ⭐ BEAT -16.2%

70

▲ + Buying Rising Stock

EPS: $1.45 vs $1.31 est (+10.7%)

Beats 9/12 quarters | Avg +7.8%

13 insiders sold $11.4M

GEV GE Vernova Inc. ⭐ BEAT +14.2%

70

▲ + Buying Rising Stock

EPS: $17.44 vs $1.95 est (+794.4%)

Beats 6/9 quarters | Avg +148.4% | 🔥 2Q beat streak

1 insider sold $4.5M

RCI Rogers Communications Inc. ⭐ BEAT +12.6%

30

+ Buying Falling Stock

EPS: $0.73 vs $0.72 est (+0.8%)

Beats 9/12 quarters | Avg +4.3% | 🔥 4Q beat streak

TMHC Taylor Morrison Home Corporation ⭐ BEAT +12.6%

70

▲ + Buying Rising Stock

EPS: $1.01 vs $0.82 est (+23.2%)

Beats 11/12 quarters | Avg +9.9% | 🔥 9Q beat streak

2 insiders sold $212.8K

MHO M/I Homes, Inc. ⭐ MISS +10.9%

50

+ Buying Falling Stock

EPS: $2.55 vs $2.64 est (-3.4%)

Beats 6/12 quarters | Avg +6.1%

22 insiders sold $15.1M

GSHD Goosehead Insurance, Inc ⭐ BEAT +10.6%

30

+ Buying Falling Stock

EPS: $0.37 vs $0.20 est (+85.0%)

Beats 9/12 quarters | Avg +26.3% | 🔥 2Q beat streak

1 insider purchased $250.0K

🎯 Reporting Today — April 23, 2026

149 reporting • Smart Money:

107 acc •

17 dist •

25 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

NOK Nokia Oyj ⭐

70

▲ + Buying Rising Stock

EPS: $0.06 vs $0.06 est

Beats 5/12 quarters | Avg -1.8% | 🔥 2Q beat streak

CBRE CBRE Group, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +10.7% | 🔥 12Q beat streak

3 insiders sold $1.4M

AMP Ameriprise Financial, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg +1.2% | 🔥 5Q beat streak

11 insiders sold $35.6M

STM STMicroelectronics N.V. ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +1.9%

HIG The Hartford Financial Services Group, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +10.8% | 🔥 5Q beat streak

14 insiders sold $49.5M

📌 Next Earnings — April 24, 2026

24 reporting • Smart Money:

18 acc •

2 dist •

4 neut

SCCO Southern Copper Corporation ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +4.4% | 🔥 4Q beat streak

2 insiders sold $3.0M

SLB SLB N.V. ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg +2.2% | 🔥 3Q beat streak

10 insiders sold $11.8M

E Eni S.p.A. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +1.8% | 🔥 4Q beat streak

NSC Norfolk Southern Corporation ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +2.5% | 🔥 2Q beat streak

CHTR Charter Communications, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg -1.6%

1 insider purchased $0

NMR Nomura Holdings, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 3/12 quarters | Avg -19.9%

3 insiders purchased $3.9K

WF Woori Financial Group Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg -2.0%

FLG Flagstar Financial, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg +1.9%

GNTX Gentex Corporation ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg +1.5%

9 insiders sold $2.2M

SXT Sensient Technologies Corporation ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg +1.7%

📝 Today's Summary

Smart money flows reveal selective positioning in technology and defensive rebalancing as institutional participants navigate late-quarter earnings season. Exchange-traded funds showed balanced rebalancing activity in mega-cap technology, with 3,538 funds adding Microsoft Corporation (MSFT) exposure, 3,442 adding Meta Platforms (META), and 3,393 adding Broadcom (AVGO), though nearly equal numbers reduced these same positions, reflecting institutional portfolio adjustments rather than directional conviction. Congressional activity shifted toward semiconductors and hospitality, with lawmakers taking positions in Taiwan Semiconductor Manufacturing Company (TSM), Marriott International (MAR), and Carrier Global Corporation (CARR) while exiting Verizon Communications (VZ), Paychex (PAYX), and American Express (AXP), with Rep. Rick Larsen executing both additions and reductions across different holdings. The insider landscape showed dramatic polarization as 271 insiders at Crown Castle (CRWV) collectively sold $1.3 billion in shares while 18 insiders at Kalera (KLRA) made coordinated purchases, and 4 insiders at Legion Capital (LGN) disposed of $1.7 billion marking the period's largest dollar-value insider sale. Market structure reveals a bifurcated environment where cyclical strength coexists with subdued broad participation and modestly elevated volatility expectations. The VIX edged up 6.2% to 19.50 while the MOVE index jumped 18.8% to 17.50, creating a divergence between equity market nervousness and relatively calm bond market pricing that suggests mixed cross-asset sentiment. Sector rotation remains decisively risk-on despite moderate overall breadth, with Semiconductors, Financials, and Real Estate posting readings between 77% and 100% while defensive sectors like Utilities, Energy, and Consumer Staples languish below 40%. The Transportation index standing at 93% breadth significantly outpaces the S&P 500 at 62% and Nasdaq at 58%, potentially signaling underlying economic strength that hasn't yet translated to broader market participation as accumulation signals hit 30 with zero distribution signals and top names including Meta Platforms (META), The Trade Desk (TTD), and Salesforce (CRM). Today's economic calendar brings critical inflection points as the flash services PMI sits precisely at the 50 expansion-contraction threshold with estimates of 50.0 versus the prior 49.8 reading, making any directional move particularly significant for sentiment, while March new home sales data arrives amid modestly improved mortgage rate conditions that edged down to 6.35% from 6.42%. The earnings calendar features 149 companies today including Intel Corporation (INTC) and American Express (AXP) showing recent institutional accumulation ahead of their reports, while SAP SE (SAP) and Gilead Sciences (GILD) have experienced insider and institutional distribution in recent periods. Yesterday's session demonstrated earnings volatility potential as Healthcare Services Group (HCSG), Kaiser Aluminum (KALU), and Steel Dynamics (STLD) each surged over 17% following quarterly results,

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