The Edge - InsiderStreet.ai

🔥 PRE MARKET MOVERS

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

📈 Top Gainers by $ Volume

NVDA +2.27% $652M

MU +3.02% $309M

INTC +0.09% $160M

VNO +7.70% $51M

UE +0.71% $10M

NOK +1.77% $10M

CRML +17.59% $9M

TWO +0.27% $8M

SMR +2.18% $7M

JOBY +8.58% $6M

📉 Top Losers by $ Volume

AMD -7.84% $212M

ORCL -5.91% $171M

EWBC -0.14% $113M

RVTY -0.36% $88M

POET -48.15% $43M

XPEV -4.29% $12M

VSTS -9.45% $8M

SFIX -3.25% $4M

NIO -1.13% $3M

PLUG -4.62% $2M

🐷 PIG ROAST

OGN +17.0% Fool: Sun Pharma swoops in with all-cash offer, proving even birth control stocks can get lucky twice this year.

ORKA +10.7% Seeking Alpha: Psoriasis trial goes well, stock rockets another 10% — because apparently +627% in 12 months wasn't quite enough skin in the game.

CLF +8.7% Fool: Steel company gets reassessed after being down 21% this year — sometimes it takes investors a while to find their backbone.

USAR +7.5% Fool: Drops $2.8 billion on Serra Verde acquisition to escape Asian supply chains — nothing says "America First" like expensive shopping sprees.

MANE +47.5% Seeking Alpha: Hair loss drug shows promise, stock grows 47% — apparently investors are more excited about follicles than fundamentals.

ARM -8.1% MarketWatch: Seven-day winning streak snapped as AI glow fades — even chip designers need a breather after +92% in 12 months.

DPZ -8.8% Pizza price war claims another victim as Domino's misses estimates — turns out consumers are getting pickier about $20 pepperonis.

AAOI -10.1% Despite +1039% gains in 12 months, stock drops 10% as investors finally remember what "taking profits" means.

CRDO -7.5% MarketBeat: Insiders cash out millions while stock slides — nothing says "peak valuation" quite like executive exit strategies.

ALAB -7.6% Zacks: Slides 7% as market rises — even AI darlings need gravity checks after +204% in 12

💬 Word on the Street

While Rep. Robert E. Latta (R-OH) quietly picked up shares of Farmers & Merchants Bancorp (FMAO) for up to $15,000, a staggering 370 insiders at Crown Electrokinetics (CRWV) hit the exit button to the tune of $1.9 billion—the kind of mass exodus that makes you wonder what they saw in the quarterly projections. Meanwhile, the VIX jumped 7% to 18.7 as smart money dumped $3.4 billion more than they bought, and after-hours action brought us a birth control company acquisition, a psoriasis drug maker up 627% in a year adding another 10%, and a steel stock finally getting some reassessment love. 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.

🎯 SMART MONEY CONVERGENCE

📈 Accumulation Detected (10)

META Meta Platforms, Inc. ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +1.1% 3M +0.9% 1Y +27.6%

13 member(s) purchased N/A • 42 insiders purchased $8377.9M • 3272 ETFs increased positions

TTD The Trade Desk, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -3.7% 3M -31.5% 1Y -56.5%

3 member(s) purchased N/A • 14 insiders purchased $197.5M • 1196 ETFs increased positions

KO The Coca-Cola Company ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -0.1% 3M +4.0% 1Y +6.3%

7 member(s) purchased N/A • 11 insiders purchased $137.4M • 2328 ETFs increased positions

EMR Emerson Electric Co. ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D -3.6% 3M -4.7% 1Y +36.4%

1 member(s) purchased N/A • 10 insiders purchased $134.9M • 1671 ETFs increased positions

TXN Texas Instruments Incorporated ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +15.3% 3M +38.0% 1Y +70.4%

2 member(s) purchased N/A • 23 insiders purchased $118.8M • 2405 ETFs increased positions

AXP American Express Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D -3.3% 3M -12.2% 1Y +19.9%

5 member(s) purchased N/A • 17 insiders purchased $117.4M • 2088 ETFs increased positions

ABT Abbott Laboratories ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -3.3% 3M -14.6% 1Y -27.6%

4 member(s) purchased N/A • 14 insiders purchased $116.4M • 2172 ETFs increased positions

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

▲ + Buying Rising Stock 5D -0.3% 3M +13.0% 1Y +72.5%

2 member(s) purchased N/A • 11 insiders purchased $101.2M • 1859 ETFs increased positions

DIS The Walt Disney Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D -3.7% 3M -8.0% 1Y +15.0%

4 member(s) purchased N/A • 29 insiders purchased $89.2M • 2121 ETFs increased positions

LIN Linde plc ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +2.5% 3M +12.2% 1Y +14.8%

4 member(s) purchased N/A • 10 insiders purchased $76.2M • 706 ETFs increased positions

😱 VOLATILITY & FEAR

The VIX rose 7.0% week-over-week to 18.71, remaining within the normal range that suggests neither complacency nor elevated concern among equity options traders. Bond market volatility, as measured by the MOVE index at 17.94, increased 6.4% but stays at historically low levels, indicating fixed income markets are pricing in relatively stable conditions despite the modest uptick in both measures.

VIX

18.71

7.0% WoW

➡️

Normal

MOVE

17.94

6.4% WoW

📈

Low

📊 MARKET REGIME

Market breadth shows moderate participation with the S&P 500 and Nasdaq at 60% while the Dow trails at 53%, though transports demonstrate strength at 84%. Cyclical sectors are leading with semiconductors, financials, and real estate showing the strongest performance, while defensive areas including healthcare, energy, and consumer staples are underperforming. The divergence between transport strength and broader Dow weakness, combined with leadership in rate-sensitive sectors like real estate and semiconductors, suggests a risk-on environment with selective sector rotation rather than broad market conviction.

Sector Strength

🔌 Semiconductors

100.0%

+9.1%

🏦 Financials

80.3%

-1.6%

🏠 Real Estate

77.4%

-2.6%

💻 Technology

74.0%

+3.9%

🛍️ Consumer Discretionary

66.7%

-1.7%

🧱 Materials

61.5%

-0.9%

🏭 Industrials

58.2%

-0.8%

📡 Communication

52.2%

-2.5%

⚡ Utilities

48.4%

+1.0%

🏥 Healthcare

41.4%

-2.7%

⛽ Energy

36.4%

+3.1%

🛒 Consumer Staples

30.6%

-0.1%

📈 INDEX BREADTH

SPY

60.2%

BULLISH

QQQ

60.4%

BULLISH

DIA

53.3%

NEUTRAL

IYT

83.7%

BULLISH

💧 FED LIQUIDITY

Net Liquidity: $6.71 Trillion

↑ $1.7B WoW

As of April 22, Fed net liquidity stood at $6.71 trillion, increasing $1.7 billion week-over-week—a marginal uptick that suggests stable liquidity conditions with neither significant tightening nor easing pressure on markets. The next H.4.1 release drops Thursday, April 30, which will show whether this sideways trend continues or if the Fed's balance sheet activity shifts direction.

📅 ECONOMIC CALENDAR Surprise Index: +2.9

Yesterday's Dallas Fed Manufacturing Index deteriorated to -2.3, missing the -0.8 estimate and marking a reversal from the -0.2 prior reading, extending the index's negative streak and signaling continued weakness in Texas factory activity even as the national ISM data had shown tentative stabilization. Today's focus shifts to housing with Case-Shiller home prices expected to decelerate slightly to 1.1% year-over-year and Consumer Confidence projected to slip to 89.0 from 91.8, which would mark the fourth consecutive monthly decline and the lowest reading since August 2023. Tomorrow brings a barrage of housing data where consensus expects Building Permits to edge down to 1.39M and Housing Starts to fall sharply to 1.4M from 1.487M, while the marquee event is the FOMC decision where markets are pricing in a 25 basis point cut to 3.75% with traders closely watching the dot plot projections and Powell's press conference for signals on the rate path amid persistent inflation concerns.

Yesterday — Monday, April 27

1 events · 1 miss

14:30 Dallas Fed Manufacturing Index (Apr) -2.3 vs -0.8 est

Today — Tuesday, April 28

3 events · 3 upcoming

13:00 S&P/Case-Shiller Home Price YoY (Feb) est 1.1% / prev 1.2%

14:00 CB Consumer Confidence (Apr) est 89.0 / prev 91.8

20:30 API Crude Oil Stock Change (Apr/24) prev -4.4

Tomorrow — Wednesday, April 29

23 events · 10 high impact

11:00 MBA 30-Year Mortgage Rate (Apr/24) prev 6.35%

12:30 Housing Starts MoM (Mar) est -0.7% / prev 7.2%

12:30 Building Permits MoM (Feb) est -1.9% / prev -4.7%

12:30 Housing Starts MoM (Feb) est -5.2% / prev 7.2%

12:30 Building Permits MoM (Mar) est -0.7% / prev -4.7%

12:30 Building Permits (Feb) est 1.36M / prev 1.386M

12:30 Building Permits (Mar) est 1.39M / prev 1.386M

12:30 Goods Trade Balance (Mar) est -87.5B / prev -83.5B

12:30 Housing Starts (Mar) est 1.4M / prev 1.487M

12:30 Housing Starts (Feb) est 1.41M / prev 1.487M

12:30 Durable Goods Orders Ex Transp MoM (Mar) est 0.4% / prev 0.8%

12:30 Durable Goods Orders MoM (Mar) est 0.5% / prev -1.4%

12:30 Wholesale Inventories MoM (Mar) est 0.3% / prev 0.8%

12:30 Retail Inventories Ex Autos MoM (Mar) est -0.2% / prev 0.3%

12:30 Goods Trade Balance Adv (Mar) est -87.0B / prev -83.5B

14:00 Atlanta Fed GDPNow (Q1) prev 1.2

14:00 JOLTs Job Openings (Mar) prev 7.192

14:30 EIA Gasoline Stocks Change (Apr/24) prev -4.57

14:30 EIA Crude Oil Stocks Change (Apr/24) prev 1.925

18:00 FOMC Economic Projections Pending

18:00 Fed Interest Rate Decision est 3.75% / prev 3.75%

18:30 Press Conference Pending

18:30 Fed Press Conference Pending

🏦 INSTITUTIONAL FLOW

## Institutional Flow Summary ETFs displayed conflicting positioning across mega-cap technology names this period, with AVGO, MSFT, and META simultaneously seeing the highest addition counts (3,611, 3,391, and 3,272 funds respectively) and highest removal counts (2,325, 2,249, and 2,096 funds respectively). The balanced 10-to-10 add/remove ratio across the broader market suggests institutional indecision within the technology sector, as funds repositioned around semiconductor and software infrastructure plays while maintaining overall neutral net exposure.

Top Buying

AVGO Broadcom Inc. ⭐

▲ + Buying Rising Stock 5D +4.7% 3M +28.7% 1Y +123.2%

3611 ETFs • 0 shares

MSFT Microsoft Corporation ⭐

▲ + Buying Rising Stock 5D +1.6% 3M -9.5% 1Y +10.3%

3391 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ + Buying Rising Stock 5D +1.1% 3M +0.9% 1Y +27.6%

3272 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

▲ + Buying Rising Stock 5D +17.0% 3M +34.8% 1Y +578.6%

3036 ETFs • 0 shares

INTC Intel Corporation ⭐

▲ + Buying Rising Stock 5D +29.4% 3M +100.0% 1Y +295.5%

2867 ETFs • 0 shares

Top Selling

MSFT Microsoft Corporation ⭐

▲ - Selling Rising Stock 5D +1.6% 3M -9.5% 1Y +10.3%

2325 ETFs • 0 shares

AVGO Broadcom Inc. ⭐

▲ - Selling Rising Stock 5D +4.7% 3M +28.7% 1Y +123.2%

2249 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ - Selling Rising Stock 5D +1.1% 3M +0.9% 1Y +27.6%

2096 ETFs • 0 shares

HD The Home Depot, Inc. ⭐

- Selling Falling Stock 5D -5.3% 3M -14.0% 1Y -5.9%

1558 ETFs • 0 shares

TXN Texas Instruments Incorporated ⭐

▲ - Selling Rising Stock 5D +15.3% 3M +38.0% 1Y +70.4%

1537 ETFs • 0 shares

🏛️ CONGRESSIONAL TRADES

Congressional trading activity shows members purchasing positions in Farmers & Merchants Bancorp (FMAO), Taiwan Semiconductor Manufacturing (TSM), and Marriott International (MAR), while reducing holdings in Broadridge Financial Solutions (BR), American Express (AXP), and Verizon (VZ). The activity reflects a pattern of lawmakers rotating out of financial services and telecommunications stocks while adding exposure to regional banking, semiconductor manufacturing, and hospitality sectors.

Top Buying

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +1.0% 3M +5.1% 1Y +20.4%

Rep. Robert E. Latta (Robert E. Latta) • $1,001 - $15,000

TSM Taiwan Semiconductor Manufacturing Company Limited ⭐ CONGRESS

▲ + Buying Rising Stock 5D +10.6% 3M +21.7% 1Y +148.4%

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

MAR Marriott International, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -4.8% 3M +14.1% 1Y +53.8%

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

CARR Carrier Global Corporation ⭐ CONGRESS

▲ + Buying Rising Stock 5D +0.4% 3M +7.9% 1Y +3.7%

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

CASY Casey's General Stores, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +4.7% 3M +30.5% 1Y +80.5%

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

Top Selling

BR Broadridge Financial Solutions, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D -3.0% 3M -25.1% 1Y -33.5%

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

AXP American Express Company ⭐ CONGRESS

▲ - Selling Rising Stock 5D -3.3% 3M -12.2% 1Y +19.9%

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

VZ Verizon Communications Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +1.4% 3M +18.9% 1Y +13.7%

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

PAYX Paychex, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D -3.4% 3M -14.4% 1Y -36.1%

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

AWK American Water Works Company, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D -0.9% 3M +1.6% 1Y -8.0%

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

👔 INSIDER ACTIVITY

Corporate insiders at KLRA executed 18 coordinated purchases while CRWV recorded the most significant cluster activity with 370 insiders collectively offloading $1.9 billion in shares. Notable distribution also occurred at DELL where 49 insiders reduced positions totaling $317.7 million and at RDW where 7 insiders sold $334.0 million in aggregate.

Cluster Buying

KLRA Kailera Therapeutics, Inc. ⭐ INSIDER

▲ + Buying Rising Stock 5D -4.5%

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 -5.1% 3M +25.4% 1Y +210.5%

5 insiders • $40.2M

PRLD Prelude Therapeutics Incorporated ⭐ INSIDER

▲ + Buying Rising Stock 5D +0.2% 3M +122.7% 1Y +424.6%

6 insiders • $25.0M

ANAB AnaptysBio, Inc. ⭐ INSIDER

▲ + Buying Rising Stock 5D +30.7% 3M +41.3% 1Y +223.1%

32 insiders • $23.0M

Heavy Selling

CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER

▲ - Selling Rising Stock 5D -4.6% 3M +14.0% 1Y +168.3%

370 insiders • $1.9B

RDW Redwire Corporation ⭐ INSIDER

▲ - Selling Rising Stock 5D -8.7% 3M -15.0% 1Y -15.0%

7 insiders • $334.0M

DELL Dell Technologies Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D +6.0% 3M +86.1% 1Y +130.3%

49 insiders • $317.7M

SMR NuScale Power Corporation ⭐ INSIDER

▲ - Selling Rising Stock 5D -1.1% 3M -31.2% 1Y -23.6%

2 insiders • $309.9M

ASX ASE Technology Holding Co., Ltd. ⭐ INSIDER

▲ - Selling Rising Stock 5D +5.4% 3M +55.6% 1Y +265.5%

13 insiders • $284.1M

📅 EARNINGS CALENDAR

Earnings season continues with 170 companies reporting today, including WELL and GLW where institutional activity shows recent accumulation patterns, and KO and NVS where smart money has been reducing positions. Tomorrow's slate expands to 263 reports as the quarterly cycle intensifies. Yesterday's session saw RMBS and CTOS surge over 11% while DPZ dropped 9.2% in post-earnings trading.

📊 Previous Earnings — April 27, 2026

70 reported • ✅ 36 beats • ❌ 12 misses

RMBS Rambus Inc. ⭐ BEAT +11.3%

70

▲ + Buying Rising Stock

EPS: $0.63 vs $0.61 est (+3.3%)

Beats 6/12 quarters | Avg +0.2%

17 insiders sold $7.1M

CTOS Custom Truck One Source, Inc. ⭐ BEAT +11.2%

70

▲ + Buying Rising Stock

EPS: $-0.02 vs $-0.05 est (+60.0%)

Beats 3/12 quarters | Avg -85.2% | 🔥 2Q beat streak

DPZ Domino's Pizza, Inc. ⭐ MISS -9.2%

30

+ Buying Falling Stock

EPS: $4.13 vs $4.29 est (-3.7%)

Beats 8/12 quarters | Avg +4.9% | ⚠️ 2Q miss streak

10 insiders sold $2.7M

SEI Solaris Energy Infrastructure, Inc. ⭐ MISS +9.0%

70

▲ + Buying Rising Stock

EPS: $0.30 vs $0.31 est (-5.0%)

Beats 9/12 quarters | Avg +21.3% | 🔥 6Q beat streak

AMKR Amkor Technology, Inc. ⭐ BEAT +8.9%

70

▲ + Buying Rising Stock

EPS: $0.33 vs $0.23 est (+43.5%)

Beats 10/12 quarters | Avg +25.8% | 🔥 4Q beat streak

9 insiders sold $973.4M

NOV NOV Inc. ⭐ MISS +8.8%

70

▲ + Buying Rising Stock

EPS: $0.16 vs $0.17 est (-5.9%)

Beats 5/12 quarters | Avg -4.1% | ⚠️ 5Q miss streak

5 insiders sold $4.5M

SANM Sanmina Corporation ⭐ BEAT +7.2%

70

▲ + Buying Rising Stock

EPS: $3.16 vs $2.42 est (+30.6%)

Beats 10/12 quarters | Avg +5.7% | 🔥 7Q beat streak

1 insider purchased / 6 insiders sold $5.0M

ARE Alexandria Real Estate Equities, Inc. ⭐ BEAT -7.0%

50

+ Buying Falling Stock

EPS: $1.73 vs $0.14 est (+1094.8%)

Beats 9/12 quarters | Avg +105.1% | 🔥 2Q beat streak

2 insiders purchased / 2 insiders sold $277.6K

NUE Nucor Corporation ⭐ BEAT +6.3%

70

▲ + Buying Rising Stock

EPS: $3.30 vs $2.82 est (+17.0%)

Beats 9/12 quarters | Avg +8.5%

6 insiders sold $6.8M

CDNS Cadence Design Systems, Inc. ⭐ BEAT +5.7%

70

▲ + Buying Rising Stock

EPS: $1.96 vs $1.89 est (+3.7%)

Beats 12/12 quarters | Avg +5.2% | 🔥 12Q beat streak

4 insiders sold $7.5M

🎯 Reporting Today — April 28, 2026

170 reporting • Smart Money:

118 acc •

25 dist •

27 neut

WELL Welltower Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +26.6% | 🔥 12Q beat streak

GLW Corning Incorporated ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +2.2% | 🔥 8Q beat streak

14 insiders sold $37.1M

SPGI S&P Global Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +5.4%

2 insiders purchased $997.5K

STX Seagate Technology Holdings plc ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg +11.4% | 🔥 9Q beat streak

68 insiders sold $46.9M

BP BP p.l.c. ⭐

70

▲ + Buying Rising Stock

EPS: $1.24 vs $0.91 est

Beats 6/12 quarters | Avg +1.9% | 🔥 3Q beat streak

SBUX Starbucks Corporation ⭐

70

▲ + Buying Rising Stock

Beats 4/12 quarters | Avg -4.9% | ⚠️ 4Q miss streak

5 insiders sold $667.5K

SPOT Spotify Technology S.A. ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg -26.1% | 🔥 2Q beat streak

2 insiders sold $12.5M

UPS United Parcel Service, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +6.2% | 🔥 2Q beat streak

3 insiders sold $2.7M

SHW The Sherwin-Williams Company ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +4.7% | 🔥 2Q beat streak

2 insiders sold $2.0M

BCS Barclays PLC ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg +5.8% | 🔥 8Q beat streak

HLT Hilton Worldwide Holdings Inc. ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +5.0% | 🔥 9Q beat streak

4 insiders sold $36.3M

HOOD Robinhood Markets, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +80.3% | 🔥 5Q beat streak

56 insiders sold $61.2M

VALE Vale S.A. ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg -29.4%

2 insiders purchased $377.9K

GM General Motors Company ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +14.1% | 🔥 12Q beat streak

4 insiders sold $38.7M

PCAR PACCAR Inc ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +5.0%

12 insiders sold $21.1M

📌 Next Earnings — April 29, 2026

263 reporting • Smart Money:

164 acc •

48 dist •

51 neut

GOOGL Alphabet Inc. ⭐

70

▲ + Buying Rising Stock

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

75 insiders sold $59.2M

GOOG Alphabet Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +12.4% | 🔥 12Q beat streak

MSFT Microsoft Corporation ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +6.8% | 🔥 12Q beat streak

1 insider purchased / 1 insider sold $5.0M

AMZN Amazon.com, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +31.5%

34 insiders sold $27.8M

META Meta Platforms, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +12.6% | 🔥 12Q beat streak

79 insiders sold $105.8M

KLAC KLA Corporation ⭐

70

▲ + Buying Rising Stock

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

TTE TotalEnergies SE ⭐

70

▲ + Buying Rising Stock

Beats 4/12 quarters | Avg -1.9% | ⚠️ 4Q miss streak

APH Amphenol Corporation ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +10.0% | 🔥 12Q beat streak

1 insider purchased / 4 insiders sold $112.1M

SAN Banco Santander, S.A. ⭐

70

▲ + Buying Rising Stock

Beats 4/12 quarters | Avg -1.3%

QCOM QUALCOMM Incorporated ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +5.3% | 🔥 11Q beat streak

14 insiders sold $1.6M

📝 Today's Summary

Smart money positioning reveals divergent signals across institutional, congressional, and insider channels as earnings season intensifies with 170 companies reporting today and 263 scheduled for tomorrow. ETF flows show institutional indecision concentrated in mega-cap technology, with Broadcom (AVGO), Microsoft (MSFT), and Meta Platforms (META) simultaneously appearing among both the highest additions and removals as 3,611 and 3,391 and 3,272 funds added these positions respectively while 2,325 and 2,249 and 2,096 funds removed them. Congressional members purchased Taiwan Semiconductor Manufacturing (TSM), Farmers & Merchants Bancorp (FMAO), and Marriott International (MAR) while selling Broadridge Financial Solutions (BR), American Express (AXP), and Verizon (VZ), rotating out of financial services and telecommunications into semiconductors, regional banking, and hospitality. Corporate insiders at KLRA executed 18 coordinated purchases, while significant distribution occurred at CRWV where 370 insiders offloaded $1.9 billion, at Dell Technologies (DELL) where 49 insiders sold $317.7 million, and at Redwire Corporation (RDW) where 7 insiders reduced holdings by $334.0 million. Market conditions reflect a risk-on environment with selective sector rotation rather than broad conviction, evidenced by moderate breadth readings showing the S&P 500 and Nasdaq at 60% participation while the Dow lags at 53% despite transports demonstrating strength at 84%. Cyclical sectors are leading with semiconductors, financials, and real estate posting the strongest performance while defensive areas including healthcare, energy, and consumer staples underperform. The VIX rose 7.0% week-over-week to 18.71, remaining within normal ranges, while the MOVE index at 17.94 increased 6.4% but stays at historically low levels, suggesting both equity and fixed income markets are pricing relatively stable conditions. The divergence between transport strength and broader Dow weakness combined with leadership in rate-sensitive sectors like real estate and semiconductors indicates selective positioning ahead of major catalysts. Attention turns to tomorrow's Federal Reserve decision where markets are pricing in a 25 basis point cut to 3.75%, with traders focusing on dot plot projections and Chair Powell's press conference for signals on the rate path amid persistent inflation concerns. Today's economic calendar features Case-Shiller home prices expected to decelerate to 1.1% year-over-year and Consumer Confidence projected to slip to 89.0 from 91.8, which would mark the fourth consecutive monthly decline and the lowest reading since August 2023, following yesterday's Dallas Fed Manufacturing Index miss at -2.3 versus the -0.8 estimate. Tomorrow's housing data includes Building Permits expected to edge down to 1.39M and Housing Starts projected to fall sharply to 1.4M from 1.487M. Earnings reports today include Welltower (WELL) and Corning (GLW) where institutions have recently accumulated, and Coca-

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