The Edge - InsiderStreet.ai

🔥 PRE MARKET MOVERS

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

📈 Top Gainers by $ Volume

INTC +2.20% $197M

NBIX +0.78% $109M

OGE +0.60% $80M

NOK +8.92% $58M

STUB +2.89% $27M

UE +0.14% $19M

ECVT +0.35% $12M

NIO +6.66% $7M

SFIX +6.16% $4M

PLUG +0.49% $2M

📉 Top Losers by $ Volume

MU -0.14% $249M

NVDA -1.16% $209M

HOOD -12.82% $66M

APAM -1.65% $30M

SOFI -0.35% $18M

ANL -5.66% $15M

ARX -3.90% $14M

GMTL -15.95% $9M

POET -1.19% $8M

SVRA -8.91% $3M

🐷 PIG ROAST

RVMD +10.0% WSJ: Up 273% in a year with zero revenue — because nothing says "sound investment" like pancreatic cancer dreams and pure hopium.

CNC +13.9% Seeking Alpha: Beat earnings by 51% and suddenly everyone's best friend again — guess managing sick people for profit does pay off eventually.

SANM +14.6% Seeking Alpha: Revenue doubled thanks to acquisition magic while riding the AI gravy train — because buying growth is easier than growing organically.

PII +8.9% Seeking Alpha: Up 101% in a year selling snowmobiles and ATVs — apparently Americans really love expensive toys that break down.

CECO +14.4% Zacks: Tripled earnings estimates because cleaning up environmental messes is surprisingly profitable — who could've predicted that?

SPOT -12.4% Fool: Beat earnings but down 12% because AI investments apparently cost more than Swedish meatballs — premium subscribers feeling less premium.

GLW -8.9% 247 Wall St: Up 250% in a year but tanking today on AI spending fears — glass half empty when OpenAI misses targets.

ARM -8.0% Benzinga: Still up 75% this year but chip stock contagion spreads faster than British pessimism at a tea party.

CLS -14.3% Seeking Alpha: Beat earnings but down 14% on "momentum fatigue" — apparently even 306% yearly gains get exhausting for some investors.

IREN -8.1% Fool: Up 579% in a year but falling on AI doubts — crypto miners pivoting to AI like desperate actors becoming influencers.

💬 Word on the Street

While Rep. Robert E. Latta (R-OH) quietly picked up shares of Farmers & Merchants Bancorp (FMAO) in the $1,001-$15,000 range, the real action was corporate insiders stampeding for the exits with $5.4 billion in sales against just $990.7 million in purchases—a $4.4 billion net outflow that suggests the smart money might be cashing chips after this rally. Meanwhile, volatility cooled with the VIX dropping 4.5% to 18.0, even as aftermarket headlines screamed about a biotech up 273% with zero revenue and earnings beats that have analysts suddenly forgetting last quarter's pessimism. 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 +0.4% 3M -0.2% 1Y +22.9%

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

EQT EQT Corporation ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +4.2% 3M +9.5% 1Y +19.3%

2 member(s) purchased N/A • 24 insiders purchased $346.8M • 1091 ETFs increased positions

TTD The Trade Desk, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +0.1% 3M -27.8% 1Y -57.0%

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 +4.9% 3M +6.6% 1Y +11.4%

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 -4.4% 3M -5.9% 1Y +33.1%

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 +13.7% 3M +35.6% 1Y +66.8%

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

ABT Abbott Laboratories ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +1.2% 3M -13.3% 1Y -26.5%

4 member(s) purchased N/A • 18 insiders purchased $118.7M • 2172 ETFs increased positions

AXP American Express Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D -4.5% 3M -12.4% 1Y +19.5%

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

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

▲ + Buying Rising Stock 5D -2.8% 3M +12.4% 1Y +71.6%

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 -2.7% 3M -8.2% 1Y +13.7%

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

😱 VOLATILITY & FEAR

The VIX declined 4.5% over the past week to settle at 18.02, remaining within the normal range that suggests neither extreme complacency nor elevated fear in equity markets. Meanwhile, the MOVE index, which measures bond market volatility expectations, increased 2.6% to 17.44 and remains at historically low levels, indicating relatively calm conditions in fixed income markets. This divergence shows equity volatility easing while bond volatility ticked modestly higher, though both indices continue to reflect broadly stable market conditions.

VIX

18.02

-4.5% WoW

📉

Normal

MOVE

17.44

2.6% WoW

➡️

Low

📊 MARKET REGIME

Market participation shows a technology-driven advance with semiconductors leading all sectors at full strength while defensive areas like healthcare and consumer staples lag significantly in the bottom third of performance. The Nasdaq and S&P 500 are advancing on moderate breadth around 60%, though a notable divergence exists with transports showing substantially stronger 84% participation while the Dow industrials register the weakest breadth at 53%. This configuration reflects selective strength concentrated in growth-oriented technology and rate-sensitive real estate and financials, while energy and defensive sectors remain under distributional pressure.

Sector Strength

🔌 Semiconductors

100.0%

+5.8%

🏠 Real Estate

83.9%

+0.3%

🏦 Financials

77.6%

-0.8%

💻 Technology

74.0%

+2.0%

🧱 Materials

65.4%

-0.7%

🏭 Industrials

57.0%

-0.3%

🛍️ Consumer Discretionary

56.2%

-1.7%

📡 Communication

52.2%

-1.2%

⚡ Utilities

48.4%

+2.9%

⛽ Energy

45.5%

+3.3%

🏥 Healthcare

37.9%

-1.5%

🛒 Consumer Staples

33.3%

+1.5%

📈 INDEX BREADTH

SPY

59.4%

NEUTRAL

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 stands at $6.71 trillion, up $1.7 billion from the prior week, indicating a marginal increase in system-wide dollar availability that historically correlates with supportive conditions for risk assets. The next H.4.1 report releases Thursday, April 30, which will show whether this liquidity expansion continues or reverses.

📅 ECONOMIC CALENDAR Surprise Index: +2.4

Yesterday's economic data painted a mixed picture as home price growth decelerated to 0.9% year-over-year in February, missing estimates of 1.1% and marking the slowest pace since 2012, while consumer confidence unexpectedly jumped to 92.8 in April from 92.2, beating the 89.0 estimate by 3.8 points—the largest upside surprise in five months. Crude oil inventories fell by 1.79 million barrels according to API data, significantly less than the expected 0.3 million build, suggesting tighter supply conditions than traders anticipated. Today's focus shifts to housing activity with starts expected to decline 5.2% month-over-month and building permits projected down 0.7%, alongside core durable goods orders estimated at 0.4% growth, while tomorrow brings the heavyweight Fed interest rate decision where policymakers are expected to hold rates steady at 3.75% amid updated economic projections, followed by Friday's critical PCE inflation data forecast at 3.5% year-over-year—a substantial acceleration from 2.8% that would mark the highest reading since October 2023.

Yesterday — Tuesday, April 28

3 events · 1 beat · 2 misses

13:00 S&P/Case-Shiller Home Price YoY (Feb) 0.9% vs 1.1% est

14:00 CB Consumer Confidence (Apr) 92.8 vs 89.0 est

20:30 API Crude Oil Stock Change (Apr/24) -1.79 vs 0.3 est

Today — Wednesday, April 29

23 events · 23 upcoming

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

14:00 Atlanta Fed GDPNow (Q1) prev 1.2

14:00 JOLTs Job Openings (Mar) prev 7.192

14:30 EIA Crude Oil Stocks Change (Apr/24) est 0.3 / prev 1.925

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

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

18:00 FOMC Economic Projections Pending

18:30 Fed Press Conference Pending

18:30 Press Conference Pending

Tomorrow — Thursday, April 30

14 events · 4 high impact

12:30 PCE Price Index YoY (Mar) est 3.5% / prev 2.8%

12:30 Gross Domestic Product QoQ (Q1) est 2.2% / prev 0.5%

12:30 Employment Cost - Wages QoQ (Q1) est 0.5% / prev 0.7%

12:30 Initial Jobless Claims (Apr/25) est 215.0K / prev 214.0K

12:30 Core PCE Price Index MoM (Mar) est 0.3% / prev 0.4%

12:30 GDP Growth Rate QoQ (Q1) est 2.3% / prev 0.5%

12:30 GDP Price Index QoQ (Q1) est 3.8% / prev 3.7%

12:30 PCE Price Index MoM (Mar) est 0.7% / prev 0.4%

12:30 Employment Cost Index QoQ (Q1) est 0.8% / prev 0.7%

12:30 Personal Income MoM (Mar) est 0.3% / prev -0.1%

12:30 Employment Cost - Benefits QoQ (Q1) est 0.4% / prev 0.7%

13:45 Chicago PMI (Apr) est 53.0 / prev 52.8

14:00 Atlanta Fed GDPNow (Q2) prev 2.9%

14:00 Leading Index MoM (Feb) est -0.2% / prev -0.1%

🏦 INSTITUTIONAL FLOW

ETFs demonstrated mixed positioning in mega-cap technology stocks during the period, with 3,611 funds adding Broadcom (semiconductors), 3,391 adding Microsoft (software), and 3,272 adding Meta (internet), while comparable numbers reduced these same positions. The equal 10-to-10 split in net additions versus removals suggests institutions are rebalancing within big tech rather than rotating out of the sector entirely.

Top Buying

AVGO Broadcom Inc. ⭐

▲ + Buying Rising Stock 5D -0.6% 3M +20.1% 1Y +108.8%

3611 ETFs • 0 shares

MSFT Microsoft Corporation ⭐

▲ + Buying Rising Stock 5D +1.2% 3M -10.5% 1Y +10.1%

3391 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ + Buying Rising Stock 5D +0.4% 3M -0.2% 1Y +22.9%

3272 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

▲ + Buying Rising Stock 5D +12.2% 3M +22.9% 1Y +533.0%

3036 ETFs • 0 shares

INTC Intel Corporation ⭐

▲ + Buying Rising Stock 5D +27.6% 3M +92.4% 1Y +321.6%

2867 ETFs • 0 shares

Top Selling

MSFT Microsoft Corporation ⭐

▲ - Selling Rising Stock 5D +1.2% 3M -10.5% 1Y +10.1%

2325 ETFs • 0 shares

AVGO Broadcom Inc. ⭐

▲ - Selling Rising Stock 5D -0.6% 3M +20.1% 1Y +108.8%

2249 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ - Selling Rising Stock 5D +0.4% 3M -0.2% 1Y +22.9%

2096 ETFs • 0 shares

HD The Home Depot, Inc. ⭐

- Selling Falling Stock 5D -4.3% 3M -13.5% 1Y -6.3%

1558 ETFs • 0 shares

TXN Texas Instruments Incorporated ⭐

▲ - Selling Rising Stock 5D +13.7% 3M +35.6% 1Y +66.8%

1537 ETFs • 0 shares

🏛️ CONGRESSIONAL TRADES

Rep. Robert E. Latta purchased shares of FMAO across three reported transactions, while selling activity was dispersed across different members and sectors. Rep. Rick Larsen reduced positions in both AWK and BR, and Rep. Jennifer McClellan sold VZ, with no clear sector concentration emerging from the reported sales.

Top Buying

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +3.1% 3M +5.3% 1Y +21.0%

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

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +3.1% 3M +5.3% 1Y +21.0%

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

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +3.1% 3M +5.3% 1Y +21.0%

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

TSM Taiwan Semiconductor Manufacturing Company Limited ⭐ CONGRESS

▲ + Buying Rising Stock 5D +6.5% 3M +15.9% 1Y +139.3%

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

MAR Marriott International, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -4.6% 3M +14.4% 1Y +52.9%

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

Top Selling

AWK American Water Works Company, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +0.5% 3M +2.3% 1Y -6.2%

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

BR Broadridge Financial Solutions, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D -1.9% 3M -23.0% 1Y -32.4%

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

VZ Verizon Communications Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +2.1% 3M +20.2% 1Y +16.6%

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

AXP American Express Company ⭐ CONGRESS

▲ - Selling Rising Stock 5D -4.5% 3M -12.4% 1Y +19.5%

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

PAYX Paychex, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D -2.9% 3M -12.4% 1Y -34.9%

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

👔 INSIDER ACTIVITY

Large-scale insider activity this period shows concentrated selling at CRWV where 358 insiders liquidated $1.8 billion in positions and CAR where 175 insiders sold $1.8 billion, while on the buying side, EQT saw 24 insiders add positions and KLRA recorded purchases from 18 insiders. The week's activity resulted in balanced signals with 15 accumulation indicators offsetting 15 distribution indicators across tracked companies.

Cluster Buying

EQT EQT Corporation ⭐ INSIDER

+ Buying Falling Stock 5D +4.2% 3M +9.5% 1Y +19.3%

24 insiders • $346.8M

KLRA Kailera Therapeutics, Inc. ⭐ INSIDER

▲ + Buying Rising Stock 5D -5.5%

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 -8.8% 3M +19.0% 1Y +193.0%

5 insiders • $40.2M

PRLD Prelude Therapeutics Incorporated ⭐ INSIDER

▲ + Buying Rising Stock 5D -5.0% 3M +107.1% 1Y +387.3%

6 insiders • $25.0M

Heavy Selling

CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER

▲ - Selling Rising Stock 5D -8.4% 3M -3.1% 1Y +154.0%

358 insiders • $1.8B

CAR Avis Budget Group, Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D -74.5% 3M +54.9% 1Y +94.0%

175 insiders • $1.8B

RDW Redwire Corporation ⭐ INSIDER

▲ - Selling Rising Stock 5D -12.4% 3M -36.4% 1Y -19.4%

6 insiders • $322.1M

DELL Dell Technologies Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D -3.0% 3M +79.6% 1Y +118.7%

49 insiders • $317.7M

SMR NuScale Power Corporation ⭐ INSIDER

▲ - Selling Rising Stock 5D +1.3% 3M -38.4% 1Y -29.1%

2 insiders • $309.9M

📅 EARNINGS CALENDAR

Yesterday saw sharp moves with KNSA surging 26.9% and SRAD declining 26.7%, while CNC gained 26.6%. Today's earnings calendar features 267 companies, with GOOGL and GOOG showing recent accumulation patterns and ABBV and AZN displaying distribution signals heading into their reports. Another 263 companies are scheduled to report tomorrow.

📊 Previous Earnings — April 28, 2026

184 reported • ✅ 123 beats • ❌ 32 misses

KNSA Kiniksa Pharmaceuticals, Ltd. ⭐ BEAT +26.9%

50

+ Buying Falling Stock

EPS: $0.27 vs $0.18 est (+50.0%)

Beats 6/12 quarters | Avg -10.2%

16 insiders sold $6.3M

SRAD Sportradar Group AG ⭐ MISS -26.7%

30

+ Buying Falling Stock

EPS: $-0.02 vs $0.06 est (-138.5%)

Beats 4/12 quarters | Avg +9.4% | ⚠️ 3Q miss streak

CNC Centene Corporation ⭐ BEAT +26.6%

70

▲ + Buying Rising Stock

EPS: $3.37 vs $2.23 est (+51.1%)

Beats 11/12 quarters | Avg +27.3% | 🔥 3Q beat streak

HRI Herc Holdings Inc. ⭐ BEAT +24.7%

70

▲ + Buying Rising Stock

EPS: $0.21 vs $-0.21 est (+201.3%)

Beats 5/12 quarters | Avg +16.6% | 🔥 4Q beat streak

1 insider purchased $427.4K

OMCL Omnicell, Inc. ⭐ BEAT +23.8%

50

▲ + Buying Rising Stock

EPS: $0.55 vs $0.33 est (+66.7%)

Beats 11/12 quarters | Avg +69.6%

2 insiders sold $412.1K

WSO-B Watsco, Inc. ⭐ BEAT +22.2%

50

▲ + Buying Rising Stock

EPS: $1.87 vs $1.69 est (+10.7%)

Beats 7/12 quarters | Avg +0.2%

CECO CECO Environmental Corp. ⭐ BEAT +20.9%

70

▲ + Buying Rising Stock

EPS: $0.36 vs $0.12 est (+200.0%)

Beats 7/12 quarters | Avg +17.5%

SPOT Spotify Technology S.A. ⭐ BEAT -17.0%

50

+ Buying Falling Stock

EPS: $3.99 vs $3.41 est (+17.0%)

Beats 6/12 quarters | Avg -21.7% | 🔥 3Q beat streak

2 insiders sold $12.5M

AXGN AxoGen, Inc. ⭐ MISS +16.9%

70

▲ + Buying Rising Stock

EPS: $0.07 vs $0.12 est (-41.7%)

Beats 9/12 quarters | Avg +133.6% | ⚠️ 2Q miss streak

1 insider sold $171.5K

NBR Nabors Industries Ltd. ⭐ MISS +13.2%

70

▲ + Buying Rising Stock

EPS: $-3.42 vs $-2.49 est (-37.4%)

Beats 2/12 quarters | Avg -312.7% | 🔥 2Q beat streak

1 insider purchased $500.7K

🎯 Reporting Today — April 29, 2026

267 reporting • Smart Money:

165 acc •

51 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%

35 insiders sold $28.8M

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

SAN Banco Santander, S.A. ⭐

70

▲ + Buying Rising Stock

Beats 4/12 quarters | Avg -1.3%

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

QCOM QUALCOMM Incorporated ⭐

70

▲ + Buying Rising Stock

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

14 insiders sold $1.6M

UBS UBS Group AG ⭐

70

▲ + Buying Rising Stock

EPS: $0.94 vs $0.85 est

Beats 8/12 quarters | Avg -8.7% | 🔥 4Q beat streak

EQIX Equinix, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +30.9% | 🔥 12Q beat streak

217 insiders sold $25.1M

CVNA Carvana Co. ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg +96.4%

112 insiders sold $27.7M

F-PD Ford Motor Company 6.500% Notes ⭐

70

▲ + Buying Rising Stock

Beats 2/4 quarters | Avg +902.2%

LYG Lloyds Banking Group plc ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +7.0%

📌 Next Earnings — April 30, 2026

263 reporting • Smart Money:

156 acc •

55 dist •

52 neut

AAPL Apple Inc. ⭐

70

▲ + Buying Rising Stock

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

9 insiders sold $24.6M

CAT Caterpillar Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +8.7% | 🔥 2Q beat streak

26 insiders sold $99.5M

SNDK Sandisk Corporation ⭐

70

▲ + Buying Rising Stock

Beats 4/5 quarters | Avg +122.8% | 🔥 4Q beat streak

1 insider sold $2.2M

WDC Western Digital Corporation ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +30.1% | 🔥 12Q beat streak

64 insiders sold $28.7M

PH Parker-Hannifin Corporation ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +8.9% | 🔥 12Q beat streak

45 insiders sold $24.4M

TT Trane Technologies plc ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +5.5% | 🔥 12Q beat streak

13 insiders sold $29.4M

PWR Quanta Services, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +5.0% | 🔥 10Q beat streak

ING ING Groep N.V. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +16.4% | 🔥 3Q beat streak

CRH CRH plc ⭐

70

▲ + Buying Rising Stock

Beats 6/11 quarters | Avg +350.5%

2 insiders purchased $601.3K

CI Cigna Corporation ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +1.7% | 🔥 4Q beat streak

2 insiders sold $1.2M

📝 Today's Summary

Smart money flows reveal divergent signals across participant classes as institutional investors rebalance rather than rotate within mega-cap technology, with 3,611 ETFs adding Broadcom while 3,391 added Microsoft and 3,272 added Meta—matched by nearly equal numbers reducing these same positions in a 10-to-10 split that suggests portfolio adjustments rather than conviction shifts. Corporate insiders demonstrated balanced activity with 15 accumulation signals offsetting 15 distribution signals, though concentrated liquidations at CRWV where 358 insiders sold $1.8 billion and CAR where 175 insiders sold $1.8 billion stand in contrast to buying interest at EQT with 24 insiders adding positions and KLRA recording 18 insider purchases. Congressional activity remained light and dispersed, with Rep. Robert E. Latta purchasing FMAO across three transactions while Rep. Rick Larsen reduced positions in both AWK and BR and Rep. Jennifer McClellan sold VZ, offering no clear directional bias. Market structure reflects a technology-driven advance on moderate breadth as the VIX declined 4.5% to settle at 18.02, indicating neither extreme complacency nor elevated fear, while the MOVE index measuring bond volatility increased 2.6% to 17.44 yet remains at historically low levels that confirm broadly stable conditions across asset classes. The Nasdaq and S&P 500 are advancing on 60% breadth with semiconductors leading at full strength, though a notable divergence emerges as transports register substantially stronger 84% participation while the Dow industrials show the weakest breadth at 53%. This configuration reveals selective strength concentrated in growth-oriented technology alongside rate-sensitive real estate and financials, while defensive areas including healthcare and consumer staples lag significantly and energy remains under distributional pressure. Tomorrow's Fed interest rate decision dominates the near-term catalyst landscape as policymakers are expected to hold rates steady at 3.75% while delivering updated economic projections, followed by Friday's PCE inflation data forecast at 3.5% year-over-year—a substantial acceleration from 2.8% that would mark the highest reading since October 2023 if realized. Today's earnings calendar features 267 companies including GOOGL and GOOG showing recent accumulation patterns and ABBV and AZN displaying distribution signals heading into their reports, with another 263 companies scheduled to report tomorrow, while yesterday's economic data painted contrasting pictures as home price growth decelerated to 0.9% year-over-year and missed estimates yet consumer confidence unexpectedly jumped to 92.8 and beat expectations by 3.8 points. Accumulation signals currently outnumber distribution signals 30 to 0 with META, EQT, and TTD leading the accumulation list, though SPY strength registers a moderate 59.4% as the market awaits policy clarity and inflation confirmation.

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