The Edge - InsiderStreet.ai

🔥 PRE MARKET MOVERS

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

📈 Top Gainers by $ Volume

INTC +14.69% $361M

GOOGL +6.79% $308M

AMZN +3.68% $287M

LRN +2.00% $227M

QCOM +15.53% $139M

CVLT +1.14% $97M

SBCF +0.65% $50M

NOK +9.07% $34M

PHVS +14.76% $31M

PLUG +13.37% $5M

📉 Top Losers by $ Volume

META -9.32% $435M

NVDA -1.25% $306M

OGE -0.09% $97M

UNIT -2.09% $41M

UE -2.55% $34M

TRMK -2.38% $32M

SOFI -14.41% $13M

ARX -2.61% $9M

MGTX -3.63% $7M

STLA -7.63% $6M

🐷 PIG ROAST

INTC +12.1% Fool: Up 362% in a year and still climbing—apparently someone finally remembered Intel makes actual chips, not just excuses.

STX +11.1% Fool: Beat earnings by 17% and up 689% this year—turns out storing everyone's AI hallucinations is surprisingly profitable business.

BE +27.2% Schaeffers Research: Crushed earnings expectations and up 1394% in 12 months—this fuel cell is burning hotter than a Tesla battery fire.

NXPI +25.6% Fool: Beat earnings and revenue—apparently making chips for cars that can't drive themselves is still somehow a growth business.

NOK +10.4% Benzinga: Up 161% this year on AI infrastructure hopes—because nothing says cutting-edge tech like the company that missed smartphones entirely.

HOOD -13.2% Fool: Missed earnings and revenue—turns out democratizing finance doesn't include democratizing profits for shareholders apparently.

TER -19.4% Fool: Beat earnings by 21% but still tanked—apparently crushing expectations means nothing when your guidance lacks enthusiasm.

SOFI -15.4% Fool: Met earnings, beat revenue, still down 43% YTD—because apparently boring guidance kills more dreams than student loans.

GEHC -13.2% Seeking Alpha: Missed earnings despite beating revenue—proving you can't scan your way out of Wall Street's disappointment with fancy medical equipment.

PODD -12.5% Benzinga: FDA slapped a high-risk recall on their insulin pods—nothing says "medical device leader" like potentially deadly delivery failures.

💬 Word on the Street

While Rep. Robert E. Latta (R-OH) quietly added Farmer Mac (FMAO) to his portfolio, insiders at Avis Budget Group (CAR) had 175 people racing for the exits with $1.8 billion in sales—the kind of coordinated stampede that makes you wonder what they know that we don't. Meanwhile, the Fed pumped in $1.7 billion in fresh liquidity as fear faded (VIX down 8.6% to 17.8), but smart money still dumped $3.4 billion more than they bought across the board. Here's what the insiders, institutions, and politicians were actually doing with their money 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 -0.8% 3M +0.1% 1Y +22.0%

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 +0.7% 3M +6.0% 1Y +16.7%

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 +3.4% 3M -23.5% 1Y -55.2%

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

KO The Coca-Cola Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +5.7% 3M +8.0% 1Y +12.3%

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 -4.3% 3M -7.6% 1Y +32.4%

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 +13.9% 3M +25.4% 1Y +69.9%

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 -0.4% 3M -13.9% 1Y -28.9%

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 -5.2% 3M -11.6% 1Y +19.7%

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 -2.3% 3M +11.2% 1Y +69.3%

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 -3.4% 3M -7.5% 1Y +13.6%

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

😱 VOLATILITY & FEAR

The VIX declined 8.6% over the past week to settle at 17.83, remaining in the normal range that suggests neither complacency nor elevated concern among equity options traders. The MOVE index, which tracks bond market volatility expectations, fell 8.7% to 15.85 and now sits at historically low levels, indicating that fixed income markets are pricing in minimal uncertainty ahead. Both measures moving lower in tandem reflects a general decline in hedging activity across asset classes, with options markets currently pricing below-average turbulence for the near term.

VIX

17.83

-8.6% WoW

➡️

Normal

MOVE

15.85

-8.7% WoW

📉

Low

📊 MARKET REGIME

The market is showing a risk-on posture with cyclical sectors leading, as Semiconductors, Real Estate, and Financials demonstrate the strongest relative performance while defensive sectors like Healthcare, Consumer Staples, and Utilities lag significantly. Index breadth readings reveal moderate participation across the major benchmarks at around 57-60%, though Transportation stands out with notably stronger breadth at 84%, suggesting pockets of strength in economically sensitive areas. This combination of cyclical leadership and mixed breadth indicates selective risk appetite rather than broad-based market conviction.

Sector Strength

🔌 Semiconductors

100.0%

+4.8%

🏠 Real Estate

90.3%

+0.4%

🏦 Financials

76.3%

-0.6%

💻 Technology

74.0%

+0.6%

⛽ Energy

59.1%

+4.4%

🏭 Industrials

54.4%

-0.6%

🧱 Materials

53.8%

-1.7%

📡 Communication

52.2%

-2.2%

🛍️ Consumer Discretionary

50.0%

-1.7%

⚡ Utilities

45.2%

+1.8%

🛒 Consumer Staples

36.1%

+1.0%

🏥 Healthcare

27.6%

-2.4%

📈 INDEX BREADTH

SPY

57.5%

NEUTRAL

QQQ

60.4%

BULLISH

DIA

56.7%

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 liquidity that historically correlates with supportive conditions for risk assets. The next H.4.1 Federal Reserve balance sheet report releases Thursday, April 30, which will show whether this liquidity expansion continues or reverses.

📅 ECONOMIC CALENDAR Surprise Index: +0.9

Yesterday's data painted a mixed picture as housing starts surged 10.8% to 1.502M in March (beating the 1.4M estimate), but building permits dropped 10.8% to 1.372M (missing the 1.39M forecast), suggesting builders rushed to break ground ahead of anticipated permit restrictions while forward momentum may be stalling. Durable goods orders rose 0.8% versus the 0.5% estimate, though the core ex-transportation measure of 0.9% came in above the 0.4% forecast, pointing to continued business equipment demand even as the goods trade deficit widened to $87.87B. Today's spotlight shifts to Q1 GDP (estimated at 2.3% versus prior quarter's 0.5%), the core PCE price index expected at 0.3% monthly (down from 0.4%), and the Employment Cost Index forecasted at 0.8% versus last quarter's 0.7%—critical inflation inputs as markets assess whether the Fed's pause will extend, especially after crude oil inventories posted an unexpected 6.2M barrel draw that could pressure energy prices ahead.

Yesterday — Wednesday, April 29

24 events · 11 beats · 5 misses

11:00 MBA 30-Year Mortgage Rate (Apr/24) 6.37% vs None% est

12:30 Goods Trade Balance Adv (Mar) -87.87B vs -87.0B est

12:30 Building Permits MoM (Feb) 10.9% vs -1.9% est

12:30 Housing Starts MoM (Mar) 10.8% vs -0.7% est

12:30 Retail Inventories Ex Autos MoM (Mar) 0.5% vs -0.2% est

12:30 Durable Goods Orders Ex Transp MoM (Mar) 0.9% vs 0.4% est

12:30 Goods Trade Balance (Mar) -87.87B vs -87.5B est

12:30 Housing Starts (Feb) 1.356M vs 1.41M est

12:30 Housing Starts (Mar) 1.502M vs 1.4M est

12:30 Building Permits MoM (Mar) -10.8% vs -0.7% est

12:30 Building Permits (Feb) 1.538M vs 1.36M est

12:30 Building Permits (Mar) 1.372M vs 1.39M est

12:30 Durable Goods Orders MoM (Mar) 0.8% vs 0.5% est

12:30 Wholesale Inventories MoM (Mar) 1.4% vs 0.4% est

12:30 Housing Starts MoM (Feb) -3.0% vs -5.2% est

14:30 EIA Crude Oil Stocks Change (Apr/24) -6.233 vs -0.2 est

14:30 EIA Gasoline Stocks Change (Apr/24) -6.075 vs -2.1 est

15:30 Atlanta Fed GDPNow (Q1) 1.2% vs 1.2% est

18:00 Fed Interest Rate Decision 3.75% vs 3.75% est

Today — Thursday, April 30

15 events · 15 upcoming

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

12:30 Personal Spending MoM (Mar) est 0.9% / prev 0.4%

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

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

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

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

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

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

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

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

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

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

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%

Tomorrow — Friday, May 01

7 events · 1 high impact

14:00 ISM Manufacturing Employment (Apr) est 49.0 / prev 48.7

14:00 ISM Manufacturing PMI (Apr) est 53.0 / prev 52.7

15:30 Atlanta Fed GDPNow (Q2) prev 2.9

19:30 CFTC S&P 500 speculative net positions prev -110.1K

19:30 CFTC Gold Speculative net positions prev 164.0K

19:30 CFTC Crude Oil speculative net positions prev 192.3K

19:30 CFTC Nasdaq 100 speculative net positions prev 9.4K

🏦 INSTITUTIONAL FLOW

Institutional money flows reveal a balanced tug-of-war in mega-cap technology, with AVGO, MSFT, and META seeing significant position additions from over 3,200 ETFs each, while simultaneously experiencing notable reductions from more than 2,000 funds. The split action—10 ETFs adding for every 10 removing—suggests active rebalancing within the semiconductor and software sectors rather than directional conviction, as institutions appear to be adjusting position sizes while maintaining overall exposure to large-cap tech.

Top Buying

AVGO Broadcom Inc. ⭐

▲ + Buying Rising Stock 5D -4.1% 3M +21.7% 1Y +111.5%

3611 ETFs • 0 shares

MSFT Microsoft Corporation ⭐

▲ + Buying Rising Stock 5D -1.9% 3M -11.7% 1Y +9.1%

3391 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ + Buying Rising Stock 5D -0.8% 3M +0.1% 1Y +22.0%

3272 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

▲ + Buying Rising Stock 5D +6.4% 3M +19.1% 1Y +561.0%

3036 ETFs • 0 shares

INTC Intel Corporation ⭐

▲ + Buying Rising Stock 5D +45.2% 3M +94.2% 1Y +362.0%

2867 ETFs • 0 shares

Top Selling

MSFT Microsoft Corporation ⭐

▲ - Selling Rising Stock 5D -1.9% 3M -11.7% 1Y +9.1%

2325 ETFs • 0 shares

AVGO Broadcom Inc. ⭐

▲ - Selling Rising Stock 5D -4.1% 3M +21.7% 1Y +111.5%

2249 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ - Selling Rising Stock 5D -0.8% 3M +0.1% 1Y +22.0%

2096 ETFs • 0 shares

V Visa Inc. ⭐

▲ - Selling Rising Stock 5D +7.6% 3M +2.6% 1Y -0.2%

1767 ETFs • 0 shares

TXN Texas Instruments Incorporated ⭐

▲ - Selling Rising Stock 5D +13.9% 3M +25.4% 1Y +69.9%

1537 ETFs • 0 shares

🏛️ CONGRESSIONAL TRADES

Recent congressional trading activity shows Rep. Robert E. Latta made multiple purchases of FMAO across three separate transactions. On the selling side, Rep. Rick Larsen reduced positions in both PAYX and AWK, while Rep. Jennifer McClellan sold VZ.

Top Buying

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -0.3% 3M +4.6% 1Y +17.2%

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

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -0.3% 3M +4.6% 1Y +17.2%

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

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -0.3% 3M +4.6% 1Y +17.2%

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

TSM Taiwan Semiconductor Manufacturing Company Limited ⭐ CONGRESS

▲ + Buying Rising Stock 5D +1.6% 3M +15.1% 1Y +142.8%

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

MAR Marriott International, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -3.6% 3M +13.6% 1Y +50.5%

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

Top Selling

PAYX Paychex, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +0.7% 3M -8.2% 1Y -33.2%

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

AWK American Water Works Company, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +0.7% 3M +4.6% 1Y -6.8%

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

VZ Verizon Communications Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +1.4% 3M +18.3% 1Y +13.7%

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

BR Broadridge Financial Solutions, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +0.1% 3M -21.6% 1Y -31.4%

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

HOG Harley-Davidson, Inc. ⭐ CONGRESS

▲ - Selling Rising Stock 5D +3.0% 3M +20.1% 1Y +2.9%

Rep. Tim Moore (Tim Moore) • $50,001 - $100,000

👔 INSIDER ACTIVITY

Corporate insiders at EQT and KLRA showed coordinated buying activity with 24 and 18 participants respectively, while CAR and CRWV recorded significant cluster selling with 175 and 356 insiders offloading shares for proceeds totaling $1.8 billion and $1.2 billion. The week's insider activity showed balanced signals overall with 15 stocks experiencing accumulation patterns and 15 showing distribution patterns among corporate executives and board members.

Cluster Buying

EQT EQT Corporation ⭐ INSIDER

+ Buying Falling Stock 5D +0.7% 3M +6.0% 1Y +16.7%

24 insiders • $346.8M

KLRA Kailera Therapeutics, Inc. ⭐ INSIDER

▲ + Buying Rising Stock 5D +1.9%

18 insiders • $343.1M

PRLD Prelude Therapeutics Incorporated ⭐ INSIDER

▲ + Buying Rising Stock 5D -0.9% 3M +116.8% 1Y +381.6%

6 insiders • $25.0M

ANAB AnaptysBio, Inc. ⭐ INSIDER

▲ + Buying Rising Stock 5D +16.4% 3M +31.4% 1Y +192.3%

32 insiders • $23.0M

ALMR Alamar Biosciences, Inc. ⭐ INSIDER

▲ + Buying Rising Stock 5D +0.9%

7 insiders • $22.6M

Heavy Selling

CAR Avis Budget Group, Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D -59.2% 3M +57.4% 1Y +91.5%

175 insiders • $1.8B

CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER

▲ - Selling Rising Stock 5D -6.8% 3M +7.7% 1Y +171.8%

356 insiders • $1.2B

RDW Redwire Corporation ⭐ INSIDER

▲ - Selling Rising Stock 5D -27.9% 3M -35.3% 1Y -23.1%

5 insiders • $315.4M

ASX ASE Technology Holding Co., Ltd. ⭐ INSIDER

▲ - Selling Rising Stock 5D +2.2% 3M +51.0% 1Y +259.1%

11 insiders • $276.4M

ANET Arista Networks, Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D -5.1% 3M +12.3% 1Y +115.4%

33 insiders • $178.8M

📅 EARNINGS CALENDAR

Earnings season continues with 239 companies reporting today, including AAPL and CAT which have recently shown accumulation patterns among institutional holders, while LLY and MRK have experienced notable distribution activity. Yesterday's session saw dramatic moves with CAR declining 59.2% and COCO surging 43.7% following their respective reports. Another 60 companies are scheduled to report tomorrow as the current earnings cycle progresses.

📊 Previous Earnings — April 29, 2026

221 reported • ✅ 137 beats • ❌ 56 misses

CAR Avis Budget Group, Inc. ⭐ BEAT -59.2%

70

▲ + Buying Rising Stock

EPS: $-6.31 vs $-6.82 est (+7.5%)

Beats 6/12 quarters | Avg -192.5%

10 insiders purchased / 185 insiders sold $1.8B

COCO The Vita Coco Company, Inc. ⭐ BEAT +43.7%

50

▲ + Buying Rising Stock

EPS: $0.50 vs $0.34 est (+47.1%)

Beats 11/12 quarters | Avg +27.2%

27 insiders sold $21.6M

EXTR Extreme Networks, Inc. ⭐ BEAT +24.3%

70

▲ + Buying Rising Stock

EPS: $0.26 vs $0.24 est (+8.3%)

Beats 8/12 quarters | Avg -5.8% | 🔥 2Q beat streak

3 insiders sold $2.2M

SOFI SoFi Technologies, Inc. ⭐ MET -18.5%

50

▲ + Buying Rising Stock

EPS: $0.12 vs $0.12 est

Beats 10/12 quarters | Avg +69.9%

4 insiders purchased / 4 insiders sold $2.5M

DK Delek US Holdings, Inc. ⭐ BEAT +18.4%

50

+ Buying Falling Stock

EPS: $0.08 vs $-1.42 est (+105.7%)

Beats 9/12 quarters | Avg +84.4% | 🔥 4Q beat streak

21 insiders sold $13.6M

GNRC Generac Holdings Inc. ⭐ BEAT +18.4%

70

▲ + Buying Rising Stock

EPS: $1.80 vs $1.33 est (+35.3%)

Beats 8/12 quarters | Avg +9.7%

12 insiders sold $9.1M

GEHC GE HealthCare Technologies Inc. ⭐ MISS -16.7%

30

+ Buying Falling Stock

EPS: $0.99 vs $1.07 est (-7.5%)

Beats 10/12 quarters | Avg +6.2%

LMND Lemonade, Inc. ⭐ BEAT -15.8%

50

▲ + Buying Rising Stock

EPS: $-0.47 vs $-0.58 est (+19.0%)

Beats 12/12 quarters | Avg +17.2% | 🔥 12Q beat streak

2 insiders purchased / 4 insiders sold $394.5K

CHEF The Chefs' Warehouse, Inc. ⭐ BEAT +15.6%

70

▲ + Buying Rising Stock

EPS: $0.40 vs $0.23 est (+73.9%)

Beats 10/12 quarters | Avg +21.3% | 🔥 10Q beat streak

5 insiders sold $9.1M

SITE SiteOne Landscape Supply, Inc. ⭐ BEAT -15.6%

50

▲ + Buying Rising Stock

EPS: $-0.23 vs $-0.33 est (+29.0%)

Beats 6/12 quarters | Avg -5.7% | 🔥 3Q beat streak

1 insider sold $278.9K

🎯 Reporting Today — April 30, 2026

239 reporting • Smart Money:

134 acc •

51 dist •

54 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

MO Altria Group, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +0.6%

1 insider sold $1.9M

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

EPS: $0.63 vs $0.60 est

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

CI Cigna Corporation ⭐

70

▲ + Buying Rising Stock

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

2 insiders sold $1.2M

CRH CRH plc ⭐

70

▲ + Buying Rising Stock

Beats 6/11 quarters | Avg +350.5%

2 insiders purchased $601.3K

VLO Valero Energy Corporation ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +91.0% | 🔥 12Q beat streak

3 insiders sold $2.0M

MPWR Monolithic Power Systems, Inc. ⭐

70

▲ + Buying Rising Stock

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

88 insiders sold $339.2M

APD Air Products and Chemicals, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +0.8% | 🔥 3Q beat streak

1 insider sold $19.9M

AME AMETEK, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +3.7% | 🔥 12Q beat streak

1 insider sold $114.9K

📌 Next Earnings — May 01, 2026

60 reporting • Smart Money:

36 acc •

11 dist •

13 neut

LIN Linde plc ⭐

70

▲ + Buying Rising Stock

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

5 insiders sold $10.3M

IMO Imperial Oil Limited ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +10.1% | 🔥 10Q beat streak

ARES Ares Management Corporation ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg -1.7%

2 insiders purchased / 7 insiders sold $529.0K

BTSGU BrightSpring Health Services, Inc. Tangible Equity Unit ⭐

70

▲ + Buying Rising Stock

Beats 2/9 quarters | Avg -126.5%

NVT nVent Electric plc ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +2.6% | 🔥 4Q beat streak

6 insiders sold $5.6M

MGA Magna International Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +5.0% | 🔥 3Q beat streak

TPG TPG Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +13.4%

DINO HF Sinclair Corporation ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +39.0% | 🔥 4Q beat streak

IESC IES Holdings, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 4/12 quarters | Avg -482.4%

39 insiders sold $10.6M

BEP Brookfield Renewable Partners L.P. ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg -194.6% | 🔥 2Q beat streak

📝 Today's Summary

Smart money positioning reveals a complex landscape of divergent signals across corporate insiders, institutions, and congressional trading activity. Corporate insiders at EQT and KLRA demonstrated coordinated buying with 24 and 18 participants respectively, while CAR and CRWV recorded massive cluster selling with 175 and 356 insiders offloading shares for proceeds totaling $1.8 billion and $1.2 billion. Institutional flows show a balanced tug-of-war in mega-cap technology, with Broadcom (AVGO), Microsoft (MSFT), and Meta Platforms (META) seeing significant position additions from over 3,200 ETFs each while simultaneously experiencing notable reductions from more than 2,000 funds, suggesting active rebalancing rather than directional conviction. On Capitol Hill, Rep. Robert E. Latta made multiple purchases of Farmers & Merchants Bancorp (FMAO) across three separate transactions, while Rep. Rick Larsen reduced positions in both Paychex (PAYX) and American Water Works (AWK), and Rep. Jennifer McClellan sold Verizon Communications (VZ). The week's overall insider activity showed balanced signals with 15 stocks experiencing accumulation patterns and 15 showing distribution patterns, while accumulation signals currently stand at 30 with top names including Meta Platforms (META), EQT Corporation (EQT), and The Trade Desk (TTD). The market environment reflects a risk-on posture with declining volatility measures and selective cyclical leadership. The VIX declined 8.6% over the past week to settle at 17.83, remaining in the normal range, while the MOVE index fell 8.7% to 15.85 and now sits at historically low levels, indicating minimal uncertainty priced across both equity and fixed income options markets. This general decline in hedging activity comes as Semiconductors, Real Estate, and Financials demonstrate the strongest relative performance while defensive sectors like Healthcare, Consumer Staples, and Utilities lag significantly. Index breadth readings reveal moderate participation across major benchmarks at around 57-60%, with SPY Strength at 57.5%, though Transportation stands out with notably stronger breadth at 84%, suggesting pockets of strength in economically sensitive areas. This combination of cyclical leadership and mixed breadth indicates selective risk appetite rather than broad-based market conviction. Key catalysts converge today as 239 companies report earnings including Apple (AAPL) and Caterpillar (CAT), which have recently shown accumulation patterns among institutional holders, while Eli Lilly (LLY) and Merck (MRK) have experienced notable distribution activity. Today's economic calendar takes center stage with Q1 GDP estimated at 2.3% versus the prior quarter's 0.5%, the core PCE price index expected at 0.3% monthly down from 0.4%, and the Employment Cost Index forecasted at 0.8% versus last quarter's 0.7%, providing critical inflation inputs as markets assess whether the Fed's pause will extend. Yesterday's mixed housing data showed starts surging 10.8% to 1.502M

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