The Edge - InsiderStreet.ai

🔥 PRE MARKET MOVERS

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

📈 Top Gainers by $ Volume

AMD +24.85% $1.2B

NVDA +1.38% $635M

INTC +19.72% $614M

OMC +2.83% $366M

WEC +1.56% $346M

CMS +1.06% $176M

APG +0.74% $123M

NVO +8.13% $117M

NOK +2.51% $30M

POET +45.22% $25M

📉 Top Losers by $ Volume

OTIS -0.37% $351M

TSLA -0.37% $230M

MET -0.76% $216M

PLTR -7.49% $136M

VLTO -1.40% $136M

LINE -0.82% $45M

SMR -0.12% $9M

NIO -3.62% $6M

BBAI -3.84% $3M

RXRX -9.52% $2M

🐷 PIG ROAST

MU +11.1% Zacks: Memory prices going parabolic and MU up 695% in a year? At this point they're basically printing money faster than the Fed.

INTC +12.9% Fool: Intel hitching their wagon to Elon's latest venture because apparently being up 425% wasn't enough — now they want Mars-level gains too.

QCOM +10.8% Fool: Qualcomm finally expanding into data centers because selling chips to phones wasn't printing enough cash for their liking apparently.

STRL +52.2% Fool: Sterling beats earnings by 57% and rockets 52% — because apparently building roads is the new rocket science in 2026.

CIFR +23.5% Fool: Cipher misses on earnings and revenue but pivots to AI data centers — investors apparently love a good plot twist more than profits.

SHOP -15.6% MarketBeat: Shopify beats estimates but crashes 16% because trading at 120x earnings finally caught up with them — gravity is undefeated.

PCOR -11.9% Zacks: Procore beats revenue but misses earnings by 6% — apparently construction software investors demand architectural precision in their numbers.

OSIS -17.0% Zacks: OSI beats on both metrics but drops 17% anyway — proving that sometimes even winning the game isn't enough.

IPGP -25.7% Fool: IPG misses earnings by 88% and crashes 26% — turns out laser precision doesn't apply to their financial forecasting skills.

ADEA -17.3% [Zacks](https://www.zacks.com/stock/news/2914314/adeia-adea-surpasses-q1-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_

💬 Word on the Street

Rep. Robert E. Latta (R-OH) quietly added Farmers & Merchants Bancorp (FMAO) shares worth up to $15,000 while 42 insiders at Carvana (CVNA) collectively unloaded $1.9 billion—the kind of exit velocity that makes you wonder what they know that we don't. Meanwhile, smart money poured $7.0 billion into new positions against $5.8 billion in sales, and the semiconductor world is apparently having an identity crisis with Intel joining Elon's TeraFab project and Qualcomm deciding phones are for peasants. 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 -9.9% 3M -12.5% 1Y +1.6%

13 member(s) purchased N/A • 42 insiders purchased $8377.9M • 3921 ETFs increased positions

EQT EQT Corporation ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -1.2% 3M +5.9% 1Y +14.3%

2 member(s) purchased N/A • 24 insiders purchased $346.8M • 1269 ETFs increased positions

NOW ServiceNow, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +1.7% 3M -16.2% 1Y -52.9%

10 member(s) purchased N/A • 5 insiders purchased $283.6M • 2929 ETFs increased positions

TTD The Trade Desk, Inc. ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +5.9% 3M -9.5% 1Y -54.5%

3 member(s) purchased N/A • 14 insiders purchased $197.5M • 1456 ETFs increased positions

CRM Salesforce, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +3.2% 3M -4.8% 1Y -31.7%

6 member(s) purchased N/A • 10 insiders purchased $158.4M • 2645 ETFs increased positions

KO The Coca-Cola Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +0.2% 3M +2.1% 1Y +12.0%

7 member(s) purchased N/A • 11 insiders purchased $137.4M • 2789 ETFs increased positions

EMR Emerson Electric Co. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -0.0% 3M -8.7% 1Y +29.4%

1 member(s) purchased N/A • 10 insiders purchased $134.9M • 2021 ETFs increased positions

TXN Texas Instruments Incorporated ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +6.6% 3M +24.8% 1Y +73.6%

1 member(s) purchased N/A • 23 insiders purchased $118.8M • 2952 ETFs increased positions

LLY Eli Lilly and Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +13.1% 3M -1.3% 1Y +20.7%

9 member(s) purchased N/A • 50 insiders purchased $104.2M • 3292 ETFs increased positions

GD General Dynamics Corporation ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +11.3% 3M -1.7% 1Y +29.1%

4 member(s) purchased N/A • 40 insiders purchased $101.7M • 1772 ETFs increased positions

😱 VOLATILITY & FEAR

The VIX equity volatility index sits at 18.29, up 1.5% over the past week and remaining within the normal range that typically indicates moderate market uncertainty. Meanwhile, the MOVE bond volatility index has declined sharply by 22.4% to 13.54, signaling unusually low expectations for swings in Treasury markets. This divergence suggests equity investors are pricing in somewhat more potential turbulence ahead than their fixed income counterparts, though neither market is currently reflecting extreme stress or complacency.

VIX

18.29

1.5% WoW

📈

Normal

MOVE

13.54

-22.4% WoW

📉

Low

📊 MARKET REGIME

The current market regime shows technology-oriented sectors commanding leadership, with Semiconductors, Real Estate, and Technology registering strength readings above 78%, while defensive areas like Healthcare and Consumer Staples lag significantly at 28% and 36% respectively. Index breadth reveals moderate participation across major benchmarks, with the Nasdaq posting 63% breadth and the S&P 500 at 57%, though Transportation stands notably stronger at 77%. This configuration indicates a risk-on environment concentrated in growth and cyclical names, though the middling breadth figures suggest the rally lacks widespread conviction across the broader market.

Sector Strength

🔌 Semiconductors

100.0%

+6.4%

🏠 Real Estate

87.1%

+0.6%

💻 Technology

78.1%

+4.9%

⛽ Energy

72.7%

+3.0%

🏦 Financials

71.1%

-0.5%

📡 Communication

56.5%

-0.1%

⚡ Utilities

54.8%

+0.3%

🏭 Industrials

53.2%

+0.8%

🧱 Materials

50.0%

+0.3%

🛍️ Consumer Discretionary

39.6%

+0.9%

🛒 Consumer Staples

36.1%

+1.2%

🏥 Healthcare

27.6%

+1.0%

📈 INDEX BREADTH

SPY

57.1%

NEUTRAL

QQQ

63.4%

BULLISH

DIA

53.3%

NEUTRAL

IYT

76.7%

BULLISH

💧 FED LIQUIDITY

Net Liquidity: $6.70 Trillion

↓ $7.5B WoW

As of April 29, Fed net liquidity stands at $6.70 trillion, down $7.5 billion week-over-week, indicating a modest tightening in financial system liquidity that historically correlates with reduced market support. The next H.4.1 release drops Thursday, May 7, which will show whether this contractionary trend continues or reverses.

📅 ECONOMIC CALENDAR Surprise Index: +1.2

Yesterday's trade deficit narrowed slightly to -$60.3B against expectations of -$60.9B as exports jumped to $320.9B, while the services sector data painted a mixed picture with the ISM Services PMI slipping to 53.6 from 54.0 but still holding comfortably in expansion territory, and the notable divergence came in prices paid which landed at 70.7 versus the 73.7 estimate—a potential indication that service-sector inflation pressures may be easing despite the index remaining at elevated levels. The Atlanta Fed's GDPNow model ticked up to 3.7% for Q2, suggesting growth momentum continues even as JOLTs openings held near cycle lows at 6.866M, down from the 2022 peak above 12M, signaling labor market normalization is well underway. Markets will focus heavily on today's ADP employment report (expected 99K versus prior 62K) and tomorrow's initial jobless claims (forecast 205K up from an exceptionally low 189K) as critical pre-NFP indicators, while three Fed speakers today and two tomorrow could provide additional commentary on how policymakers are interpreting the recent softening in labor data against still-resilient growth figures.

Yesterday — Tuesday, May 05

17 events · 4 beats · 2 misses

12:30 Balance of Trade (Mar) -60.3B vs -60.9B est

12:30 Exports (Mar) 320.9B vs 319.1B est

12:30 Imports (Mar) 381.2B vs 380.5B est

14:00 ISM Non-Manufacturing Employment (Apr) 48.0 vs 48.3 est

14:00 JOLTs Job Openings (Mar) 6.866M vs 6.84M est

14:00 New Home Sales (Feb) 0.635M vs 0.61M est

14:00 New Home Sales (Mar) 0.682M vs 0.65M est

14:00 ISM Non-Manufacturing PMI (Apr) 53.6 vs 53.7 est

14:00 ISM Services PMI (Apr) 53.6 vs 53.7 est

14:00 ISM Non-Manufacturing Prices (Apr) 70.7 vs 73.7 est

16:00 Atlanta Fed GDPNow (Q2) 3.7% vs 3.5% est

21:30 API Crude Oil Stock Change (May/01) -8.1 vs -2.8 est

Today — Wednesday, May 06

7 events · 7 upcoming

11:00 MBA 30-Year Mortgage Rate (May/01) prev 6.37%

12:15 ADP Employment Change (Apr) est 99.0K / prev 62.0K

13:30 Fed Musalem Speech Pending

14:30 EIA Crude Oil Stocks Change (May/01) est -2.8 / prev -6.233

14:30 EIA Gasoline Stocks Change (May/01) est -1.7 / prev -6.075

17:00 Fed Goolsbee Speech Pending

17:30 Fed Hammack Speech Pending

Tomorrow — Thursday, May 07

5 events · 0 high impact

12:30 Initial Jobless Claims (May/02) est 205.0K / prev 189.0K

12:30 Unit Labour Costs QoQ (Q1) est 2.6% / prev 4.4%

12:30 Nonfarm Productivity QoQ (Q1) est 1.4% / prev 1.8%

18:05 Fed Hammack Speech Pending

19:30 Fed Williams Speech Pending

🏦 INSTITUTIONAL FLOW

# Institutional Flow Summary ETFs exhibited split positioning in mega-cap technology during the period, with 4,345 funds adding exposure to Broadcom while 2,553 simultaneously reduced positions, alongside similar divided activity in Meta (3,921 adding vs 2,343 removing) and mixed semiconductor flows in Micron. The balanced 10-to-10 add/remove ratio across all positions suggests tactical rebalancing rather than directional conviction, though the removal activity in Eli Lilly indicates some rotation pressure within large-cap healthcare.

Top Buying

AVGO Broadcom Inc. ⭐

▲ + Buying Rising Stock 5D +6.9% 3M +33.4% 1Y +110.8%

4345 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ + Buying Rising Stock 5D -9.9% 3M -12.5% 1Y +1.6%

3921 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

▲ + Buying Rising Stock 5D +27.0% 3M +52.7% 1Y +694.7%

3827 ETFs • 0 shares

INTC Intel Corporation ⭐

▲ + Buying Rising Stock 5D +28.0% 3M +119.7% 1Y +424.6%

3596 ETFs • 0 shares

CSCO Cisco Systems, Inc. ⭐

▲ + Buying Rising Stock 5D +8.6% 3M +13.5% 1Y +60.9%

3457 ETFs • 0 shares

Top Selling

AVGO Broadcom Inc. ⭐

▲ - Selling Rising Stock 5D +6.9% 3M +33.4% 1Y +110.8%

2553 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

▲ - Selling Rising Stock 5D -9.9% 3M -12.5% 1Y +1.6%

2343 ETFs • 0 shares

LLY Eli Lilly and Company ⭐

▲ - Selling Rising Stock 5D +13.1% 3M -1.3% 1Y +20.7%

2115 ETFs • 0 shares

GILD Gilead Sciences, Inc. ⭐

- Selling Falling Stock 5D +3.3% 3M -6.8% 1Y +31.4%

1888 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

▲ - Selling Rising Stock 5D +27.0% 3M +52.7% 1Y +694.7%

1774 ETFs • 0 shares

🏛️ CONGRESSIONAL TRADES

Rep. Robert E. Latta made three purchases of FMAO (Farmers & Merchants Bancorp), concentrating activity in a single regional banking stock. Rep. Lloyd Smucker reduced positions across three holdings, selling VZ (Verizon), FULT (Fulton Financial), and PRU (Prudential Financial), representing a diversified exit from telecommunications, regional banking, and insurance sectors.

Top Buying

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -1.7% 3M -1.9% 1Y +7.9%

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

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -1.7% 3M -1.9% 1Y +7.9%

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

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -1.7% 3M -1.9% 1Y +7.9%

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

TSM Taiwan Semiconductor Manufacturing Company Limited ⭐ CONGRESS

▲ + Buying Rising Stock 5D +0.6% 3M +17.5% 1Y +121.6%

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

MAR Marriott International, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -1.1% 3M +11.6% 1Y +43.2%

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

Top Selling

VZ Verizon Communications Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +0.2% 3M +2.4% 1Y +11.9%

Rep. Lloyd Smucker (Lloyd Smucker) • $1,001 - $15,000

FULT Fulton Financial Corporation ⭐ CONGRESS

▲ - Selling Rising Stock 5D -0.7% 3M -0.1% 1Y +26.8%

Rep. Lloyd Smucker (Lloyd Smucker) • $50,001 - $100,000

PRU Prudential Financial, Inc. ⭐ CONGRESS

▲ - Selling Rising Stock 5D +3.5% 3M -5.1% 1Y +0.6%

Rep. Lloyd Smucker (Lloyd Smucker) • $1,001 - $15,000

ENBP ENB Financial Corp ⭐ CONGRESS

▲ - Selling Rising Stock 5D +0.4% 3M +7.4% 1Y +59.7%

Rep. Lloyd Smucker (Lloyd Smucker) • $1,001 - $15,000

WFC Wells Fargo & Company ⭐ CONGRESS

- Selling Falling Stock 5D -2.0% 3M -13.0% 1Y +10.1%

Rep. Lloyd Smucker (Lloyd Smucker) • $15,001 - $50,000

👔 INSIDER ACTIVITY

Corporate insiders at Carvana, Avis Budget Group, and Crown Electrokinetics executed significant coordinated sales this period, with 42, 178, and 321 insiders respectively offloading positions totaling $5.1 billion combined. Meanwhile, concentrated buying activity occurred at EQT Corporation where 24 insiders added positions, alongside smaller clusters at ServiceNow and SaverOne.

Cluster Buying

SVRE SaverOne 2014 Ltd ⭐ INSIDER

▲ + Buying Rising Stock 5D +30.8% 3M +79.7% 1Y -72.7%

2 insiders • $6.2B

EQT EQT Corporation ⭐ INSIDER

+ Buying Falling Stock 5D -1.2% 3M +5.9% 1Y +14.3%

24 insiders • $346.8M

NOW ServiceNow, Inc. ⭐ INSIDER

+ Buying Falling Stock 5D +1.7% 3M -16.2% 1Y -52.9%

3 insiders • $280.6M

PRIM Primoris Services Corporation ⭐ INSIDER

▲ + Buying Rising Stock 5D +20.1% 3M +30.9% 1Y +207.0%

8 insiders • $80.4M

N/A N/A ⭐ INSIDER

▲ + Buying Rising Stock

5 insiders • $32.2M

Heavy Selling

CVNA Carvana Co. ⭐ INSIDER

▲ - Selling Rising Stock 5D -6.8% 3M -7.7% 1Y +47.4%

42 insiders • $1.9B

CAR Avis Budget Group, Inc. ⭐ INSIDER

- Selling Falling Stock 5D -12.0% 3M +32.2% 1Y +66.5%

178 insiders • $1.8B

CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER

▲ - Selling Rising Stock 5D +21.2% 3M +42.0% 1Y +148.0%

321 insiders • $1.4B

STKL SunOpta Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D +0.1% 3M +41.9% 1Y +50.5%

3 insiders • $134.3M

UTHR United Therapeutics Corporation ⭐ INSIDER

▲ - Selling Rising Stock 5D +0.5% 3M +19.6% 1Y +94.2%

118 insiders • $73.4M

📅 EARNINGS CALENDAR

Earnings Preview: 319 companies report today, with ARM and NVO showing recent accumulation activity from institutional investors ahead of their results. On the distribution side, insiders and institutions have reduced positions in WBD and COR entering their earnings releases. Yesterday's notable movers included DOCN surging 61.8%, WOLF advancing 41.9%, and BLDP climbing 40.0% following their respective quarterly reports.

📊 Previous Earnings — May 05, 2026

296 reported • ✅ 168 beats • ❌ 87 misses

DOCN DigitalOcean Holdings, Inc. ⭐ BEAT +61.8%

70

▲ + Buying Rising Stock

EPS: $0.44 vs $0.27 est (+63.0%)

Beats 12/12 quarters | Avg +24.4% | 🔥 12Q beat streak

2 insiders sold $2.3M

WOLF Wolfspeed, Inc. ⭐ BEAT +41.9%

70

▲ + Buying Rising Stock

EPS: $-3.26 vs $-3.78 est (+13.8%)

Beats 8/12 quarters | Avg -76.5%

BLDP Ballard Power Systems Inc. ⭐ BEAT +40.0%

70

▲ + Buying Rising Stock

EPS: $-0.04 vs $-0.06 est (+34.7%)

Beats 9/12 quarters | Avg +9.2% | 🔥 6Q beat streak

VRDN Viridian Therapeutics, Inc. ⭐ BEAT +38.0%

30

+ Buying Falling Stock

EPS: $-0.90 vs $-1.06 est (+15.1%)

Beats 7/12 quarters | Avg +1.1%

BRBR BellRing Brands, Inc. ⭐ MISS -37.1%

50

+ Buying Falling Stock

EPS: $0.14 vs $0.31 est (-54.8%)

Beats 9/12 quarters | Avg +6.3%

1 insider purchased $35.5K

FTRE Fortrea Holdings Inc. ⭐ BEAT +35.0%

70

▲ + Buying Rising Stock

EPS: $0.16 vs $0.03 est (+433.3%)

Beats 5/12 quarters | Avg -5.7%

12 insiders sold $167.0K

CIFR Cipher Mining Inc. ⭐ MISS +28.0%

70

▲ + Buying Rising Stock

EPS: $-0.28 vs $-0.27 est (-3.7%)

Beats 4/12 quarters | Avg +5.3% | ⚠️ 2Q miss streak

5 insiders sold $2.8M

CYTK Cytokinetics, Incorporated ⭐ MET +27.0%

50

▲ + Buying Rising Stock

EPS: $-1.67 vs $-1.67 est

Beats 4/12 quarters | Avg -14.0%

24 insiders sold $13.3M

LITE Lumentum Holdings Inc. ⭐ BEAT +25.7%

70

▲ + Buying Rising Stock

EPS: $2.37 vs $2.27 est (+4.4%)

Beats 11/12 quarters | Avg +20.4% | 🔥 11Q beat streak

62 insiders sold $38.9M

GFS GLOBALFOUNDRIES Inc. ⭐ BEAT +24.5%

70

▲ + Buying Rising Stock

EPS: $0.40 vs $0.35 est (+13.9%)

Beats 12/12 quarters | Avg +15.9% | 🔥 12Q beat streak

13 insiders sold $824.1K

🎯 Reporting Today — May 06, 2026

319 reporting • Smart Money:

181 acc •

66 dist •

72 neut

ARM Arm Holdings plc American Depositary Shares ⭐

70

▲ + Buying Rising Stock

Beats 8/10 quarters | Avg +0.2%

13 insiders sold $13.6M

NVO Novo Nordisk A/S ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +5.1% | 🔥 3Q beat streak

DIS The Walt Disney Company ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +12.3% | 🔥 12Q beat streak

1 insider purchased $98.8K

APP AppLovin Corporation ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +26.3% | 🔥 11Q beat streak

123 insiders sold $95.8M

EQNR Equinor ASA ⭐

70

▲ + Buying Rising Stock

EPS: $1.48 vs $1.01 est

Beats 4/12 quarters | Avg -4.9%

CVS CVS Health Corporation ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg +7.5% | 🔥 5Q beat streak

MAR Marriott International, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +7.8%

10 insiders sold $34.3M

JCI Johnson Controls International plc ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +3.2% | 🔥 8Q beat streak

1 insider purchased / 3 insiders sold $1.3M

APO Apollo Global Management, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +4.8% | 🔥 3Q beat streak

DASH DoorDash, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg -28.0% | ⚠️ 2Q miss streak

56 insiders sold $29.4M

FTNT Fortinet, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +16.8% | 🔥 12Q beat streak

9 insiders sold $749.8K

CTA-PB EIDP, Inc. USD 4.50 Cum Pfd Registered Shs ⭐

70

▲ + Buying Rising Stock

CVE Cenovus Energy Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +17.1% | 🔥 4Q beat streak

COHR Coherent, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +15.3% | 🔥 11Q beat streak

6 insiders sold $4.6M

MET MetLife, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg -0.9% | 🔥 2Q beat streak

📌 Next Earnings — May 07, 2026

308 reporting • Smart Money:

162 acc •

71 dist •

75 neut

MELI MercadoLibre, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +4.4% | ⚠️ 3Q miss streak

1 insider purchased $100.1K

NET Cloudflare, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +31.1% | 🔥 3Q beat streak

188 insiders sold $168.7M

ABNB Airbnb, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +19.4% | ⚠️ 2Q miss streak

39 insiders sold $52.3M

CRWV CoreWeave, Inc. Class A Common Stock ⭐

70

▲ + Buying Rising Stock

Beats 1/3 quarters | Avg -4.9%

950 insiders sold $3.2B

TRGP Targa Resources Corp. ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg -9.6% | 🔥 3Q beat streak

11 insiders sold $24.7M

GWW W.W. Grainger, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +2.4%

24 insiders sold $4.1M

MCHP Microchip Technology Incorporated ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +0.9% | 🔥 4Q beat streak

8 insiders sold $56.5M

COIN Coinbase Global, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +1160.9%

23 insiders sold $61.6M

DDOG Datadog, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +15.9% | 🔥 12Q beat streak

103 insiders sold $95.8M

ARGX argenx SE ⭐

70

▲ + Buying Rising Stock

EPS: $14.25 vs $5.16 est

Beats 9/12 quarters | Avg +143.1% | 🔥 2Q beat streak

📝 Today's Summary

Smart money flows reveal a market in tactical repositioning mode rather than clear directional conviction. Corporate insiders at Carvana, Avis Budget Group, and Crown Electrokinetics orchestrated heavy coordinated selling with 42, 178, and 321 insiders respectively offloading positions totaling $5.1 billion combined, while concentrated buying appeared at EQT Corporation where 24 insiders added exposure alongside smaller accumulation clusters at ServiceNow and SaverOne. Institutional activity through ETFs showed similarly divided positioning, with 4,345 funds adding Broadcom exposure while 2,553 simultaneously reduced, and 3,921 adding Meta (META) against 2,343 removing, suggesting rebalancing activity rather than strong conviction. Congressional activity remained light, with Rep. Robert E. Latta concentrating three purchases in Farmers & Merchants Bancorp (FMAO) while Rep. Lloyd Smucker executed diversified exits from Verizon (VZ), Fulton Financial (FULT), and Prudential Financial (PRU) across telecommunications, regional banking, and insurance sectors. The market configuration reflects a risk-on environment concentrated in technology and growth names, though participation remains middling across broader benchmarks. Semiconductors, Real Estate, and Technology sectors command leadership with strength readings above 78%, while defensive Healthcare and Consumer Staples lag significantly at 28% and 36% respectively, confirming cyclical outperformance. The S&P 500 registers 57% breadth with the Nasdaq at 63%, suggesting the rally lacks widespread conviction despite Transportation's notably stronger 77% reading. Volatility markets present an interesting divergence, with the VIX equity volatility index at 18.29 indicating moderate uncertainty among stock investors while the MOVE bond volatility index has plunged 22.4% to 13.54, signaling unusually low expectations for Treasury market swings and suggesting fixed income participants see limited turbulence ahead compared to their equity counterparts. Today's focus centers on 319 earnings reports including ARM and NVO, both showing recent institutional accumulation ahead of results, while WBD and COR face releases after experiencing distribution activity from insiders and institutions. Economic data takes center stage with the ADP employment report expected at 99,000 versus the prior 62,000 print, serving as a critical pre-NFP indicator alongside tomorrow's initial jobless claims forecast at 205,000 up from an exceptionally low 189,000. Three Federal Reserve speakers today and two tomorrow could provide commentary on how policymakers interpret recent labor market softening against the Atlanta Fed's GDPNow model ticking up to 3.7% for Q2 growth, while yesterday's services sector prices paid component at 70.7 versus the 73.7 estimate suggests potential easing in inflation pressures despite the ISM Services PMI holding in expansion territory at 53.6.

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