The Edge - InsiderStreet.ai

🔥 PRE MARKET MOVERS

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

📈 Top Gainers by $ Volume

NVDA +6.22% $346M

TSLA +4.30% $334M

INTC +2.05% $221M

GBTG +0.95% $72M

IONQ +2.79% $68M

IREN +8.73% $60M

SBS +0.90% $43M

IHRT +5.97% $10M

RDW +2.94% $8M

SVRA +0.57% $5M

📉 Top Losers by $ Volume

CTRA -9.15% $2.4B

TPC -11.35% $69M

ELS -0.62% $68M

MEOH -5.18% $65M

PLTR -0.97% $63M

NOK -5.07% $40M

NWN -5.27% $22M

AORT -1.32% $15M

FSLY -23.18% $13M

SNAP -8.92% $3M

🐷 PIG ROAST

AMD +18.6% Fool: Beat earnings and revenue while already up 319% this year — at this point AMD could cure cancer and still be overvalued.

SMCI +24.5% Globe Newswire: Beat EPS but missed revenue by $2B — nothing says "we're back" like surging 25% while lawyers circle like vultures.

FLEX +39.7% Zacks: Beat on both lines and jumped 40% — apparently being a boring contract manufacturer is the new sexy in 2026.

HUT +35.3% Seeking Alpha: Missed EPS by $1.66 and revenue but soared 35% anyway — pivot to AI infrastructure makes any actual results irrelevant apparently.

OKLO +16.4% Investors: Nuclear startup up 16% on "milestone" news — because nothing screams sustainable business like being down 59% from highs with no revenue.

COR -17.4% Benzinga: Missed EPS and revenue targets while already down 25% this year — healthcare distributor discovers distribution includes distributing disappointment to shareholders.

PRIM -50.0% PR Newswire: Missed EPS and revenue, crashed 50%, now facing fraud investigation — when your earnings call needs a public defender present.

CDW -20.3% Zacks: Met EPS and beat revenue but fell 20% anyway — apparently selling AI infrastructure to others doesn't make you an AI company.

TECH -16.4% Bio-Techne missed EPS and revenue expectations — when your biotech stock performs worse than a savings account, maybe pivot to dog treats instead.

TMDX -23.2% [Zacks](https://

💬 Word on the Street

While Rep. Robert E. Latta (R-OH) quietly added Farmer Mac (FMAO) to his portfolio, 42 insiders at Carvana (CVNA) collectively dumped $1.9 billion in stock—the kind of exit velocity that makes you wonder what they know that we don't. Meanwhile, Flex Ltd. (FLEX) surged 40% after earnings because apparently in 2026, being the company that makes other people's products is hotter than having your own brand. 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 Falling Stock 5D -8.4% 3M -8.4% 1Y +2.5%

13 member(s) purchased N/A • 42 insiders purchased $8377.9M • 4329 ETFs increased positions

NOW ServiceNow, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +0.2% 3M -19.8% 1Y -54.5%

9 member(s) purchased N/A • 5 insiders purchased $283.6M • 3296 ETFs increased positions

ALKT Alkami Technology, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +2.0% 3M -6.1% 1Y -39.5%

1 member(s) purchased N/A • 16 insiders purchased $189.8M • 347 ETFs increased positions

KO The Coca-Cola Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +0.4% 3M +2.4% 1Y +12.8%

7 member(s) purchased N/A • 11 insiders purchased $137.4M • 3060 ETFs increased positions

EMR Emerson Electric Co. ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +8.3% 3M -5.6% 1Y +38.2%

1 member(s) purchased N/A • 10 insiders purchased $134.9M • 2238 ETFs increased positions

TXN Texas Instruments Incorporated ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +8.1% 3M +29.8% 1Y +81.1%

1 member(s) purchased N/A • 23 insiders purchased $118.8M • 3238 ETFs increased positions

LLY Eli Lilly and Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +16.0% 3M -10.7% 1Y +20.9%

9 member(s) purchased N/A • 50 insiders purchased $104.2M • 3621 ETFs increased positions

GD General Dynamics Corporation ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +2.5% 3M -1.7% 1Y +28.8%

4 member(s) purchased N/A • 40 insiders purchased $101.7M • 2007 ETFs increased positions

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

▲ + Buying Rising Stock 5D +1.0% 3M +10.2% 1Y +64.3%

2 member(s) purchased N/A • 11 insiders purchased $101.2M • 2602 ETFs increased positions

DIS The Walt Disney Company ⭐ CONGRESS INSIDER ETF

▲ + Buying Rising Stock 5D +6.6% 3M +0.9% 1Y +18.5%

3 member(s) purchased N/A • 29 insiders purchased $89.2M • 3058 ETFs increased positions

😱 VOLATILITY & FEAR

Equity market volatility remains in normal territory with the VIX at 17.38, declining 2.5% over the past week, suggesting investor anxiety has moderated slightly from recent levels. Bond market volatility tells a more pronounced story, with the MOVE index dropping 15.1% week-over-week to 13.45, reaching historically low levels that indicate traders are pricing in minimal turbulence in fixed income markets. The divergence between subdued bond volatility and mid-range equity volatility reflects a market environment where participants appear relatively calm about near-term interest rate movements while maintaining some caution around stock price swings.

VIX

17.38

-2.5% WoW

➡️

Normal

MOVE

13.45

-15.1% WoW

➡️

Low

📊 MARKET REGIME

Market leadership remains concentrated in technology-oriented sectors, with semiconductors showing universal strength at 100% participation, followed by real estate at 90% and broader technology at 77%, while defensive areas like consumer staples and healthcare languish in the lower third of performance rankings. Index breadth reveals a modest but positive tone, with the Nasdaq leading at 61% and transportation stocks showing surprising strength at 74%, though the Dow's 53% reading suggests large-cap value continues to lag. The divergence between surging semiconductor stocks and struggling consumer discretionary names at just 40% highlights a market where investors are favoring innovation plays over companies dependent on consumer spending.

Sector Strength

🔌 Semiconductors

100.0%

+10.0%

🏠 Real Estate

90.3%

+2.5%

💻 Technology

76.7%

+6.9%

🏦 Financials

68.4%

-0.2%

⛽ Energy

68.2%

-3.5%

🧱 Materials

57.7%

+2.8%

🏭 Industrials

53.2%

+4.1%

📡 Communication

52.2%

+1.8%

⚡ Utilities

48.4%

+0.0%

🛒 Consumer Staples

41.7%

+1.6%

🛍️ Consumer Discretionary

39.6%

+2.6%

🏥 Healthcare

31.0%

+1.8%

📈 INDEX BREADTH

SPY

57.1%

NEUTRAL

QQQ

61.4%

BULLISH

DIA

53.3%

NEUTRAL

IYT

74.4%

BULLISH

💧 FED LIQUIDITY

Net Liquidity: $6.70 Trillion

↓ $7.5B WoW

As of April 29, Fed net liquidity stood at $6.70 trillion, down $7.5 billion from the prior week, indicating a modest tightening in financial conditions that historically correlates with reduced market support. The next H.4.1 data release is scheduled for Thursday, May 7, which will show whether this liquidity drain accelerated or reversed.

📅 ECONOMIC CALENDAR Surprise Index: +1.2

Yesterday's ADP employment figure of 109K significantly exceeded the 99K estimate and nearly doubled the prior month's 61K reading, though this precedes tomorrow's critical nonfarm payrolls report where consensus expects just 60K amid widespread tariff-related uncertainty. The mortgage rate climb to 6.45% from 6.37% marks the highest level since late March, while crude inventories declined less than forecast at -2.314 million barrels versus the -3.3 million estimate, suggesting demand remains softer than energy markets anticipated. Tomorrow's labor market data takes center stage with the 60K payrolls estimate representing what would be the weakest monthly gain since December 2020's pandemic-era decline, while average hourly earnings are projected to accelerate to 3.8% year-over-year from 3.5%, a combination that could complicate the Fed's rate outlook given that three Fed speakers including Williams and Kashkari appear today ahead of four more tomorrow.

Yesterday — Wednesday, May 06

7 events · 2 beats · 1 miss

11:00 MBA 30-Year Mortgage Rate (May/01) 6.45% vs None% est

12:15 ADP Employment Change (Apr) 109.0K vs 99.0K est

14:30 EIA Crude Oil Stocks Change (May/01) -2.314 vs -3.3 est

14:30 EIA Gasoline Stocks Change (May/01) -2.504 vs -2.1 est

Today — Thursday, May 07

6 events · 6 upcoming

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%

18:00 Fed Kashkari Speech Pending

18:05 Fed Hammack Speech Pending

19:30 Fed Williams Speech Pending

Tomorrow — Friday, May 08

17 events · 3 high impact

09:45 Fed Cook Speech Pending

12:30 Average Hourly Earnings MoM (Apr) est 0.3% / prev 0.2%

12:30 Non Farm Payrolls (Apr) est 60.0K / prev 178.0K

12:30 Average Hourly Earnings YoY (Apr) est 3.8% / prev 3.5%

12:30 Unemployment Rate (Apr) est 4.3% / prev 4.3%

12:30 Participation Rate (Apr) est 61.7% / prev 61.9%

14:00 Michigan Consumer Sentiment (May) est 49.5 / prev 49.8

14:00 Michigan 1 Year Inflation Expectations (May) prev 4.7%

15:30 Atlanta Fed GDPNow (Q2) prev 3.7

19:30 CFTC Crude Oil speculative net positions prev 191.9K

19:30 CFTC S&P 500 speculative net positions prev -101.4K

19:30 CFTC Gold Speculative net positions prev 159.6K

19:30 CFTC Nasdaq 100 speculative net positions prev -2.3K

23:30 Fed Bowman Speech Pending

23:30 Fed Goolsbee Speech Pending

23:30 Fed Daly Speech Pending

23:30 Fed Waller Speech Pending

🏦 INSTITUTIONAL FLOW

Exchange-traded funds showed mixed positioning in mega-cap technology during the period, with 4,925 ETFs adding shares of semiconductor name AVGO while 2,791 removed positions, and similar two-way flow in META (4,329 adding vs 2,611 removing) and memory chip maker MU (4,257 adding). The institutional flow suggests selective rotation within technology and healthcare sectors rather than broad directional bets, as ETFs split evenly overall with 10 adding and 10 removing positions across tracked names.

Top Buying

AVGO Broadcom Inc. ⭐

▲ + Buying Rising Stock 5D +4.9% 3M +38.1% 1Y +112.8%

4925 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

+ Buying Falling Stock 5D -8.4% 3M -8.4% 1Y +2.5%

4329 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

▲ + Buying Rising Stock 5D +28.6% 3M +75.8% 1Y +730.4%

4257 ETFs • 0 shares

INTC Intel Corporation ⭐

▲ + Buying Rising Stock 5D +19.3% 3M +132.5% 1Y +457.5%

4004 ETFs • 0 shares

CSCO Cisco Systems, Inc. ⭐

▲ + Buying Rising Stock 5D +2.3% 3M +12.9% 1Y +56.3%

3900 ETFs • 0 shares

Top Selling

AVGO Broadcom Inc. ⭐

▲ - Selling Rising Stock 5D +4.9% 3M +38.1% 1Y +112.8%

2791 ETFs • 0 shares

META Meta Platforms, Inc. ⭐

- Selling Falling Stock 5D -8.4% 3M -8.4% 1Y +2.5%

2611 ETFs • 0 shares

LLY Eli Lilly and Company ⭐

▲ - Selling Rising Stock 5D +16.0% 3M -10.7% 1Y +20.9%

2367 ETFs • 0 shares

GILD Gilead Sciences, Inc. ⭐

- Selling Falling Stock 5D +5.8% 3M -6.8% 1Y +35.3%

2077 ETFs • 0 shares

UNH UnitedHealth Group Incorporated ⭐

▲ - Selling Rising Stock 5D -1.0% 3M +33.0% 1Y -7.5%

1981 ETFs • 0 shares

🏛️ CONGRESSIONAL TRADES

Rep. Robert E. Latta made multiple purchases of FMAO stock during the reporting period. Meanwhile, Reps. Kevin Hern and Lloyd Smucker reduced positions in financial and telecommunications holdings, with Hern selling Goldman Sachs (GS) and Smucker exiting Fulton Financial (FULT) and Verizon (VZ).

Top Buying

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +1.9% 3M -4.2% 1Y +10.1%

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

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +1.9% 3M -4.2% 1Y +10.1%

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

FMAO Farmers & Merchants Bancorp, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +1.9% 3M -4.2% 1Y +10.1%

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 +28.8% 1Y +139.6%

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

MAR Marriott International, Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D +1.4% 3M +10.8% 1Y +46.3%

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

Top Selling

GS The Goldman Sachs Group, Inc. ⭐ CONGRESS

▲ - Selling Rising Stock 5D +3.5% 3M +3.2% 1Y +70.1%

Rep. Kevin Hern (Kevin Hern) • $250,001 - $500,000

FULT Fulton Financial Corporation ⭐ CONGRESS

▲ - Selling Rising Stock 5D +1.9% 3M -1.2% 1Y +28.6%

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

VZ Verizon Communications Inc. ⭐ CONGRESS

- Selling Falling Stock 5D +1.7% 3M +0.9% 1Y +12.6%

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

PRU Prudential Financial, Inc. ⭐ CONGRESS

▲ - Selling Rising Stock 5D +3.9% 3M -0.6% 1Y +1.4%

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

ENBP ENB Financial Corp ⭐ CONGRESS

▲ - Selling Rising Stock 5D +1.6% 3M +8.5% 1Y +59.3%

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

👔 INSIDER ACTIVITY

During the latest reporting period, 24 insiders at EQT collectively added to their positions while 343 insiders at CRWV sold shares totaling $1.4 billion in the largest cluster selling activity. On the distribution side, 42 insiders at CVNA collectively sold $1.9 billion worth of shares, marking the highest dollar value among all reported transactions.

Cluster Buying

SVRE SaverOne 2014 Ltd ⭐ INSIDER

▲ + Buying Rising Stock 5D +40.0% 3M +94.5% 1Y -66.0%

2 insiders • $6.2B

EQT EQT Corporation ⭐ INSIDER

+ Buying Falling Stock 5D -2.7% 3M +3.9% 1Y +8.1%

24 insiders • $346.8M

NOW ServiceNow, Inc. ⭐ INSIDER

+ Buying Falling Stock 5D +0.2% 3M -19.8% 1Y -54.5%

3 insiders • $280.6M

PRIM Primoris Services Corporation ⭐ INSIDER

▲ + Buying Rising Stock 5D -39.0% 3M -30.2% 1Y +51.4%

8 insiders • $80.4M

ALKT Alkami Technology, Inc. ⭐ INSIDER

+ Buying Falling Stock 5D +2.0% 3M -6.1% 1Y -39.5%

6 insiders • $69.3M

Heavy Selling

CVNA Carvana Co. ⭐ INSIDER

▲ - Selling Rising Stock 5D -1.8% 3M -0.9% 1Y +50.1%

42 insiders • $1.9B

CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER

▲ - Selling Rising Stock 5D +20.8% 3M +67.3% 1Y +170.5%

343 insiders • $1.4B

CAR Avis Budget Group, Inc. ⭐ INSIDER

- Selling Falling Stock 5D -9.3% 3M +33.6% 1Y +70.5%

147 insiders • $735.6M

STKL SunOpta Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D +0.1% 3M +39.2% 1Y +56.2%

3 insiders • $134.3M

UTHR United Therapeutics Corporation ⭐ INSIDER

▲ - Selling Rising Stock 5D +4.4% 3M +23.5% 1Y +99.6%

123 insiders • $73.2M

📅 EARNINGS CALENDAR

Leading Wednesday's session, HUT surged 53.4%, FLEX climbed 48.7%, and AUR advanced 42.2%. With 316 companies reporting today, institutional activity shows accumulation in MELI and NET ahead of their prints, while smart money has reduced positions in MCD and GILD entering their earnings. Tomorrow's calendar lightens to 57 reports as earnings season continues.

📊 Previous Earnings — May 06, 2026

312 reported • ✅ 177 beats • ❌ 82 misses

HUT Hut 8 Corp. ⭐ MISS +53.4%

70

▲ + Buying Rising Stock

EPS: $-1.94 vs $-0.28 est (-592.2%)

Beats 8/12 quarters | Avg +83.0% | 🔥 4Q beat streak

3 insiders sold $1.3M

FLEX Flex Ltd. ⭐ BEAT +48.7%

70

▲ + Buying Rising Stock

EPS: $0.93 vs $0.87 est (+6.4%)

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

1 insider sold $1.0M

AUR Aurora Innovation, Inc. ⭐ BEAT +42.2%

70

▲ + Buying Rising Stock

EPS: $-0.11 vs $-0.12 est (+8.3%)

Beats 6/12 quarters | Avg +3.6%

IONQ-WT IonQ, Inc. WT ⭐ BEAT +37.4%

70

▲ + Buying Rising Stock

EPS: $2.07 vs $-0.46 est (+548.4%)

Beats 1/1 quarters | Avg +480.6%

LIFE Ethos Technologies Inc. ⭐ MISS +30.8%

70

▲ + Buying Rising Stock

EPS: $-3.57 vs $-1.34 est (-165.8%)

Beats 7/12 quarters | Avg +4.9% | 🔥 2Q beat streak

MNKD MannKind Corporation ⭐ MISS +29.4%

50

▲ + Buying Rising Stock

EPS: $-0.05 vs $-0.02 est (-150.0%)

Beats 6/12 quarters | Avg +10.5%

1 insider purchased $259.0K

TBLA Taboola.com Ltd. ⭐ BEAT +26.7%

70

▲ + Buying Rising Stock

EPS: $0.20 vs $-0.01 est (+2100.0%)

Beats 9/12 quarters | Avg +263.9% | 🔥 5Q beat streak

CORZ Core Scientific, Inc. ⭐ MISS +25.9%

70

▲ + Buying Rising Stock

EPS: $-1.06 vs $-0.02 est (-5200.0%)

Beats 5/12 quarters | Avg -837.2% | ⚠️ 2Q miss streak

1 insider purchased / 8 insiders sold $1.1M

TGTX TG Therapeutics, Inc. ⭐ MISS +25.0%

70

▲ + Buying Rising Stock

EPS: $0.12 vs $0.23 est (-47.8%)

Beats 5/12 quarters | Avg +109.6% | ⚠️ 2Q miss streak

IONQ IonQ, Inc. ⭐ BEAT +24.8%

70

▲ + Buying Rising Stock

EPS: $2.07 vs $-0.26 est (+896.2%)

Beats 5/12 quarters | Avg -83.8%

1 insider purchased / 4 insiders sold $428.4K

🎯 Reporting Today — May 07, 2026

316 reporting • Smart Money:

170 acc •

68 dist •

78 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

46 insiders sold $60.9M

CRWV CoreWeave, Inc. Class A Common Stock ⭐

70

▲ + Buying Rising Stock

Beats 1/3 quarters | Avg -4.9%

1082 insiders sold $3.9B

MCHP Microchip Technology Incorporated ⭐

70

▲ + Buying Rising Stock

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

8 insiders sold $56.5M

GWW W.W. Grainger, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +2.4%

24 insiders sold $4.1M

TRGP Targa Resources Corp. ⭐

70

▲ + Buying Rising Stock

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

11 insiders sold $24.7M

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

120 insiders sold $106.6M

ARGX argenx SE ⭐

70

▲ + Buying Rising Stock

EPS: $14.25 vs $5.16 est

Beats 9/12 quarters | Avg +155.7% | 🔥 3Q beat streak

RKLB Rocket Lab USA, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg +10.2% | 🔥 2Q beat streak

31 insiders sold $16.5M

XYZ Block, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 2/12 quarters | Avg -36.2% | ⚠️ 6Q miss streak

6 insiders sold $3.4M

EXPE Expedia Group, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg -5.5% | 🔥 4Q beat streak

1 insider sold $1.8M

PBA Pembina Pipeline Corporation ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg -1.0%

MTSI MACOM Technology Solutions Holdings, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +1.3% | 🔥 5Q beat streak

44 insiders sold $161.4M

📌 Next Earnings — May 08, 2026

57 reporting • Smart Money:

35 acc •

14 dist •

8 neut

ENB Enbridge Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +1.9%

BAM Brookfield Asset Management Ltd. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +1.4% | 🔥 2Q beat streak

UI Ubiquiti Inc. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +10.3% | 🔥 7Q beat streak

PAA Plains All American Pipeline, L.P. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +8.5%

WULF TeraWulf Inc. ⭐

70

▲ + Buying Rising Stock

Beats 0/12 quarters | Avg -109.7% | ⚠️ 12Q miss streak

9 insiders purchased / 10 insiders sold $18.7M

MSGS Madison Square Garden Sports Corp. ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg -1.1%

3 insiders sold $1.8M

JHG Janus Henderson Group plc ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +21.2% | 🔥 12Q beat streak

5 insiders sold $9.1M

FLR Fluor Corporation ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg +16.3%

13 insiders sold $3.8M

ROAD Construction Partners, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 10/12 quarters | Avg +45.3%

STWD Starwood Property Trust, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +5.1%

1 insider sold $120.1K

📝 Today's Summary

Smart money flows reveal divergent positioning across market participant types as institutional investors selectively rotate within technology while corporate insiders engage in significant distribution. ETF activity showed mixed signals in mega-cap technology, with 4,925 funds adding shares of Broadcom (AVGO) while 2,791 removed positions, and similar two-way flow in Meta Platforms (META) with 4,329 adding versus 2,611 removing. Corporate insiders executed substantial selling, led by 42 insiders at Carvana (CVNA) collectively distributing $1.9 billion worth of shares and 343 insiders at Crown Castle (CRWV) selling $1.4 billion in aggregate. Congressional activity remained modest, with Rep. Robert E. Latta making multiple purchases of Farmers & Merchants Bancorp (FMAO) while Rep. Kevin Hern sold Goldman Sachs (GS) and Rep. Lloyd Smucker exited positions in Fulton Financial (FULT) and Verizon (VZ). The 30 accumulation signals concentrated in Meta Platforms (META), ServiceNow (NOW), and Alkami Technology (ALKT) contrast sharply with zero distribution signals, suggesting institutional buyers are selectively building positions despite aggressive insider selling elsewhere. Market volatility indicators paint a picture of relative calm that contrasts with underlying sector dispersion and concentration risk. The VIX at 17.38 declined 2.5% over the past week while the MOVE index plunged 15.1% to 13.45, reaching historically low levels that suggest fixed income traders are pricing minimal turbulence ahead. Leadership remains heavily concentrated in technology-oriented sectors, with semiconductors showing universal strength at 100% participation and broader technology at 77%, while defensive areas like consumer staples and healthcare languish in the lower third of performance rankings. The Nasdaq's 61% breadth reading outpaces the Dow's 53%, reinforcing the divergence between innovation-focused growth names and traditional large-cap value. Transportation stocks showing 74% participation provide an outlier signal, while consumer discretionary at just 40% highlights investor caution around spending-dependent businesses. The SPY strength at 57.1% suggests the broader market remains in neutral territory despite pockets of concentrated strength. Tomorrow's nonfarm payrolls report emerges as the critical catalyst, with consensus expecting just 60K jobs added—what would mark the weakest monthly gain since December 2020's pandemic-era decline—following yesterday's ADP employment figure of 109K that significantly exceeded the 99K estimate and nearly doubled the prior month's 61K reading. The labor market data arrives amid widespread tariff-related uncertainty and precedes appearances from seven Fed speakers across today and tomorrow, including Williams and Kashkari, creating potential for volatility despite the MOVE index reaching historically subdued levels. The mortgage rate climb to 6.45% from 6.37% marks the highest level since late March, while average hourly earnings are projected to accelerate to 3.8% year-over-year from 3.5%, a combination that could complicate the Fed's rate outlook. With 316

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