The Edge - InsiderStreet.ai

🔥 PRE MARKET MOVERS

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

📈 Top Gainers by $ Volume

MU +18.38% $1.5B

INTC +20.27% $1.3B

AMD +12.86% $433M

CRCL +2.88% $302M

HSY +0.13% $297M

NVDA +0.89% $253M

PBF +2.12% $236M

RKLB +30.65% $108M

NOK +6.39% $56M

POET +24.16% $19M

📉 Top Losers by $ Volume

DE -0.61% $518M

HLT -0.24% $463M

SQM -0.11% $91M

PLTR -1.36% $73M

CRWV -11.44% $36M

IONQ -0.04% $26M

SMR -1.71% $10M

SOFI -1.41% $7M

KEEL -0.12% $2M

PLUG -1.12% $2M

🐷 PIG ROAST

MU +15.5% Barrons: Nothing says "memory shortage" like your biggest competitor face-planting – Micron's +730% year proves timing beats talent.

INTC +13.9% WSJ: Intel's "Apple-polished comeback" sounds fancy until you remember they got dumped by Apple years ago – but hey, +457% works.

RKLB +34.3% Benzinga: Rocket Lab shoots up 34% because apparently launching stuff into space is easier than predicting earnings reactions.

AKAM +26.6% Seeking Alpha: Akamai "cements itself as an AI beneficiary" – because even content delivery networks need buzzword makeovers these days.

ASTS +14.8% Seeking Alpha: Space phone dreams rally 15% ahead of earnings – because what could go wrong with satellite internet ambitions?

NET -23.8% Fool: Cloudflare crashes 24% as investors realize "powering AI agents" doesn't automatically justify sky-high valuations – shocking development.

HUBS -19.0% Fool: HubSpot's "less-than-perfect" earnings amplified AI fears – down 63% in a year, but who's counting?

TOST -14.7% Zacks: Toast burns another 15% because apparently selling software to restaurants is harder than it looks – revolutionary insight.

FLR -15.2% MarketBeat: Fluor missed earnings by 79% but hey, "growing pipeline of potential work" – investors weren't buying the construction spin.

CRNX -13.8% Zacks: Crinetics beats

💬 Word on the Street

Rep. April Delaney (D-DE) just added shares of Markel Group (MKL) while insiders at Crown Holdings (CRWV) collectively dumped $1.9 billion worth of stock – and that whiplash tells you everything about how the people with actual information are positioning right now. Meanwhile, Micron Technology (MU) is riding a +730% wave because Samsung stumbled, Intel (INTC) is suddenly worth +457% despite Apple breaking up with them years ago, and Rocket Lab USA (RKLB) proves that actual rocket science is somehow less complicated than Wall Street expectations. Here's what smart money actually did with their capital 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 • 5063 ETFs increased positions

NOW ServiceNow, Inc. ⭐ CONGRESS INSIDER ETF

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

8 member(s) purchased N/A • 5 insiders purchased $283.6M • 3780 ETFs increased positions

ALKT Alkami Technology, Inc. ⭐ CONGRESS INSIDER ETF

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

1 member(s) purchased N/A • 15 insiders purchased $188.9M • 385 ETFs increased positions

CRM Salesforce, Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -0.0% 3M -9.2% 1Y -33.2%

5 member(s) purchased N/A • 10 insiders purchased $158.4M • 3475 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 • 3635 ETFs increased positions

ABT Abbott Laboratories ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -5.6% 3M -20.3% 1Y -34.4%

3 member(s) purchased N/A • 18 insiders purchased $118.7M • 3367 ETFs increased positions

RTX RTX Corporation ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +2.2% 3M -9.9% 1Y +39.2%

3 member(s) purchased N/A • 18 insiders purchased $110.3M • 2975 ETFs increased positions

JNJ Johnson & Johnson ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D -1.2% 3M -3.7% 1Y +48.1%

3 member(s) purchased N/A • 12 insiders purchased $104.5M • 4249 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 • 4201 ETFs increased positions

HON Honeywell International Inc. ⭐ CONGRESS INSIDER ETF

+ Buying Falling Stock 5D +3.1% 3M -7.4% 1Y +2.8%

4 member(s) purchased N/A • 10 insiders purchased $95.4M • 2760 ETFs increased positions

😱 VOLATILITY & FEAR

Market volatility indicators currently reflect moderate conditions, with the VIX at 17.38 declining 2.5% week-over-week and sitting in the normal range, while bond market volatility as measured by the MOVE index stands at 13.95, down 5.2% and at historically low levels. The divergence between equity and fixed income volatility suggests equity investors are pricing in modest uncertainty while bond markets are exhibiting relative calm, with both measures trending downward over the past week. These readings indicate neither extreme complacency nor elevated fear across major asset classes at present.

VIX

17.38

-2.5% WoW

➡️

Normal

MOVE

13.95

-5.2% WoW

➡️

Low

📊 MARKET REGIME

Market breadth shows a mixed picture with technology-oriented indices demonstrating stronger participation than broader market averages, as QQQ recorded 62% breadth compared to SPY's 54%. Semiconductors, Real Estate, and Technology sectors are leading with participation rates above 70%, while traditionally defensive areas like Healthcare and Utilities lag significantly at 31% and 26% respectively. The transportation index stands out with 72% breadth, suggesting some divergence from the weaker participation seen in consumer-facing sectors like Consumer Discretionary at just 35%.

Sector Strength

🔌 Semiconductors

100.0%

+11.2%

🏠 Real Estate

87.1%

+0.2%

💻 Technology

72.6%

+8.4%

🏦 Financials

67.1%

-1.3%

⛽ Energy

59.1%

-5.4%

📡 Communication

56.5%

+0.2%

🧱 Materials

53.8%

+0.5%

🛒 Consumer Staples

52.8%

+0.0%

🏭 Industrials

51.9%

+0.1%

🛍️ Consumer Discretionary

35.4%

+1.3%

🏥 Healthcare

31.0%

-1.2%

⚡ Utilities

25.8%

-3.9%

📈 INDEX BREADTH

SPY

54.3%

NEUTRAL

QQQ

62.4%

BULLISH

DIA

56.7%

NEUTRAL

IYT

72.1%

BULLISH

💧 FED LIQUIDITY

Net Liquidity: $6.70 Trillion

↓ $7.5B WoW

Fed net liquidity stood at $6.70 trillion as of April 29, down $7.5 billion from the prior week, indicating a modest tightening in system-wide dollar availability that historically correlates with reduced support for risk asset prices. The next H.4.1 Federal Reserve balance sheet update releases Thursday, May 7, which will show whether this liquidity drain continues or reverses.

📅 ECONOMIC CALENDAR Surprise Index: +1.2

April's payrolls blew past expectations with 115K jobs added versus the 62K estimate, yet wage growth disappointed with hourly earnings rising just 0.2% monthly against the 0.3% forecast and the yearly pace slowing to 3.6% from estimates of 3.8%—a divergence that suggests labor demand remains resilient while wage pressures ease, potentially giving the Fed room to pause. Michigan sentiment plunged to 48.2, the lowest reading since 2022's inflation peak and well below the 49.5 estimate, though inflation expectations cooled to 4.5% from the 4.8% forecast, reflecting deep consumer pessimism even as price pressure perceptions moderate. Tomorrow's CPI data takes center stage with markets watching for a 0.3% monthly rise and 2.7% yearly pace, alongside core inflation expected to accelerate to 0.4% monthly—a potential reversal from recent disinflation that could reshape Fed rate cut expectations after yesterday's mixed labor signals.

Yesterday — Friday, May 08

19 events · 1 beat · 4 misses

12:30 Non Farm Payrolls (Apr) 115.0K vs 62.0K est

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

12:30 Unemployment Rate (Apr) 4.3% vs 4.3% est

12:30 Average Hourly Earnings YoY (Apr) 3.6% vs 3.8% est

12:30 Participation Rate (Apr) 61.8% vs 61.7% est

14:00 Michigan Consumer Sentiment (May) 48.2 vs 49.5 est

14:00 Michigan 1 Year Inflation Expectations (May) 4.5% vs 4.8% est

15:50 Atlanta Fed GDPNow (Q2) 3.7% vs 3.7% est

19:30 CFTC S&P 500 speculative net positions -103.9K vs NoneK est

19:30 CFTC Gold Speculative net positions 163.3K vs NoneK est

19:30 CFTC Crude Oil speculative net positions 178.8K vs NoneK est

19:30 CFTC Nasdaq 100 speculative net positions 1.2K vs NoneK est

Today — Monday, May 11

3 events · 3 upcoming

14:00 Existing Home Sales MoM (Apr) est 2.1% / prev -3.6%

14:00 Existing Home Sales (Apr) est 4.05M / prev 3.98M

14:00 Existing Home Sales MoM prev 1.7

Tomorrow — Tuesday, May 12

14 events · 5 high impact

07:15 Fed Williams Speech Pending

12:30 CPI MoM (Apr) est 0.3% / prev 0.2%

12:30 CPI YoY (Apr) est 2.7% / prev 2.6%

12:30 CPI (Apr) est 332.3% / prev 330.21%

12:30 Core Inflation Rate MoM (Apr) est 0.4% / prev 0.2%

12:30 Core Inflation Rate YoY (Apr) est 2.7% / prev 2.6%

12:30 Inflation Rate MoM (Apr) est 0.6% / prev 0.9%

12:30 CPI s.a (Apr) est 331.9 / prev 330.293

12:30 Inflation Rate YoY (Apr) est 3.7% / prev 3.3%

16:00 WASDE Report Pending

17:00 Fed Goolsbee Speech Pending

18:00 Budget Balance (Apr) est 37.5B / prev -164.0B

18:00 Monthly Budget Statement (Apr) est 37.5B / prev -164.1B

20:30 API Crude Oil Stock Change (May/08) prev -8.1

🏦 INSTITUTIONAL FLOW

Institutional flows show a notable technology sector rotation, with 5,063 ETFs adding positions in META and 5,055 in semiconductor manufacturer MU, while simultaneously 2,892 ETFs reduced META exposure and 2,734 trimmed healthcare giant LLY. The data reveals split positioning in mega-cap tech, with equal numbers of ETFs (10) on both the buy and sell side, suggesting active rebalancing rather than directional conviction.

Top Buying

META Meta Platforms, Inc. ⭐

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

5063 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

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

5055 ETFs • 0 shares

INTC Intel Corporation ⭐

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

4741 ETFs • 0 shares

CSCO Cisco Systems, Inc. ⭐

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

4506 ETFs • 0 shares

JNJ Johnson & Johnson ⭐

+ Buying Falling Stock 5D -1.2% 3M -3.7% 1Y +48.1%

4249 ETFs • 0 shares

Top Selling

META Meta Platforms, Inc. ⭐

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

2892 ETFs • 0 shares

LLY Eli Lilly and Company ⭐

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

2734 ETFs • 0 shares

MU Micron Technology, Inc. ⭐

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

2327 ETFs • 0 shares

AMGN Amgen Inc. ⭐

- Selling Falling Stock 5D -2.0% 3M -9.0% 1Y +21.1%

2278 ETFs • 0 shares

JNJ Johnson & Johnson ⭐

- Selling Falling Stock 5D -1.2% 3M -3.7% 1Y +48.1%

2257 ETFs • 0 shares

🏛️ CONGRESSIONAL TRADES

Rep. April Delaney executed multiple transactions, purchasing shares of Markel Corporation (MKL), STERIS plc (STE), and Packaging Corporation of America (PKG), while selling positions in Morningstar Inc. (MORN) and Service Corporation International (SCI). Rep. Greg Stanton sold shares of Trulieve Cannabis Corp. (TCNNF), with Delaney's activity notably concentrated in the industrials and specialty insurance sectors.

Top Buying

MKL Markel Corporation ⭐ CONGRESS

+ Buying Falling Stock 5D +1.6% 3M -13.0% 1Y -4.3%

Rep. April Delaney (April Delaney) • $1,001 - $15,000

STE STERIS plc ⭐ CONGRESS

+ Buying Falling Stock 5D +0.9% 3M -18.6% 1Y -3.6%

Rep. April Delaney (April Delaney) • $1,001 - $15,000

PKG Packaging Corporation of America ⭐ CONGRESS

▲ + Buying Rising Stock 5D +5.0% 3M -2.4% 1Y +27.5%

Rep. April Delaney (April Delaney) • $1,001 - $15,000

TDG TransDigm Group Incorporated ⭐ CONGRESS

+ Buying Falling Stock 5D +8.0% 3M -2.5% 1Y -10.5%

Rep. April Delaney (April Delaney) • $1,001 - $15,000

V Visa Inc. ⭐ CONGRESS

▲ + Buying Rising Stock 5D -4.8% 3M -3.2% 1Y -8.1%

Rep. David Taylor (David Taylor) • $1,001 - $15,000

Top Selling

TCNNF Trulieve Cannabis Corp. ⭐ CONGRESS

▲ - Selling Rising Stock 5D +5.4% 3M +30.1% 1Y +113.1%

Rep. Greg Stanton (Greg Stanton) • $15,001 - $50,000

MORN Morningstar, Inc. ⭐ CONGRESS

- Selling Falling Stock 5D -10.6% 3M -7.1% 1Y -43.0%

Rep. April Delaney (April Delaney) • $1,001 - $15,000

SCI Service Corporation International ⭐ CONGRESS

- Selling Falling Stock 5D -9.2% 3M -6.3% 1Y +5.7%

Rep. April Delaney (April Delaney) • $1,001 - $15,000

CLH Clean Harbors, Inc. ⭐ CONGRESS

▲ - Selling Rising Stock 5D -6.0% 3M +10.4% 1Y +29.3%

Rep. April Delaney (April Delaney) • $1,001 - $15,000

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

👔 INSIDER ACTIVITY

Recent SEC filings show 24 insiders at EQT collectively added to their positions, representing the most concentrated cluster of insider accumulation this period. On the distribution side, 463 insiders at CRWV sold shares totaling $1.9 billion, while 42 insiders at CVNA also sold positions worth $1.9 billion, marking two of the largest coordinated insider selling events by both participant count and dollar value.

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

NOMD Nomad Foods Limited ⭐ INSIDER

+ Buying Falling Stock 5D +6.0% 3M -20.4% 1Y -47.6%

4 insiders • $89.7M

PRIM Primoris Services Corporation ⭐ INSIDER

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

8 insiders • $80.4M

Heavy Selling

CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER

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

463 insiders • $1.9B

CVNA Carvana Co. ⭐ INSIDER

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

42 insiders • $1.9B

SEI Solaris Energy Infrastructure, Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D +8.8% 3M +60.4% 1Y +249.0%

2 insiders • $290.5M

LTH Life Time Group Holdings, Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D +27.9% 3M +13.2% 1Y +2.2%

11 insiders • $239.1M

DVA DaVita Inc. ⭐ INSIDER

▲ - Selling Rising Stock 5D +27.7% 3M +36.6% 1Y +37.1%

2 insiders • $183.2M

📅 EARNINGS CALENDAR

Ahead of today's earnings reports, 126 companies are set to release results with PBR and PBR-A showing recent accumulation patterns while B and ASTS have exhibited distribution activity. Yesterday's session saw notable moves in WULF, which climbed 28.6%, ROAD advancing 17.0%, and ORLA gaining 12.6%. Tomorrow's calendar includes 73 additional earnings reports as the current reporting season continues.

📊 Previous Earnings — May 08, 2026

58 reported • ✅ 21 beats • ❌ 20 misses

WULF TeraWulf Inc. ⭐ MISS +28.6%

70

▲ + Buying Rising Stock

EPS: $-1.01 vs $-0.19 est (-429.1%)

Beats 0/12 quarters | Avg -95.6% | ⚠️ 12Q miss streak

9 insiders purchased / 10 insiders sold $18.7M

ROAD Construction Partners, Inc. ⭐ BEAT +17.0%

70

▲ + Buying Rising Stock

EPS: $0.18 vs $-0.05 est (+460.0%)

Beats 10/12 quarters | Avg +80.4% | 🔥 2Q beat streak

ORLA Orla Mining Ltd. ⭐ MET +12.6%

30

+ Buying Falling Stock

EPS: $0.37 vs $0.37 est

Beats 6/12 quarters | Avg +31.6%

SKYT SkyWater Technology, Inc. ⭐ MISS +12.1%

70

▲ + Buying Rising Stock

EPS: $-0.25 vs $-0.08 est (-212.5%)

Beats 8/12 quarters | Avg +67.3% | ⚠️ 2Q miss streak

4 insiders sold $7.1M

AU AngloGold Ashanti Plc ⭐ BEAT +9.1%

50

+ Buying Falling Stock

EPS: $2.52 vs $2.27 est (+11.0%)

Beats 3/12 quarters | Avg -32.6%

ANIP ANI Pharmaceuticals, Inc. ⭐ BEAT +7.8%

70

▲ + Buying Rising Stock

EPS: $2.05 vs $1.28 est (+60.2%)

Beats 12/12 quarters | Avg +34.4% | 🔥 12Q beat streak

18 insiders sold $4.0M

ABR Arbor Realty Trust, Inc. ⭐ MISS +6.4%

50

▲ + Buying Rising Stock

EPS: $0.07 vs $0.16 est (-56.2%)

Beats 10/12 quarters | Avg +6.7%

1 insider purchased $15.1K

OSK Oshkosh Corporation ⭐ MISS +6.3%

50

+ Buying Falling Stock

EPS: $0.85 vs $1.04 est (-18.3%)

Beats 9/12 quarters | Avg +13.9% | ⚠️ 2Q miss streak

2 insiders sold $862.1K

CLMT Calumet, Inc. ⭐ MISS +6.1%

70

▲ + Buying Rising Stock

EPS: $-3.64 vs $-0.33 est (-993.1%)

Beats 6/12 quarters | Avg -118.8%

1 insider sold $114.1K

UI Ubiquiti Inc. ⭐ MISS +5.9%

70

▲ + Buying Rising Stock

EPS: $3.88 vs $4.29 est (-9.6%)

Beats 7/12 quarters | Avg +10.3%

🎯 Reporting Today — May 11, 2026

126 reporting • Smart Money:

72 acc •

20 dist •

34 neut

PBR PetrÃ³leo Brasileiro S.A. - Petrobras ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg +3.3% | 🔥 2Q beat streak

1 insider purchased / 1 insider sold $173

PBR-A PetrÃ³leo Brasileiro S.A. - Petrobras ⭐

70

▲ + Buying Rising Stock

Beats 6/12 quarters | Avg -13.2%

CEG Constellation Energy Corporation ⭐

70

▲ + Buying Rising Stock

Beats 7/12 quarters | Avg +16.0%

SPG Simon Property Group, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 9/12 quarters | Avg +50.5% | 🔥 6Q beat streak

10 insiders purchased / 1 insider sold $2.0M

SPG-PJ Simon Property Group, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +35.0% | 🔥 2Q beat streak

IX ORIX Corporation ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg +210.3% | 🔥 3Q beat streak

CRCL Circle Internet Group ⭐

70

▲ + Buying Rising Stock

Beats 3/3 quarters | Avg +196.3% | 🔥 3Q beat streak

69 insiders sold $64.0M

FOXA Fox Corporation ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +45.5% | 🔥 12Q beat streak

FOX Fox Corporation ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +36.8% | 🔥 12Q beat streak

1 insider purchased / 14 insiders sold $91.9M

VNOM Viper Energy, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +30.6% | 🔥 12Q beat streak

2 insiders sold $589.5M

OVV Ovintiv Inc. ⭐

70

▲ + Buying Rising Stock

Beats 8/12 quarters | Avg +15.8% | 🔥 2Q beat streak

2 insiders sold $896.4K

KSPI Joint Stock Company Kaspi.kz ⭐

70

▲ + Buying Rising Stock

Beats 4/12 quarters | Avg -5.6% | ⚠️ 2Q miss streak

81 insiders sold $0

APC ARKO Petroleum Corp. Class A Common Stock ⭐

70

▲ + Buying Rising Stock

EPS: $-0.64 vs $0.14 est

Beats 0/2 quarters | Avg -284.3% | ⚠️ 2Q miss streak

NXE NexGen Energy Ltd. ⭐

70

▲ + Buying Rising Stock

Beats 0/12 quarters | Avg -159.6% | ⚠️ 12Q miss streak

FIGR Figure Technology Solutions, Inc. Class A Common Stock ⭐

70

▲ + Buying Rising Stock

Beats 1/2 quarters | Avg +28.2%

23 insiders sold $20.1M

📌 Next Earnings — May 12, 2026

73 reporting • Smart Money:

40 acc •

16 dist •

17 neut

JD JD.com, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 12/12 quarters | Avg +18.0% | 🔥 12Q beat streak

VOD Vodafone Group Public Limited Company ⭐

70

▲ + Buying Rising Stock

Beats 0/12 quarters | Avg -92.8% | ⚠️ 12Q miss streak

Q Qnity Electronics, Inc. ⭐

70

▲ + Buying Rising Stock

Beats 2/2 quarters | Avg +21.8% | 🔥 2Q beat streak

DUKB Duke Energy Corporation 5.625% ⭐

70

▲ + Buying Rising Stock

Beats 4/4 quarters | Avg +5.7% | 🔥 4Q beat streak

NXT Nextpower Inc. ⭐

70

▲ + Buying Rising Stock

Beats 11/12 quarters | Avg +43.6% | 🔥 11Q beat streak

11 insiders sold $10.7M

BNT Brookfield Wealth Solutions Ltd. ⭐

70

▲ + Buying Rising Stock

SKM SK Telecom Co.,Ltd ⭐

70

▲ + Buying Rising Stock

Beats 5/12 quarters | Avg -4.8% | 🔥 2Q beat streak

OKLO Oklo Inc. ⭐

70

▲ + Buying Rising Stock

Beats 1/7 quarters | Avg -1239.4% | ⚠️ 3Q miss streak

68 insiders sold $92.0M

OXLCI Oxford Lane Capital Corp. ⭐

70

▲ + Buying Rising Stock

Beats 1/1 quarters | Avg +9.3%

OXLCN Oxford Lane Capital Corp. ⭐

70

▲ + Buying Rising Stock

Beats 2/8 quarters | Avg -62.7% | ⚠️ 3Q miss streak

📝 Today's Summary

Smart money flows reveal divergent positioning across market participants as institutions engage in active technology sector rebalancing while corporate insiders show stark concentration patterns. Institutional investors demonstrate split conviction on mega-cap technology, with 5,063 ETFs adding exposure to Meta Platforms (META) even as 2,892 funds reduced positions in the same name, while semiconductor manufacturer Micron Technology (MU) attracted 5,055 ETF buyers against 2,734 sellers—a pattern suggesting tactical repositioning rather than directional bets. Corporate insiders at EQT Corporation showed notable accumulation with 24 participants adding to positions, representing the period's most concentrated insider buying cluster, while massive distribution emerged at Crown Holdings (CRWV) where 463 insiders sold $1.9 billion in shares and at Carvana (CVNA) with 42 insiders offloading $1.9 billion in stock. On Capitol Hill, Rep. April Delaney executed multiple transactions purchasing Markel Corporation (MKL), STERIS plc (STE), and Packaging Corporation of America (PKG) while exiting Morningstar Inc. (MORN) and Service Corporation International (SCI), concentrating activity in industrials and specialty insurance, and Rep. Greg Stanton sold shares of Trulieve Cannabis Corp. (TCNNF). Market structure indicators paint a picture of selective strength amid mixed breadth conditions, with volatility measures trending downward but revealing notable divergence between asset classes. The VIX declined 2.5% week-over-week to 17.38, residing in normal range territory, while the bond market MOVE index dropped 5.2% to 13.95 at historically low levels—a spread suggesting equity investors price in modest uncertainty while fixed income markets exhibit relative calm. Market participation shows technology-oriented indices outperforming broader averages with QQQ recording 62% breadth versus SPY's 54%, and sector leadership concentrated in Semiconductors, Real Estate, and Technology all registering above 70% participation rates. Traditional defensive sectors lag significantly with Healthcare at just 31% and Utilities at 26% breadth, though the transportation index's 72% participation rate signals divergence from consumer-facing weakness where Consumer Discretionary manages only 35% breadth. Tomorrow's Consumer Price Index release takes center stage following mixed economic signals that delivered strong payroll numbers but weak wage growth and plunging consumer sentiment. April payrolls exceeded expectations with 115,000 jobs added versus the 62,000 estimate, yet hourly earnings disappointed with 0.2% monthly growth against 0.3% forecasts and yearly wage pace slowing to 3.6% from 3.8% estimates, while Michigan sentiment collapsed to 48.2—the lowest reading since 2022's inflation peak—even as inflation expectations cooled to 4.5% from 4.8%. Markets now await CPI data expected to show 0.3% monthly and 2.7% yearly headline inflation with core potentially accelerating to 0.4% monthly, a reading that could reshape Federal Reserve rate cut expectations after yesterday's divergent labor market signals. With

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