InsiderStreet.ai

The Edge

Know What They Know

May 13, 2026
*Not investment advice
🔥 PRE MARKET MOVERS
Pre-Market Session • 07:00 ET • $0.0T Total Volume
📈 Top Gainers by $ Volume
MU +2.14% $1.7B
NVDA +3.03% $662M
RKLB +6.66% $145M
RDNT +0.18% $115M
EHC +0.65% $113M
WOLF +36.27% $98M
EOSE +26.25% $48M
QUBT +17.93% $19M
POET +4.57% $12M
PLUG +1.56% $5M
📉 Top Losers by $ Volume
INTC -4.08% $662M
BABA -3.81% $265M
QCOM -7.75% $235M
NOK -1.22% $49M
CDNL -3.87% $48M
IONQ -0.11% $43M
NVTS -8.04% $23M
GLIBK -2.28% $21M
OBE -6.52% $9M
SMR -7.90% $8M
Box size = dollar volume (liquidity) • Color intensity = % change magnitude

🐷 PIG ROAST

SE +13.1% GuruFocus: Missing earnings estimates while down 32% this year? That's some premium mediocrity right there.
INSM +11.7% Zacks: Up 89% in a year but still tanking 23% on mixed earnings—proof that biotech giveth and taketh away.
Q +9.9% Benzinga: Beat on both earnings and revenue while already up 76% this year—apparently someone didn't get the "buy low" memo.
ZBRA +11.4% MarketBeat: Finally remembered how to beat earnings estimates after a year of disappointing shareholders—better late than never.
VG +14.2% Benzinga: Crushing earnings while already up 71% this year—LNG money apparently burns hotter than natural gas.
QCOM -11.5% Barrons: Down 12% despite Barrons saying chip stocks are rising—someone clearly didn't read the memo.
ASTS -11.6% Fool: Missing on both earnings and revenue while burning cash faster than rocket fuel—space dreams meet Earth reality.
HIMS -14.1% MarketBeat: Double miss on earnings and revenue while down 36% this year—telehealth needs some serious self-care.
NVTS -15.0% Benzinga: Up 734% in a year but diluting shareholders with a $125M offering—success apparently breeds greed.
FORM -12.8% 247WallSt: Up 400% in a year, so naturally investors are taking profits faster than a casino cashout.

💬 Word on the Street

While Rep. Maria Elvira Salazar (R-FL) picked up shares of Carrier Global Corporation (CARR) worth up to $50,000, 44 insiders at Carvana Co. (CVNA) were heading for the exits with $1.9 billion in sales—the kind of lopsided action that makes you wonder who knows something the rest of us don't. Meanwhile, smart money dumped $5.3 billion more than they bought today, even as the VIX cooled off to 17.4, suggesting the big players might be less worried about volatility and more interested in locking in gains. Here's what smart money is doing today.

30
Accumulation
0
Distribution
📈 51.1%
SPY Strength
😱 17.4 ↓
VIX
💧 $6.70T ↓
Fed Liquidity
💰 $876.8M
Smart Money Buying
💸 $6.2B
Smart Money Selling
📉 $5.3B
Net Outflow
📖 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%
14 member(s) purchased N/A • 42 insiders purchased $8377.9M • 4658 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 • 3407 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 • 336 ETFs increased positions
CRM Salesforce, Inc. ⭐ CONGRESS INSIDER ETF
+ Buying Falling Stock 5D -0.0% 3M -9.2% 1Y -33.2%
6 member(s) purchased N/A • 10 insiders purchased $158.4M • 3173 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 • 3358 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 • 3055 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 • 2670 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 • 3929 ETFs increased positions
LLY Eli Lilly and Company ⭐ CONGRESS INSIDER ETF
▲ + Buying Rising Stock 5D +16.0% 3M -10.7% 1Y +20.9%
7 member(s) purchased N/A • 50 insiders purchased $104.2M • 3841 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 • 2569 ETFs increased positions
😱 VOLATILITY & FEAR

The VIX declined 2.5% week-over-week to 17.38, remaining within the normal range that suggests neither complacency nor elevated fear among equity market participants. Meanwhile, the MOVE index, which measures bond market volatility expectations, rose 8.3% to 15.09 despite remaining at historically low levels, indicating a modest uptick in fixed income uncertainty that contrasts with the relatively stable equity volatility picture. This divergence reflects differing sentiment between equity and bond markets, with fixed income traders pricing in slightly more uncertainty than their equity counterparts.

VIX
17.38
-2.5% WoW
➡️
Normal
MOVE
15.09
8.3% WoW
📈
Low
📊 MARKET REGIME

Market breadth presents a mixed picture with the Nasdaq showing relatively stronger participation at 58% compared to the S&P 500's 51% and Dow's 50%, while transports display notably higher breadth at 67%. Sector performance reveals a concentrated rally in Semiconductors, Real Estate, and Technology capturing the majority of upside, while defensive areas including Healthcare, Utilities, and Consumer Discretionary show significantly weaker participation below 31%. This divergence between growth-oriented technology sectors and traditional defensive plays, combined with modest overall market breadth, suggests selectivity rather than broad-based market strength.

Sector Strength
🔌 Semiconductors
100.0%
+7.4%
🏠 Real Estate
87.1%
+0.9%
💻 Technology
74.0%
+5.8%
🏦 Financials
60.5%
+0.0%
🧱 Materials
53.8%
+1.2%
🏭 Industrials
51.9%
+1.2%
⛽ Energy
50.0%
-3.1%
📡 Communication
47.8%
+0.2%
🛒 Consumer Staples
47.2%
+0.5%
🏥 Healthcare
31.0%
+0.4%
⚡ Utilities
25.8%
-2.5%
🛍️ Consumer Discretionary
22.9%
+0.2%
📈 INDEX BREADTH
SPY
51.1%
NEUTRAL
QQQ
58.4%
NEUTRAL
DIA
50.0%
NEUTRAL
IYT
67.4%
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 from the previous week, representing a modest contraction in system-wide liquidity conditions. The next H.4.1 release drops Thursday, May 7, which will show whether this liquidity drain continues—historically, declining liquidity has preceded periods of increased market volatility and tighter financial conditions.

📅 ECONOMIC CALENDAR Surprise Index: +1.0

Yesterday's inflation data delivered a clean sweep of misses on the headline figures, with both core CPI and core inflation rising 0.4% month-over-month against 0.3% estimates—the hottest monthly core reading since November 2024—while year-over-year headline inflation accelerated to 3.8% from 3.3%, marking the highest level since October 2023 and extending the reacceleration trend now entering its third consecutive month. The combined upside surprises of 0.1 percentage point across multiple core measures pushed rate-cut expectations further into late 2025, with fed funds futures now pricing less than 30% odds of any easing before December. Today's focus shifts to producer prices where core PPI is estimated at 0.3% versus last month's 0.1%, followed by tomorrow's retail sales data that could show significant deceleration from March's strong 1.7% print to just 0.5%, while three Fed speakers today and three tomorrow will likely address whether yesterday's stubborn inflation data warrants holding rates steady through year-end.

Yesterday — Tuesday, May 12
15 events · 1 beat · 6 misses
12:30 CPI YoY (Apr) 2.8% vs 2.7% est
12:30 Inflation Rate MoM (Apr) 0.6% vs 0.6% est
12:30 Core Inflation Rate MoM (Apr) 0.4% vs 0.3% est
12:30 Inflation Rate YoY (Apr) 3.8% vs 3.7% est
12:30 CPI MoM (Apr) 0.6% vs 0.6% est
12:30 CPI s.a (Apr) 332.407 vs 331.9 est
12:30 Core Inflation Rate YoY (Apr) 2.8% vs 2.7% est
12:30 CPI (Apr) 333.02% vs 332.3% est
18:00 Monthly Budget Statement (Apr) 215.0B vs 220.0B est
18:00 Budget Balance (Apr) 215.0B vs 157.2B est
20:34 API Crude Oil Stock Change (May/08) -2.188 vs -1.65 est
Today — Wednesday, May 13
9 events · 9 upcoming
10:00 OPEC Monthly Report Pending
11:00 MBA 30-Year Mortgage Rate (May/08) prev 6.45%
12:30 Producer Price Index MoM (Apr) est 0.5% / prev 0.5%
12:30 Core PPI MoM (Apr) est 0.3% / prev 0.1%
14:30 EIA Crude Oil Stocks Change (May/08) est -2.1 / prev -2.314
14:30 EIA Gasoline Stocks Change (May/08) est -2.85 / prev -2.504
15:30 Fed Collins Speech Pending
17:15 Fed Kashkari Speech Pending
23:00 Fed Logan Speech Pending
Tomorrow — Thursday, May 14
10 events · 1 high impact
12:30 Initial Jobless Claims (May/09) est 205.0K / prev 200.0K
12:30 Retail Sales Ex Autos MoM (Apr) est 0.6% / prev 1.9%
12:30 Import Prices MoM (Apr) est 1.0% / prev 0.8%
12:30 Retail Sales MoM (Apr) est 0.5% / prev 1.7%
12:30 Export Prices MoM (Apr) est 1.1% / prev 1.6%
14:00 Business Inventories MoM (Mar) est 0.8% / prev 0.4%
15:30 Atlanta Fed GDPNow (Q2) prev 3.7
17:00 Fed Hammack Speech Pending
21:45 Fed Williams Speech Pending
23:00 Fed Barr Speech Pending
🏦 INSTITUTIONAL FLOW

Exchange-traded funds demonstrated mixed positioning in Q4, with technology names META and INTC drawing the most additions (4,658 and 4,405 ETFs respectively) while simultaneously seeing significant removals (2,508 and 2,069 ETFs), suggesting rotation within the sector rather than broad-based accumulation. The institutional flow data shows split conviction across mega-cap technology and networking equipment stocks, with pharmaceutical name LLY appearing among the top reductions as 2,380 ETFs trimmed healthcare exposure.

Top Buying
META Meta Platforms, Inc. ⭐
+ Buying Falling Stock 5D -8.4% 3M -8.4% 1Y +2.5%
4658 ETFs • 0 shares
INTC Intel Corporation ⭐
▲ + Buying Rising Stock 5D +19.3% 3M +132.5% 1Y +457.5%
4405 ETFs • 0 shares
CSCO Cisco Systems, Inc. ⭐
▲ + Buying Rising Stock 5D +2.3% 3M +12.9% 1Y +56.3%
4239 ETFs • 0 shares
JNJ Johnson & Johnson ⭐
+ Buying Falling Stock 5D -1.2% 3M -3.7% 1Y +48.1%
3929 ETFs • 0 shares
LLY Eli Lilly and Company ⭐
▲ + Buying Rising Stock 5D +16.0% 3M -10.7% 1Y +20.9%
3841 ETFs • 0 shares
Top Selling
META Meta Platforms, Inc. ⭐
- Selling Falling Stock 5D -8.4% 3M -8.4% 1Y +2.5%
2508 ETFs • 0 shares
LLY Eli Lilly and Company ⭐
▲ - Selling Rising Stock 5D +16.0% 3M -10.7% 1Y +20.9%
2380 ETFs • 0 shares
INTC Intel Corporation ⭐
▲ - Selling Rising Stock 5D +19.3% 3M +132.5% 1Y +457.5%
2069 ETFs • 0 shares
AMGN Amgen Inc. ⭐
- Selling Falling Stock 5D -2.0% 3M -9.0% 1Y +21.1%
2044 ETFs • 0 shares
JNJ Johnson & Johnson ⭐
- Selling Falling Stock 5D -1.2% 3M -3.7% 1Y +48.1%
1994 ETFs • 0 shares
🏛️ CONGRESSIONAL TRADES

Congressional trading activity shows Rep. Maria Elvira Salazar made multiple purchases of CARR (Carrier Global), while Rep. Gilbert Cisneros took opposing positions by purchasing DASH (DoorDash) and selling FLEX (Flex Ltd). Sales activity included Rep. Greg Stanton disposing of TCNNF (Trulieve Cannabis) and Rep. April Delaney reducing her position in MORN (Morningstar).

Top Buying
CARR Carrier Global Corporation ⭐ CONGRESS
▲ + Buying Rising Stock 5D +10.3% 3M +6.8% 1Y -3.5%
Rep. Maria Elvira Salazar (Maria Elvira Salazar) • $15,001 - $50,000
DASH DoorDash, Inc. ⭐ CONGRESS
+ Buying Falling Stock 5D -0.8% 3M -14.2% 1Y -18.2%
Rep. Gilbert Cisneros (Gilbert Cisneros) • $1,001 - $15,000
CARR Carrier Global Corporation ⭐ CONGRESS
▲ + Buying Rising Stock 5D +10.3% 3M +6.8% 1Y -3.5%
Rep. Maria Elvira Salazar (Maria Elvira Salazar) • $1,001 - $15,000
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
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
FLEX Flex Ltd. ⭐ CONGRESS
▲ - Selling Rising Stock 5D +48.7% 3M +129.0% 1Y +268.2%
Rep. Gilbert Cisneros (Gilbert Cisneros) • $1,001 - $15,000
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
AER AerCap Holdings N.V. ⭐ CONGRESS
▲ - Selling Rising Stock 5D +9.4% 3M +5.8% 1Y +41.3%
Rep. Michael McCaul (Michael McCaul) • $1,001 - $15,000
👔 INSIDER ACTIVITY

Recent insider filings show concentrated cluster activity with 8 insiders at PRIM acquiring shares, while selling activity clustered at CVNA where 44 insiders offloaded $1.9B in holdings and CRWV where 391 insiders distributed $1.8B. The data reflects 15 accumulation signals balanced against 15 distribution signals across tracked securities.

Cluster Buying
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
AMGN Amgen Inc. ⭐ INSIDER
+ Buying Falling Stock 5D -2.0% 3M -9.0% 1Y +21.1%
11 insiders • $71.7M
ALKT Alkami Technology, Inc. ⭐ INSIDER
▲ + Buying Rising Stock 5D +2.0% 3M -6.1% 1Y -39.5%
6 insiders • $69.3M
Heavy Selling
CVNA Carvana Co. ⭐ INSIDER
- Selling Falling Stock 5D -1.8% 3M -0.9% 1Y +50.1%
44 insiders • $1.9B
CRWV CoreWeave, Inc. Class A Common Stock ⭐ INSIDER
▲ - Selling Rising Stock 5D +20.8% 3M +67.3% 1Y +170.5%
391 insiders • $1.8B
LTH Life Time Group Holdings, Inc. ⭐ INSIDER
▲ - Selling Rising Stock 5D +27.9% 3M +13.2% 1Y +2.2%
18 insiders • $735.7M
CRGY Crescent Energy Company ⭐ INSIDER
▲ - Selling Rising Stock 5D -3.8% 3M +29.6% 1Y +65.5%
2 insiders • $402.5M
SEI Solaris Energy Infrastructure, Inc. ⭐ INSIDER
▲ - Selling Rising Stock 5D +8.8% 3M +60.4% 1Y +249.0%
6 insiders • $297.3M
📅 EARNINGS CALENDAR

Looking ahead to today's earnings calendar with 97 companies reporting, Cisco Systems (CSCO) and Sumitomo Mitsui Financial Group (SMFG) are showing accumulation patterns heading into their releases, while Takeda Pharmaceutical (TAK) and Korea Electric Power (KEP) have experienced recent distribution activity. Yesterday's session saw significant momentum in QBTS, which surged 30.5%, alongside strong moves in LEGN and BETA. Tomorrow's slate includes 77 companies set to report quarterly results.

📊 Previous Earnings — May 12, 2026
75 reported • ✅ 31 beats • ❌ 16 misses
QBTS D-Wave Quantum Inc. ⭐ BEAT +30.5%
70
▲ + Buying Rising Stock
EPS: $-0.03 vs $-0.08 est (+64.8%)
Beats 3/12 quarters | Avg -145.6%
6 insiders sold $647.8K
LEGN Legend Biotech Corporation ⭐ MISS +27.2%
70
▲ + Buying Rising Stock
EPS: $-0.15 vs $-0.02 est (-650.0%)
Beats 10/12 quarters | Avg -12.9%
1 insider sold $87.1K
BETA BETA Technologies, Inc. ⭐ BEAT +24.7%
70
▲ + Buying Rising Stock
EPS: $-0.53 vs $-0.58 est (+8.6%)
Beats 1/4 quarters | Avg -706.0%
OKLO Oklo Inc. ⭐ BEAT +22.6%
70
▲ + Buying Rising Stock
EPS: $-0.19 vs $-0.20 est (+5.0%)
Beats 1/7 quarters | Avg -1239.4% | ⚠️ 3Q miss streak
68 insiders sold $92.0M
AMBQ Ambiq Micro, Inc. ⭐ MISS +18.9%
70
▲ + Buying Rising Stock
EPS: $-18.96 vs $-0.52 est (-3546.2%)
Beats 3/4 quarters | Avg -873.7%
2 insiders sold $21.2K
ATRO Astronics Corporation ⭐ BEAT +16.7%
70
▲ + Buying Rising Stock
EPS: $0.59 vs $0.55 est (+7.3%)
Beats 6/12 quarters | Avg -157.1% | 🔥 6Q beat streak
AIP Arteris, Inc. ⭐ BEAT +16.2%
70
▲ + Buying Rising Stock
EPS: $-0.03 vs $-0.08 est (+62.5%)
Beats 10/12 quarters | Avg +19.1% | 🔥 2Q beat streak
43 insiders sold $19.4M
SION Sionna Therapeutics, Inc. ⭐ MISS +15.7%
70
▲ + Buying Rising Stock
EPS: $-0.60 vs $-0.52 est (-15.4%)
Beats 3/6 quarters | Avg -80.0%
17 insiders sold $77.9M
VPG Vishay Precision Group, Inc. ⭐ BEAT +13.3%
70
▲ + Buying Rising Stock
EPS: $0.07 vs $-0.00 est (+70100.0%)
Beats 6/12 quarters | Avg +4519.9%
VIA Via Transportation, Inc. ⭐ BEAT +12.1%
50
▲ + Buying Rising Stock
EPS: $-0.05 vs $-0.06 est (+16.7%)
Beats 3/3 quarters | Avg +11.9% | 🔥 3Q beat streak
🎯 Reporting Today — May 13, 2026
97 reporting • Smart Money: 63 acc • 14 dist • 20 neut
CSCO Cisco Systems, Inc. ⭐
70
▲ + Buying Rising Stock
Beats 12/12 quarters | Avg +4.0% | 🔥 12Q beat streak
18 insiders sold $4.8M
SMFG Sumitomo Mitsui Financial Group, Inc. ⭐
70
▲ + Buying Rising Stock
EPS: $0.19 vs $0.22 est
Beats 9/12 quarters | Avg +14.1%
MFC Manulife Financial Corporation ⭐
70
▲ + Buying Rising Stock
Beats 10/12 quarters | Avg +5.5% | 🔥 2Q beat streak
RCB Ready Capital Corporation ⭐
70
▲ + Buying Rising Stock
Beats 4/12 quarters | Avg -145.7%
TSEM Tower Semiconductor Ltd. ⭐
70
▲ + Buying Rising Stock
Beats 10/12 quarters | Avg +6.9% | 🔥 10Q beat streak
PSLV Sprott Physical Silver Trust ⭐
70
▲ + Buying Rising Stock
OXLCN Oxford Lane Capital Corp. ⭐
70
▲ + Buying Rising Stock
Beats 2/8 quarters | Avg -62.7% | ⚠️ 3Q miss streak
AG First Majestic Silver Corp. ⭐
70
▲ + Buying Rising Stock
EPS: $0.31 vs $0.33 est
Beats 2/12 quarters | Avg -105.5% | 🔥 2Q beat streak
DT Dynatrace, Inc. ⭐
70
▲ + Buying Rising Stock
Beats 12/12 quarters | Avg +15.0% | 🔥 12Q beat streak
1 insider purchased / 3 insiders sold $3.3K
ICLR ICON Public Limited Company ⭐
70
▲ + Buying Rising Stock
Beats 10/12 quarters | Avg -0.1% | 🔥 4Q beat streak
PSEC-PA Prospect Capital Corporation ⭐
70
▲ + Buying Rising Stock
Beats 3/11 quarters | Avg -87.7% | 🔥 3Q beat streak
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032 ⭐
70
▲ + Buying Rising Stock
ICL ICL Group Ltd ⭐
70
▲ + Buying Rising Stock
Beats 8/12 quarters | Avg +9.6%
CORZZ Core Scientific, Inc. Tranche 2 Warrants ⭐
70
▲ + Buying Rising Stock
Beats 2/5 quarters | Avg -920.8%
BPYPO Brookfield Property Partners L.P. ⭐
70
▲ + Buying Rising Stock
📌 Next Earnings — May 14, 2026
77 reporting • Smart Money: 44 acc • 17 dist • 16 neut
AMAT Applied Materials, Inc. ⭐
70
▲ + Buying Rising Stock
Beats 12/12 quarters | Avg +6.2% | 🔥 12Q beat streak
5 insiders sold $4.5M
BABA Alibaba Group Holding Limited ⭐
70
▲ + Buying Rising Stock
Beats 8/12 quarters | Avg +3.1% | ⚠️ 3Q miss streak
3 insiders sold $1.5M
BN Brookfield Corporation ⭐
70
▲ + Buying Rising Stock
Beats 11/12 quarters | Avg +15.0% | 🔥 2Q beat streak
MNST Monster Beverage Corporation ⭐
70
▲ + Buying Rising Stock
Beats 6/12 quarters | Avg +1.9% | 🔥 5Q beat streak
1 insider sold $617.8K
CVE Cenovus Energy Inc. ⭐
70
▲ + Buying Rising Stock
Beats 10/12 quarters | Avg +21.1% | 🔥 5Q beat streak
CHT Chunghwa Telecom Co., Ltd. ⭐
70
▲ + Buying Rising Stock
Beats 6/12 quarters | Avg +0.2% | 🔥 4Q beat streak
NVMI Nova Ltd. ⭐
70
▲ + Buying Rising Stock
Beats 12/12 quarters | Avg +8.1% | 🔥 12Q beat streak
1 insider sold $23.4K
BNT Brookfield Wealth Solutions Ltd. ⭐
70
▲ + Buying Rising Stock
TIGO Millicom International Cellular S.A. ⭐
70
▲ + Buying Rising Stock
Beats 3/12 quarters | Avg -8.1%
GSAT Globalstar, Inc. ⭐
70
▲ + Buying Rising Stock
Beats 3/12 quarters | Avg -421.0% | ⚠️ 2Q miss streak
10 insiders sold $964.6K
📝 Today's Summary

Smart money flows are painting a picture of selective technology positioning amid mixed conviction signals. Exchange-traded funds added META and INTC most aggressively in Q4 with 4,658 and 4,405 additions respectively, though simultaneous removals of 2,508 and 2,069 funds suggest internal rotation rather than unified accumulation. Insider activity shows stark divergence, with 8 insiders clustering purchases at PRIM while massive distribution unfolded at CVNA where 44 insiders offloaded $1.9 billion and CRWV where 391 insiders distributed $1.8 billion. Congressional trades remain scattered, with Rep. Maria Elvira Salazar purchasing CARR (Carrier Global) multiple times while Rep. Gilbert Cisneros took opposing directional bets by buying DASH (DoorDash) and selling FLEX (Flex Ltd), and Rep. Greg Stanton sold TCNNF (Trulieve Cannabis). The current tally of 15 accumulation signals balanced against 15 distribution signals across tracked securities reflects this cautious positioning, though broader accumulation signals reached 30 with META, NOW, and ALKT topping the list. Market structure reveals a technology-led advance with notably thin participation beneath the surface. The VIX declined 2.5% week-over-week to 17.38, suggesting stable equity sentiment, while the MOVE index measuring bond volatility jumped 8.3% to 15.09, creating a divergence that indicates fixed income traders are pricing in more uncertainty than equity participants. Breadth metrics confirm this selectivity, with SPY strength registering just 51.1% and the S&P 500 at 51% while the Nasdaq showed marginally better participation at 58%. Sector performance concentrated heavily in Semiconductors, Real Estate, and Technology capturing the majority of gains, while defensive sectors including Healthcare, Utilities, and Consumer Discretionary languished below 31% participation. This growth-versus-defense split, combined with modest overall breadth, suggests institutional capital is rotating into specific technology winners rather than driving broad-based market strength. The catalyst landscape centers on inflation persistence and its implications for monetary policy timing. Yesterday's CPI data delivered a complete miss with core inflation rising 0.4% month-over-month against 0.3% estimates, marking the hottest monthly core reading since November 2024, while year-over-year headline inflation accelerated to 3.8% from 3.3%, the highest level since October 2023 and the third consecutive month of reacceleration. Fed funds futures now price less than 30% odds of any rate cut before December, pushing easing expectations deep into late 2025. Today's producer price data estimates core PPI at 0.3% versus last month's 0.1%, with three Fed speakers scheduled today and three tomorrow likely to address whether stubborn inflation warrants holding rates steady through year-end. Tomorrow's retail sales forecast shows significant deceleration to 0.5% from March's 1.7% print, which could provide either confirmation of cooling demand or further evidence of economic resilience. On the earnings front,

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

InsiderStreet.ai
This newsletter is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results. Always do your own research before making investment decisions.