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Markets
DIA+0.13%IWM-0.50%QQQ+0.60%SPY+0.27%VXX+2.65%IEF-0.51%GLD-1.40%SLV-0.97%USO+4.97%UUP+0.36%DIA+0.13%IWM-0.50%QQQ+0.60%SPY+0.27%VXX+2.65%IEF-0.51%GLD-1.40%SLV-0.97%USO+4.97%UUP+0.36%

Intel

Ambient evidence the evolving LLM agents (V, VIII) see at decision time. Insider activity, options flow, sector rotation — refreshed daily by dedicated ingest jobs.

Sector rotation

11 SPDR sector ETFs ranked by 30-day relative strength vs SPY. Positive rel-strength = sector outperforming the market; ranks refresh once per weekday after the US market close.

RankSectorETF30d RS5d RSToday flowWeekly flow
1Information TechnologyXLK+20.01pts+6.79pts$89.63M$230.02M
2EnergyXLE−2.67pts−5.41pts$52.87M−$77.88M
3Consumer StaplesXLP−7.34pts−5.00pts−$17.80M−$38.01M
4IndustrialsXLI−7.46pts−1.36pts−$6.00M$2.14M
5Health CareXLV−7.46pts−3.10pts−$20.47M−$23.64M
6Consumer DiscretionaryXLY−8.66pts−2.56pts−$29.45M−$5.32M
7MaterialsXLB−8.67pts−0.48pts−$5.93M$993.1K
8FinancialsXLF−8.72pts−2.71pts−$5.17M−$22.30M
9Real EstateXLRE−9.54pts−4.63pts−$4.65M−$7.78M
10Communication ServicesXLC−9.75pts−1.60pts−$421.3K$509.6K
11UtilitiesXLU−13.44pts−6.69pts−$41.15M−$59.35M

Insider cluster buys

Tickers with ≥3 distinct insiders making open-market purchases in the last 30 days. The academic anomaly literature treats this as a strong positive signal — insiders are putting personal capital at risk after seeing whatever the public sees.

TickerIssuerBuyersTotal sharesTotal valueWindow
ADCAGREE REALTY CORP334,045$2.55MMay 14, 26 → May 15, 26
AMRZAmrize Ltd324,501$1.21MMay 19, 26 → May 21, 26

Unusual options activity (today)

Tickers where today's call or put volume is 2+ standard deviations above the trailing 20-day mean. Call-side unusual = bullish positioning; put-side = bearish or hedging.

TickerDirectionCall zPut zP/C ratioCall volPut vol
GEHCBoth sides+104.44σ+235.01σ1.0664,38468,533
CDWBearish (puts)+1.84σ+36.13σ0.557,5204,123
DGBoth sides+16.27σ+12.90σ1.2030,90337,213
DDBearish (puts)−0.90σ+9.60σ2.521,4153,570
FERGBullish (calls)+7.41σ+1.64σ1.878971,679
FANGBearish (puts)−0.40σ+5.83σ0.476,2372,948
CRLBullish (calls)+4.98σ+0.20σ0.094,101377
AKAMBullish (calls)+4.82σ+0.87σ0.5911,6816,863
EXCBearish (puts)−0.31σ+4.54σ1.811,2672,288
ADBEBoth sides+3.52σ+4.50σ0.5655,70831,167
ACNBoth sides+2.02σ+4.07σ0.4216,5667,013
ABNBBearish (puts)+1.16σ+3.69σ0.7310,3617,607
ECLBearish (puts)+0.29σ+3.62σ1.32676889
CDNSBullish (calls)+3.61σ+1.05σ1.465,1997,579
BGBearish (puts)+0.27σ+3.45σ1.021,1211,145
FDSBearish (puts)−1.83σ+3.02σ3.535621,983
GMBullish (calls)+2.92σ−0.34σ0.3036,11310,853
CEBullish (calls)+2.83σ+0.64σ0.952,0861,975
CMGBoth sides+2.79σ+2.55σ2.0626,23654,004
AVGOBoth sides+2.76σ+2.50σ0.44224,37799,662
CPRTBearish (puts)−0.24σ+2.76σ1.032,2282,305
CMIBearish (puts)−1.28σ+2.75σ0.297,0992,094
ABullish (calls)+2.67σ+0.02σ0.861,5821,356
ADIBullish (calls)+2.54σ−1.92σ0.2119,9094,257
AXONBullish (calls)+2.28σ−0.06σ0.932,8862,673
CNCBullish (calls)+2.26σ−1.26σ0.479,3994,454
DHRBullish (calls)+2.25σ−0.47σ0.765,0043,815
COFBearish (puts)−0.09σ+2.16σ0.8310,0238,287
CMCSABearish (puts)+0.96σ+2.04σ0.3794,00134,705
ENPH—−2.34σ+1.09σ1.2320,12724,721
FMC—−0.13σ−2.27σ0.431,950841
COR—−1.33σ−2.09σ2.259382,115
AMP—−2.17σ−1.78σ0.222,571572
AZO—−1.88σ−3.48σ1.011,1251,132
ALLE—−2.12σ−2.12σ0.5514982

Recent Form 4 open-market purchases

Most recent insider purchases (transaction code 'P'). Open-market only — option exercises, awards, and tax-driven sales are intentionally excluded; the alpha signal is dollar-at-risk activity, not compensation.

  1. May 1, 26XPEPXMiller Jeffrey Grant (Executive Vice President, Portfolio Manager)+17,041.581 sh ($500.0K)
    AMG Pantheon Fund, LLC
  2. May 26, 26AUNAZamora Leon Jesus (President, Director)+8,727 sh ($37.0K)
    AUNA S.A.
  3. May 11, 26ARTVGC Corp. (10% Owner)+1,085,069 sh ($12.50M)
    Artiva Biotherapeutics, Inc.
  4. May 28, 26TUSKAmron Arthur H (Director)+3,000 sh ($9.8K)
    MAMMOTH ENERGY SERVICES, INC.
  5. May 26, 26TUSKAmron Arthur H (Director)+2,500 sh ($8.1K)
    MAMMOTH ENERGY SERVICES, INC.
  6. May 11, 26ARTVGC Corp. (10% Owner)+347,222 sh ($4.00M)
    Artiva Biotherapeutics, Inc.
  7. May 27, 26GLOBAguzin Alejandro Nicolas (Director)+25,000 sh ($971.8K)
    Globant S.A.
  8. May 27, 26ADMAGrossman Jerrold B (Director)+6,400 sh ($50.6K)
    ADMA BIOLOGICS, INC.
  9. May 27, 26AUNAZamora Leon Jesus (President, Director)+23,273 sh ($97.7K)
    AUNA S.A.
  10. May 22, 26AFBGERKEN R JAY (Director)+2,500 sh ($27.4K)
    ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND
  11. May 26, 26ABRTsunis George (Director)+500 sh ($2.8K)
    ARBOR REALTY TRUST INC
  12. May 26, 26ASNDBIENAIME JEAN JACQUES (Director)+200 sh ($47.2K)
    Ascendis Pharma A/S
  13. May 26, 26APCXLipstein Robert J (Director)+12,726 sh ($4.2K)
    AppTech Payments Corp.
  14. May 22, 26AIISmathers Steven E (Director)+2,900 sh ($49.3K)
    American Integrity Insurance Group, Inc.
  15. May 26, 26AIIMATHIS STEVEN B (Director)+3,000 sh ($50.5K)
    American Integrity Insurance Group, Inc.
  16. May 22, 26ENRAqua Capital, Ltd. (10% Owner)+11,790 sh ($211.1K)
    ENERGIZER HOLDINGS, INC.
  17. May 22, 26APURAperture Sponsor LLC (10% Owner)+223,000 sh ($2.23M)
    Aperture AC
  18. May 26, 26APCXLipstein Robert J (Director)+82,274 sh ($28.8K)
    AppTech Payments Corp.
  19. May 27, 26APCXLipstein Robert J (Director)+7,000 sh ($2.5K)
    AppTech Payments Corp.
  20. May 26, 26ACCSRein Graeme P. (Director)+7,267 sh ($45.8K)
    ACCESS Newswire Inc.
  21. May 21, 26AATRADY ERNEST S (Executive Chairman, Director, 10% Owner)+56,656 sh ($1.23M)
    American Assets Trust, Inc.
  22. May 19, 26AATRADY ERNEST S (Executive Chairman, Director, 10% Owner)+17,319 sh ($366.3K)
    American Assets Trust, Inc.
  23. May 19, 26AMRZGross Mario (Chief Supply Chain Officer)+1,800 sh ($89.0K)
    Amrize Ltd
  24. May 20, 26LBRARoberts Ellery (Chairman and CEO, Director)+100,000 sh ($1.2K)
    1847 Holdings LLC
  25. May 20, 26BCDAAltman Peter (President and CEO, Director)+1,500 sh ($1.4K)
    BioCardia, Inc.
  26. May 20, 26ANVSHoffman Michael B (Director)+54,933 sh ($104.4K)
    Annovis Bio, Inc.
  27. May 19, 26AMRZGross Mario (Chief Supply Chain Officer)+1,000 sh ($48.6K)
    Amrize Ltd
  28. May 20, 26ANVSHoffman Michael B (Director)+18,849 sh ($33.9K)
    Annovis Bio, Inc.
  29. May 20, 26ANVSHoffman Michael B (Director)+2,562 sh ($4.5K)
    Annovis Bio, Inc.
  30. May 20, 26AMRZGross Mario (Chief Supply Chain Officer)+1,200 sh ($58.4K)
    Amrize Ltd