Market News

Filings, earnings, and insider trades. Decoded.

We track what corporate executives are buying, flag unusual patterns in congressional stock disclosures, and cut through the spin in public earnings reports, so you get what actually happened, not the version companies want you to hear.

TOP REPORT
Earnings

Frontline Just Had Its Best Quarter Ever. The CEO Called It a Storm. He Meant That as a Good Thing.

Record $659M net profit, VLCCs earning $153K/day, and FFA paper for 2028 trading near $100K/day. The geopolitical mechanics behind the generational tanker market.

Earnings

BJ's Wholesale Club Made More Money This Quarter Than It Did in All of 2018.

$6.1B revenue, adjusted EPS up 19.3%, 8.5M members at an all-time high. The gas moat, the Texas expansion, and the SKU reduction strategy most coverage missed.

Earnings

ZKH Just Posted Its First Operating Profit. The Number Is RMB 4M. The Direction Is What Matters.

GMV up 18.9%, gross margin expanding, semiconductor GMV up 100-fold. China's largest industrial MRO marketplace finally turned profitable — here's what the business actually does.

Earnings

Jiayin (JFIN) Lost RMB 183M Last Quarter. It Also Has RMB 504M in Cash and a Pivot Strategy Worth Understanding.

Revenue down 61%, transaction volume down 74% — but cash jumped from RMB 43M to RMB 504M in one quarter. The AI technology pivot has more specifics than the headlines suggest.

Earnings

Cisco Just Had a Record Quarter. It Also Just Announced a $1 Billion Restructuring.

Record $15.8B revenue, AI orders tripling, and a $1B restructuring on the same call. Here's what CSCO investors need to understand.

Earnings

MicroVision Made $0.9M in Revenue Last Quarter. It's Burning $16.6M to Get There.

Revenue up 50%, gross margin jumped to 39% — but the burn rate math is the uncomfortable reality every MVIS holder needs to face.

Earnings

Westport Fuel Systems Has $24M in Cash and One Crucial Decision Coming by Year End

Cespira revenue up 33%, losses narrowing fast — but the cash is thin and the second OEM clock is ticking.

Earnings

Tuya Grew Revenue 8% Last Quarter. The $1 Billion in Cash Is the Part Nobody's Talking About

$80.9M revenue, 19.5% net margin, and $1B+ in liquid assets on a company most investors have never heard of.

Earnings

Monster Just Had Its Best Q1 Ever. Aluminum Cans Are Trying to Ruin It.

Record $2.35B revenue, up 26.9%. But gross margins slipped and aluminum cost headwinds are building.

Earnings

Payoneer's B2B Volume Doubled. The Interest Rate Headwind Is Quietly Eating the Win.

B2B volume up 44%, core EBITDA hit a company record — but interest income is falling as rates drop.

Earnings

Microsoft Just Printed $82.9 Billion. The Scarier Number Is $190 Billion

Microsoft beat Q3 2026 estimates — but the number that should actually get your attention is the $190 billion they're spending this year.

Capital Disclosures

Congressional trading

Public stock trades disclosed by members of Congress, tracked and flagged when the timing looks worth a second look.

Capitol Disclosure
Congressional Trading

Trump Made 3,642 Stock Trades in 90 Days. Here's What Nobody Is Connecting.

Trump's Q1 2026 OGE filing disclosed 3,642 trades worth $220M–$750M. The smaller positions — trucking, payroll, energy — overlap with White House policy decisions in ways the headline coverage keeps missing.

Capitol Disclosure
Congressional Trading

A Congressman Bought AAPL, MSFT, and NVDA on April 15. That Date Is Not a Coincidence.

Rep. McGuire bought three Magnificent Seven names simultaneously on the same day tariff relief sent tech stocks surging — while sitting on the Cyber, IT, and Innovation Subcommittee.

Capitol Disclosure
Congressional Trading

Byron Donalds Sold Chipotle and Intuit. Then Bought Eli Lilly and Marvell. The Rotation Tells a Story.

Donalds executed a precise sector rotation on Liberation Day — dumping consumer and fintech, buying pharma and AI semis. With a Florida governor race underway, the timing deserves a closer look.

Corporate Sentiment

Insider trading

Notable open-market buys and cluster sells, SEC Form 4 filings decoded into signals you can actually follow.

SEC Form 4
Insider Trading

The 10% Owner of This Obscure REIT Just Spent $5.7 Million Buying More Shares. Here's Why It Matters.

Ernest Rady bought 271,168 AAT shares across four tranches. He already owns 13M shares and controls the company. When a founder buys more of something he already owns at this scale, that's the strongest insider signal that exists.

SEC Form 4
Insider Trading

Charles Schwab's Founder Just Sold $16.8 Million of Stock. Six Other Executives Followed.

Charles R. Schwab sold $16.87M near 52-week highs — and six other insiders including the CRO, CTO, and Chief Banking Officer sold in the same 30-day window. The cluster breakdown most coverage missed.

Pre-Market Intel

Trade setups, insider buying, analyst calls, and market intelligence, before the bell, every business day.