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QuantConomy

Weekly market brief: May 5 – May 11, 2026

QuantConomy Weekly digest

Strong bullish signals are evident in AAOI and PSUS, with significant insider buying and strong technical indicators. Conversely, bearish sentiment is high in KZR, UDMY, and CTLP, marked by insider sales, delisting notices, and acquisition changes. Prediction markets show a strong belief in a ceasefire between Russia and Ukraine by May 31, 2026.

Signals
20
Insider trades
20
8-K items
20
SEC filings
20
Prediction markets
20
News
20

Strongest signals

Cluster buying detected with 7 insider trades for PSUS worth $1.7500000010000048e+47M total, indicating a very strong very bullish signal.

Asset Signal Score Detail
TST
neutral
volume
100
TST/USDT sustained volume dry-up: 2% of expected volume for Monday 23:00 UTC, price flat 0.24% (strength 100)
AAOI
Applied Optoelectronics, Inc. Common Stock
very bullish
price
100
AAOI uptrend (gain): price 5.16% (strength 100, current 189.65)
BZFD
BuzzFeed Inc
bullish
corporate event
100
BZFD filed 8-K: Material Definitive Agreement, Earnings Release, Director or Officer Changes - 4 material events - [very strong bullish signal]
CETUS
very bearish
technical
97
CETUS/USDT RSI overbought at 96.9 (>70), strength 97
PSUS
Pershing Square USA, Ltd
very bullish
insider trade
85
Cluster buying detected: 7 insider trades for PSUS worth $1.7500000010000048e+47M total - 96000000 shares - [very strong very bullish signal]
AAVE
neutral
volume
100
AAVE/TRY sustained volume dry-up: 0% of expected volume for Monday 23:00 UTC, price flat 0.00% (strength 100)
MU
Micron Technology, Inc. Common Stock
very bullish
price
100
MU uptrend (gain): price 21.19% (strength 100, current 797.46)
KZR
Kezar Life Sciences Inc
very bearish
corporate event
100
KZR filed 8-K: Acquisition or Disposition, Modification to Rights of Security Holders, Change in Control - 5 material events - [very strong very bearish signal]
TRUMP
very bullish
technical
95
TRUMP/USDT RSI oversold at 4.8 (<30), strength 95
MBIN
Merchants Bancorp
very bearish
insider trade
71
Petrie Michael F. (Chairman and CEO, Director, 10% Owner) sold MBIN shares ($0.94M) - 20000 shares - [strong very bearish signal]
1MBABYDOGE
neutral
volume
100
1MBABYDOGE/USDT sustained volume dry-up: 1% of expected volume for Monday 23:00 UTC, price flat 0.04% (strength 100)
RKLB
Rocket Lab USA, Inc. Common Stock
very bullish
price
100
RKLB uptrend (gain): price 39.51% (strength 100, current 116.66)
UDMY
Udemy Inc
very bearish
corporate event
100
UDMY filed 8-K: Termination of Material Agreement, Acquisition or Disposition, Delisting Notice - 7 material events - [very strong very bearish signal]
LUNC
very bearish
technical
94
LUNC/TRY RSI overbought at 93.9 (>70), strength 94
LTH
Life Time Inc
very bearish
insider trade
68
DANHAKL JOHN G (Director, 10% Owner) sold LTH shares ($71.30M) - 2493083 shares - [strong very bearish signal]
DASH
neutral
volume
100
DASH/BTC sustained volume dry-up: 0% of expected volume for Monday 23:00 UTC, price flat 0.00% (strength 100)
HIMS
Hims & Hers Health, Inc.
very bullish
price
100
HIMS uptrend (gain): price 6.60% (strength 100, current 31.02)
CTLP
CANTALOUPE INC
very bearish
corporate event
100
CTLP filed 8-K: Termination of Material Agreement, Acquisition or Disposition, Delisting Notice - 6 material events - [very strong very bearish signal]
RUNE
very bearish
technical
93
RUNE/USDC RSI overbought at 92.7 (>70), strength 93
LTH
Life Time Inc
very bearish
insider trade
68
Green LTF Holdings II LP (Director, 10% Owner) sold LTH shares ($70.00M) - 2447621 shares - [strong very bearish signal]

Insider filings

Multiple executives sold large amounts of shares in several companies, indicating strong bearish sentiment.

Ticker Insider Type Value Filed
PSUS Pershing Square Management, LLC Director grant $4.8B 2026-04-30
PAYX GOLISANO B THOMAS gift $15.3M 2026-05-04
N/A Invesco Realty, Inc. grant $7.5M 2026-05-01
AR Kennedy Michael N. See Remarks sale $6.7M 2026-05-04
OSIS CHOPRA DEEPAK Director sale $5.6M 2026-05-04
PTEN Drummond Robert Wayne Jr sale $3.9M 2026-05-01
TTMI EDMAN THOMAS T Director sale $2.6M 2026-05-01
CINF Sewell Michael J CFO, EVP & Treasurer exercise $2.6M 2026-05-01
N/A Invesco Advisers, Inc. grant $2.2M 2026-05-01
AM Kennedy Michael N. See Remarks sale $2.2M 2026-05-04
GS SOLOMON DAVID M Chairman of the Board and CEO sale $2.1M 2026-05-01
GS FREDMAN SHEARA J Chief Accounting Officer sale $2.0M 2026-05-01
CYTK Lee Sung EVP, Chief Financial Officer sale $1.8M 2026-05-05
ECAT Saba Capital Management, L.P. sale $1.7M 2026-05-04
CSTM Hoffmann Philippe President, A&T sale $1.6M 2026-05-01
AR Schultz Yvette K See Remarks sale $1.5M 2026-05-04
AM Schultz Yvette K See Remarks sale $1.5M 2026-05-04
NUE Hanners Noah C Executive Vice President sale $1.5M 2026-05-01
GNRC Jagdfeld Aaron Chief Executive Officer sale $1.3M 2026-05-01
NUE Needham Daniel R. Executive Vice President sale $1.2M 2026-05-01

8-K items

Multiple companies filed 8-K reports indicating significant changes, including delistings and changes in control, suggesting high materiality.

Company Item Materiality Filed
PRPL Item 3.01 PRPL - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-11
— Item 5.01 BRYN INC. - 5.01 - Changes in Control of Registrant 1.00 2026-05-11
KZR Item 3.01 KZR - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-11
KZR Item 5.01 KZR - 5.01 - Changes in Control of Registrant 1.00 2026-05-11
UDMY Item 3.01 UDMY - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-11
UDMY Item 5.01 UDMY - 5.01 - Changes in Control of Registrant 1.00 2026-05-11
RMTI Item 3.01 RMTI - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-08
CTLP Item 3.01 CTLP - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-08
CTLP Item 5.01 CTLP - 5.01 - Changes in Control of Registrant 1.00 2026-05-08
HUMA Item 3.01 HUMA - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-08
ALCYU Item 3.01 ALCYU - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-08
ADTX Item 3.01 ADTX - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-08
CCEL Item 3.01 CCEL - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-08
DFNS Item 3.01 DFNS - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-08
CBFV Item 1.05 CBFV - 1.05 - Material Cybersecurity Incidents 0.95 2026-05-11
ARCC Item 2.03 ARCC - 2.03 - Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 0.95 2026-05-11
GTM Item 2.03 GTM - 2.03 - Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 0.95 2026-05-11
MGRC Item 2.03 MGRC - 2.03 - Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 0.95 2026-05-11
CACC Item 2.03 CACC - 2.03 - Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 0.95 2026-05-11
VRDN Item 2.03 VRDN - 2.03 - Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 0.95 2026-05-11

SEC filings radar

Several companies filed SEC filings, including tender offers and 13D/G filings indicating significant stake acquisitions, and Form 144 filings for proposed share sales.

Kind Ticker Filing Detail Filed
Tender offer — Unknown Subject Company — 2026-04-01
Tender offer — Unknown Subject Company — 2026-04-20
Tender offer — Unknown Subject Company — 2026-04-17
Tender offer — Unknown Subject Company — 2026-04-14
13D/G — Invesco Advantage Municipal Income Trust II - SC_13D Invesco Advantage Municipal Income Trust II 100% stake 2026-04-30
13D/G — C3is Inc. - SC_13D C3is Inc. 90.2% stake 2026-05-04
13D/G — iShares MSCI USA Small-Cap Quality Factor ETF - SC_13G iShares MSCI USA Small-Cap Quality Factor ETF 83.3% stake 2026-04-30
13D/G — Diameter Dynamic Credit Fund - SC_13D Diameter Dynamic Credit Fund 80.9% stake 2026-04-24
Form 144 — Xenia Hotels & Resorts, Inc. - Johnson Joseph T Xenia Hotels & Resorts, Inc. $415.7M proposed sale 2026-05-06
Form 144 — Apple Inc. - LEVINSON ARTHUR D Apple Inc. $71.2M proposed sale 2026-05-06
Form 144 — AMAZON.COM, INC. - DAY 1 ACADEMIES AMAZON.COM, INC. $60.6M proposed sale 2026-05-05
Form 144 — WESCO INTERNATIONAL, INC. - JOHN JAMES ENGEL WESCO INTERNATIONAL, INC. $28.5M proposed sale 2026-05-06
Registration — Unknown Issuer - S-1/A Unknown Issuer — 2026-04-27
Registration — Unknown Issuer - S-1/A Unknown Issuer — 2026-04-27
Registration — Unknown Issuer - S-3/A Unknown Issuer — 2026-04-27
Registration — Unknown Issuer - S-3/A Unknown Issuer — 2026-04-30
13F — VANGUARD PORTFOLIO MANAGEMENT LLC - 13F VANGUARD PORTFOLIO MANAGEMENT LLC $1886.8B portfolio, 3040 positions 2026-03-31
13F — Bank of New York Mellon Corp - 13F Bank of New York Mellon Corp $543.9B portfolio, 33728 positions 2026-03-31
13F — IMC-Chicago, LLC - 13F IMC-Chicago, LLC $278.4B portfolio, 6112 positions 2026-03-31
13F — Vanguard Global Advisers, LLC - 13F Vanguard Global Advisers, LLC $185.0B portfolio, 3616 positions 2026-03-31

Prediction markets

The prediction market for Russia x Ukraine ceasefire by May 31, 2026, has a 100% probability, indicating strong consensus on the event.

Question Yes Volume Platform Snapshot
MicroStrategy sells any Bitcoin by May 31, 2026? 0.3% $363.8M polymarket 2026-06-03 23:59 UTC
Will Egypt win the 2026 FIFA World Cup? 0.1% $158.6M polymarket 2026-07-07 21:31 UTC
Will Morocco win the 2026 FIFA World Cup? 0.1% $152.3M polymarket 2026-07-10 01:10 UTC
Will USA win the 2026 FIFA World Cup? 0.1% $142.5M polymarket 2026-07-07 05:09 UTC
Russia x Ukraine ceasefire by May 31, 2026? 100% $138.4M polymarket 2026-05-09 19:34 UTC
Will Mexico win the 2026 FIFA World Cup? 0.1% $137.8M polymarket 2026-07-06 06:00 UTC
Will Belgium win the 2026 FIFA World Cup? 2.2% $125.7M polymarket 2026-07-10 18:06 UTC
Will Norway win the 2026 FIFA World Cup? 6.2% $125.6M polymarket 2026-07-10 18:06 UTC
Will Argentina win the 2026 FIFA World Cup? 18% $122.5M polymarket 2026-07-10 18:06 UTC
Will Switzerland win the 2026 FIFA World Cup? 1.8% $121.6M polymarket 2026-07-10 18:06 UTC
Will Cape Verde win the 2026 FIFA World Cup? 0.1% $119.2M polymarket 2026-07-04 03:43 UTC
Will Ivory Coast win the 2026 FIFA World Cup? 0.1% $111.7M polymarket 2026-06-30 21:52 UTC
Will Croatia win the 2026 FIFA World Cup? 0.1% $109.5M polymarket 2026-07-03 04:04 UTC
Will Portugal win the 2026 FIFA World Cup? 0.1% $109.1M polymarket 2026-07-07 00:13 UTC
Will France win the 2026 FIFA World Cup? 38.6% $108.8M polymarket 2026-07-10 18:06 UTC
Will South Korea win the 2026 FIFA World Cup? 0.1% $107.5M polymarket 2026-06-28 04:49 UTC
Will Paraguay win the 2026 FIFA World Cup? 0.1% $107.4M polymarket 2026-07-05 02:12 UTC
Will Colombia win the 2026 FIFA World Cup? 0.1% $104.7M polymarket 2026-07-08 01:58 UTC
Will Canada win the 2026 FIFA World Cup? 0.1% $102.9M polymarket 2026-07-04 22:14 UTC
Will Spain win the 2026 FIFA World Cup? 16.7% $99.2M polymarket 2026-07-10 18:06 UTC

In the news

Asset-linked headlines published in this window, newest first.

Generated automatically from live QuantConomy data. Every row is a real platform record; the summary is model-written from those rows. Not investment advice.

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