ETN
Moving with its ai servers & data centers peers
- ETN −4.26% on the last session vs SPY −0.29%: −4.0 pts of stock-specific move.
- AI servers & data centers basket -7.3% (-7.0 pts vs SPY; DELL -9.1%, HPE -8.3%, VRT -6.9%, SMCI -6.9%): the stock moved with its peers.
- Aftermath, big drop (-4.3% today so far, past its big-drop line of -2.6%): After its 65 big drops in the past 5 years, ETN was higher a week later 43 times out of 65; half the outcomes fell between -1.0% and +3.3%. History, not a forecast.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 3.0× its 20-day average.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 10, 2026 | Kevin Hern | House | Sell | $1K–$15K | Sep 25 |
| Aug 27, 2026 | Gilbert Cisneros | House | Buy | $15K–$50K | Sep 10 |
| Apr 8, 2026 | Elizabeth Fletcher | House | Sell | $1K–$15K | May 1 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Feb 26, 2026 | David J. Taylor | House | Sell | $1K–$15K | Mar 6 |
| Jan 29, 2026 | John Boozman | Senate | Buy | $1K–$15K | Feb 15 |
| Jan 16, 2026 | David J. Taylor | House | Buy | $1K–$15K | Feb 2 |
| Jan 14, 2026 | John W Hickenlooper | Senate | Buy | $50K–$100K | Feb 6 |
| Dec 24, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Dec 10, 2025 | David J. Taylor | House | Buy | $1K–$15K | Dec 19 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 15, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Oct 6, 2025 | Kevin Hern | House | Sell | $15K–$50K | Nov 16 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
| Sep 12, 2025 | John Boozman | Senate | Buy | $1K–$15K | Oct 10 |
| Sep 12, 2025 | John Boozman | Senate | Buy | $1K–$15K | May 11 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Coatue (Philippe Laffont) | 4,968,415 | $2.1B | 4.4% | +5% | Q2 2026 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves