Kalshi now implies a 44% chance of: When will traffic at the Strait of Hormuz return to normal? — Before Aug 1, 2026 That probability increased by 19 pts vs 7d ago (was 25%). As of Jun 13, 2026 • 04:02 PM ET #Kalshi #Markets #Investing #Economy #Fed #Inflation

🚨 MASSIVE INSIDER BUYS (>$100K) 🚨 (Filed Jun 12) 🏢 ** $AAT ** (American Assets Trust, Inc.) 👤 Rady Ernest S (Director, 10 Percent Owner, Officer: Executive Chairman) 💰 Bought $690K (28,000 shs @ $24.63) 🏢 ** $BSBR ** (Banco Santander Brasil SA) 👤 Leao Mario Roberto Opice (Director, Officer: Ceo) 💰 Bought $772K (148,400 shs @ $5.20) 🏢 ** $CMND ** (Clearmind Medicine Inc.) 👤 Hrt Financial Lp (10 Percent Owner) 💰 Bought $330K (2,159,052 shs @ $0.15) 🏢 ** $COSM ** (Cosmos Health Inc.) 👤 Siokas Grigorios (Director, 10 Percent Owner, Officer: Chief Executive Officer) 💰 Bought $160K (701,447 shs @ $0.23) 🏢 ** $CTSH ** (Cognizant Technology Solutions ) 👤 Rohleder Stephen J (Director) 💰 Bought $210K (4,034 shs @ $52.00) 🏢 ** $DBGI ** (Digital Brands Group, Inc.) 👤 Davis John Hilburn Iv (Director, Officer: Ceo) 💰 Bought $699K (618,333 shs @ $1.13) 🏢 ** $EVTC ** (Evertec, Inc.) 👤 Smith Brian John (Director) 💰 Bought $428K (16,202 shs @ $26.42) 🏢 ** $GOTU ** (Gaotu Techedu Inc.) 👤 Chen Xiangdong (Director, Officer: Ceo) 💰 Bought $447K (200,000 shs @ $2.23) 🏢 ** $INR ** (Infinity Natural Resources, Inc) 👤 Gray Steven D (Director) 💰 Bought $320K (25,000 shs @ $12.81) 🏢 ** $NRDY ** (Nerdy Inc.) 👤 Cohn Charles K. (Director, 10 Percent Owner, Officer: Chief Executive Officer) 💰 Bought $250K (258,204 shs @ $0.97) 🏢 ** $PEB ** (Pebblebrook Hotel Trust) 👤 Bortz Jon E (Director, Officer: Chairman And Ceo) 💰 Bought $699K (40,000 shs @ $17.48) 🏢 ** $PICS ** (PicS N.V.) 👤 Augusto Cazotto Andre (Officer: Ir, Strategy And M&A Officer) 💰 Bought $466K (49,500 shs @ $9.41) 👤 Batista Costa Jose Antonio (Director) 💰 Bought $175K (18,500 shs @ $9.47) 🏢 ** $PRTA ** (Prothena Corporation plc) 👤 Scully William P (10 Percent Owner) 💰 Bought $1.02M (125,000 shs @ $8.17) 🏢 ** $SMMT ** (Summit Therapeutics Inc.) 👤 Zanganeh Mahkam (Director, 10 Percent Owner, Officer: Co-Chief Executive Officer) 💰 Bought $49.99M (3,810,000 shs @ $13.12) 👤 Duggan Robert W (Director, 10 Percent Owner, Officer: Co-Chief Executive Officer) 💰 Bought $49.99M (3,810,000 shs @ $13.12) 🏢 ** $WOK ** (WORK Medical Technology Group L) 👤 Hrt Financial Lp (10 Percent Owner) 💰 Bought $364K (3,794,711 shs @ $0.10) 🏢 ** $YYGH ** (YY Group Holding Limited) 👤 Hrt Financial Lp (10 Percent Owner) 💰 Bought $330K (2,159,052 shs @ $0.15) Full breakdown 👇 sellsyde.ai/ #Stocks #Trading #Investing #StockMarket

🚨 8-K ALERTS: REGULATION FD DISCLOSURES (ITEM 7.01) 🚨 Top market-moving SEC filings today: 1️⃣ $RCKTW | Impact: ⚠️ 7.0/10 Rocket Pharmaceuticals secures $180 million from PRV sale, enhancing cash runway. 2️⃣ $BHR-PD | Impact: 👀 6.0/10 Braemar Hotels & Resorts is transitioning to a self-managed REIT, terminating its advisory agreement with Ashford Inc. This strategic move aims to reduce costs and enhance governance through a new board structure. 3️⃣ $FLUT | Impact: 👀 6.0/10 Flutter Entertainment plc plans to delist from the London Stock Exchange effective August 3, 2026, due to low trading activity and high regulatory costs. The company will maintain its listing on the New York Stock Exchange. 4️⃣ $FRHC | Impact: 👀 6.0/10 The company is initiating a $300 million common stock offering at $126.35 per share, with the offering expected to commence on June 15, 2026. This move is aimed at enhancing liquidity and capital resources. 5️⃣ $VRT | Impact: 👀 5.0/10 The acquisition of ThermoKey S.p.A. is expected to bolster Vertiv's capabilities in thermal management, particularly for high-density computing environments. This strategic move aims to enhance operational efficiencies and market access in the EMEA region. 🔍 Check the link in our bio for the full breakdown! #StockMarket #Stocks #Trading #Investing #SEC

🚨 8-K ALERTS: OTHER MATERIAL EVENTS (ITEM 8.01) 🚨 Top market-moving SEC filings today: 1️⃣ $ABCB | Impact: ⚠️ 8.0/10 The jury's verdict against Ameris Bank for wrongful termination and related claims could result in a total liability exceeding $79 million. The company plans to appeal, but the uncertainty surrounding the outcome poses significant risks. 2️⃣ $UNF | Impact: ⚠️ 8.0/10 The merger with Cintas, approved by shareholders, involves a cash and stock exchange that could significantly alter UniFirst's operational landscape. Regulatory hurdles remain, particularly from the FTC, which could delay the transaction. 3️⃣ $AES | Impact: 👀 6.5/10 AES Corp is facing two lawsuits from stockholders alleging material omissions in merger-related proxy statements. The company intends to supplement these disclosures to mitigate litigation risks while asserting compliance with legal standards. 4️⃣ $QXO-PB | Impact: 👀 6.0/10 The early tender results reflect a high acceptance rate for QXO's tender offers related to TopBuild's senior notes, crucial for the ongoing acquisition process. The amendments to the indentures significantly reduce covenant restrictions. 5️⃣ $IBCP | Impact: 👀 6.0/10 The merger between IBCP and HCB has received necessary regulatory approvals, with shareholder approval pending. The transaction is expected to close on July 1, 2026, if all conditions are met. 6️⃣ $HLX | Impact: 👀 6.0/10 The merger agreement between Helix Energy Solutions and Hornbeck Offshore Services is progressing with the FTC's approval, allowing for the transaction to close in the latter half of 2026, subject to shareholder and regulatory conditions. 7️⃣ $SAFE | Impact: 👀 5.0/10 The joint venture with Brookfield enhances Safehold's asset base while allowing for debt repayment and operational flexibility. The consolidation of the venture is expected to positively impact Safehold's financial statements. 8️⃣ $CTAS | Impact: 👀 5.0/10 Cintas Corporation's merger with UniFirst is under FTC review, having received a Second Request for additional information, which may delay the transaction's closure. The merger is still expected to finalize in the latter half of 2026, pending regulatory approvals. 9️⃣ $AKR | Impact: 👀 5.0/10 Acadia Realty Trust has initiated a forward sale of 9 million common shares, with an additional option for underwriters to purchase up to 1.35 million shares. The expected net proceeds of approximately $195.6 million will be allocated towards acquisitions and general corporate purposes. 10️⃣ $AEIS | Impact: 👀 5.0/10 The company is redeeming its $136.7 million convertible senior notes, which may affect liquidity and leverage ratios. The redemption is scheduled for September 23, 2026. 🔍 Check the link in our bio for the full breakdown! #StockMarket #Stocks #Trading #Investing #SEC

🚨 8-K ALERTS: MATERIAL DEFINITIVE AGREEMENTS (ITEM 1.01) 🚨 Top market-moving SEC filings today: 1️⃣ $AME | Impact: 👀 6.0/10 AMETEK has amended its credit agreements to increase borrowing capacity to support the Indicor acquisition, raising total commitments to $7.5 billion across revolving and term loans. The maturity of these facilities extends to 2031, with specific covenants in place. 2️⃣ $QRVO | Impact: 👀 6.0/10 The filing details Qorvo's entry into material definitive agreements related to a merger with Skyworks and an exchange offer for existing debt. The agreements include significant amendments to existing indentures, which may impact the company's financial structure and risk profile. 3️⃣ $UCB | Impact: 👀 6.0/10 UCB's divestiture of its equipment lease financing and reinsurance subsidiaries represents a strategic shift, potentially improving capital allocation and focus on core banking activities. The transaction's complexity and regulatory scrutiny may pose risks to execution. 4️⃣ $SMCI | Impact: 👀 5.0/10 Super Micro Computer, Inc. has entered into a $1.25 billion ATM offering and an underwriting agreement for 45.45 million shares, indicating a strategic move to bolster liquidity. The agreements allow for significant capital influx but raise concerns regarding shareholder dilution. 5️⃣ $OUT | Impact: 👀 5.0/10 OUTFRONT Media has entered into a material definitive agreement to issue $500 million in senior unsecured notes, which will mature in 2034 and bear a 6.000% interest rate. The issuance is subject to various covenants that may restrict the company's financial activities. 6️⃣ $BLD | Impact: 👀 5.0/10 TopBuild Corp has amended its debt covenants as part of a strategic acquisition, which may enhance operational flexibility but raises concerns regarding increased leverage and reduced investor protections. 7️⃣ $ELVN | Impact: 👀 5.0/10 Enliven Therapeutics has entered into an underwriting agreement for a public offering of common stock and pre-funded warrants, aiming to raise significant capital. The offering is expected to close shortly, pending customary conditions. 8️⃣ $NE-WT | Impact: 👀 5.0/10 Noble Corp has entered into a material definitive agreement by issuing $800 million in senior notes, which will mature in 2034 and carry a 6.250% interest rate. This move is expected to increase the company's leverage and impose certain operational restrictions. 9️⃣ $MCY | Impact: 👀 5.0/10 Mercury General's recent issuance of $525 million in senior notes at a 6.250% interest rate raises concerns about increased leverage and potential impacts on liquidity. The notes are due in 2036 and rank equally with existing unsecured debt. ➕ Plus $CAR, $CRMT, $MCK! Check our site for the rest. 🔍 Check the link in our bio for the full breakdown! #StockMarket #Stocks #Trading #Investing #SEC

🚨 8-K ALERTS: DELISTING NOTICES (ITEM 3.01) 🚨 Top market-moving SEC filings today: 1️⃣ $MVIS | Impact: ⚠️ 7.0/10 MicroVision's application to transfer its listing to the Nasdaq Capital Market is a response to a notification of non-compliance with the minimum bid price requirement. This move may provide the company with additional time to regain compliance but highlights ongoing financial challenges. 🔍 Check the link in our bio for the full breakdown! #StockMarket #Stocks #Trading #Investing #SEC

🚨 8-K ALERTS: BANKRUPTCY OR RECEIVERSHIP (ITEM 1.03) 🚨 Top market-moving SEC filings today: 1️⃣ $SNBR | Impact: 🔥 10.0/10 Sleep Number Corp filed for Chapter 11 bankruptcy on June 12, 2026, with a total debt of approximately $672.5 million. The company has entered a stalking horse asset purchase agreement for $415 million, but common shareholders are unlikely to recover any value. 🔍 Check the link in our bio for the full breakdown! #StockMarket #Stocks #Trading #Investing #SEC

BIOTECH CLINICAL READOUT: IONIS PHARMACEUTICALS INC $IONS Impact score: 7.5/10 Key data: • Ionis Pharmaceuticals shares positive long-term data for olezarsen in severe hypertriglyceridemia. • 53 patients showed mean hepatic fat fraction levels returning toward baseline after 24 months. • No serious adverse events reported, indicating a favorable safety profile. Investor debate: Overall, the data presented is promising for olezarsen, but careful monitoring of dosing strategies and long-term outcomes will be essential. Full note on SellSyde. #Biotech #ClinicalTrials #Pharma #Stocks

BIOTECH CLINICAL READOUT: MBX Biosciences, Inc. $MBX Impact score: 8.0/10 Key data: • Canvuparatide shows 57% responder rate at one year in chronic hypoparathyroidism. • No serious adverse events reported in one-year open-label extension. • Phase 3 trial set to begin in Q3 2026. Investor debate: Overall, the data supports a favorable outlook for canvuparatide as a treatment for chronic hypoparathyroidism, with a strong safety profile and promising efficacy. Full note on SellSyde. #Biotech #ClinicalTrials #Pharma #Stocks

BIOTECH CLINICAL READOUT: Dianthus Therapeutics, Inc. /DE/ $DNTH Impact score: 8.0/10 Key data: • Dianthus reports 75% response rate in Phase 3 CAPTIVATE trial for CIDP. • No serious adverse events reported, indicating a favorable safety profile. Investor debate: Overall, the interim results from the CAPTIVATE trial are promising, but investors should remain cautious until further data is available. Full note on SellSyde. #Biotech #ClinicalTrials #Pharma #Stocks

Gameverse Interactive Corp ($GVSE) has filed to go public, specializing in immersive software and video game development through virtual reality and artificial intelligence. Notably, the company reported a net loss of $(3,162,638) for the last fiscal year, raising questions about its financial sustainability. Despite this, Gameverse has cultivated a community of over 11,000 members on Discord and nearly 3,000 users actively testing its Alpha Web Platform, positioning itself for growth in a rapidly expanding market. The bullish case for Gameverse hinges on its innovative TruWorlds platform, which empowers creators by allowing them to retain ownership of their intellectual property. The immersive gaming sector is experiencing significant growth, providing ample opportunity for revenue through marketplace fees on TruCoin transactions. As the company seeks to leverage its community engagement and global reach, the potential for user base expansion could significantly enhance its revenue prospects. Conversely, the bearish outlook highlights the financial challenges Gameverse faces, including its substantial accumulated deficit and reliance on external funding to sustain operations. Additionally, the competitive landscape is fierce, with established players like Amazon and Activision Blizzard posing significant threats. Regulatory risks, particularly concerning compliance with privacy laws, further complicate the company's trajectory. The path forward for Gameverse is fraught with challenges, making its upcoming IPO a critical moment to watch. Follow for more. #IPO #fintwit #StockMarket #investing #gaming

🚨 Lennar Corporation (LEN) $LEN ⚪**RATING: HOLD** 📝**EXECUTIVE SUMMARY** This report follows Lennar's Q2 2026 earnings call, where management discussed operational performance against a challenging macro backdrop. Despite pressures, the company demonstrated strong execution and signs of margin recovery. 🚀**UPCOMING CATALYSTS** - Continued margin improvements in Q3 - Potential federal actions on housing affordability - Ongoing developments in inventory management 👉 Check bio for full report #RealEstate #Earnings #Investing #StockMarket

Kalshi now implies a 71% chance of: Fed funds rate after Apr 2027 meeting? — Will the upper bound of the federal funds rate be above 0.5… That probability decreased by 26 pts vs 7d ago (was 97%). As of Jun 12, 2026 • 04:02 PM ET #Kalshi #Markets #Investing #Economy #Fed #Inflation

SPX GEX regime: Dealers short gamma → trend / bigger-swing risk (dealer hedging can amplify moves). Flip 7393.57: below this, conditions may shift toward long-gamma behavior (more range / mean reversion). Pin 7400: high open-interest strike that can act like a magnet into the close. sellsyde.ai/spx-dealer-gamma…

🧠 Consumer Sentiment Shows Signs of Recovery Amid Easing Inflation Expectations Consumer sentiment saw a notable 9% increase in June, driven by easing gasoline prices, yet it remains significantly below last year's levels. The index now stands at 48.9, reflecting ongoing economic concerns. Year-ahead inflation expectations have also decreased from 4.8% to 4.6%, a positive sign for consumers. However, sentiment is still 19% lower than a year ago, indicating persistent worries about inflation's impact on personal finances. Notably, lower-income consumers reported a stronger sentiment increase, highlighting the critical role of fuel prices in shaping economic perceptions. Overall, while there are signs of relief, the low sentiment levels suggest that many consumers are still feeling the pinch of inflation. 📌 Scorecard: Michigan 1 Year Inflation Expectations (Jun): 4.6 vs 4.8 prior. 🔍 Under the hood: Consumer sentiment increased by about four index points, or 9%, from May. The improvement in sentiment was widespread across demographics. 🎯 Bottom line: The increase in consumer sentiment is encouraging, but persistent inflation concerns keep overall sentiment at low levels. Read the full note on SellSyde AI. #ConsumerSentiment #Inflation #Macro

🚨 News Sentiment Update: NEUTRAL ⚖️ Current Score: 6.40 / 10 S&P 500 ($SPY): 7,394.30 What's driving the market right now: 🔹 SpaceX raising $75 billion in record-setting IPO as Nasdaq debut awaits 🔹 CNBC Daily Open: Markets score big as Iran war nears final whistle and SpaceX takes the field Chart attached. 👇 #StockMarket #Investing #Trading #SP500 #Finance

🚨 DAILY ANALYST RATINGS (Jun 12) 🚨 📈 **UPGRADES** • Jefferies upgraded Arthur J. Gallagher & Co. $AJG from Hold to Buy on Jun 11, 2026 • Rothschild & Co upgraded CME Group Inc. $CME from Neutral to Buy on Jun 11, 2026 • BTIG upgraded Henry Schein, Inc. $HSIC from Neutral to Buy on Jun 11, 2026 📉 **DOWNGRADES** • Stifel downgraded Adobe Inc. $ADBE from Buy to Hold on Jun 12, 2026 • Rothschild & Co downgraded MarketAxess Holdings, Inc. $MKTX from Buy to Neutral on Jun 11, 2026 Full breakdown 👇 sellsyde.ai/ #Stocks #Trading #Investing

🚨 MASSIVE INSIDER BUYS (>$100K) 🚨 (Filed Jun 11) 🏢 ** $ACOG ** (Alpha Cognition Inc.) 👤 Opaleye Management Inc. (10 Percent Owner) 💰 Bought $149K (24,856 shs @ $5.98) 🏢 ** $AII ** (American Integrity Insurance Gr) 👤 Sowell James E (10 Percent Owner) 💰 Bought $2.30M (136,356 shs @ $16.88) 🏢 ** $ARTV ** (Artiva Biotherapeutics, Inc.) 👤 Ra Capital Management, L.P. (Director, 10 Percent Owner: ) 💰 Bought $7.65M (1,027,619 shs @ $7.44) 🏢 ** $BETR ** (Better Home & Finance Holding C) 👤 Frater Hugh R (Director) 💰 Bought $125K (5,150 shs @ $24.34) 🏢 ** $BKKT ** (Bakkt, Inc.) 👤 Alfred Michael (Director) 💰 Bought $2.17M (280,000 shs @ $7.75) 🏢 ** $BRC ** (Brady Corporation) 👤 Nargolwala Vineet A (Director, Officer: President & Ceo) 💰 Bought $1.00M (13,011 shs @ $76.86) 🏢 ** $ECL ** (Ecolab Inc.) 👤 Doukeris Michel D (Director) 💰 Bought $2.00M (7,750 shs @ $258.00) 🏢 ** $FBIN ** (Fortune Brands Innovations, Inc) 👤 Garden Edward P (Director) 💰 Bought $12.99M (320,067 shs @ $40.60) 🏢 ** $GLP ** (Global Partners LP) 👤 Global Gp Llc (Other: General Partner) 💰 Bought $498K (10,000 shs @ $49.80) 🏢 ** $HFRO ** (Highland Floating Rate Opportun) 👤 Saba Capital Management, L.P. (10 Percent Owner) 💰 Bought $850K (123,589 shs @ $6.88) 🏢 ** $INR ** (Infinity Natural Resources, Inc) 👤 Poole David P (Director) 💰 Bought $105K (7,500 shs @ $13.99) 🏢 ** $MTDR ** (Matador Resources Company) 👤 Foran Joseph Wm (Director, Officer: Chairman And Ceo) 💰 Bought $106K (2,000 shs @ $53.07) 🏢 ** $MXF ** (Mexico Fund, Inc. (The)) 👤 Saba Capital Management, L.P. (10 Percent Owner) 💰 Bought $237K (11,081 shs @ $21.39) 🏢 ** $NRDY ** (Nerdy Inc.) 👤 Cohn Charles K. (Director, 10 Percent Owner, Officer: Chief Executive Officer) 💰 Bought $199K (219,019 shs @ $0.91) 🏢 ** $NUVB ** (Nuvation Bio Inc.) 👤 Mashal Robert (Director) 💰 Bought $118K (25,000 shs @ $4.73) 🏢 ** $OUT ** (OUTFRONT Media Inc.) 👤 Norton James Michael (Officer: Evp, Cro, Enterprise) 💰 Bought $127K (4,130 shs @ $30.81) 🏢 ** $PETV ** (PetVivo Holdings Inc.) 👤 A.L. Sarroff Fund, Llc (10 Percent Owner) 💰 Bought $356K (375,000 shs @ $0.95) 🏢 ** $RYAN ** (Ryan Specialty Holdings, Inc.) 👤 Rogers John W Jr (Director) 💰 Bought $264K (7,500 shs @ $35.16) 🏢 ** $STEP ** (StepStone Group Inc.) 👤 Mccabe Michael I (Director, Officer: Head Of Strategy) 💰 Bought $5.02M (120,000 shs @ $41.85) 🏢 ** $STI ** (Solidion Technology, Inc.) 👤 Ikezi Henry (10 Percent Owner) 💰 Bought $567K (23,000 shs @ $24.66) 🏢 ** $STTK ** (Shattuck Labs, Inc.) 👤 Siegall Clay B (Director) 💰 Bought $250K (62,500 shs @ $4.00) 🏢 ** $TCBS ** (Texas Community Bancshares, Inc) 👤 Scavuzzo Anthony (Director) 💰 Bought $345K (20,000 shs @ $17.25) 🏢 ** $TMCI ** (Treace Medical Concepts, Inc.) 👤 Treace John T. (Director, 10 Percent Owner, Officer: Chief Executive Officer) 💰 Bought $118K (29,430 shs @ $4.02) 🏢 ** $YEXT ** (Yext, Inc.) 👤 Waugh Seth H. (Director) 💰 Bought $498K (133,000 shs @ $3.75) Full breakdown 👇 sellsyde.ai/ #Stocks #Trading #Investing #StockMarket