🏛️ DOD awards $54.1B to Boeing, LMT, RTX; 143-200% quarterly surge
The Department of Defense awarded $54.1 billion in contracts to Boeing, Lockheed Martin, and Raytheon Technologies this quarter, with each company posting triple-digit percentage increases from the prior quarter. Boeing's quarterly contract value jumped 143% to $7.9 billion, Lockheed surged 200% to...
⚡ NVDA CEO Huang Jen-Hsun sells $79.7M in stock; market awaits earnings
The Daily Filing | Monday, March 23, 2026 NVDA insider sells $80M. Plus CVS moves. THE DAILY FILINGMonday,...
📡 XOM dominates XLE at 23.9%; NVDA tops XLK tech at 15.3%
XOM commands 23.9% of the XLE energy ETF, while NVDA holds 15.3% of XLK tech weighting. These aren't diversified sector bets anymore, they're leveraged plays on two names. When your index fund is a quarter Exxon or a sixth Nvidia, concentration risk isn't theoretical, it's the position.
⚡ KEYS CEO Ronald Nersesian sells $8.6M in stock; market quiet
The Daily Filing | Friday, March 20, 2026 LVS insider files on $3M. Plus AME moves. THE DAILY FILINGFriday,...
⚡ CDNS insider Devgan sells $18.9M stock; market digest
The Daily Filing | Thursday, March 19, 2026 CDNS insider sells $19M. Plus CRM moves. THE DAILY FILINGThursday,...
⚡ CDNS exec Devgan sells $18.9M in stock; market wrap ahead
The Daily Filing | Thursday, March 19, 2026 CDNS insider sells $19M. Plus CRM moves. THE DAILY FILINGThursday,...
⚡ CDNS insider Devgan sells $18.9M in stock; market digest
The Daily Filing | Thursday, March 19, 2026 CDNS insider sells $19M. Plus CRM moves. THE DAILY FILINGThursday,...
⚡ CME executive Terrence Duffy receives $19.6M compensation package
The Daily Filing | Wednesday, March 18, 2026 POOL insider buys $1M. Plus TPL moves. THE DAILY FILINGWednesday,...
⚖️ CMS finalizes 2026 Medicare payment rates; EPA expands Superfund NPL
CMS finalized physician payment rates for 2026 and issued corrections to its Medicare drug inflation rebate program, while the EPA expanded its Superfund National Priorities List with new contaminated sites requiring federal cleanup intervention. The State Department separately tightened vetting...
⚖️ CMS finalizes 2026 Medicare payment rates; EPA expands Superfund list
CMS finalized 2026 Medicare physician payment rates and drug rebate program corrections this week, while EPA expanded its National Priorities List with additional Superfund sites designated for federal cleanup. Separately, HUD revoked the 30-day advance notice requirement for lease terminations due...
⚡ FANG Holdings sells 12.65M shares for $2.2B; WBD director Gould sells $16.4M stake
LP SGF FANG Holdings just unloaded 12.65 million shares of FANG for $2.2 billion, trimming its position to 84 million shares in what ranks as one of the largest single-entity stock sales this quarter.
🏛️ Rep. Mullin shifts portfolio with $50K-$100K UnitedHealth buy; Health panel member
Rep. Markwayne Mullin of Oklahoma purchased between $50,000 and $100,000 in UnitedHealth Group shares last week while serving on the House Energy and Commerce Committee, which oversees healthcare policy. The same day, Mullin sold his entire positions in Intuit and AutoZone, valued at up to $50,000 e