Peloton Interactive calls itself the largest interactive fitness community in the world, based on its 'community' of approximately 6 million members. As a technology company, Peloton seeks to mesh the physical and digital worlds to create an immersive and connected fitness experience. Peloton earns revenue from selling fitness equipment and subscription services. The company has approximately 2,600 employees. The shares are a component of the Russell 2000 Small-cap Index.

This week features an earnings report form discount giant Costco and some new inflation data. Last week, the Dow Jones Industrial Average rose 2%, the S&P 500 gained 1%, and the Nasdaq was flat. Year to date, the DJIA is up 5%, the S&P is higher by 9%, and the Nasdaq has popped 13%. Drilling down on the earnings calendar, AutoZone reports on Tuesday; Marvell Technology, Salesforce, Snowflake, HP, and Dick's Sporting Goods on Wednesday; and Costco Wholesale, Dell, MongoDB, Best Buy, and Dollar Tree on Thursday. Some 94% of S&P 500 companies have reported so far, and overall earnings are up 29% over last quarter. Information Technology, up 55%, and Communication Services, up 51%, are leading the pack. At the bottom are Healthcare, down 3%, and Energy, down 1%, according to LSEG I/B/E/S. On the economic calendar, the Case-Shiller Home Price Index is due out on Tuesday; Durable Goods and New Home Sales will be reported on Thursday; and the Personal Consumption Expenditures Index (an inflation indicator) will hit the tape on Friday. Gas prices remain elevated though prices dropped a penny last week and are now at an average of $4.49 per gallon for regular gas. The Atlanta Fed GDPNow forecasts 4.3% growth in GDP for 2Q. That's a big jump from 2% in 1Q. The Cleveland Fed Inflation Nowcast calls for CPI of 4.2% in May. That a step-up from the 3.8% print for April and 3.3% in March. Mortgage rates jumped 15 basis points last week, with the average 30-year fixed-rate mortgage now at 6.51%, according to FreddieMac. The next Federal Open Market Committee (FOMC) meeting is on June 17, and will be the first under the chairmanship of Kevin Warsh. Odds are at 3% for a rate hike at that meeting, a reversal from previous odds that called for a rate cut. Taking a deeper dive into performance so far in 2026, a leading industrialized global stock market index, the ETF EFA, is up 8% year to date, while the leading emerging market ETF (EEM) is up 20%. U.S. growth stocks are up 5% year to date as per the ETF IWF, while value stocks (IWD) are up 12%. Crude oil prices continue to be volatile. On Friday, oil was at $97 per barrel, up 67% for the year to date. In other asset classes for the year to date, AGG bonds are down 2%, gold is up 3%, and Bitcoin is down 13%. The U.S. dollar is up 1%, tracking DXY. The VIX Volatility Index was about 17 on Friday, below its historical average of 20. Turning to sector performance, the list from first as of May 15, is Energy (+32%), Information Technology (+17%), Communication Services (+11%), Consumer Staples (+11%), Industrials (+10%), Materials (+10%), Real Estate (+8%), Utilities (+3%), Consumer Discretionary (flat), Financials (-7%), and Healthcare (-7%).

Peloton Interactive calls itself the largest interactive fitness community in the world, based on its 'community' of over 3.1 million members. As a technology company, Peloton seeks to mesh the physical and digital worlds to create an immersive and connected fitness experience. Peloton earns revenue from selling fitness equipment and subscription services.

As per the weekly data from Vickers Stock Research, overall insider sentiment remains very cautious. Meanwhile, major stock indices continue to live at or near all-times high. What gives? Stepping back, we note that even with indices at all-time highs, rotation is clearly in play. So while the big picture might well be considered rosy, those who own monster stocks like Microsoft, Amazon, or Netflix have not had such a great month. Meanwhile, those who are all-in on the much-smaller consumer stock Modine Manufacturing may be ready to pull the trigger on that kitchen renovation after booking a 75% return over the past 30 days. Under the surface, there is indeed volatility. Turning the above back to current insider sentiment, we note interesting developments when we drill down to the sector level. As per Bloomberg, the three top-performing sectors year to date are Energy, Consumer Staples, and Materials -- and all three boast a bullish eight-week sell/buy ratio from Vickers. On the flipside, sectors struggling the most include Information Technology, which claims Vickers' only bearish sell/buy ratio, and Consumer Discretionary, which comes in at neutral. In between (and listed in descending performance order) are Industrial (with a neutral ratio from Vickers), Real Estate (bullish ratio), Healthcare (neutral), Utilities (bullish), Communication Service (neutral), and Financial (bullish). Look for us to provide more value-added analytics like sector insider trends in the weeks ahead. From a shorter-term sector perspective, only one sector logged a bullish one-week sell/buy ratio over the past week: Materials. This is the sector's second consecutive week with a bullish one-week ratio, after having recorded a neutral ratio two weeks prior. This week, analysts at Vickers highlighted insider transactions of interest at Ameriprise Financial Inc. (NYSE: AMP) and CrowdStrike Holdings Inc. (NGS: CRWD).