← COMPANIES · STORYLINES

Storylines that may come to a head within 1–5 trading days

A model reads our news feed for the 50 tracked companies: which headlines are about which company, which of them report one event, and which events add up to a storyline — a deal, a lawsuit, a launch, a regulator’s decision. Every evening at 22:00 UTC it sees only what had arrived by then and judges what is pending. Assessments as of 07.10 18:00 New York time.

Headline groups212,39702.09–07.10
About the 50 companies15,484direct link only
Events (facts)8,5775,480 opinion pieces aside
Storylines1,7546,139 evening assessments

Assessed on the latest evening

Ordered by the chance of a decisive step within 5 trading days times the size of the move it would bring. The chance is the model’s own estimate; how such estimates matched what happened next is shown below.

Company Storyline and what is pending Within 5 days If it comes Latest event
AMD AMD may issue 320M shares to OpenAI and Meta at $0.01 each Next: AMD issues a press release or SEC filing confirming the share issuance to OpenAI and Meta. 70% ▼ fall size: large · priced in: partly 07.10 01:46 · 2 ev.AMD Crossed $600, So Does Meta Get 160 Million AMD Shares For Free Now?
AVGO Broadcom arranges $50B+ financing for OpenAI's custom AI chip Next: Official announcement of the financing agreement between Broadcom and OpenAI 70% ▲ rise size: large · priced in: little 07.10 17:03 · 1 ev.Broadcom is arranging over $50 billion financing for OpenAI’s custom AI chip: WSJ
META Allegations Meta knowingly runs AI deepfake scam ads Next: Regulatory investigation announced 70% ▼ fall size: large · priced in: partly 06.10 17:38 · 1 ev.Mark Cuban says Facebook knowingly runs AI deepfake scam ads as Meta docs reveal $16 billion in fraud-linked revenue
MU Taiwan union strike threat over bonus dispute Next: strike begins 70% ▼ fall size: large · priced in: little 07.10 03:55 · 14 ev.Micron workers at Taiwan plant vote in favour of strike
AMD AMD commits to White House AI Genesis mission Next: The White House AI Science Summit and official announcement of the Genesis mission commitments. · 08.10 100% ▲ rise size: medium · priced in: little 07.10 17:44 · 1 ev.TRUMP WILL ATTEND A WHITE HOUSE AI SCIENCE SUMMIT THURSDAY FOCUSED ON USING 'SUPER INTELLIGENCE' TO ACCELERATE SCIENTIFIC BREAKTHROUGHS AND STRENGTHEN U.S. LEADERSHIP, WITH THE ADMINISTRATION SET TO ANNOUNCE MORE THAN $1 BLN IN INDUSTRY COMMITMENTS TO THE GENESIS MISSION FROM COMPANIES INCLUDING AMD
MSTR Strategy announces new product or offering Next: official product launch or detailed announcement of the new offering 65% ▲ rise size: large · priced in: little 05.10 07:27 · 3 ev.Strategy's $6 Billion Bitcoin Safety Net
AAPL Apple smart home hub and updated Apple TV/HomePod Mini debut Next: product launch event · 13.10 95% ▲ rise size: medium · priced in: partly 06.10 17:10 · 3 ev.Apple's smart home expansion includes doorbell, lock, thermostat co-developed with LG
META AMD promises Meta shares in deal Next: Formal agreement or confirmation of the share transfer from AMD to Meta 60% ▲ rise size: large · priced in: little 05.10 06:24 · 1 ev.AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count.
NVDA Microsoft and Nvidia unveil AI-powered Surface Laptop Ultra Next: The start of shipping for RTX Spark-based machines (including the Surface Laptop Ultra and other OEM models) as announced by Microsoft and partners. 85% ▲ rise size: medium · priced in: little 07.10 14:51 · 7 ev.Microsoft Says New Laptop With Nvidia Chip Outperforms MacBooks
META Meta's electricity demands for data centers Next: Official statement or filing from Meta or Entergy regarding the electricity demands 80% • unclear size: medium · priced in: little 07.10 13:36 · 1 ev.Entergy Louisiana CEO lets it slip on Meta's electricity demands
MSFT Microsoft October 7 event announcement Next: Start of shipping of the new AI laptops with Nvidia chips 80% ▲ rise size: medium · priced in: partly 07.10 16:41 · 8 ev.Microsoft shows off new Windows software, revamped for agentic AI
NBIS Nebius secures $40B in customer commitments from two customers Next: filing of a material definitive agreement or press release with customer details and contract terms 50% • unclear size: large · priced in: partly 05.10 03:19 · 1 ev.Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers.
AAPL Apple ordered to pay Masimo $184M in interest on patent damages Next: Apple announces whether it will appeal the interest order 70% • unclear size: medium · priced in: partly 07.10 11:29 · 1 ev.Apple ordered to pay Masimo $184M in interest on patent damages
AMZN Meta's Muse shopping feature pulling purchases from Amazon Next: Venn's decision on whether to say no to Muse 70% ▲ rise size: medium · priced in: little 06.10 09:47 · 2 ev.Amazon Said No to Muse. Venn Wants Real Estate to Say No Too.
INTC Nvidia competes in Intel's PC business with Microsoft Surface Laptop Ultra Next: official launch of Microsoft Surface Laptop Ultra 70% ▼ fall size: medium · priced in: partly 07.10 10:52 · 1 ev.Nvidia Takes Aim at Intel’s $32 Billion PC Business With Microsoft’s Surface Laptop Ultra
SKHY SK Hynix lockup expiry anxiety over ADR premium Next: lockup expiry 70% ▼ fall size: medium · priced in: partly 07.10 09:12 · 1 ev.SK Hynix Lockup Expiry Stirs Anxiety Over Bumper ADR Premium
SKHY AMD CEO visits South Korea for AI collaboration talks with SK Hynix Next: announcement of a signed collaboration or partnership deal 70% ▲ rise size: medium · priced in: little 07.10 16:05 · 1 ev.AMD’s Lisa Su Visits South Korea, Reportedly Discusses AI Collaboration With Samsung, SK Hynix
SPCX SpaceX seeks $40B for Nvidia chips Next: Official announcement of the chip purchase deal or financing plan 70% ▲ rise size: medium · priced in: partly 07.10 11:38 · 3 ev.SpaceX, IREN Both Buy Nvidia Chips: Their AI Margins Couldn't Be More Different
AMD AMD CEO Lisa Su seeks more TSMC production capacity Next: TSMC announces additional capacity allocation for AMD 65% ▲ rise size: medium · priced in: partly 06.10 03:36 · 10 ev.AMD CEO Sees Very High Chip Demand, Urges AI Firms to Cooperate
AMZN FCC spectrum auction vote potentially benefiting Amazon Next: FCC vote decision on the spectrum auction 60% ▲ rise size: medium · priced in: partly 07.10 16:09 · 1 ev.FCC to vote on auctioning 25MHz of 'prime spectrum' in move that could benefit Amazon, SpaceX
COIN Coinbase Pro return and Deribit integration for global exchange Next: official launch date or specific integration milestones 60% ▲ rise size: medium · priced in: little 06.10 23:02 · 1 ev.COINBASE PRO TO RETURN; DERIBIT INTEGRATION CREATES COINBASE GLOBAL EXCHANGE
GOOGL Google near billion-dollar nuclear power deal with Constellation Energy Next: official announcement or signing of the nuclear power deal 60% ▲ rise size: medium · priced in: little 07.10 09:34 · 3 ev.Alphabet Partners with Constellation Energy in Massive New Nuclear Power Deal
INTC TSMC explores Terafab tie-up with Musk, threatening Intel's chip ambitions Next: a formal agreement or detailed announcement on the Terafab partnership structure 60% ▲ rise size: medium · priced in: little 07.10 13:27 · 6 ev.Musk rejects rumors of TSMC takeover of Terafab — Intel reaffirms 14A node deal as Musk floats cleanroom 'sublease'
NVDA Nvidia's 750 MW deal status Next: Official statement from Nvidia or OpenAI confirming the 750 MW deal remains intact 60% ▲ rise size: medium · priced in: little 07.10 11:20 · 1 ev.Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal
TSLA Cybercab launch event Next: Paris Auto Show showcase of Cybercab 60% • unclear size: medium · priced in: partly 06.10 12:10 · 69 ev.Tesla to Showcase its Cybercab Robotaxi at Paris Auto Show
TSLA Intel joins Terafab project Next: Outcome of the Memphis data center vote 60% • unclear size: medium · priced in: little 07.10 14:32 · 3 ev.Elon musk took heat at chaotic memphis data center vote
AMD AMD plans tens of billions in global supply chain investment Next: formal announcement of specific investment plans, partnerships, or board approval 40% ▲ rise size: large · priced in: little 07.10 02:43 · 1 ev.AMD CEO: We're to invest 'tens of billions’ across the global supply chain
ARM Qualcomm-Arm contract dispute trial Next: Verdict or settlement in the Qualcomm-Arm trial 40% • unclear size: large · priced in: little 05.10 06:06 · 1 ev.Qualcomm and Arm head to trial again, potential for huge damages in focus
ASML US export curbs on ASML Next: US government announcement of new export restrictions on ASML 40% ▼ fall size: large · priced in: partly 05.10 09:46 · 2 ev.China stockpiled 343 immersion DUV tools for advanced chipmaking
QCOM Arm contract dispute trial Next: a ruling or verdict in the trial 40% • unclear size: large · priced in: partly 05.10 06:06 · 1 ev.Qualcomm and Arm head to trial again, potential for huge damages in focus
TSM TSMC eyes Texas expansion Next: official announcement or board approval of the Texas expansion and/or Singapore fab 40% ▲ rise size: large · priced in: partly 06.10 16:14 · 3 ev.TSMC AND OTHER TAIWAN PLAYERS BOOST AI SPENDING IN US, SOUTHEAST ASIA - NIKKEI
MSFT Microsoft ends support for popular product on Oct 13 Next: the actual end of support on October 13 · 13.10 100% • unclear size: small · priced in: mostly 05.10 19:26 · 1 ev.Microsoft cutting off a best-seller with no extension on Oct. 13
AMZN Amazon nuclear energy investment for data centers 50% ▲ rise size: medium · priced in: partly 06.10 16:44 · 2 ev.Google Joins Microsoft, Amazon, and Meta on Constellation’s Energy Roster
BKNG FTC action over affiliate hotel ads Next: FTC filing or official announcement of action 50% ▼ fall size: medium · priced in: partly 07.10 12:01 · 1 ev.Priceline owner to face FTC action over affiliate's hotel ads, sources say
META Meta's $27B financing of Hyperion AI data center Next: official announcement or filing detailing the financing terms 50% • unclear size: medium · priced in: little 07.10 10:32 · 1 ev.Inside Wall Street's $27B financing of Meta's Hyperion AI data center
MSFT Microsoft launches Copilot super app for business AI Next: Microsoft may issue a statement or update on Copilot usage or monetization strategy 50% ▼ fall size: medium · priced in: little 07.10 12:43 · 11 ev.Bad News for Microsoft: “Basically Zero” AI Use for Most Employees on Copilot
SPCX Starlink India launch blocked by oligarchs Next: a response from Indian government or legal action 50% • unclear size: medium · priced in: little 07.10 14:19 · 1 ev.Elon Musk Accuses Unnamed ‘Oligarchs’ Of Blocking Starlink's India Launch
TSLA Trump awards Musk National Medal of Science Next: Trump awards Musk the National Medal of Science · 08.10 95% ▲ rise size: small · priced in: partly 07.10 15:16 · 1 ev.TRUMP SET TO AWARD MUSK HIGHEST US HONOR FOR SCIENTIFIC & TECHNOLOGICAL ACHIEVEMENT THURSDAY — FOX NEWS
MSTR Strategy resumes Bitcoin purchases Next: Weekly Bitcoin purchase report for the week ending October 11 · 12.10 90% ▲ rise size: small · priced in: partly 05.10 07:56 · 27 ev.Strategy bought 334 BTC last week
NVDA Marvell challenges Nvidia with AI chip weakness 30% ▼ fall size: large · priced in: little 07.10 10:08 · 1 ev.Marvell Just Found Nvidia’s Biggest AI Weak Spot — and It’s a $30 Billion Business

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How the evening estimates matched what came next

Evenings 03.09–30.09: 4,843 assessments with five sessions of prices after them. A large move is a day beyond the market of at least two typical days (2σ) in the next five sessions; a new event is a new fact of the same storyline within five trading days.

Model’s chance within 5 days Assessments Large move followed New event followed
0–19%2,08926%16%
20–39%1,56828%19%
40–59%61227%23%
60–100%57431%35%
All assessments4,84328%20%

Direction: where the model named up or down and the stock moved at least one typical day beyond the market over the next five sessions, the sign matched in 687 of 1481 cases.

Assessments of one storyline on neighbouring evenings overlap, and a large move may come from other news; this is a first reading over five weeks, not a proof.

How it is built

  1. Which company: every first headline of a group of reprints goes to Qwen3.6-27B with thinking off; the rare doubtful ones go to DeepSeek V4.1 Flash, which may read the article. Only a direct link counts: the company, its product, unit or executive is the subject or a party of the news.
  2. One event: headlines of a company close in meaning over 72 hours are compared by Qwen3.6-27B; every merge it proposes is checked by DeepSeek V4 Flash with thinking. Opinion pieces without a new fact are set aside.
  3. Storyline: DeepSeek V4 Flash with thinking decides whether a new event continues one of the company’s storylines of the last 14 days, starts a new one or is a one-off.
  4. Evening assessment: at 22:00 UTC the same model sees the storyline’s chronology up to that moment and the stock’s daily moves beyond the market, and answers what is pending, the chance within 5 trading days, direction, size and how much is already in the price.