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← 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
STX Toshiba HDD supply expansion threat Next: Toshiba's official announcement of HDD capacity expansion plans (e.g., a new factory or production target) 30% ▼ fall size: large · priced in: partly 07.10 17:06 · 6 ev.Toshiba Just Issued a Major Warning to Seagate Stock. How to Play STX Here.
TSLA EU FSD approval push Next: EU formal approval or rejection of Tesla's FSD technology 30% ▲ rise size: large · priced in: partly 07.10 05:37 · 2 ev.Musk welcomes German backing for Tesla driver assistance tech as group chases EU approval
AMZN Amazon and Flipkart review security camera listings in India Next: A formal announcement from Amazon or Flipkart regarding the review results, or a regulatory ruling 40% • unclear size: medium · priced in: partly 05.10 06:55 · 1 ev.Amazon and Flipkart review security camera listings in India – report
AVGO Oracle, Broadcom, SpaceX seek debt financing for AI chips Next: Official confirmation or a filing detailing the debt financing terms from Broadcom or the consortium 40% ▲ rise size: medium · priced in: little 07.10 17:03 · 1 ev.Oracle, Broadcom And SpaceX Seek Debt Financing For AI Chips - WSJ
COIN Coinbase opens stablecoins to banks Next: announcement of additional bank partnerships or launch of the Citi stablecoin service 40% ▲ rise size: medium · priced in: partly 05.10 03:02 · 6 ev.Once 'Nearly Impossible,' Now Reality: Brian Armstrong Cheers Citi Partnership, Says Coinbase 'Has Come a Long Way'
COIN SEC and CFTC issue new crypto guidelines Next: Release of formal proposed or final crypto rules from the CFTC or SEC 40% ▼ fall size: medium · priced in: little 07.10 11:53 · 7 ev.JUST IN: CFTC SAYS IT WILL DELIVER CLEAR CRYPTO RULES WITH OR WITHOUT LEGISLATION FROM CONGRESS.
GOOGL Google execs to testify at NYC Council hearing on AI risks Next: Testimony at the NYC Council hearing on AI risks 40% ▼ fall size: medium · priced in: little 05.10 04:05 · 1 ev.AI Whistleblowers, Google, OpenAI, Meta to Face New York City Council
META Meta launches Muse for Small Business Next: Meta announces specific monetization pricing or a formal launch of Muse on AI glasses or Windows 40% ▲ rise size: medium · priced in: partly 07.10 13:36 · 22 ev.Microsoft Executive: Meta's Muse is coming to Windows; Copilot features powered by hybrid intelligence rolling out over the coming months — Event $MSFT $META
META Florida seeks injunction against Meta over teen safety on Facebook/Instagram Next: Court ruling on the temporary injunction 40% ▼ fall size: medium · priced in: little 07.10 11:11 · 1 ev.Florida AG James Uthmeier Files For Temporary Injunction Against $Meta
MU Micron plans to use excess cash for stock buybacks Next: formal buyback announcement or authorization 40% ▲ rise size: medium · priced in: partly 07.10 10:39 · 3 ev.Rosenblatt Lifts Micron’s Target to $1,900. The Cash Is There, The Buybacks Aren’t Yet.
NVDA Nvidia optics shift boosts Lumentum 40% ▲ rise size: medium · priced in: partly 04.10 21:40 · 1 ev.Nvidia Just Gave Lumentum Stock a New AI Catalyst
SKHY SK Hynix license deal with Netlist anticipated Next: announcement of a license deal or settlement between SK Hynix and Netlist 40% • unclear size: medium · priced in: partly 06.10 17:48 · 1 ev.NLST Stock Jumps 18% After Micron’s $600M License Deal — Retail Now Awaits SK Hynix
SPCX Space-based solar power progress with Starship Next: Official announcement of a space-based solar power demonstration mission or contract award 40% ▲ rise size: medium · priced in: partly 05.10 07:41 · 1 ev.Helio Highlights Industry Recognition of Energy Demand as Starship Reaches Orbit, Advancing the Launch Economics Behind Space-Based Solar Power
SPCX SpaceX SDA mission reattempt Next: launch reattempt of the SDA mission 40% • unclear size: medium · priced in: partly 05.10 10:52 · 1 ev.SpaceX To Reattempt SDA Mission, Rally Continues Amid Busy Launch Schedule
SPCX NASA bulk rocket buy for moon base Next: NASA decision on the bulk rocket buy and SpaceX's inclusion or phaseout 40% ▼ fall size: medium · priced in: little 06.10 08:17 · 1 ev.NASA Eyes Bulk Rocket Buy for Moon Base Amid SpaceX Phaseout
SPCX SpaceX and Tesla to build Terafab AI chip complex Next: A formal announcement of the Terafab construction timeline or a signed partnership agreement between Tesla, SpaceX, and TSMC. 40% • unclear size: medium · priced in: little 07.10 11:16 · 2 ev.Elon Musk Clarifies TSMC's Terafab Role; Grok Adds Rival Models
SPCX SpaceX debt plans Next: announcement of debt financing terms or closing 40% • unclear size: medium · priced in: partly 07.10 17:03 · 5 ev.Oracle, Broadcom And SpaceX Seek Debt Financing For AI Chips - WSJ
SPOT AI add-ons and new verticals strategy Next: Launch of an AI add-on product or a new vertical service 40% ▲ rise size: medium · priced in: partly 07.10 03:09 · 5 ev.Spotify to Expand Audiobooks Offering to More Than 180 Markets
TSM TSMC in talks with Elon Musk's Terafab for chipmaking collaboration Next: A formal sublease agreement or official announcement from TSMC or Terafab 40% • unclear size: medium · priced in: partly 07.10 11:16 · 5 ev.Elon Musk Clarifies TSMC's Terafab Role; Grok Adds Rival Models
TSM AMD seeks additional TSMC capacity Next: a formal agreement or announcement of increased capacity allocation from TSMC to AMD 40% ▲ rise size: medium · priced in: partly 06.10 00:52 · 2 ev.TAIPEILAND'S LISA SU: SEES STRONG DEMAND FOR NEXT SEVERAL YEARS, CREDITS TSMC FOR EXPANDING CAPACITY
AMD AMD coordinates with memory suppliers to meet demand Next: The planned meeting between AMD CEO Lisa Su and Samsung/SK Hynix executives in Seoul 70% ▲ rise size: small · priced in: partly 07.10 02:55 · 8 ev.AMD CEO SAYS SHE PLANS TO MEET SAMSUNG ELECTRONICS AND SK HYNIX IN SEOUL
SPCX SpaceX AI compute deal with Anthropic Next: Launch of Grok bot with integrated Claude Opus 5.5 and other models 70% ▲ rise size: small · priced in: partly 07.10 16:20 · 4 ev.SpaceX Still Trades Above Its IPO Price. Could Anthropic Do the Same?
NVDA Nvidia-backed Lambda raising $4B at $14.5B valuation Next: Lambda officially announces or files the funding round 65% ▲ rise size: small · priced in: little 06.10 12:49 · 1 ev.Nvidia-backed cloud computing firm Lambda raising up to $4 billion at pre-money valuation of $14.5 billion: WSJ
AVGO Broadcom raises $60B to fund AI chip production Next: completion of the $60 billion debt offering 60% ▲ rise size: small · priced in: partly 05.10 17:00 · 2 ev.Wall Street banks launch record $60 bln chip deal for Broadcom and Anthropic - FT. $AVGO
AAPL Apple foldable iPhone launch under Ternus era Next: official launch or pre-order start of the iPhone Duo 30% ▲ rise size: medium · priced in: partly 05.10 05:04 · 8 ev.App-makers are having a blast with the iPhone Duo, turning it into a retro Walkman
AMD AMD deepens South Korea AI ties Next: a signed deal or partnership announcement with a South Korean AI firm 30% ▲ rise size: medium · priced in: partly 06.10 03:16 · 1 ev.AMD’s Deepening South Korea AI Ties Could Be A Game Changer For Advanced Micro Devices (AMD)
AMZN Amazon data center community investment and transparency push Next: a specific community investment agreement or data center approval from a local government 30% ▲ rise size: medium · priced in: partly 05.10 10:32 · 7 ev.Amazon ends secret data center pacts and pledges $1 billion to host towns
AMZN Amazon drivers demand Teamsters recognition in Southern California Next: Amazon's decision to recognize or oppose the union, or an NLRB filing 30% • unclear size: medium · priced in: little 05.10 17:13 · 1 ev.SOUTHERN CALIFORNIA AMAZON DRIVERS AT TWO FACILITIES DEMAND TEAMSTERS RECOGNITION
AMZN Apple enters smart home market as rival to Amazon Next: Apple's official product launch or announcement 30% ▼ fall size: medium · priced in: little 07.10 03:27 · 1 ev.Amazon, Google Face New Smart Home Rival as Apple Lines Up Doorbell, Lock and Camera Launches: Report
AMZN Teamsters extend picket line to Amazon DBK1 facility 30% ▼ fall size: medium · priced in: little 07.10 16:35 · 2 ev.AMAZON DRIVERS AT DBK1 JOIN TEAMSTERS AS NATIONWIDE ORGANIZING MOMENTUM GROWS
COIN Coinbase CAO retirement and leadership shuffle Next: announcement of a new CAO or the effective retirement date 30% ▼ fall size: medium · priced in: partly 05.10 17:25 · 1 ev.Coinbase CAO to retire as leadership shuffle continues after layoffs
GOOGL Waymo expands driverless ride service to Detroit Next: Waymo begins driverless ride service in Detroit 30% ▲ rise size: medium · priced in: partly 06.10 14:48 · 1 ev.Waymo to start offering driverless rides in Detroit
GOOGL Google and Unity partner on AI gaming platform Next: launch announcement or detailed product roadmap for the AI gaming platform 30% ▲ rise size: medium · priced in: partly 07.10 08:17 · 1 ev.Google and Unity Partner on New AI Gaming Platform for the Next Era of Interactive Entertainment
INTU Intuit small business banking push with Meta's Muse 30% ▲ rise size: medium · priced in: partly 06.10 15:15 · 1 ev.How Meta's Muse aids Intuit's push into small business banking
META Meta execs to testify at NYC Council hearing on AI risks Next: the actual NYC Council hearing where Meta executives testify and possibly face questions or decisions 30% ▼ fall size: medium · priced in: mostly 05.10 04:05 · 1 ev.AI Whistleblowers, Google, OpenAI, Meta to Face New York City Council
META Meta joins Biohub AI biology data investment with US government and Google Next: Formalization of the partnership or specific investment terms (e.g., funding amount, project scope) 30% • unclear size: medium · priced in: little 07.10 09:02 · 1 ev.US GOVERNMENT, GOOGLE, META TO JOIN BIOHUB IN AI BIOLOGY DATA INVESTMENT- BIOHUB
MU New China rival threatens Micron and SanDisk Next: a court ruling or a countersuit from YMTC 30% • unclear size: medium · priced in: little 06.10 08:02 · 3 ev.Micron Says a Chinese Rival Poached Its Engineers, Then Sued It With Its Own Technology
MU Micron long-term demand visibility and strategic customer agreements Next: new strategic customer agreement or capacity expansion announcement 30% ▲ rise size: medium · priced in: little 06.10 08:15 · 8 ev.Micron says RAM shortages will drag into 2028, and customers face 'much higher prices'
NFLX Disney licenses content to Netflix Next: a report on viewership or subscriber impact from the Disney content 30% ▲ rise size: medium · priced in: partly 05.10 11:12 · 2 ev.Netflix’s Best New Show Has A 95% Rotten Tomatoes Score, And It’s Disney’s
NOW Edwin AI agent-to-agent capabilities with Work4Flow and LogicMonitor Next: A formal product launch or customer deployment announcement for the new agent-to-agent capabilities 30% ▲ rise size: medium · priced in: partly 05.10 12:32 · 1 ev.Work4Flow and LogicMonitor Deepen Edwin AI Investigations in ServiceNow with New Agent-to-Agent Capabilities
NVDA Notable investors turn bearish on Nvidia AI trade 30% ▼ fall size: medium · priced in: little 05.10 14:06 · 1 ev.Steve eisman michael burry bearish ai trade chips nvda crwv
NVDA Broadcom challenges Nvidia with custom TPU chips and $60B debt package Next: Broadcom's official launch or customer adoption announcement for the TPU chips 30% ▼ fall size: medium · priced in: little 06.10 13:38 · 1 ev.Challenging Nvidia's Dominance: Broadcom Pairs Custom TPU Chips with $60 Billion Debt Package
NVDA Nvidia considers $1B investment in Figure Next: Nvidia announces a decision on the $1B investment in Figure 30% • unclear size: medium · priced in: partly 07.10 09:03 · 1 ev.NVIDIA DISCUSSED INVESTING ANOTHER $1B IN FIGURE: INFORMATION
SPCX Iran escalates Starlink warnings amid protests Next: Iran announces a complete ban or jamming of Starlink signals 30% ▼ fall size: medium · priced in: little 05.10 06:46 · 1 ev.IRAN ISSUES STRONGER WARNINGS ABOUT STARLINK AMID ESCALATING COST-OF-LIVING ISSUES AND GROWING FEARS OF PUBLIC PROTESTS, SHOWING INCREASING ANXIETY OVER ACCESS TO SATELLITE INTERNET.
SPCX SpaceX spectrum access push faces aerospace industry backlash Next: FCC vote on auctioning 25MHz of prime spectrum 30% ▲ rise size: medium · priced in: little 07.10 16:09 · 2 ev.FCC to vote on auctioning 25MHz of 'prime spectrum' in move that could benefit Amazon, SpaceX
SPCX Musk targets Delta in airline satellite connectivity fight 30% • unclear size: medium · priced in: little 07.10 10:09 · 1 ev.Musk Targets Delta, the Missing Link in Airline Satellite Fight
TSLA Tesla Bitcoin sale and missed gains Next: Tesla statement on future Bitcoin strategy 30% ▼ fall size: medium · priced in: little 07.10 09:21 · 2 ev.Robinhood Joins Strategy, Tesla In Holding Bitcoin, Exec Says: 'We Care Deeply About Bitcoin'
META New Mexico seeks $40B from Meta over Cambridge Analytica scandal Next: ruling on the motion 20% • unclear size: large · priced in: partly 05.10 11:38 · 1 ev.New Mexico Asks Judge to Order Meta to Pay $40 Billion Over Cambridge Analytica Scandal
NVDA SpaceX seeks $40B funding for Nvidia chips Next: SpaceX secures the $40 billion financing deal 20% ▲ rise size: large · priced in: little 07.10 11:38 · 2 ev.SpaceX, IREN Both Buy Nvidia Chips: Their AI Margins Couldn't Be More Different
CEG DOE $4.2B nuclear investment in PA and OH Next: DOE contract awards or allocation details for the nuclear investment 25% ▲ rise size: medium · priced in: mostly 05.10 12:21 · 1 ev.US DEPARTMENT OF ENERGY: ANNOUNCES $4.2 BILLION INVESTMENT TO BOOST NUCLEAR POWER AND HELP LOWER ENERGY COSTS IN PENNSYLVANIA AND OHIO.
DELL AI infrastructure partnership with JERA in Japan Next: Formal agreement or contract signing between Dell and JERA for the AI infrastructure project 25% ▲ rise size: medium · priced in: partly 05.10 20:18 · 2 ev.Japan wants to close its AI infrastructure gap with Dell, Apollo and Jera
INTC Intel Q3 2026 earnings report Next: the actual Q3 2026 earnings report 15% • unclear size: large · priced in: partly 06.10 16:11 · 1 ev.Intel to Report Third-Quarter 2026 Financial Results
NVDA Nvidia Groq $20B deal lawsuit Next: a court ruling or dismissal of the lawsuit 15% • unclear size: large · priced in: little 05.10 11:52 · 1 ev.Nvidia's $20 billion Groq deal faces lawsuit alleging startup's stockholders were shortchanged
STX Seagate and Toshiba bid for TDK's magnetic head unit Next: result of the bidding process: either Seagate wins or loses the bid, or a signed agreement 15% • unclear size: large · priced in: partly 06.10 00:02 · 1 ev.Seagate Is Said to Battle Toshiba for TDK's Hard-Drive Head Unit
TSLA Q3 deliveries report on Oct 2 Next: Q3 earnings report 15% • unclear size: large · priced in: partly 07.10 02:33 · 14 ev.Goldman Sachs Reiterates Neutral Rating on Tesla (TSLA) into Q3 earnings
AAPL Apple iOS blocks Trade Desk ads on Safari Next: Apple's official statement or release notes detailing the WebKit privacy update and its impact on ad blocking 40% ▲ rise size: small · priced in: little 07.10 07:49 · 2 ev.Apple roils adtech privacy update webkit
AMZN Amazon $1B chip deal for AI Next: Official announcement of the $1B chip deal by Amazon 40% ▲ rise size: small · priced in: mostly 06.10 12:44 · 1 ev.What a $1 Billion Chip Deal Says About Amazon's AI Ambitions
GOOGL Waymo boosts private debt deal to $5B Next: closing of the private debt offering or announcement of fund deployment 40% ▲ rise size: small · priced in: little 06.10 15:23 · 1 ev.Waymo Boosts Private Debt Deal to $5 Billion in Push for Growth
GOOGL Finland orders Google to halt two data center projects Next: Google announces its response, such as filing an appeal or outlining a compliance plan 40% • unclear size: small · priced in: partly 07.10 05:33 · 1 ev.Google ordered to halt work on two data centers in ‘Texas of Europe’
MSFT Integral Ad Science to measure brand safety in ChatGPT ads Next: launch of the brand safety measurement service or a formal partnership expansion 40% ▲ rise size: small · priced in: partly 05.10 07:07 · 1 ev.Integral Ad Science to Provide Brand Safety and Suitability Measurement in ChatGPT Ads
SPCX SpaceXAI rebrands to SpaceXSI after Trump suggestion Next: Official renaming or formal announcement of the new name 40% ▲ rise size: small · priced in: partly 06.10 16:13 · 2 ev.Elon Musk Is Renaming SpaceX’s AI Arm for the Third Time. Shareholders Should Ask Why
AMZN Amazon warns $68 billion in blocked data centers threatens US AI lead Next: regulatory decision or policy announcement 20% • unclear size: medium · priced in: little 05.10 09:26 · 1 ev.Amazon warns $68 billion in blocked data centers threatens US AI lead
AMZN Amazon pain reliever recall 20% ▼ fall size: medium · priced in: little 05.10 10:13 · 1 ev.Popular Amazon pain reliever recalled again
AMZN CrowdStrike and NVIDIA partner with Amazon on Agentic Security Accelerator Next: launch or further details of the Agentic Security Accelerator 20% ▲ rise size: medium · priced in: mostly 06.10 11:11 · 1 ev.CrowdStrike Advances 3% on Agentic Security Accelerator With Amazon and NVIDIA; Palo Alto Networks and Zscaler Gain 4%
AMZN Coalition demands NY labor investigation into Amazon safety violations Next: NY Department of Labor decision to investigate or not 20% ▼ fall size: medium · priced in: little 06.10 15:58 · 1 ev.COALITION DEMANDS NEW YORK DEPARTMENT OF LABOR INVESTIGATE AMAZON SAFETY VIOLATIONS
AMZN Amazon cargo plane crash investigation into pilot pairing flaw Next: Release of the NTSB preliminary or final report on the crash cause 20% ▼ fall size: medium · priced in: little 06.10 18:56 · 1 ev.Amazon crash attorneys say pilot pairing may have been key flaw behind fatal incident
ANET Arista's rack-scale AI fabric architecture announcement 20% • unclear size: medium · priced in: partly 07.10 09:34 · 1 ev.Arista Announces Rack-Scale Architectures for Scale-Up and Scale-Out AI Fabrics
HOOD Robinhood's tokenized stocks fuel memecoin frenzy Next: SEC ruling or clarification on the legality of tokenized stocks 20% ▼ fall size: medium · priced in: partly 07.10 01:48 · 4 ev.Robinhood Rallies on a Framework Its Stock Tokens Can’t Use
INTC Intel and Applied Materials co-develop AI chip tech 20% • unclear size: medium · priced in: partly 06.10 09:00 · 1 ev.Applied Materials and Intel to co-develop AI chip tech
LLY Lilly targets amylin pathway for next-gen obesity drug combinations Next: Announcement of a clinical trial initiation or partnership for an amylin-based obesity drug 20% ▲ rise size: medium · priced in: partly 05.10 09:03 · 1 ev.Eli Lilly Targets Amylin Pathway to Unlock Next Generation Obesity Drug Combinations
META Meta poaches public company CEO for new initiative Next: Launch of the new initiative or official CEO start date 20% • unclear size: medium · priced in: little 05.10 08:19 · 1 ev.Meta Just Poached a Public Company CEO. Here’s What It’s Really Building
META Lawsuits threaten Meta's AI plans 20% ▼ fall size: medium · priced in: partly 05.10 10:32 · 1 ev.Meta AI Plans Could Be Crippled By Lawsuits
META Meta challenges UK online safety regulations Next: a court ruling or Ofcom decision on the challenge 20% ▼ fall size: medium · priced in: partly 06.10 03:48 · 2 ev.Ofcom investigates $Meta’s compliance with UK online safety laws.
META Norway bans Meta glasses in public Next: Norway's decision on permanent ban 20% • unclear size: medium · priced in: little 05.10 13:50 · 1 ev.Norway temporarily banning meta glasses in public
META Cisco integrates WhatsApp into Webex 20% • unclear size: medium · priced in: partly 06.10 07:17 · 1 ev.Cisco System’s $4.30 Billion Collaboration Unit Adds WhatsApp to Webex
MSFT Xbox segment revamp Next: Official announcement of the Xbox segment revamp strategy or a new exclusive content deal 20% ▲ rise size: medium · priced in: little 07.10 11:10 · 9 ev.State Of Decay 3 Was Announced Early To Keep Undead Labs On Microsoft’s Radar
MSFT OpenAI legal problems impact Microsoft AI future Next: a court ruling or regulatory decision on OpenAI's legal issues 20% • unclear size: medium · priced in: little 05.10 10:20 · 1 ev.AI Future Of Microsoft and Google Face OpenAI Big Legal Problems
NVDA Nvidia partner Boost Run secures $2.6B in contracts 20% • unclear size: medium · priced in: little 06.10 13:15 · 1 ev.Nvidia Partner Boost Run Tops $2.6B in Contracts with New AI Deal
SNDK Pricing contracts with built-in depreciation 20% • unclear size: medium · priced in: partly 06.10 04:49 · 4 ev.Sandisk: Customer Money Is Keeping Pace With The Contract Boom
SNDK Supply worsening 20% ▲ rise size: medium · priced in: partly 07.10 12:02 · 3 ev.SanDisk and Micron Rise 3% as Tight Memory Supply Outruns a Softer Tech Tape; Western Digital Lags
TSLA Tesla Roadster delivery and hype Next: a delivery announcement or production confirmation 20% • unclear size: medium · priced in: partly 07.10 09:47 · 1 ev.They Paid $50,000 and Waited Nine Years. Will Tesla’s Roadster Live Up to the Hype?
GOOGL Google, Meta join Biohub for virtual biology initiative Next: announcement of specific projects or funding details 30% ▲ rise size: small · priced in: partly 07.10 09:02 · 1 ev.US GOVERNMENT, GOOGLE, META TO JOIN BIOHUB IN AI BIOLOGY DATA INVESTMENT- BIOHUB
INTC Intel accelerates next-gen process rollout for AI chips 30% ▲ rise size: small · priced in: little 07.10 06:38 · 1 ev.Intel (INTC) Ties AI Chipmaking Push To Faster Next Generation Process Rollout
MSFT Executive departures at Microsoft 30% • unclear size: small · priced in: partly 05.10 13:50 · 3 ev.Amazon hires former microsoft copilot cto ai agent push
MSFT Microsoft joins energy consortium with Google, Amazon, Meta Next: a formal agreement or project announcement from the consortium 30% ▲ rise size: small · priced in: partly 06.10 16:44 · 1 ev.Google Joins Microsoft, Amazon, and Meta on Constellation’s Energy Roster
MU ITC patent investigation into Micron Next: ITC order terminating investigation 30% ▲ rise size: small · priced in: partly 06.10 08:02 · 3 ev.Netlist and Micron Enter Patent License and Settlement Agreements
UBER Uber sexual assault lawsuit settlements Next: additional settlement of remaining lawsuits 30% • unclear size: small · priced in: little 07.10 11:29 · 1 ev.Uber Technologies (UBER) Settles Third Bellwether Sexual Assault Lawsuit
AAPL Apple's chip supply and Micron pricing power 15% • unclear size: medium · priced in: little 07.10 12:54 · 1 ev.Apple Needs Chips, and “Micron Sets the Price.” Now Micron Is Making More Money than Apple
AVGO VMware users seek alternatives amid cost and support concerns 15% • unclear size: medium · priced in: mostly 06.10 09:05 · 1 ev.New Global Survey Finds Majority of VMware Users Are Choosing Alternative Paths for Cost Control, Roadmap Flexibility and Better Support
CDNS Cadence new RTL AI agent for chip design 15% • unclear size: medium · priced in: partly 04.10 22:26 · 2 ev.Cadence Design Systems (CDNS) Deepens Agentic AI Push in Chip Design Workflows But What Really Changes?
LLY Gate Bioscience collaboration expansion for difficult-to-drug proteins 15% ▲ rise size: medium · priced in: little 05.10 08:04 · 1 ev.Gate Bioscience Expands Collaboration and License Agreement with Lilly to Target Difficult-to-Drug Proteins
META Meta $37 million scheme leads to prison sentences 15% • unclear size: medium · priced in: partly 07.10 13:52 · 1 ev.A $37 million Meta scheme and five deputies earn a 'Godfather' 78 months in prison
NVDA MRVL, NVDA, MSFT alliance to challenge ALAB & AVGO Next: Official announcement or confirmation of the alliance from the companies 15% ▲ rise size: medium · priced in: partly 06.10 11:09 · 1 ev.MRVL's Alliance With NVDA & MSFT: Can It Challenge ALAB & AVGO ?
AMZN AWS introduces physical AI toolchain 10% • unclear size: large · priced in: mostly 07.10 17:10 · 1 ev.AWS introducing physical AL toolchain - blog
NBIS Palantir and Nebius partnership for sovereign AI stack 10% • unclear size: large · priced in: partly 06.10 03:23 · 5 ev.Why Nebius Is Getting The Better End Of The Deal From Palantir
SPCX Microsoft as potential AI customer Next: An official announcement from Microsoft or SpaceX confirming or denying a potential AI customer relationship 10% ▲ rise size: large · priced in: partly 05.10 12:21 · 1 ev.Microsoft Could Be SpaceX's Next Big AI Customer: Bernstein Sees AI Revenue Surging Nearly 500%
TSLA Tesla-SpaceX merger speculation Next: a formal merger announcement or board decision 10% ▲ rise size: large · priced in: little 06.10 11:28 · 3 ev.SpaceX, Tesla Trade Like One Elon Musk Stock
AMD HPE launches AMD-powered enterprise AI servers 20% • unclear size: small · priced in: mostly 07.10 09:24 · 1 ev.HPE Accelerates Enterprise AI Innovation With Next-Generation AMD CPU-Powered Servers
AMZN Brand adopts Amazon inventory replenishment service 20% • unclear size: small · priced in: mostly 06.10 15:56 · 1 ev.Why one brand adopted Amazon’s growing inventory replenishment service
GOOGL Google Cloud partners with RemotiveLabs for virtual vehicle development 20% • unclear size: small · priced in: little 05.10 00:05 · 1 ev.Google Cloud, RemotiveLabs Partner To Speed Virtual Vehicle Development
GOOGL Google pauses open-source bug bounty program amid submission surge Next: announcement of the revised bug bounty program or its resumption 20% • unclear size: small · priced in: little 05.10 06:44 · 1 ev.Google Just Hit Pause on Its Open-Source Bug Bounty Program —Explosive Surge in Submissions Has Left the Company Reworking Its Program
GOOGL FouAnalytics and fraud0 partner for automated Google Ads refunds Next: launch of the automated refund service 20% ▼ fall size: small · priced in: little 07.10 17:54 · 1 ev.FouAnalytics and fraud0 Partner to Bring Automated Google Ads Refunds to the World's Largest Advertisers
LLY Lilly-backed TRex Bio files for IPO Next: IPO pricing 20% ▲ rise size: small · priced in: partly 05.10 09:14 · 1 ev.Eli Lilly-Backed TRex Bio Seeks to Raise $133.3 Million in IPO
META Meta reduces reliance on Anthropic's Claude 20% • unclear size: small · priced in: partly 05.10 14:15 · 1 ev.$META $MSFT | Meta and Microsoft Work to Wean Staff Off Anthropic’s Claude — @TheInformation
NET Cloudflare partners with Deutsche Telekom for enterprise expansion Next: Launch of joint enterprise solution or specific customer wins 20% ▲ rise size: small · priced in: partly 06.10 02:31 · 2 ev.Cloudflare (NET) Reiterated at Neutral by Cantor Fitzgerald as Deutsche Telekom Strategic Partnership Announced
NVDA AM Intelligence expands NVIDIA Vera Rubin factory buildout in India and Malaysia 20% ▲ rise size: small · priced in: partly 05.10 14:21 · 1 ev.AM Intelligence Expands NVIDIA Vera Rubin AI Factory Buildout in India and Malaysia
QCOM Huawei patent deal covering 5G, AI and networking tech 20% • unclear size: small · priced in: mostly 05.10 11:38 · 2 ev.Huawei Says Qualcomm Will Pay for Its Patents for the First Time. Here’s What It Means for Qualcomm Stock
SAP IBM launches SAP Cloud ERP for midsize companies 20% ▲ rise size: small · priced in: little 07.10 06:44 · 1 ev.IBM Launches SAP Cloud ERP Offering for Midsize Companies
SAP Circle USDC integration into SAP ecosystem Next: formal partnership agreement or launch of USDC payment integration 20% ▲ rise size: small · priced in: little 07.10 11:58 · 1 ev.Circle Targets Corporate Payments With USDC Integration Into SAP Ecosystem
SNOW Security incident from Asos hack notification Next: Confirmation of no compromise from an independent investigation or a statement from Asos 20% ▲ rise size: small · priced in: partly 07.10 02:33 · 2 ev.Snowflake: Found `No Compromise Of Snowflake Platform Bloomberg
SPCX SpaceX Florida gas pipeline for Cape Canaveral launches Next: official announcement or permit filing 20% ▲ rise size: small · priced in: partly 05.10 17:33 · 2 ev.SPCX Stock Ends Higher On Starship Fuel Plans, Analyst Optimism And TSMC Talks
AMD AMD's $8.2B AI spending plan 10% • unclear size: medium · priced in: little 07.10 16:05 · 2 ev.Is Advanced Micro Devices Inc. (AMD) Right to Bet $8.2 Billion on the Future of Physical AI?
AMD AMD Q3 2026 earnings report Next: the earnings report 10% • unclear size: medium · priced in: little 06.10 16:16 · 1 ev.AMD to Report Fiscal Third Quarter 2026 Financial Results
AMZN OpsGuru named OpenAI Select Partner for AWS 10% • unclear size: medium · priced in: mostly 07.10 07:02 · 1 ev.OpsGuru Named OpenAI Select Partner, Recognizing Its Work Bringing OpenAI Models to Enterprise AWS Environments
COIN Banks sue over crypto charters Next: a court ruling on the lawsuit 10% • unclear size: medium · priced in: partly 05.10 07:33 · 1 ev.Banks Sue Over Crypto Charters as Tom Lee Backs $10K ETH, Citi Eyes $150K Bitcoin
GOOGL Polish regulator probes Google over publisher payment talks Next: Regulator's formal decision or fine 10% ▼ fall size: medium · priced in: little 05.10 06:46 · 1 ev.Polish regulator suspects Google abused dominant position in publisher payment talks
GOOGL Google faces $3.2B ad-tech damages claim 10% • unclear size: medium · priced in: little 06.10 08:13 · 1 ev.Google Faces a $3.2 Billion Ad-Tech Damages Claim That Would Triple at Trial
META Meta signs White House AI safety accord 10% ▼ fall size: medium · priced in: partly 05.10 11:26 · 4 ev.White House Reveals Voluntary AI Safety Pledge Signed by OpenAI, Nvidia, Alphabet and Meta
META Movie about Mark Zuckerberg may hurt Meta momentum Next: release of the movie or a major promotional event 10% ▼ fall size: medium · priced in: partly 06.10 16:11 · 1 ev.Meta Stock Up 21% in One Month: New Movie About ‘Antihero’ Mark Zuckerberg Could Hurt Momentum
MRVL Marvell Investor Day on Oct. 6 10% • unclear size: medium · priced in: partly 07.10 12:41 · 16 ev.Marvell Finds $400B AI Opportunity, But Shares Take a Hit
NBIS Nebius acquires Inferize to boost inference stack and reduce idle GPU costs 10% • unclear size: medium · priced in: partly 06.10 14:12 · 2 ev.Nebius Rallies 9% on an Inference Deal While Its Earnings Multiple Sits Near 197x; CoreWeave Gains 4%, Oracle Advances 3%
NET Cloudflare launches Basin data platform 10% • unclear size: medium · priced in: little 07.10 09:08 · 2 ev.Cloudflare's Data Platform Expands: Is Basin the Next Growth Driver?
NVDA Nvidia-backed Reflection AI unveils open model Beam 10% • unclear size: medium · priced in: partly 05.10 15:32 · 1 ev.Nvidia-backed Reflection AI unveils its first open model, Beam. Could it be America’s best chance to compete with China?
SPCX Turkey plans Astralink as Starlink rival Next: Turkey's government formally approves or allocates funding for Astralink, or signs a development contract with a manufacturer. 10% ▼ fall size: medium · priced in: little 07.10 03:37 · 1 ev.Turkey plans to create a low-orbit satellite constellation Astralink as a Starlink rival
STX Seagate's next quarterly earnings report Next: the quarterly earnings report 10% • unclear size: medium · priced in: little 07.10 15:13 · 1 ev.What to Expect From Seagate Technology’s Next Quarterly Earnings Report
AMZN Amazon Prime Video wins Emmy Awards streaming rights Next: Formal contract signing or announcement of streaming date for Emmy Awards on Prime Video. 15% ▲ rise size: small · priced in: mostly 06.10 09:01 · 1 ev.Emmy Awards Will Leave Broadcast TV for Amazon’s Prime Video
GOOGL LTM expands collaboration with Google Cloud for Gemini Enterprise adoption 15% ▲ rise size: small · priced in: little 07.10 08:06 · 1 ev.LTM Expands Collaboration with Google Cloud to Help Accelerate Gemini Enterprise Adoption at Scale
MSFT Microsoft reduces reliance on Anthropic's Claude 15% • unclear size: small · priced in: partly 05.10 14:15 · 1 ev.$META $MSFT | Meta and Microsoft Work to Wean Staff Off Anthropic’s Claude — @TheInformation
MSFT Beazley Security becomes Microsoft Solutions Partner for AI security 15% ▲ rise size: small · priced in: little 07.10 09:02 · 1 ev.Beazley Security Strengthens AI Security Capabilities with Microsoft Solutions Partner Designation
TSLA Tesla Semi order from IMC Logistics 15% ▲ rise size: small · priced in: partly 05.10 10:20 · 1 ev.IMC Logistics orders 50 Tesla Semis
AMZN eDreams ODIGEO and Amazon Alexa AI travel search partnership Next: launch of the AI travel search feature on Alexa+ 10% ▲ rise size: small · priced in: mostly 07.10 03:34 · 1 ev.eDreams ODIGEO and Amazon Alexa Collaborate to Bring AI Travel Search to Alexa+
COIN US Treasury backs crypto privacy 10% ▲ rise size: small · priced in: little 05.10 13:02 · 1 ev.US Treasury Hands Big Win to Crypto Privacy
COIN Coinbase loan facility with Riot Platforms retired 10% ▼ fall size: small · priced in: partly 06.10 16:24 · 1 ev.Riot Platforms (RIOT) Is Down 10.6% After Retiring Secured Coinbase Loan Facility And Freeing Collateral
GOOGL Securities fraud class action lawsuit filed against Alphabet Next: court ruling on lead plaintiff or motion to dismiss 10% • unclear size: small · priced in: little 06.10 16:22 · 5 ev.ALPHABET (GOOG) ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Alphabet Inc. and Encourages Investors to Contact the Firm
GOOGL Google DeepMind launches multimodal AI model for on-device search 10% • unclear size: small · priced in: little 06.10 12:48 · 1 ev.Google DeepMind launches multimodal AI model for on-device search
GOOGL Black Hills Corp. to power Google's Cheyenne data center Next: Start of power delivery or operational launch of the data center 10% ▲ rise size: small · priced in: little 06.10 16:13 · 1 ev.Black Hills Corp. Executes Definitive Agreements to Serve Google’s Planned Data Center in Cheyenne, Wyoming
HOOD Uniswap deployment on Robinhood Chain becomes top revenue source 10% • unclear size: small · priced in: partly 05.10 15:35 · 1 ev.UNISWAP’S ROBINHOOD CHAIN DEPLOYMENT HAS QUICKLY BECOME ITS LARGEST SOURCE OF REVENUE.
HOOD Robinhood adds Bitcoin to corporate treasury 10% ▼ fall size: small · priced in: little 07.10 08:29 · 2 ev.HOOD Stock Falls Despite Barclays’ Price Target Hike And Robinhood’s $25M BTC Purchase
LLY Lilly exits Foghorn collaboration on cancer drug 10% • unclear size: small · priced in: mostly 06.10 08:37 · 3 ev.Foghorn: Downgrade 'Sell' Eli Lilly Exit FHD-909 And Shift To Preclinical Assets
LLY Lilly cancer drug receives FDA orphan drug status 10% • unclear size: small · priced in: partly 05.10 14:03 · 1 ev.Eli Lilly’s Push Beyond Weight Loss Gets Another Boost – FDA Grants Cancer Drug Orphan Drug Status
LLY Nektar lawsuit victory over Lilly 10% • unclear size: small · priced in: mostly 07.10 11:39 · 1 ev.Nektar Therapeutics (NKTR): $115 Million Lawsuit Victory Over Eli Lilly Clears Multi-Year Overhang
MSFT LinkedIn adopts Clockwork.io's GPU resilience software 10% ▲ rise size: small · priced in: partly 05.10 09:01 · 1 ev.Clockwork.io lève 31 millions de dollars : LinkedIn, Together AI et WhiteFiber adoptent sa solution de résilience pour mettre fin au gaspillage d'heures GPU
MSFT Microsoft partners with Marvell and Nvidia in alliance to challenge ALAB and AVGO 10% ▲ rise size: small · priced in: partly 06.10 11:09 · 1 ev.MRVL's Alliance With NVDA & MSFT: Can It Challenge ALAB & AVGO ?
MSFT Microsoft launches execution containers for AI agent security 10% ▲ rise size: small · priced in: little 07.10 13:16 · 1 ev.Microsoft launches Microsoft execution containers to block agents from unauthorized data access. $MSFT
MSFT Microsoft brings Meta's Muse to Windows with Copilot features 10% ▲ rise size: small · priced in: little 07.10 13:36 · 1 ev.Microsoft Executive: Meta's Muse is coming to Windows; Copilot features powered by hybrid intelligence rolling out over the coming months — Event $MSFT $META
NOW AI Workflow Factory launch 10% • unclear size: small · priced in: mostly 06.10 02:35 · 1 ev.ServiceNow launches AI Workflow Factory to turn workflow improvement into a continuous, agentic AI-powered loop
NVDA Nvidia shares for 24/7 onchain trading via OKX-NYSE venture 10% • unclear size: small · priced in: partly 05.10 06:44 · 1 ev.TRADE TSLA, NVDA, AAPL, AND MORE AS PERPETUALS, 24/7
NVDA White House voluntary AI safety pledge signed by Nvidia 10% • unclear size: small · priced in: partly 05.10 11:26 · 1 ev.White House Reveals Voluntary AI Safety Pledge Signed by OpenAI, Nvidia, Alphabet and Meta
NVDA Nvidia backs startup Reactor for world models 10% • unclear size: small · priced in: mostly 05.10 21:09 · 1 ev.Nvidia backs startup Reactor as buzz grows for world models
NVDA CrowdStrike, AWS, Nvidia expand cybersecurity startup accelerator 10% ▲ rise size: small · priced in: partly 06.10 08:16 · 1 ev.CROWDSTRIKE,AWS,NVIDIA EXPAND CYBERSECURITY STARTUP ACCELERATOR.
SAP SAP acquires TechWolf Next: completion of acquisition 10% • unclear size: small · priced in: partly 06.10 07:45 · 1 ev.SAP to Acquire TechWolf, Giving Enterprises Evidence-Based View of Work in the Age of AI
SPCX FAA fast-tracks launches with new rules targeting 1,000 launches by 2030 10% • unclear size: small · priced in: mostly 07.10 06:29 · 1 ev.FAA Moves to Fast-Track Launches By Elon Musk's SpaceX and Others With New Rules as Trump Targets Over 1,000 Launches by 2030
EXPE Expedia Q3 2026 earnings report Next: Q3 2026 earnings report · 04.11 5% • unclear size: medium · priced in: little 07.10 16:11 · 1 ev.Expedia Group to Webcast Third Quarter 2026 Results on November 4, 2026
SKHY Solidigm considers IPO that could value unit up to $150 billion Next: Official filing for the IPO (e.g., S-1 registration) or a formal announcement of the IPO plans 5% ▲ rise size: medium · priced in: little 07.10 17:38 · 3 ev.SK Hynix's Solidigm Is Said to Pick Banks for US IPO Next Year
TSLA Musk hints at TSMC Terafab deal for AI chips 5% • unclear size: medium · priced in: partly 07.10 05:35 · 3 ev.Elon Musk Rules Out Potential TSMC Role in Terafab Operations
UBER Uber acquires ezCater for $2.3B Next: regulatory approval decision 5% ▲ rise size: medium · priced in: little 06.10 11:30 · 2 ev.Uber delivery workers will pick up bigger restaurant orders as it enters catering
AMZN Where Food Comes From expands RaiseWell program with Whole Foods Market 5% ▲ rise size: small · priced in: mostly 05.10 08:34 · 1 ev.Where Food Comes From, Inc. Announces Broad Expansion of RaiseWell® Certified Program with Whole Foods Market
AMZN Audible AI story feature copyright questions 5% • unclear size: small · priced in: little 05.10 10:48 · 1 ev.Audible’s New AI Story Feature Raises Unanswered Copyright Questions
DDOG Q2 2026 Earnings Report and Q3 Guidance 5% • unclear size: small · priced in: mostly 05.10 08:42 · 1 ev.Full Transcript: Datadog Q2 2026 Earnings Call
SNPS Synopsys $1 billion accelerated share repurchase 5% ▲ rise size: small · priced in: mostly 05.10 09:01 · 1 ev.Synopsys Initiates $1 Billion Accelerated Share Repurchase Agreement
AMZN Amazon hires former Microsoft Copilot CTO for AI agent push 0% • unclear size: small · priced in: mostly 05.10 13:50 · 1 ev.Amazon hires former microsoft copilot cto ai agent push
AMZN Amazon UK renewables PPA expansion 0% • unclear size: small · priced in: mostly 07.10 02:33 · 1 ev.Amazon Signs Another PPA to Expand its UK Renewables Investment
AMZN Amazon Ring unveils smart lock with hand-powered backup 0% • unclear size: small · priced in: mostly 07.10 10:01 · 1 ev.Amazon Ring Unveils $249 Smart Lock With Dial to Restore Dead Battery
AMZN Ubiquiti launches WiFi 7 challenger to Amazon Eero 0% • unclear size: small · priced in: little 07.10 10:24 · 1 ev.Ubiquiti’s Latest Is A Whole-Home WiFi 7 Challenger To Amazon Eero
AMZN Amazon acquires former LA headquarters campus 0% • unclear size: small · priced in: mostly 07.10 12:22 · 1 ev.Amazon.com (AMZN) Acquired A Former Los Angeles Headquarters Campus
CEG Google-Constellation nuclear power deal 0% • unclear size: small · priced in: mostly 07.10 02:16 · 7 ev.Australian uranium miners rally after Google's power deal with Constellation Energy
DELL Dell launches XPS 16 Creator Edition and AI workstations 0% • unclear size: small · priced in: partly 07.10 14:14 · 1 ev.Dell Technologies Drives the Agentic AI Era with New Windows PCs and Workstations
GOOGL Google launches new cloud modernization suite for enterprise 0% • unclear size: small · priced in: mostly 06.10 06:41 · 1 ev.Google Unleashes AI on Aging Enterprise Tech With New Cloud Modernization Suite
GOOGL Anthropic's Claude integrates with Google Workspace 0% • unclear size: small · priced in: mostly 06.10 14:03 · 1 ev.ANTHROPIC: CLAUDE NOW WORKS WITH GOOGLE DOCS, SHEETS, AND SLIDES - BLOG
META Meta backs billion-dollar solar project with Zelestra 0% • unclear size: small · priced in: mostly 05.10 07:14 · 1 ev.A billion-dollar Meta project that isn’t a data center
META Meta and Sierra announce personal agent protocol with Walmart 0% • unclear size: small · priced in: mostly 07.10 09:44 · 2 ev.Meta Joins Industry Alliance to Launch Personal AI Agent Standard
MSFT Microsoft introduces AI coding model for laptops 0% • unclear size: small · priced in: mostly 07.10 13:20 · 1 ev.Microsoft Introduces AI Coding Model That Can Run On Individual Laptops
MSTR Strategy Q3 2026 earnings report 0% • unclear size: large · priced in: mostly 06.10 10:30 · 3 ev.Strategy beat BTC in Q3—falling stocks link tells more: Phong Le
NOW White House AI meeting with tech CEOs 0% • unclear size: small · priced in: mostly 07.10 02:33 · 2 ev.ServiceNow (NOW) Reiterated at Market Outperform by Citizens After White House Accord on Super Intelligence
SAP SAP expands into payments with Tereina 0% • unclear size: small · priced in: partly 06.10 07:35 · 1 ev.SAP-backed Tereina launches payment service inside SAP's business software
SHOP Croissant Pay expands to Shopify Checkout and In-Store 0% • unclear size: small · priced in: mostly 07.10 09:13 · 1 ev.Croissant Pay Expands to Shopify Checkout and In-Store, With SIMKHAI Among the First Brands Live

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.