← 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?
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
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
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
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
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)
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
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

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.