← 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
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
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
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
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’
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
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
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
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
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
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

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.