← 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
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
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
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
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
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
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
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
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
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

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.