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Narrative Radar
Your daily look at the narratives driving the market.
Narrative Radar
In the News
New Themes
Accelerating
Fading
Watchlist
News day
10/2/26
10/1/26
9/30/26
9/29/26
9/28/26
9/25/26
9/24/26
9/23/26
Consumer Ecosystems & Social Graphs
☆
Data Owners
'25
Photos of 'forgotten' World War Two heroes found after Dutch plea
1M +2.2%
BBC
10/2/26
SPOT
META
GOOGL
AAPL
0700.HK
MSFT
+11
via NewsAPI.ai
Phase 2 Deployment
☆
AI
'25
OpenAI Hires Former White House Cyber Official as Regulators Probe AI Dangers | PYMNTS.com
1M +9.2%
PYMNTS.com
10/2/26
AKAM
AMD
BASE
BIDU
CFLT
CRWD
+15
via NewsAPI.ai
Regional Banks
☆
Bank Short
'24
Community Banks Swing Back at Trump Regulators Over Crypto Charters
1M +5.5%
The Wall Street Journal
10/2/26
CFG
FITBP
HBAN
KEY
MTB
PNC
+5
via NewsAPI.ai
Chinese AI Compute
☆
China
'26
US man arrested over alleged $300 million Nvidia server smuggling to China
1M -1.4%
South China Morning Post
10/2/26
002371.SHE
1810.HK
688072.SHG
688256.SHG
688795.SHG
688825.SHG
+2
via NewsAPI.ai
Intl Integrated Energy Majors
☆
Energy Bottleneck
'26
U.S. and Allies Agree to Release Diesel Reserves as Prices Soar
1M -1.5%
The New York Times
10/2/26
SHEL.LSE
TTE
BP
EQNR
E
PBR
+4
via NewsAPI.ai
Latin American Grocers
☆
Grocers
'26
F.D.A. Found Cyclospora During Taylor Farms Inspection in Mexico
1M +4.5%
The New York Times
10/2/26
ASAI3.SA
CENCOSUD.SN
DIA.MC
GMAT3.SA
LACOMERUBC.MX
PCAR3.SA
+4
via NewsAPI.ai
Land Drillers
☆
Energy Services
'26
Pentagon prepares for potential surge of naval forces in Middle East
1M -12.8%
Washington Post
10/1/26
HP
PTEN
PDS
NBR
LBRT
2381.SR
+10
via NewsAPI.ai
Structural & Envelope Systems
☆
Data Centers
'25
An Undercover Google Analyst Infiltrated a Notorious Supply Chain Hacking Gang
1M -4.3%
Wired
9/18/26
AWI
CSL
KRX.IR
MHK
OC
TILE
via NewsAPI.ai
Commodity Trading Houses
☆
Cycle Long
'26
Gas Malaysia targets investment decision on Kedah LNG terminal by second half of 2027
1M -2.9%
Reuters
10/2/26
GLEN.LSE
8058.T
8031.T
8001.T
8053.T
8002.T
+4
via NewsAPI.ai
Powertrain & Drivetrain
☆
Auto Components
'25
Nidec Founder's Hard-Charging Style Laid Ground for Later Problems
1M -6.1%
Bloomberg Business
10/2/26
6594.T
DCH
7259.T
BWA
SHA0.XETRA
DAN
+9
via NewsAPI.ai
American Auto OEMs
☆
Auto OEMs
'25
One year later, Tesla and Musk are still don't have a good definition of 'abundance'
1M -8.3%
TechCrunch
10/1/26
TSLA
GM
F
RIVN
LCID
SEV
+1
via NewsAPI.ai
Global Dealerships
☆
Auto Retail & Services
'25
Ford's $30,000 Fathom EV Pickup Could Be Facing a Delay
1M -13.0%
MotorTrend
9/30/26
KMX
LAD
GPI
PAG
0881.HK
AN
+14
via NewsAPI.ai
Chinese Social Media
☆
Consumer Attention
'24
Mainland China's PCB giant clears final hurdle for Hong Kong listing: sources
1M -4.2%
South China Morning Post
9/30/26
0700.HK
3690.HK
BIDU
BILI
MOMO
WBD
via NewsAPI.ai
Mining Capex
☆
Atoms Bits Long
'26
Epiroc secures underground mining equipment order for Sibanye-Stillwater PGMs mine
1M -0.8%
Mining Weekly
9/30/26
6301.T
AGCO
ALQ.AU
CNH
EPI-A.ST
FNV
+2
via NewsAPI.ai
Modern Prep & Literary Chic
☆
Fashion Styles
'25
Shoes Went Wild With Animal Print During Spring 2027 Milan Fashion Week
1M -7.3%
WWD
9/28/26
1913.HK
RL
PVH
OXM
ZGN
BRBY.LSE
+6
via NewsAPI.ai