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503 companies monitored
12,842 documents processed
97% source coverage
Last updated May 19, 2026 9:35 AM ET

Event Timeline

Cross-company event intelligence linking earnings, filings, regulatory actions, market events, narrative change, source evidence, and price reaction.

Tracked events
10
+2.0 pts
Events with pre/post sentiment and risk attribution.
Largest sentiment impact
TSLA
-14.0 pts
Earnings reaction increased pricing and margin pressure language
Highest risk impact
BA
+16.0 pts
Regulatory oversight update increased quality-control risk language
Average confidence
81
+1.5 pts
Confidence weighted by source evidence quality.

Event Table

Date, ticker, event type, pre/post sentiment, sentiment change, risk change, price reaction, volume reaction, summary, and confidence.

DateTickerCompanyEvent typeTitlePrePostSentiment changeRisk changePrice reactionVolumeSummaryConfidence
Apr 28, 2026MSFTMicrosoft CorporationEarningsFiscal Q3 earnings call shifted focus toward Azure AI workload conversion7179+8.0 pts+2.0 pts+2.8 %1.4xPost-event language improved around Azure growth and enterprise AI demand, while capex intensity remained the principal risk qualifier.High confidence · 91
May 11, 2026NVDANVIDIA CorporationProductData center supply commentary broadened AI infrastructure narrative7886+8.0 pts+4.0 pts-0.9 %1.9xSupplier and customer references supported high demand durability, but regulatory and supply concentration language also increased.High confidence · 87
Apr 21, 2026TSLATesla, Inc.EarningsEarnings reaction increased pricing and margin pressure language4834-14.0 pts+15.0 pts-5.4 %2.3xAnalyst and news sources shifted toward margin pressure, pricing actions, and demand uncertainty after earnings.Medium confidence · 72
Apr 10, 2026JPMJPMorgan Chase & Co.EarningsBank earnings raised credit normalization and CRE exposure discussion5549-6.0 pts+9.0 pts-1.6 %1.2xCapital strength language remained supportive, but reserve, office, and net charge-off references increased.High confidence · 82
May 5, 2026LLYEli Lilly and CompanyProductCapacity expansion update reinforced GLP-1 demand durability7987+8.0 pts+2.0 pts+3.7 %1.6xSource-backed language around obesity treatment demand and capacity additions remained strongly positive.High confidence · 90
May 12, 2026BAThe Boeing CompanyRegulatoryRegulatory oversight update increased quality-control risk language4231-11.0 pts+16.0 pts-4.1 %2.1xRegulatory and news sources expanded quality-control language, creating negative spillover into delivery cadence assumptions.High confidence · 83
May 13, 2026NKENIKE, Inc.MarketChannel checks flagged demand weakness and promotional intensity4335-8.0 pts+10.0 pts-2.6 %1.5xAlternative-data and analyst sources pointed to weaker North America demand and increased promotional activity.Medium confidence · 70
May 14, 2026GOOGLAlphabet Inc.LegalAntitrust remedy language increased source dispersion7369-4.0 pts+8.0 pts-0.7 %1.1xPositive cloud and search language remained intact, but regulatory remedy discussion increased risk breadth.High confidence · 84
May 14, 2026WMTWalmart Inc.EarningsRetail earnings reinforced grocery share and membership momentum6774+7.0 pts-3.0 pts+2.2 %1.3xTranscript and alternative-data evidence improved around traffic, grocery share, and marketplace advertising.Medium confidence · 81
May 9, 2026PLDPrologis, Inc.MacroRate reset raised refinancing and leasing cadence language4841-7.0 pts+9.0 pts-1.8 %1.4xCRE and rate-language intensity increased while logistics occupancy references remained a partial offset.Medium confidence · 72

Timeline Visualization

Compact event cards ordered by narrative importance.

EarningsApr 28, 2026
Fiscal Q3 earnings call shifted focus toward Azure AI workload conversion

Post-event language improved around Azure growth and enterprise AI demand, while capex intensity remained the principal risk qualifier.

High confidence · 91
Pre sentiment 71
Post sentiment 79
+8.0 pts
+2.0 risk
+2.8 price
Volume 1.4x
ProductMay 11, 2026
Data center supply commentary broadened AI infrastructure narrative

Supplier and customer references supported high demand durability, but regulatory and supply concentration language also increased.

High confidence · 87
Pre sentiment 78
Post sentiment 86
+8.0 pts
+4.0 risk
-0.9 price
Volume 1.9x
EarningsApr 21, 2026
Earnings reaction increased pricing and margin pressure language

Analyst and news sources shifted toward margin pressure, pricing actions, and demand uncertainty after earnings.

Medium confidence · 72
Pre sentiment 48
Post sentiment 34
-14.0 pts
+15.0 risk
-5.4 price
Volume 2.3x
EarningsApr 10, 2026
Bank earnings raised credit normalization and CRE exposure discussion

Capital strength language remained supportive, but reserve, office, and net charge-off references increased.

High confidence · 82
Pre sentiment 55
Post sentiment 49
-6.0 pts
+9.0 risk
-1.6 price
Volume 1.2x
ProductMay 5, 2026
Capacity expansion update reinforced GLP-1 demand durability

Source-backed language around obesity treatment demand and capacity additions remained strongly positive.

High confidence · 90
Pre sentiment 79
Post sentiment 87
+8.0 pts
+2.0 risk
+3.7 price
Volume 1.6x
RegulatoryMay 12, 2026
Regulatory oversight update increased quality-control risk language

Regulatory and news sources expanded quality-control language, creating negative spillover into delivery cadence assumptions.

High confidence · 83
Pre sentiment 42
Post sentiment 31
-11.0 pts
+16.0 risk
-4.1 price
Volume 2.1x