An AI-curated newsroom that thinks like a buy-side analyst.
A Daily Briefing per ticker, an Insights Summary with Overall / Weekly / Monthly tabs, a snake-shaped event timeline, a Livestream panel with Bloomberg / CNBC / Yahoo Finance, a Market Context strip, and article cards classified for sentiment, impact and actionability - every claim traceable to a tier-rated source.
Daily Briefing
Key highlights from today's coverage
Q1 revenue beat Street by 7.4% on Data Center strength (+427% YoY). Blackwell ramp tracking ahead of plan; FY guide raised. EU regulatory probe of CUDA bundling is the lone overhang.
Insights Summary
All-time outlook
PositiveBlackwell ramp on schedule, sovereign-AI orders broaden the base, gross margins hold >75%. EU antitrust review and capex normalisation are the overhangs.
Snake timeline · NVDA · trailing 14 days
6 events · click any card → source
May 14
earnings beat
Q1 beats Street by 7.4%
May 12
partnership
Saudi sovereign AI deal
May 09
regulatory penalty
EU opens CUDA review
May 05
product launch
Spectrum-X 800G ships
Apr 30
guidance update
FY26 EPS consensus +4.2%
Apr 28
executive change
CFO: capex normalising
Surface 1 · Daily Briefing
One paragraph per stock. Ready before the bell.
Every ticker you track gets a Daily Briefing card on the dashboard: a sentiment chip, an article count, and a synthesised paragraph that reads like a desk note. The same card shape appears on the dashboard grid and as the headline block on the per-ticker page.
- ·Sentiment chip mapped to bullish / bearish / neutral / mixed
- ·Translates the body - not just the headline - in EN / PL / DE / ES
- ·Lives next to the price and momentum bar so price, momentum, and the daily story sit in one row
Daily Briefing
Key highlights from today's coverage · 07:00 local
Q1 beat; Blackwell ahead; EU probe is the lone overhang.
14 articles
Foxconn cuts Vision Pro production 50%; capacity rerouted.
8 articles
Reels parity hits 80% of Feed; ad-stack reads stable.
11 articles
Surface 2 · Snake Timeline
Every catalyst, plotted on a serpent.
The same component the live workspace ships: a three-column grid that snakes left-to-right then right-to-left, with impact-coloured nodes (red / amber / slate) on a glowing connector line. Each card carries the event category, an impact badge, the model's read, and the count of source articles backing the claim.
May 14
16:20
Q1 revenue beats Street by 7.4% on Data Center segment
Data Center +427% YoY; Blackwell ramp tracking ahead of plan; FY guide raised on hyperscaler commitments.
May 12
08:05
Saudi sovereign partnership for AI infrastructure announced
Multi-year supply of Blackwell chips for kingdom-scale AI factory; first export-control-cleared deal of size.
May 09
14:32
EU opens preliminary antitrust review of CUDA bundling
Probe centres on developer-tool tying; no formal charges yet but adds overhang to platform moat thesis.
May 05
09:15
Spectrum-X Ethernet upgrade lands at hyperscaler tier
800G fabric ships ahead of schedule; positions NVDA against Broadcom Tomahawk in AI-cluster networking.
Apr 30
11:48
Street raises FY26 EPS consensus by 4.2% post buy-side notes
Twelve sell-side firms raised targets within 48h of last print; consensus implies ~32% upside to spot.
Apr 28
07:02
CFO Colette Kress signals second-half capex normalisation
JPMorgan conf transcript notes capex/sales ratio expected to peak in Q2 then taper; not a guidance change.
The same interactive timeline you see in the live workspace - click any card → article detail · click "View all" → full timeline route
Surface 3 · Insights Summary
Aggregated market intelligence - three time horizons, one chip.
The Insights panel rolls every analysed article into a sentiment-tagged paragraph and lets you flip horizons: Overall for the thesis-level read, Weekly for the catalyst window, Monthly for the trend. Source-summary and article counts sit in the footer so you can audit the synthesis.
Insights Summary
Aggregated market intelligence
Demand visibility on AI-accelerator silicon remains the dominant driver. Blackwell ramp is on schedule, sovereign-AI orders broaden the customer base beyond US hyperscalers, and gross margins are projected to hold above 75% through FY26. Principal overhangs: EU antitrust review of CUDA bundling, gradual capex normalisation guided by management, and concentration risk in the top-three customers.
Surface 4 · Article Card
Three classifiers. One tier-rated source. Zero noise.
Every article we surface ships with the model's read on three axes - and every claim links back to a tier-rated source so the desk can audit the synthesis.
Read off the article body with a confidence score, not the headline. Shows as a chip with TrendingUp / TrendingDown / Circle / AlertCircle.
Estimated magnitude of price effect. Drives the snake-timeline node colour (red / amber / slate) and the article-card chevron emphasis.
What you should actually do. Feeds the Analysis Overview rollup (Urgent / High / Watch counts) and the filters sidebar.
Nvidia Q1 print clears the bar, but the second derivative is what the buy-side wanted
The print is clean but the buy-side question was always Blackwell shipment timing and gross-margin defence as Hopper rolls off. Management language on both was incrementally more confident than 90 days ago; capex outlook remains the swing factor for FY26 EPS revisions.
Article detail · structure
- →Core Thesis - what the article actually claims, in plain English
- →Investment Impact - how it should move the position
- →Key Points - bulleted, model-extracted
- →Why this matters - the actionability reasoning
- →Key data points - qualitative + quantitative, with descriptions
- →View original article - canonical link, always present
Surface 5 · Livestream Panel
Bloomberg in the corner, all day long.
A persistent livestream panel on the dashboard runs Bloomberg TV, CNBC Live, Yahoo Finance, Reuters Live - falls back to YouTube live IDs when the HLS feed dips. Picture-in-picture pops it out so it stays visible while you're deep in fundamentals. Add custom channels, mute, restore defaults.
- ·HLS-first, YouTube fallback, 5-minute cooldown on failures
- ·PiP overlay so it stays on top of every other view
- ·Channel manager lets you add your own handles
Livestreams
Surface 6 · Market Context
Macro frames, scoped to what you actually own.
Market context cards - significance badge, market-heat indicator, scope chip, source count - stitch macro into the day's narrative. A breaking news banner lights up red across the top when a market-moving story breaks; the regular cards sit in the market-pulse strip.
10-year yield pierces 4.65% on hot CPI; rate-sensitive growth retreats
Sticky services inflation pushed the 10y past the technical 4.6% ceiling. Rate-sensitive growth names (semis, software, biotech) gave back morning gains.
OPEC+ extends voluntary cuts through Q3; Brent +2.1%
Saudi-led 2.2 mbpd voluntary cut extension surprises consensus that expected a Q3 taper. Upstream majors and refiners diverge sharply.
Surface 7a · Analysis Overview
Three counters tell you whether to even open the feed.
The analysis overview rolls every actionability label into three numbers. Zero urgent? You can skip the feed. Three urgent? You probably can't.
Analysis Overview
Surface 7b · Filter Sidebar
Quality knobs, not just keyword search.
The filter sidebar works on the same fields the model emits - so you can ask for "only urgent + tier-3 sources + bullish tone" and get exactly that.
Filters
Analysis Quality
Market Sentiment
Content Filters
Surface 8 · Translated Summaries
The analysis - not just the headline - in your language.
The translation layer animates the body copy in EN / PL / DE / ES. Translations are model-quality and cached per-resource so the page never re-burns the same paragraph twice.
English source · Bloomberg, tier 3
"The print is clean but the buy-side question was always Blackwell shipment timing and gross-margin defence as Hopper rolls off. Management language on both was incrementally more confident than 90 days ago."
Translated · Polski PL
"Wyniki są czyste, ale strona kupująca pytała o terminy dostaw Blackwell i obronę marży brutto, gdy Hopper schodzi. Komentarz zarządu w obu kwestiach jest stopniowo bardziej pewny niż 90 dni temu."
News · ranked by what changes a thesis
Stop reading 500 articles. Decide on 5.
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