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Your briefing, built around your sectors.

Our AI agents read the market noise every morning and extract exactly what matters — earnings, signals, and breaking developments — tailored to your sectors, watchlist, and themes.

AI-Powered Briefings · Customized to You

1

Pick your sectors

Choose from 11 GICS sectors — Information Technology, Healthcare, Energy, and more. Each sector gets its own focused briefing tailored to what you care about.

2

Build your watchlist

Add the tickers you follow. Each sector briefing includes a dedicated watchlist section filtered for real investor signal — earnings, analyst calls, M&A, and more.

3

Delivered on your schedule

Our AI agents scrape the web overnight — RSS feeds, earnings wires, analyst notes, podcasts, Substacks. Choose Pre-Market (6:30–7am ET) to digest it ahead of the open, or Market-Open (9:30–10am ET) to catch overnight and pre-market moves as they settle.

Signal, not noise — and we tell you why it matters

Every article is filtered for real investor signal. Fluff gets dropped. What makes the cut comes with a plain-English explanation of why it moves your thesis.

Information Technology

Model launch: Anthropic released Claude 4 Opus with extended thinking and a 200K context window, posting state-of-the-art scores on MMLU, HumanEval, and GPQA — beating GPT-4o on all three. The Verge

Why it matters: Sets a new capability ceiling for enterprise AI deployments and puts immediate pressure on OpenAI's roadmap — expect accelerated GPT-5 messaging within weeks.

Industrials

Contract win: Palantir secured a $619M Army contract extension for its TITAN ground-systems intelligence platform, the largest single award in company history. Defense News

Why it matters: Validates Palantir's shift from controversial data broker to essential defense infrastructure — and signals the Army is doubling down on AI-assisted targeting before any budget cuts bite.

Illustrative examples based on real briefing output format

Every briefing also includes:

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Watchlist coverage

Every ticker in your watchlist gets its own news section, pulled from hundreds of sources and filtered for signal — earnings, M&A, analyst calls, and more.

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Podcast mentions

Top finance and tech podcasts scanned daily for mentions of your watchlist companies — so you catch what the smart money is discussing.

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Substack insights

Curated sector Substacks scanned each morning for new articles — the best independent analyst voices delivered straight to your briefing.

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CNBC appearances

Upcoming executive and analyst appearances flagged each morning so you know who's going on air before the market opens.

Specialized Newsletters

A focused AM add-on, delivered every weekday.

AI Development Digest

Every morning

Model launches, agent breakthroughs, policy shifts, and who's funding what — the AI industry in one sharp daily email.

See exactly what's covered

Each sector briefing tracks dozens of curated signal categories — filtered daily by our AI agents so only what moves your thesis makes the cut.

Build your briefing today

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