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Research · Published daily

Sep 3, 2026 · Five markets

What the scanner found.

Standing columns from the daily read of five markets — every note cited, every claim checkable. Follow a column and it lands in your inbox.

Earnings calls · Daily read

Industry shifts

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SEP 3 · LEAD
FIVE, WOOF Steer Tariff Refunds Into Stores and Merchandise
BURLFIVEOLLITJXWOOF
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SEP 2
South African Electricity Shifts Toward Self-Generation
EXXAFHMYRNRTYSBSWSRGHYSSL
SEP 2
Enterprise Software Licensing Folds AI Agent Usage Into Seat Contracts
FROGGTLBOKTAPANWTEAM
SEP 1
Salmon Farming Lifts North America Sales Share
AASZFBKFKYCAVAISLAXMHGVYSALRF
SEP 1–SEP 3 · latest 4 of 106 shownAll 106 notes →
Earnings calls · Daily read

AI adoption, case by case

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SEP 3 · LEAD
Dave (DAVE) CashAI Underwriting: v6 Reaches a Third of Users
DAVE
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SEP 3
Carlsmed (CARL) AI Spine Surgery Planning: Lead Time Cut Over 30%
CARL
SEP 3
Hyperfine (HYPR) AI Portable Brain MRI Cuts ED Scan Wait to 1.28 Hours
HYPR
SEP 3
ZipRecruiter (ZIP): AI Matching Engine Lifts Q2 Qualified Applications 34%
ZIP
SEP 3–SEP 3 · latest 4 of 61 shownAll 61 notes →
News-driven · Chain reactions

Today's big events

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SEP 3 · LEAD
US-Venezuela 25-Year Oil Deal: Why GFR Faces a Wider WCS Discount
CVECVXGFR
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SEP 2
TSMC Delays 2027 CoWoS Packaging Tool Orders: ONTO, VECO Exposed
6146.T6315.TAMKRONTOTSMVECO
SEP 1
Texas Medicaid Directed Payment Freeze: $9.8 Billion Withheld
ENSGMDUHT
SEP 1
EPA Small Refinery Exemption 2026: 1.76 Billion RINs Waived
ALTOCLMTCLNECVIFFMNTK
SEP 1–SEP 3 · latest 4 of 19 shownAll 19 notes →
Complete archive · 3031 published notesBrowse the archive →

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