Market Narratives

Market themes driving price action · Updated Sep 01, 2026

Macro Mature
Active

Jackson Hole Symposium inflation focus

An article belongs to this narrative if it discusses the focus on inflation at the Jackson Hole Economic Policy Symposium.

31 articles 6 sources
1
Score
Meso Mature
Active

AI sector growth and investment

An article belongs to this narrative if it discusses the growth, investment, or trends in the AI sector.

21 articles 6 sources
1
Score
▲ +15.0 velocity
Meso Mature
Active

AI chip demand drives semiconductor boom

An article belongs to this narrative if it is about the increased demand for AI chips driving the semiconductor industry.

65 articles 4 sources
1
Score
▲ +1.0 velocity
Macro Developing
Active

Middle East tensions and Fed rate hike bets

An article belongs to this narrative if it discusses geopolitical tensions or Fed rate hike expectations and their impact on markets.

14 articles 5 sources
1
Score
▲ +13.0 velocity
Meso Mature
Active

Tech earnings boost AI sector

An article belongs to this narrative if it discusses strong earnings from tech companies, particularly those in the AI and software sectors.

28 articles 4 sources
1
Score
Macro Mature
Active

US Strikes Iranian Island Target

An article belongs to this narrative if it discusses US military actions against Iran.

16 articles 4 sources
1
Score
▲ +5.0 velocity
Meso Mature
Active

Nvidia earnings, inflation, and GDP data impact market

An article belongs to this narrative if it discusses the market impact of Nvidia earnings, inflation data, and GDP report.

23 articles 5 sources
1
Score
Meso Mature
Active

AI buildout: Hardware and software stocks win

An article belongs to this narrative if it discusses the growth of both hardware and software stocks in the AI buildout.

17 articles 3 sources
1
Score
Meso Mature
Active

AI chip dominance and competition

An article belongs to this narrative if it discusses the dominance and competition in the AI chip market, including Nvidia, Tesla, and Apple.

16 articles 2 sources
1
Score
Macro Mature
Active

US-Iran geopolitical tensions escalate

An article belongs to this narrative if it discusses geopolitical tensions between the US and Iran.

249 articles 8 sources
1
Score
▲ +1.0 velocity
Micro Developing
Active

ARK Invest (ARKK) SpaceX (SPCE) investment

An article belongs to this narrative if it discusses ARK Invest's investment in SpaceX.

4 articles 2 sources
1
Score
Meso Developing
Active

Volatility returns as summer calm ends

An article belongs to this narrative if it discusses the return of market volatility after a period of relative calm, typically during the summer months.

4 articles 3 sources
1
Score
▲ +4.0 velocity
Macro Developing
Active

Data center expansion reshaping US economy and AI race

An article belongs to this narrative if it covers the economic and political impact of data center construction, particularly in relation to AI infrastructure and …

7 articles 3 sources
1
Score
Micro Developing
Active

MRVL Q2 earnings anticipation

An article belongs to this narrative if it discusses Marvell Technology's upcoming Q2 earnings.

5 articles 1 sources
1
Score
Macro Developing
Active

Fed rate hike debate: September decision

An article belongs to this narrative if it discusses the Federal Reserve's decision to raise or maintain interest rates in September.

13 articles 2 sources
1
Score
Meso Developing
Active

AI infrastructure spending drives US equities

An article belongs to this narrative if it discusses the impact of AI infrastructure spending on US equities.

13 articles 3 sources
1
Score
Macro Developing
Active

Retirement savings and dividend income

An article belongs to this narrative if it discusses the impact of dividend income on retirement savings.

7 articles 2 sources
1
Score
▲ +7.0 velocity
Macro Developing
Active

Market valuations and investor risks

An article belongs to this narrative if it discusses market valuations, investor risks, or warnings about market conditions.

3 articles 3 sources
1
Score
▲ +2.0 velocity
Meso Developing
Active

Insurance brokerage acquisitions

An article belongs to this narrative if it discusses acquisitions or mergers in the insurance brokerage sector.

3 articles 3 sources
1
Score
▲ +2.0 velocity
Macro Developing
Active

Social Security rules for retirees

An article belongs to this narrative if it discusses Social Security rules relevant to retirees.

9 articles 2 sources
1
Score
Micro Developing
Active

NVDA's Record AI Chip Sales

An article belongs to this narrative if it discusses Nvidia's record AI chip sales.

13 articles 2 sources
1
Score
Macro Developing
Active

Real estate investment trends

An article belongs to this narrative if it discusses trends in real estate investment.

3 articles 3 sources
1
Score
Meso Developing
Active

Retirement income strategies for baby boomers

An article belongs to this narrative if it discusses income strategies for baby boomers approaching or in retirement.

7 articles 2 sources
1
Score
Macro Developing
Active

Global markets navigate geopolitical and economic conflicts

An article belongs to this narrative if it analyzes how stock markets are influenced by overlapping geopolitical tensions (e.g., wars) and economic conflicts (e.g., central …

10 articles 5 sources
1
Score