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Narrative Radar
Your daily look at the narratives driving the market.
Narrative Radar
In the News
New Themes
Accelerating
Fading
Watchlist
News day
10/9/26
10/8/26
10/7/26
10/6/26
10/5/26
10/2/26
10/1/26
9/30/26
9/29/26
9/28/26
9/25/26
9/24/26
9/23/26
In-Flight Connectivity
☆
Airplanes
'26
SpaceX makes big move into wireless. These once 'obsolete' tech stocks could benefit
1M -9.5%
CNBC
10/9/26
GOGO
VSAT
GILT
SPCX
ATRO
SESG.PA
+6
via NewsAPI.ai
Middle Eastern Energy
☆
Energy Sovereignty
'26
Houthi Attacks on Riyadh Airport Leave 3 Dead, Saudi Arabia Says
1M -4.0%
The New York Times
10/9/26
2222.SR
2380.SR
2381.SR
2382.SR
QGTS.QA
3030.SR
+1
via NewsAPI.ai
EM Airlines
☆
Global Airlines
'26
Africa Cup of Nations: Caf in discussions to reverse switch from two-year cycle
1M -5.9%
BBC
10/9/26
4264.SR
5099.KLSE
7YH.F
ADAVIATION.AE
AIRARABIA.AE
BA.BK
+9
via NewsAPI.ai
Agentic Payments
☆
Agentic Utilities
'26
SAP and Samsung Shift Stablecoin Competition From Issuance to Distribution | PYMNTS.com
1M -0.4%
PYMNTS.com
10/8/26
COIN
CRCL
GOOG
HOOD
JPM
PYPL
+2
via NewsAPI.ai
Dealer / Distributor Networks
☆
Business Models
'24
Yamaha and John Deere team up on future side-by-sides | Powersports Business
1M -7.6%
Powersports Business
10/7/26
DE
CAT
AGCO
CNH
6326.T
6301.T
+7
via NewsAPI.ai
U.S. Cannabis Operators & MSOs
☆
Cannabis
'24
Curaleaf International Expands Medical Cannabis Education Platform for Health Care Professionals in Poland
1M -17.0%
Cannabis Business Times
10/8/26
CURLF
PLNH
TRLV
VREOF
GTBIF
VRNO
+9
via NewsAPI.ai
Crypto Exchanges, Brokerages & Trading Platforms
☆
Crypto
'26
CRX Trade launches Swiss prime brokerage bridging crypto exchanges and Wall Street, as tokenized stock trading surges
1M -7.8%
The Block
10/6/26
COIN
HOOD
BLSH
CNCK
GEMI
ETOR
+8
via NewsAPI.ai
Adult Collectibles & Kidulting
☆
Consumer Behavior
'25
Breakingviews - COMMENTARY: Mattel CEO may put deal-making as priority Uno
1M +2.2%
Reuters
10/7/26
HAS
8136.T
MAT
9992.HK
GAW.LSE
FNKO
+8
via NewsAPI.ai
Small Appliances
☆
Buying a House
'26
The best Prime Day space heater deals include 30% off the Shark TurboBlade Cool + Heat
1M -2.6%
Business Insider
10/6/26
BRG.AU
SN
1580.TWO
192400.KO
6459.T
6690.HK
+13
via NewsAPI.ai
Commodity Trading Houses
☆
Cycle Long
'26
China's oil tactics have been clever. Now the costs are mounting
1M -8.0%
The Economist
10/7/26
8058.T
8031.T
GLEN.LSE
8001.T
8053.T
8002.T
+4
via NewsAPI.ai
Construction Equipment & Modular Infra
☆
Capital Asset Leasing
'26
XCMG Launches New Mini Excavators: XE27U Pro and XE45U Pro
1M -4.0%
Equipment World (A Construction Equipment Magazine)
10/6/26
9678.T
ALTG
EQPT
HRI
URI
VP.LSE
via NewsAPI.ai
Oncology
☆
Biotech
'24
AstraZeneca CEO says Summit drug could drive next generation of cancer combinations after $2 billion investment
1M -0.1%
CNBC
10/5/26
ALXO
BPMC
EXEL
HOWL
IOVA
LVTX
+2
via NewsAPI.ai
Radio Broadcasters & Audio Networks
☆
Broadcasting & Linear Media
'24
Is Local Radio Not Asking Important Questions?
1M -15.3%
Radio Ink
10/5/26
IHRT
A1N.AU
SIRI
CMLSQ
TSQ
ENIL.NS
+13
via NewsAPI.ai
Industrial/Materials/Logistics
☆
China
'24
8 more firms from Belt and Road Initiative countries apply for IPOs in Hong Kong
1M -1.8%
South China Morning Post
10/5/26
0316.HK
0548.HK
1378.HK
1839.HK
1919.HK
6198.HK
via NewsAPI.ai
Selling Marketplace
☆
Gig Economy
'26
Amazon and Walmart Race to Become Merchants' Operating System | PYMNTS.com
1M -4.0%
PYMNTS.com
10/1/26
AMZN
EBAY
ABNB
ART.AU
ATG.AU
ETSY
+1
via NewsAPI.ai