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{"delivery_fp":"attn:C0A8Q869CNL:be0d8 {"delivery_fp":"attn:C0A8Q869CNL:be0d857beacd390ce53a:2026-04-15T12","focus":{"candidate_refs":[{"id":"art_intel_2026-04-15T06:00","kind":"artifact"}],"headline":"Intel Digest 2026-04-15T06:00","mission":{"brief_artifact_id":null,"case_id":null,"dossier_artifact_id":null,"entities":[],"headline":"Intel Digest 2026-04-15T06:00","kind":"opportunity","recommendation":null,"related_assets":[],"validation_steps":[],"why_now":"intel_digest ready; 2026-04-15T06:00","why_you":null},"summary":"*Intel Digest* - 2026-04-15T06:00\n\n*Top Urgent Developments*\n- 1. *Multiple outlets report that ASML\u2019s upcoming/ongoing earnings are being framed as a key read-through for the AI and memory-chip supply chain, implying investors will watch guidance and demand signals tied to AI an","why_now":"intel_digest ready; 2026-04-15T06:00"},"message_kind":"attention_nudge","message_role":"assistant","message_type":null,"refs":[{"id":"art_intel_2026-04-15T06:00","kind":"artifact"}],"state_key":null,"text":"Intel Digest 2026-04-15T06:00\n\n*Top Urgent Developments*\n- 1. *Multiple outlets report that ASML\u2019s upcoming/ongoing earnings are being framed as a key read-through for the AI and memory-chip supply chain, implying investors will watch guidance and demand signals tied to AI and memory upcycles.* (`alert`/developing, conf=0.79, corr=0.78, imp=0.85)\nContinuity: escalating\nUncertainty: open | follow-up: none\nWhat changed: Coverage shifts from general \u201cearnings coming\u201d framing to more specific earnings-related updates (e.g., an earnings beat and guidance lift) and associated interpretation for AI/memory demand expectations.\n\n_Why now:_ intel_digest ready; 2026-04-15T06:00\n\nQuick reply: `review` / `ignore`","thread_id":"thr_6101d55746a1e10fac"}... |