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Update row 29563 in events
seq
Primary key.
INTEGER
id
evt_53a7be417aed
TEXT NOT NULL
kind
signal_ingest
TEXT NOT NULL
ts
2026-04-12T13:50:20.193934+00:00
TEXT NOT NULL
actor
daemon:signal_enrichment
TEXT
subject_entity_ids
[]
TEXT
payload
{"created_at":"2026-04-12T13:46:53.258496+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:29d313b567d82a0e","evidence_event_ids":["evt_ad1a92b07de1"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/great-rotation-out-artificial-intelligence-ai-stocks-has-arrived-heres-what-smart-money","as_of":"2026-04-12T13:46:53.258496+00:00","canonical_url":"https://www.fool.com/investing/2026/04/12/the-great-rotation-out-of-artificial-intelligence/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/great-rotation-out-artificial-intelligence-ai-stocks-has-arrived-heres-what-smart-money","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_fb2615a5b33f45e1","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/12/the-great-rotation-out-of-artificial-intelligence/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-12T13:50:20.193878+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsAI stocks nosedived amid economic concerns in early 2025 and have been volatile so far in 2026.","fetched_title":"The \"Great Rotation\" Out of Artificial Intelligence (AI) Stocks Has Arrived. Here's What Smart Money Is Buying Instead. | Nasdaq","final_url":"https://www.nasdaq.com/articles/great-rotation-out-artificial-intelligence-ai-stocks-has-arrived-heres-what-smart-money","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/great-rotation-out-artificial-intelligence-ai-stocks-has-arrived-heres-what-smart-money","source_event_id":"evt_ad1a92b07de1","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"72f2e1e42943544d","kind":"unusual_volume","published_at":"2026-04-12T12:35:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.62,"dates_mentioned":["early 2025","so far in 2026","Great Recession"],"entities":[{"asset_class":"equity","name":"Procter & Gamble","relevance":"high","symbol":"PG","type":"company"},{"asset_class":"equity","name":"Realty Income","relevance":"high","symbol":"O","type":"company"},{"asset_class":"equity","name":"Brookfield Renewable","relevance":"high","symbol":"BEP/BEPC","type":"company"},{"asset_class":"equity","name":"Nvidia","relevance":"medium","symbol":"NVDA","type":"company"},{"asset_class":"equity","name":"Intel","relevance":"medium","symbol":"INTC","type":"company"},{"asset_class":"equity","name":"Google","relevance":"low","symbol":"","type":"company"},{"asset_class":"equity","name":"Microsoft","relevance":"low","symbol":"MSFT","type":"company"}],"event_type":"other","information_gaps":["No ticker-specific unusual volume ratio vs average is provided in the text (baseline volume, volume ratio, and direction are not stated).","The signal type suggests unusual volume delta, but the article content provided does not include any volume/flow metrics or confirmation from market data.","The article\u2019s \u201csmart money\u201d framing is not backed with specific trades, volume statistics, or named buyers in the provided text.","No explicit catalyst tied to a specific ticker\u2019s volume spike is provided; the only catalyst hypothesis offered is a general rotation away from AI due to AI bubble concerns and economic volatility."],"key_facts":["The article states AI stocks \u201cnosedived\u201d amid economic concerns in early 2025 and have been volatile so far in 2026.","The article claims investors are pivoting to dividend stocks as \u201csafer investments.\u201d","The article recommends Procter & Gamble (NYSE: PG) and cites a streak of 69 annual dividend increases and a 2.9% dividend yield.","The article recommends Realty Income (NYSE: O) and cites a portfolio of over 15,500 properties, occupancy not falling below 96% during the Great Recession, a 31-year streak of annual increases, and a 5.1% dividend yield.","The article recommends Brookfield Renewable (NYSE: BEP and BEPC) and states it supports AI-related data center demand via electricity supply.","The article states BEP and BEPC represent the same entity and have the same dividend, with yield differences attributed to demand for the corporate class."],"numeric_claims":[{"label":"Dividend yield (Procter & Gamble)","value":"2.9%"},{"label":"Annual dividend increase streak (Procter & Gamble)","value":"69"},{"label":"Number of properties (Realty Income)","value":"over 15,500"},{"label":"Occupancy floor during Great Recession (Realty Income)","value":"not below 96%"},{"label":"Annual dividend increase streak (Realty Income)","value":"31-year streak"},{"label":"Dividend yield (Realty Income)","value":"5.1%"},{"label":"Dividend yield (Brookfield Renewable corporate share class)","value":"3.6%"},{"label":"Dividend yield (Brookfield Renewable partnership unit)","value":"4.6%"}],"primary_claim":"The article claims investors are pivoting away from AI stocks toward dividend stocks like PG, O, and BEP/BEPC amid concerns that an AI bubble may burst.","relevance_score":0.35,"sentiment":"mixed","source_quality":"high","summary":"The article argues that \u201csmart money\u201d is rotating out of AI stocks due to concerns about an AI bubble and economic volatility, favoring dividend-paying stocks instead. It specifically highlights Procter & Gamble (PG), Realty Income (O), and Brookfield Renewable (BEP/BEPC) as safer alternatives.","topics":["AI stocks","market rotation","dividend stocks","AI bubble concerns","economic volatility","consumer staples","net lease REIT","clean energy/data centers"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsAI stocks nosedived amid economic concerns in early 2025 and have been volatile so far in 2026.","tickers":["AI"],"title":"The \"Great Rotation\" Out of Artificial Intelligence (AI) Stocks Has Arrived. Here's What Smart Money Is Buying Instead.","url":"https://www.fool.com/investing/2026/04/12/the-great-rotation-out-of-artificial-intelligence/"}}
TEXT NOT NULL
source_ref
candidate:sc_fb2615a5b33f45e1
TEXT
confidence
REAL (default 0.0
dedupe_key
signal_enriched:discovery_unusual_volume_delta:29d313b567d82a0e
TEXT
episode_id
NULL
TEXT
created_at
2026-04-12T13:50:20.194001+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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