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Update row 471373 in events
seq
Primary key.
INTEGER
id
evt_3ac6ed5ab128
TEXT NOT NULL
kind
signal_ingest
TEXT NOT NULL
ts
2026-04-21T14:19:48.948754+00:00
TEXT NOT NULL
actor
daemon:signal_enrichment
TEXT
subject_entity_ids
[]
TEXT
payload
{"created_at":"2026-04-20T18:44:57.233742+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:8c07d3f5661d63ad","evidence_event_ids":["evt_75eb3d8f6bd3"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/why-artificial-intelligence-ai-wont-destroy-software-companies-according-microsoft","as_of":"2026-04-20T18:44:57.233742+00:00","canonical_url":"https://www.fool.com/investing/2026/04/20/why-artificial-intelligence-ai-wont-destroy-softwa/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/why-artificial-intelligence-ai-wont-destroy-software-companies-according-microsoft","article_chars":4447,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_f54867777141069b","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/20/why-artificial-intelligence-ai-wont-destroy-softwa/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-21T14:19:48.948704+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsAs more artificial intelligence (AI) agents are deployed, revenue may increase for software companies.","fetched_title":"Why Artificial Intelligence (AI) Won't Destroy Software Companies, According to This Microsoft Executive | Nasdaq","final_url":"https://www.nasdaq.com/articles/why-artificial-intelligence-ai-wont-destroy-software-companies-according-microsoft","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/why-artificial-intelligence-ai-wont-destroy-software-companies-according-microsoft","source_event_id":"evt_75eb3d8f6bd3","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"085c7e79089d6f79","kind":"unusual_volume","published_at":"2026-04-20T17:50:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.62,"dates_mentioned":["entering the week","this year","recent weeks","April 20, 2026"],"entities":[{"asset_class":"equity","name":"Microsoft","relevance":"high","symbol":"MSFT","type":"company"},{"asset_class":"person","name":"Rajesh Jha","relevance":"high","symbol":"","type":"person"},{"asset_class":"etf","name":"iShares Expanded Tech-Software Sector ETF","relevance":"medium","symbol":"","type":"fund"},{"asset_class":"equity","name":"Nvidia","relevance":"low","symbol":"NVDA","type":"company"},{"asset_class":"equity","name":"Intel","relevance":"low","symbol":"INTC","type":"company"}],"event_type":"other","information_gaps":["Signal type is discovery_unusual_volume_delta, but the provided text contains no volume ratio, baseline volume, or unusual volume metrics.","No explicit confirmation is provided that the volume change (if any) is driven by news; the article is an opinion/argument about AI and software revenue.","The article does not provide a specific catalyst date/time tied to any trading volume anomaly.","No quantitative evidence (e.g., seat counts, bookings, guidance) is provided\u2014only executive commentary and market/valuation context."],"key_facts":["The article states that software providers often sell access on a per-seat basis.","It says software stocks have fallen heavily in value this year due to concerns that AI will reduce demand for software.","The article claims Microsoft (NASDAQ: MSFT) was down 13% entering the week, despite rallying in recent weeks.","It quotes Microsoft executive Rajesh Jha saying he is not worried that AI will cause a significant decline in revenue.","The article states Jha\u2019s view that AI agents would be \u201cseat opportunities\u201d because embodied agents would need credentials to log in.","The article suggests that even if jobs are replaced, multiple AI agents may assist a worker and still require access to software.","It notes the iShares Expanded Tech-Software Sector ETF has declined by close to 20% this year.","The article states Microsoft\u2019s valuation is 26 times trailing earnings, down from nearly 40 last year."],"numeric_claims":[{"label":"Microsoft stock decline","value":"down 13% entering the week"},{"label":"iShares Expanded Tech-Software Sector ETF decline","value":"close to 20% this year"},{"label":"Microsoft trailing earnings multiple","value":"26x trailing earnings"},{"label":"Prior multiple","value":"nearly 40x last year"}],"primary_claim":"Rajesh Jha of Microsoft believes the rise of AI agents will not significantly reduce software revenue and may increase demand because AI agents would require their own credentials and access to per-seat software.","relevance_score":0.35,"sentiment":"mixed","source_quality":"high","summary":"The article argues that as AI agents become more common, software companies that sell per-seat licenses could see steady or growing revenue demand. It cites a Microsoft executive\u2019s view that \u201cembodied agents\u201d create additional seat opportunities even if some jobs are replaced.","topics":["artificial intelligence","agentic AI","software licensing","per-seat revenue model","Microsoft stock performance","investor sentiment"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsAs more artificial intelligence (AI) agents are deployed, revenue may increase for software companies.","tickers":["AI"],"title":"Why Artificial Intelligence (AI) Won't Destroy Software Companies, According to This Microsoft Executive","url":"https://www.fool.com/investing/2026/04/20/why-artificial-intelligence-ai-wont-destroy-softwa/"}}
TEXT NOT NULL
source_ref
candidate:sc_f54867777141069b
TEXT
confidence
REAL (default 0.0
dedupe_key
signal_enriched:discovery_unusual_volume_delta:8c07d3f5661d63ad
TEXT
episode_id
NULL
TEXT
created_at
2026-04-21T14:19:48.948819+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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