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event_store.db
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Update row 48134 in events
seq
Primary key.
INTEGER
id
evt_230aea87d2cd
TEXT NOT NULL
kind
thread_message_recorded
TEXT NOT NULL
ts
2026-04-15T11:39:20.116094+00:00
TEXT NOT NULL
actor
slack_compose
TEXT
subject_entity_ids
[]
TEXT
payload
{"delivery_fp":"intel_digest:2026-04-15T06:00","focus":{"artifact_id":"art_intel_2026-04-15T06:00","brief_artifact_id":"art_intel_2026-04-15T06:00","candidate_refs":[{"id":"art_intel_2026-04-15T06:00","kind":"artifact"}]},"message_kind":"intel_digest","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)\n Continuity: escalating\n Uncertainty: open | follow-up: none\n What 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 Why now: The timing aligns with active earnings-cycle reporting and market-mover headlines published on 2026-04-15, increasing the immediacy of guidance/demand implications for semiconductor equipment and downstream memory/AI supply chains.\n Sources: <https://news.google.com/rss/articles/CBMiZEFVX3lxTE9DempaQ01LMXIxcE4ydXZyb2lPR1FmakMzUlFtZUhPWVdrdjFGbXJLeHJBSUhWU1lMTVFOeVVSUUZxZk5FY1NEX2lwV2YyTEh2VUxScm5PenBsTzYwMXRSTC1MNkg?oc=5|Broadcom, Nike, ASML, Bank of America, Morgan Stanley, GitLab, and More Stock Market Movers - Barron's> (barrons.com); <https://news.google.com/rss/articles/CBMidkFVX3lxTE1CenAwSW02NUlHd200LUM4MWEtTXdmZ3dHTGstMDVfSlNBczFTb3NkelJ6TXZxSV9sODNXUmpHaEpZWHFlR3M3T3NDdFRXV2JYaWRndXFOaXAzdHI5ZFRIdHlFQ2h0Ulpzc0syMzZVaVAyUG5QLVE?oc=5|ASML Lifts Guidance After Earnings Beat. What It Means for the AI and Memory Chip Boom. - Barron's> (barrons.com); <https://news.google.com/rss/articles/CBMic0FVX3lxTFBhdDZkWnJZTmhSVjNIODFmcXpJQmljSUttcXpmLU5UbHIwVzlnOTB5REVIY1NZcEVFajhqTE9CVG9UQkt1ZHo2YlhnQjVlcGRsMkZDemtyVk9NMVRaUkNLWTNvVmpHUy10aW1nczZaT29TdU3SAXhBVV95cUxNcGtmZ3JHcHBrSHYzLTJOWUpNS2Zid3FtQ2lyNEIwS2JDU1BRaUJXSEpENUtDZE1ob1ZqOWIwT05PTUl2dWRPcGNZRVNVdWRkRU5JRTAtS2EyLVBWbDk3Si1QQzczcm9tblRiUjh3Z3k0bWlCd0ZkMmI?oc=5|Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong - CNBC> (cnbc.com)\n\n*Open Uncertainties & Next Checks*\n- 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.: No earnings date/time is provided. (follow-up: none)","thread_id":"thr_b42609588bfa43281e"}
TEXT NOT NULL
source_ref
NULL
TEXT
confidence
REAL (default 0.0
dedupe_key
thread_message_recorded:intel_digest:2026-04-15T06:00
TEXT
episode_id
NULL
TEXT
created_at
2026-04-15T11:39:20.116173+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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