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Update row 6213 in events
seq
Primary key.
INTEGER
id
evt_afa273720914
TEXT NOT NULL
kind
signal_ingest
TEXT NOT NULL
ts
2026-04-08T11:35:28.537529+00:00
TEXT NOT NULL
actor
daemon:signal_enrichment
TEXT
subject_entity_ids
[]
TEXT
payload
{"created_at":"2026-04-08T11:34:02.408899+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:054fe49d8a1ed4d2","evidence_event_ids":["evt_b6590cdb4237"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/ai-gold-rush-over-costco-and-walmart-just-delivered-sobering-163-billion-warning","as_of":"2026-04-08T11:34:02.408899+00:00","canonical_url":"https://www.fool.com/investing/2026/04/08/is-ai-gold-rush-over-warning-to-nvidia/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/ai-gold-rush-over-costco-and-walmart-just-delivered-sobering-163-billion-warning","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_ac91e3c6e08b5b44","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/08/is-ai-gold-rush-over-warning-to-nvidia/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-08T11:35:28.537465+00:00","extraction_method":"heuristic","fetched_description":"Key PointsShares of Nvidia and Palantir soared in the quadruple digits over three years, but they\u2019ve lost momentum in recent weeks.","fetched_title":"Is the AI Gold Rush Over? Costco and Walmart Just Delivered a Sobering $163 Billion Warning to Shareholders of Nvidia, Palantir, and Other Red-Hot AI Stocks. | Nasdaq","final_url":"https://www.nasdaq.com/articles/ai-gold-rush-over-costco-and-walmart-just-delivered-sobering-163-billion-warning","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/ai-gold-rush-over-costco-and-walmart-just-delivered-sobering-163-billion-warning","source_event_id":"evt_b6590cdb4237","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"f7451b52c53e6b23","kind":"unusual_volume","published_at":"2026-04-08T10:40:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.62,"dates_mentioned":["April 08, 2026"],"entities":[{"asset_class":"equity","name":"Nvidia","relevance":"high","symbol":"NVDA","type":"company"},{"asset_class":"equity","name":"Palantir Technologies","relevance":"medium","symbol":"PLTR","type":"company"},{"asset_class":"equity","name":"Costco","relevance":"high","symbol":"COST","type":"company"},{"asset_class":"equity","name":"Walmart","relevance":"high","symbol":"WMT","type":"company"},{"asset_class":"etf","name":"Vanguard Consumer Staples ETF","relevance":"medium","symbol":"","type":"fund"}],"event_type":"price_action","information_gaps":["No unusual trading volume ratio vs average is provided in the supplied text (baseline volume, volume ratio, and direction are not stated).","The signal type requested (discovery_unusual_volume_delta) is not directly evidenced by volume metrics in the provided article excerpt.","The article does not specify the exact catalyst event (e.g., earnings, guidance, macro print) tied to the alleged \u201cwarning\u201d beyond general concerns and the Q1 relative performance framing."],"key_facts":["The article states Nvidia and Palantir advanced more than 1,100% and 2,600%, respectively, over the past three calendar years (time window as stated).","The article states that over the past few months, investors became concerned about AI stock valuations and whether they are sustainable.","The article attributes investor concerns to AI spending worries and the general economic environment, and also mentions turmoil in Iran and uncertainty about U.S. economic growth.","The article states that in the first quarter, Costco and Walmart stock largely outperformed Nvidia stock.","The article states that during the first quarter, Costco gained about $60B in market cap and Walmart gained about $103B in market cap.","The article states that during the first quarter, Nvidia lost about $300B in market value.","The article states the Vanguard Consumer Staples ETF gained more than 6% in the quarter and that its biggest positions include Walmart and Costco.","The article suggests investors rotated from AI stocks into consumer staples perceived as safer."],"numeric_claims":[{"label":"Nvidia market value loss (Q1, stated)","value":"$300 billion"},{"label":"Costco market cap gain (Q1, stated)","value":"$60 billion"},{"label":"Walmart market cap gain (Q1, stated)","value":"$103 billion"},{"label":"Vanguard Consumer Staples ETF gain (quarter, stated)","value":"more than 6%"},{"label":"Nvidia 3-year gain (stated)","value":"more than 1,100%"},{"label":"Palantir 3-year gain (stated)","value":"more than 2,600%"}],"primary_claim":"Costco and Walmart outperformed Nvidia in the first quarter, with Costco gaining about $60B and Walmart about $103B in market cap while Nvidia lost about $300B.","relevance_score":0.42,"sentiment":"mixed","source_quality":"high","summary":"The article argues that AI-stock momentum has weakened recently, citing a rotation by investors toward \u201csafer\u201d consumer staples after Costco and Walmart outperformed Nvidia in the first quarter. It does not provide a specific unusual-volume ratio for any ticker in the provided text.","topics":["AI stocks","investor rotation","consumer staples vs AI","market cap changes","valuation concerns","economic uncertainty"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsShares of Nvidia and Palantir soared in the quadruple digits over three years, but they\u2019ve lost momentum in recent weeks.","tickers":[],"title":"Is the AI Gold Rush Over? Costco and Walmart Just Delivered a Sobering $163 Billion Warning to Shareholders of Nvidia, Palantir, and Other Red-Hot AI Stocks.","url":"https://www.fool.com/investing/2026/04/08/is-ai-gold-rush-over-warning-to-nvidia/"}}
TEXT NOT NULL
source_ref
candidate:sc_ac91e3c6e08b5b44
TEXT
confidence
REAL (default 0.0
dedupe_key
signal_enriched:discovery_unusual_volume_delta:054fe49d8a1ed4d2
TEXT
episode_id
NULL
TEXT
created_at
2026-04-08T11:35:28.537599+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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