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Update row isk_fdc2ed6df7df174b1b94 in intel_memory
story_key
isk_fdc2ed6df7df174b1b94
Primary key.
TEXT
entity_key
equity:CNBC
TEXT NOT NULL
theme_key
geopolitics
TEXT NOT NULL
latest_story_id
intel_9b919fb778a108ce
TEXT
first_seen_at
2026-04-15T07:01:57+00:00
TEXT
last_seen_at
2026-04-15T07:01:57+00:00
TEXT
last_alerted_at
NULL
TEXT
last_digested_at
NULL
TEXT
last_decision
digest
TEXT NOT NULL (default 'monitor'
last_alert_class
none
TEXT NOT NULL (default 'none'
continuity_state
developing
TEXT NOT NULL (default 'new'
uncertainty_state
open
TEXT NOT NULL (default 'open'
followup_status
none
TEXT NOT NULL (default 'none'
followup_attempts
INTEGER NOT NULL (default 0
last_followup_at
NULL
TEXT
last_verification_note
No article text is provided, so the specific credit event (name, issuer, timing, or severity) is not stated.
TEXT
last_confidence
REAL NOT NULL (default 0.0
last_corroboration_score
REAL NOT NULL (default 0.0
last_importance_score
REAL NOT NULL (default 0.0
last_provenance_score
REAL NOT NULL (default 0.0
quality_delta
REAL NOT NULL (default 0.0
latest_headline
Luxury stocks fall as Iran war weighs on earnings; Hermes sinks 14% - CNBC
TEXT
latest_thesis
CNBC reported that luxury stocks fell amid concerns that the Iran war could weigh on earnings, including a reported 14% drop in Hermes and a reported 6% slump in Kering (linked to Gucci sales drop) in the same coverage stream.
TEXT
latest_why_now
Moves in major luxury brands can affect investor sentiment toward consumer-facing, discretionary sectors and can also reflect how geopolitical risk is being priced into corporate earnings expectations.
TEXT
unresolved_questions
["No article text is provided, so the specific credit event (name, issuer, timing, or severity) is not stated.","No bank names, earnings figures, or which earnings period are referenced.","No details are provided on how the credit event is expected to affect specific assets or sectors.","No near-term catalyst timing beyond the general statement that markets remain concerned.","Add at least one primary source confirmation before escalation.","Increase independent source coverage to reduce provenance risk.","Review the original CNBC articles for the specific stated earnings/forecast channels tied to the Iran war.","Check Reuters (and any other listed sources) for independent confirmation of the exact percentage moves for Hermes and Kering."]
TEXT
seen_timestamps_30d
["2026-04-15T07:01:57+00:00"]
TEXT
surfaced_timestamps_30d
[]
TEXT
alerted_timestamps_30d
[]
TEXT
seen_count_total
INTEGER NOT NULL (default 0
surfaced_count_total
INTEGER NOT NULL (default 0
alert_count_total
INTEGER NOT NULL (default 0
updated_at
2026-04-15T13:39:16.134885+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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