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Update row isk_0ebe271a768e548e06d6 in intel_memory
story_key
isk_0ebe271a768e548e06d6
Primary key.
TEXT
entity_key
equity:AA
TEXT NOT NULL
theme_key
markets
TEXT NOT NULL
latest_story_id
intel_de9931e9c4e78601
TEXT
first_seen_at
2026-04-19T17:35:13+00:00
TEXT
last_seen_at
2026-04-19T17:35:13+00:00
TEXT
last_alerted_at
NULL
TEXT
last_digested_at
NULL
TEXT
last_decision
monitor
TEXT NOT NULL (default 'monitor'
last_alert_class
none
TEXT NOT NULL (default 'none'
continuity_state
developing
TEXT NOT NULL (default 'new'
uncertainty_state
conflicted
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
article_text_unavailable
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
Alcoa (AA) Well-Positioned In A Highly Volatile Mining Backdrop, According to Morgan Stanley - Yahoo Finance
TEXT
latest_thesis
Multiple market-news items published on or around 2026-04-19 discuss Alcoa (AA) in the context of mining-sector volatility. One item (Yahoo Finance) reports that Morgan Stanley characterized Alcoa as “well-positioned” amid a “highly volatile mining backdrop.” Another item (simplywall.st) frames the question of whether it is “too late” to consider Alcoa after a “recent share price pullback.”
TEXT
latest_why_now
Analyst framing about how a company is positioned during commodity/mining volatility can influence investor sentiment and near-term trading narratives for materials/industrial equities. In this case, the coverage ties Alcoa’s outlook to broader mining-market conditions rather than company-specific operational updates.
TEXT
unresolved_questions
["article_text_unavailable","source_summary_missing","Add at least one primary source confirmation before escalation.","Increase independent source coverage to reduce provenance risk.","Open and review the Yahoo Finance article to confirm the exact wording, date, and whether it cites specific Morgan Stanley report details (e.g., rating, price target, or key drivers).","Open and review the simplywall.st article to confirm what it attributes the pullback to and what timeframe/metrics it uses for the \u201ctoo late to consider\u201d framing.","Verify whether any company-specific disclosures (earnings, guidance, major contracts, or operational updates) occurred near the same timestamps that could explain the pullback independently of mining volatility.","Resolve contradiction: directional claim conflict"]
TEXT
seen_timestamps_30d
["2026-04-19T17:35:13+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
2026-04-19T18:23:50.926653+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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