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Update row isk_9ca825b6f8ebbde96443 in intel_memory
story_key
isk_9ca825b6f8ebbde96443
Primary key.
TEXT
entity_key
equity:AA
TEXT NOT NULL
theme_key
markets
TEXT NOT NULL
latest_story_id
intel_b1ef45258b795885
TEXT
first_seen_at
2026-04-16T19:37:10+00:00
TEXT
last_seen_at
2026-04-16T19:37:10+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
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) Earnings Expectation Highlights - GuruFocus
TEXT
latest_thesis
Multiple outlets published coverage framed around Alcoa (AA) earnings expectations and valuation context. The items surfaced include a GuruFocus post titled “Alcoa (AA) Earnings Expectation Highlights” and a simplywall.st piece titled “Assessing Alcoa (AA) Valuation After Analyst Upgrades And Middle East Aluminum Supply Disruptions.”
TEXT
latest_why_now
Earnings-expectation coverage and valuation framing can influence how investors interpret near-term fundamentals and risk factors for an industrial metals producer like Alcoa, particularly when the narrative includes analyst revisions and supply-disruption themes.
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 GuruFocus article content to extract the specific earnings expectation details it highlights (e.g., consensus changes, time horizon, and any cited metrics).","Open and review the simplywall.st article to identify which analyst upgrades are referenced and what evidence is provided for the \u201cMiddle East aluminum supply disruptions.\u201d","Check whether any of the other listed domains (finance.yahoo.com, seekingalpha.com, marketbeat.com) published corroborating or conflicting coverage on the same earnings/valuation themes around the same timestamps.","Verify whether AA\u2019s market price moved materially around the publication times of these items, using a price chart or market data source (not provided in the current dataset)."]
TEXT
seen_timestamps_30d
["2026-04-16T19:37:10+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
2026-04-16T20:10:23.058941+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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