OPENA 10.4% +1.4pp ANTHR 8.4% −0.7pp GOOGL 7.0% +2.0pp MICRO 3.9% +2.2pp META 3.4% +1.3pp NVIDI 2.5% +0.5pp APPLE 1.5% −0.6pp US 1.3% −1.1pp DEEPS 1.3% +1.0pp AMAZO 1.2% −0.2pp CLOUD 1.0% +0.7pp WH 0.8% +0.5pp SPACE 0.8% +0.6pp MISTR 0.7% +0.0pp
The Pulse24 Count · Standing editionRecounted 10 Aug 2026

Attention is narrowing, and it has changed subject.

The five most-covered subjects now take 33.0% of all named-subject events, against 27.7% in the preceding ninety days. Microsoft alone moved from 1.7% to 3.9%. Over the same span, Policy gave up 5.2pp of the cycle while Funding took +6.8pp.

Events counted
4,981
Named subjects
1,744
Categories
17
Months
18

Subjects

Share of named-subject events, trailing 90 days against the 90 before.

Subjects by share of named-subject events, previous versus current 90-day window
SubjectThenNowMovement±pp
Microsoft1.73.9+2.2
Google5.17.0+2.0
OpenAI9.010.4+1.4
Meta2.13.4+1.3
DeepSeek0.31.3+1.0
Cloudflare0.31.0+0.7
Losing ground
United States2.51.3−1.1
Anthropic9.18.4−0.7
Oracle0.60.0−0.6
Apple2.11.5−0.6
xAI0.70.2−0.6

Categories

Share of all events. Rotation shows here before it shows in headlines.

Categories by share of all events, previous versus current 90-day window
CategoryThenNowMovement±pp
Funding4.611.4+6.8
Policy15.710.5−5.2
Investment5.910.0+4.1
Security7.611.5+4.0
Product20.517.0−3.5
OpenSource1.63.7+2.0
Leadership4.32.5−1.8
Partnership6.44.7−1.8

Gone quiet · Oracle, Cohere, Trump administration — each carried eight or more events in the archive and none in the last ninety days.

Listed vs not · 46.9% of coverage we can classify by listing status goes to companies that are not publicly traded — effectively unchanged from 50.0% the quarter before. OpenAI and Anthropic alone account for 18.8% of every named-subject event in the archive. Listing status is a maintained list, not archive data; it covers 46.4% of named-subject events.

Method

Every figure is a full count of the archive, not a sample. Coverage runs 25 Mar 2025 to 10 Aug 2026.

Shares are reported rather than totals because publishing volume is not constant — 599 events in the current window against 980 before it. Comparing raw counts across those windows would show a decline everywhere and mean nothing.

Subject labels are normalised onto head entities, so Google DeepMind and Google Cloud count as Google. Generic labels such as “AI” or “Big Tech” are excluded.

The archive, in its own words.

Massive investments in artificial intelligence infrastructure accelerate globally as firms pour billions into data centres and chip manufacturing. Meanwhile, autonomous AI agents spark urgent security concerns over system containment, rising cyber threats, and grid vulnerabilities, prompting tighter regulatory scrutiny across international markets.

Written 10 Aug 2026 from the last seven days of stories

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