OPENA 7.6% −2.8pp ANTHR 6.7% −2.4pp GOOGL 4.5% −2.8pp NVIDI 3.7% +1.6pp META 1.9% −0.1pp MICRO 1.7% −1.2pp US 1.7% +0.6pp AMAZO 1.4% +0.9pp DEEPS 1.3% +0.5pp APPLE 0.9% −1.3pp UBER 0.8% +0.3pp MISTR 0.7% +0.2pp CLOUD 0.7% +0.4pp UG 0.6% +0.6pp
The Pulse24 Count · Standing editionRecounted 16 Sept 2026

Attention is narrowing, and it has changed subject.

The five most-covered subjects now take 24.4% of all named-subject events, against 32.0% in the preceding ninety days. Nvidia alone moved from 2.1% to 3.7%. Over the same span, Product gave up 8.5pp of the cycle while Funding took +7.5pp.

Events counted
5,467
Named subjects
1,951
Categories
17
Months
19

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
Nvidia2.13.7+1.6
Amazon0.51.4+0.9
United States1.11.7+0.6
UK Government0.00.6+0.6
CXMT0.00.6+0.6
Australian Government0.00.5+0.5
Losing ground
OpenAI10.57.6−2.8
Google7.24.5−2.8
Anthropic9.26.7−2.4
Apple2.30.9−1.3
Microsoft2.91.7−1.2

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
Product21.513.0−8.5
Funding7.214.7+7.5
Investment6.212.9+6.7
Release8.33.9−4.4
Research14.210.4−3.8
Legislation2.64.2+1.7
Acquisition0.82.4+1.6
Leadership2.71.4−1.3

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

Listed vs not · 46.3% of coverage we can classify by listing status goes to companies that are not publicly traded — effectively unchanged from 49.8% the quarter before. OpenAI and Anthropic alone account for 14.4% of every named-subject event in the archive. Listing status is a maintained list, not archive data; it covers 36.8% of named-subject events.

Method

Every figure is a full count of the archive, not a sample. Coverage runs 25 Mar 2025 to 16 Sept 2026.

Shares are reported rather than totals because publishing volume is not constant — 878 events in the current window against 627 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 same archive, read once a week by a human.

Pacing the Frontier, a Tester Locked Out, and a Registry Flooded. Two insights, each with the case against it. Tuesdays, 7:30am UK.

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