OPENA 11.7% +3.0pp ANTHR 10.5% +1.9pp GOOGL 8.8% +4.2pp MICRO 4.1% +2.5pp META 3.1% +1.0pp NVIDI 2.9% +1.0pp APPLE 2.1% +0.2pp DEEPS 1.4% +1.2pp US 1.2% −1.4pp AMAZO 1.0% −0.7pp SH 0.8% +0.6pp MISTR 0.6% −0.1pp XAI 0.4% −0.2pp INTEL 0.4% −0.7pp
The Pulse24 Count · Standing editionRecounted 31 Jul 2026

Attention is narrowing, and it has changed subject.

The five most-covered subjects now take 38.3% of all named-subject events, against 26.7% in the preceding ninety days. Google alone moved from 4.6% to 8.8%. Over the same span, Policy gave up 7.3pp of the cycle while Funding took +5.2pp.

Events counted
4,847
Named subjects
1,683
Categories
17
Months
17

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
Google4.68.8+4.2
OpenAI8.711.7+3.0
Microsoft1.64.1+2.5
Anthropic8.610.5+1.9
DeepSeek0.21.4+1.2
Nvidia1.92.9+1.0
Losing ground
United States2.61.2−1.4
Amazon1.71.0−0.7
Intel1.10.4−0.7
Oracle0.70.0−0.7
Atlassian0.50.0−0.5

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
Policy16.79.4−7.3
Funding3.99.2+5.2
Security6.910.3+3.4
Product21.418.9−2.5
Research10.813.1+2.3
OpenSource1.43.5+2.1
Leadership4.32.7−1.6
Legislation3.62.1−1.4

Gone quiet · Oracle, UK Government, European Union — each carried eight or more events in the archive and none in the last ninety days.

Listed vs not · 48.7% of coverage we can classify by listing status goes to companies that are not publicly traded — effectively unchanged from 49.6% the quarter before. OpenAI and Anthropic alone account for 22.3% of every named-subject event in the archive. Listing status is a maintained list, not archive data; it covers 51.8% of named-subject events.

Method

Every figure is a full count of the archive, not a sample. Coverage runs 25 Mar 2025 to 31 Jul 2026.

Shares are reported rather than totals because publishing volume is not constant — 513 events in the current window against 1,013 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.

Soaring borrowing costs and massive infrastructure expenditures constrain hyperscale cash flows, while security breaches and sandbox breakouts drive urgent regulatory demands for federal AI controls. Simultaneously, rising open-weight adoption, falling API prices, and surging memory demand shape enterprise software deployments globally.

Written 31 Jul 2026 from the last seven days of stories

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