Today across the cohort
This morning across the cohort you watch.
Hotter cells = more momentum in the past 24h. Switch cohorts above the grid.
Constellationenergy
Vistra
Talenenergy
Nuscalepower
Oklo
Terrapower
Xenergy
Helionenergy
Commonwealthfusionsystems
Kairospower
Cameco
Bwxtechnologies
Gevernova
Siemensenergy
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
11 cells hot this morning — what they mean, below.
Anduril
Apptronik
Aurorainnovation
Bostondynamics
1xtechnologies
Agilityrobotics
Figureai
Skydio
Tesla
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
12 cells hot this morning — what they mean, below.
Tsmc
Asml
Appliedmaterials
Arm
Broadcom
Amd
Nvidia
Asteralabs
Ayarlabs
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
10 cells hot this morning — what they mean, below.
Anthropic
Openai
Mistral
Cohere
Xai
Scaleai
Huggingface
Databricks
Stabilityai
Togetherai
Perplexity
Ai21labs
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
13 cells hot this morning — what they mean, below.
Lockheedmartin
Rtx
Northropgrumman
Generaldynamics
Palantir
L3harris
Huntingtoningalls
Leidos
Kratosdefense
Aerovironment
Anduril
Shieldai
Helsing
Epirus
Saronic
Hadrian
Machindustries
Castelion
Trueanomaly
Vannevarlabs
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
10 cells hot this morning — what they mean, below.
Dji
Skydio
Aerovironment
Anduril
Shieldai
Zipline
Jobyaviation
Archeraviation
Ehang
Droneshield
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
8 cells hot this morning — what they mean, below.
Live right now
Some of the signals we track, moving across the cohort.
Sentiment momentum · live
↻ continuous
↗
Kyutai
▲+0.94
↘
Groq
▼-0.86
↗
Baidu
▲+0.86
↘
Johnson Controls
▼-0.85
Leadership moves · live
↻ continuous
Funding rounds · live
↻ continuous
Hiring momentum · live
↻ continuous
↗
Oracle
▲+103
↗
Carrier
▲+37
↗
Hertz
▲+33
↗
GE Vernova
▲+31
What you actually see
You watched the signals land. Here's the interpretation.
News, funding, hiring, leadership — the feeds above are the raw signal. This is the layer most tools stop short of: what each hot cell means, and the next research move. Pulled from the same data, refreshed alongside it.
Hot cells · Nuclear & next-gen energy
refreshed this morning
Hiring
Hiring signal is accelerating at GE Vernova
So what
GEV is actively scaling headcount (+31 net new postings) while sentiment ticked up +168bps, suggesting confidence in near-term execution—likely tied to nuclear supply-chain acceleration or specific project ramp. Watch the job posting mix (engineering vs. operations vs. manufacturing) over the next 2–6 weeks; a shift toward manufacturing roles would signal movement from planning to production.
Hiring
Hiring signal is accelerating at BWX Technologies
So what
BWXT is aggressively hiring (net +13 postings, now 221 open roles) despite zero news mentions in 24h, signaling internal capacity-building ahead of contract wins or accelerated delivery in advanced reactors and fuel. Watch for 8-K filings, earnings-call commentary on backlog, and job-posting velocity over the next 4–6 weeks to confirm demand pull vs. speculative staffing.
Two of 11 hot cells ·
sign up to read the rest →
Hot cells · Robotics & physical AI
refreshed this morning
Funding
Funding signal is stirring around Skydio
So what
Skydio is attracting unusually active funding interest (heat 4/4, score 13.0) while simultaneously trimming headcount (113 vs. 121 open roles). This pattern suggests either a Series C/D close in negotiation or a strategic pivot under investor pressure. Watch for press releases on new capital or leadership changes over the next 2–6 weeks.
Hiring
Hiring signal is accelerating at Skydio
So what
Skydio is contracting headcount (−8 postings, now 113 open) while sentiment ticked sharply positive (+0.021 Δ), suggesting either a shift to targeted hiring in core robotics/AI talent or a consolidation phase post-funding. Watch the next 4–6 weeks for patterns in which functional areas are being backfilled and any announcements around product roadmap or customer wins that would justify the sentiment uplift.
Two of 12 hot cells ·
sign up to read the rest →
Hot cells · Semiconductor supply chain
refreshed this morning
Hiring
Hiring signal is accelerating at Broadcom
So what
Broadcom is reducing headcount (-14 openings) while sentiment jumps 71% and news volume spikes 165%—a classic signal of either strategic portfolio reshuffling or margin defense ahead of guidance. Watch for earnings revision cadence and any commentary on AI/networking demand sustainability over the next 2–6 weeks.
Funding
Funding signal is stirring around NVIDIA
So what
Funding signal heat on Nvidia suggests either elevated M&A chatter, secondary offerings, or strategic capital deployment—unusual for a mature mega-cap. Watch the next 2–6 weeks for any 8-K filings, debt issuances, or guidance shifts that might signal capital reallocation toward new fab partnerships or R&D acceleration.
Two of 10 hot cells ·
sign up to read the rest →
Hot cells · AI labs
refreshed this morning
Hiring
Hiring signal is accelerating at Anthropic
So what
Anthropic is actively expanding headcount (+17 openings, +4.4%) despite a sharp drop in news coverage (−49.3%), suggesting internal hiring momentum may be outpacing external narrative. Watch whether the next wave of announcements—product releases, partnership deals, or funding news—validates this hiring sprint or signals organizational drift.
Funding
Funding signal is stirring around Perplexity
So what
Perplexity is in active fundraising mode with sentiment ticking up and 8 news mentions in 24h—a sharp drop from prior velocity suggests consolidation around a specific event (Series funding close, strategic announcement, or major partnership). Watch for round size, valuation, and investor composition over the next 2–6 weeks; these will signal whether the company is repositioning defensively or doubling down on AI search market share.
Two of 13 hot cells ·
sign up to read the rest →
Hot cells · Defense
refreshed this morning
Hiring
Hiring signal is accelerating at Castelion
So what
Castelion just cleared out its entire public job board—a sudden -139 posting collapse suggests either a hiring freeze, rapid fill-to-close cycle on a strategic push, or internal restructuring. Watch the next 2–6 weeks for leadership moves, partnership announcements, or trade press coverage that clarifies whether this was planned consolidation or distress.
Hiring
Hiring signal is accelerating at Huntington Ingalls
So what
HII is pulling back open requisitions (-21 postings, -6% QoQ) despite flat-to-positive sentiment and continued defense sector interest—a potential signal of hiring pause, internal reallocation, or filled positions post-ramp. Track Q4 earnings commentary on headcount plans and backlog conversion over the next 4–6 weeks to clarify whether this is tactical optimization or demand softening.
Two of 10 hot cells ·
sign up to read the rest →
Hot cells · Aerial autonomy
refreshed this morning
Hiring
Hiring signal is accelerating at Zipline
So what
Zipline has collapsed its open job postings from 283 to 14 (−95%) in a single cycle, signaling either rapid hiring completion, a strategic pause, or resource constraint—despite sentiment improving +18.5 points. Watch the next 2–6 weeks for either a rebound in postings (suggesting a hiring restart) or leadership announcements on product roadmap or funding, which would clarify whether this is tactical consolidation or a deeper slowdown.
Hiring
Hiring signal is accelerating at Archer Aviation
So what
Archer Aviation has gutted its open job postings from 172 to zero—a dramatic reversal that signals either a hiring freeze, rapid fulfillment of critical roles, or organizational restructuring. Watch for earnings calls and 8-K filings in the next 2–6 weeks to clarify whether this reflects confidence in current headcount, cash constraints, or a pivot in near-term execution plans.
Two of 8 hot cells ·
sign up to read the rest →
Who reads Sonarna
Whoever needs the signal before it's priced in.
Analysts, founders, strategists, journalists — the four below are just examples. If a company's trajectory changes a decision you make, the morning brief is built for you.
Buy-side analyst
You walk into the 9am with the read.
You're at a hedge fund, long-only, multi-strat or family office. The 10-K lags reality by 90 days, and the morning is gone before you've finished reading it.
Morning move:
Scan the cohort heat. Pull the hot funding cell. Walk into
the 9am with the secondary read.
VC associate
Diligence the names that don't file.
You're at an early- or growth-stage fund. The companies you care about don't publish 10-Ks. Hiring, exec moves, product launches are your only forward indicators.
Morning move:
Watch the hiring-velocity row. Cross-reference Anduril's
spike against your sourcing pipeline.
Corp strategy
Brief the C-suite without dredging Google Alerts.
You run competitive intelligence at an enterprise tech, consumer or financial-services company. The weekly briefing is due regardless — and "I saw it on LinkedIn" isn't a source.
Morning move:
Pull the week's hot cells. Export the annotated rows.
Drop into Monday's deck with sources attached.
Independent researcher
Coverage without a Bloomberg seat.
You're a journalist, Substack analyst, or serious independent. You do real diligence without a $25k terminal. Primary sources matter; aggregator noise doesn't.
Morning move:
Free for one company. Pick the name on your beat,
read tomorrow's heatmap row on it.
Pricing
Free tier covers one company. Upgrade when your watchlist grows.
Starter
$49 / month
- Up to 10 companies
- 30-day signal window
- News, sentiment, change events
- Public-peer market data
- Weekly email digest
Pro
$199 / month
- Up to 100 companies
- Full 365-day window
- Side-by-side compare + cohorts
- Real-time anomaly alerts
- REST API (read)
Enterprise
Custom
- Unlimited watchlists
- Full history + custom retention
- REST API + webhooks
- SSO + audit log
- Onboarding support
Right now
The companies you care about are moving.
Free tier tracks one company. Add the first one now, and get the next signal in your inbox tomorrow.
Create your account
Already have one? Sign in.