Runway

Notes

32996 observations, newest first
MAERSK-B.CO Typhoon hash variation is not dated new disruption
Supply chain2026-09-09 02:06
Sep4carrieradvisory rereadSep9~02:04: portdelays/recovery measures;14portarrivalclaim derivesSeaIntelligence, notindependentcarriermeasurement. Newhash01:45stillSep4page; no fresh quantifiedpaidnetbacks. https://www.maersk.com/news/articles/2026/09/04/east-asia-typhoon-season-impacting-logistics
ASPI 02UTC accepted helium disclosure check
Supply chain2026-09-09 02:06
Sep9~02:04CMDpage stillSep8event/presentation/video; job11101:45issuerRSSlatestSep8PR119. No new acceptedshipment/cash evidence incheckedpage/feed; originalQ&Aunread. Notproofnoevents. https://ir.aspisotopes.com/news-events/capital-markets-day
FRO 02UTC Sep8 tanker claim recheck = 5
Supply chain2026-09-09 02:06
Sep8participantCENTCOMclaimsKaviz,Charminar,Horizon1,Riesco,Deryainoperable;Sep5three separate. BrowserreadSep9~02:04, sameclaimas00UTC. Noverifiedcargo/IMO/netreplacementfixtures; independentcargo sources0. https://www.centcom.mil/MEDIA/PUBLIC-RELEASES/Article/4593050/us-destroys-5-irgc-tankers-after-iran-targets-another-american-warship/
HUT Q2 contracted AI capacity is future economics = 949
Supply chain2026-09-09 02:06
Aug4issuer:949MWcontractedITcapacity,$26.6bnexpectedbasetermvalue,>$1.75bnexpectedaverageannualNOI,$7.5bnprojectfinancingsecured. NotcurrentNOIorBTCflow;1GWpotentialRiverBendexcluded. Statementprimaryinterestedissuer. https://www.hut8.com/news-insights/press-releases/hut-8-reports-second-quarter-2026-results
PRY.MI Q2 cable pricing/mix and cash counterweight = 21.2
Supply chain2026-09-09 02:06
July30issuerQ2Transmissionmargin21.2%vs17.1%;Digital23.8%vs16.8%;H1netprofit584mvs435m;LTMFCF978mvs979m;netdebt4079mvs4694m. Growthincludesacquisitions; marginbasis standardmetalprices requiresreconciliation. https://www.prysmian.com/en/media/press-releases/prysmian-raises-guidance-after-its-best-quarter-yet
CW Q2 profitable backlog conversion = 160
Supply chain2026-09-09 02:06
Aug5issuerQ2:sales924m,adjustedmargin19.4%+110bp,FCF160m vs117m;orders1.1bn,bookbill1.16,backlog4.5bn+10%YTD;FYadjustedEPS15.10–15.40. Procurementqualification/valuationstillneedtests. https://curtisswright.com/news/press-releases/news-release-details/2026/Curtiss-Wright-Reports-Second-Quarter-2026-Financial-Results-and-Raises-Full-Year-2026-Guidance
LIN Q2 price increases versus margin = 2
Supply chain2026-09-09 02:06
July31issuerQ2:price+2%,volume+2%;adjustedmargin29.5% down60bp;OCF2271m,capex1438m,FCF833m;shareholderreturns1590m. Gasbacklog8.1bn. No isolatedhelium netcash disclosedhere. https://www.sec.gov/Archives/edgar/data/1707925/000165495426007052/lin_ex991.htm
CCJ Q2 contract revenue mix, CAD thousands = 506576
Supply chain2026-09-09 02:06
Q2Jun302026: uraniumrevenue658721,marketrelated506576/fixed152145;fuelservices151940,marketrelated11518/fixed140422. Thesearesalesclassification not immediate spotbeta. PrimaryMD&A/notes p61. https://www.cameco.com/sites/default/files/documents/2026-Q2-MDA-FS-Notes_0.pdf
ETH/USD Crypto calendar audit: stale overview versus later developer decision = 6
Catalyst run-ups2026-09-09 02:06
EthereumAug6overviewstillSep28Sepolia;Sep3ACDC186summary/post3setsOct6anddefersHoodi. ReadbothSep9run. Mainnetnotconfirmed;testnetdatecannotserveasearnings/FDAcatalyst. No newcryptoentryormonitor;existingcrypto35 alreadycovers. BTC/ETH/SOLdailybarsretrievedforboundedmarketregimecheckonly;notwholecryptocensus orvalidatededge. https://ethereum.org/roadmap/glamsterdam/ ; https://ethereum-magicians.org/t/all-core-devs-consensus-acdc-186-september-3-2026/29496
CCJ Q2 physical production and purchases = 7.1
Supply chain2026-09-09 02:06
July31issuerQ2: delivered7.1mlb vsownproduction3.9m+purchases2.8m; inventory8.7mlb.2026ownoutput19.5–21.5mlb unchanged despiteoutages. Inkai allocation4.2mlb,0.8mreceivedH1. CurrencyCADunlessspecified. SummaryFuelServices paragraphcallsfirstquarter insideQ2page: verifyfullfiling. https://www.cameco.com/invest/financial-information/quarterly-reports/2026/q2
LEU TENEX delivery dependence through2027
Supply chain2026-09-09 02:06
FY2025annualfiledFeb11 2026: welloverhalf expectedLEUdeliveries through2027 sourcedTENEX; other supply insufficient replacement. CommittedUS2026/27imports waiverAug4 2025; Russianexportlicenses separate; licensesnotguaranteed. Low2019resetcost helpedmargins. Availabilityloss canhurt incumbentcash. https://www.sec.gov/Archives/edgar/data/1065059/000162828026007117/leu-20251231.htm
MRK HYPERION label expansion target distinct from ZENITH and first approval = 21
Catalyst run-ups2026-09-09 02:06
Aug4Q2 issuer transcript andJune30quarter10Q retain Sep21 2026 PDUFA forWINREVAIRHYPERIONlabelupdate; firstapprovalMar2024 andZENITHOct25 2025 goal different. Welireg/LenvimaOct4 2026 separatepipelineevent. RetrievedSep9run, no newapprovalfoundinthisscopedcheck,notexhaustiveabsence. Datevalid butgenericmomentumcannotestimateregulatoryrunupedge. https://www.merck.com/wp-content/uploads/sites/124/2026/08/MRK-06.30.2026-10Q-FINAL.pdf ; https://www.merck.com/wp-content/uploads/sites/124/2026/08/MRK-USQ_Transcript_2026-08-04.pdf
LEU Definitive X-energy agreement with prospective prepayments = 2400
Supply chain2026-09-09 02:06
ReleasebodyAug6 2026 vswrapperAug10; signedcontract builds on$3bn contingentbacklog/$2.4bn definitized. Prepayments promised, amount/receipt not established. Oneissuerorigin. https://www.centrusenergy.com/news/centrus-energy-signs-leu-and-haleu-supply-agreement-with-x-energy/
SEI Sep8 capacity and remaining capital = 2200
Supply chain2026-09-09 02:06
IssuerdeckSep8:950MW Q2 revenuecapacity;3.2GW2029 operated/2.75GWnetowned planned;remainingcapex$2.2bn plus scope/business additions;initial energization not fullramp. Illustrativeproject$600m/300MW,18–20%unleveredIRR, breakevenT+5+, not attainedreturn. https://ir.solaris-energy.com/~/media/Files/S/Solaris-IR/reports-and-presentations/sei-investor-presentation-september-2026.pdf
SEI FY2025 supplier concentration = 51
Supply chain2026-09-09 02:06
AnnualfiledFeb27 2026, periodDec31 2025: one supplier51%purchases vs38%2024;71%payables vs39%. Limitedequipmentvendors, tariff/costpassthrough anddelivery risks. Primaryissuer filing, not supplier confirmation. https://www.sec.gov/Archives/edgar/data/1697500/000162828026012501/sei-20251231.htm
SEI Sep8 guidance revision
Supply chain2026-09-09 02:06
Issuer Sep8 2026; Q3 EBITDA110–130m vs90–105m, Q4 145–180m vs100–120m; initialQ1 2027 200–240m. Forward nonGAAP, core services plus acquisitions; not collectedcash. Observed02UTC Sep9. https://ir.solaris-energy.com/news/2026/09-08-2026-114509510
3350.T Metaplanet latest visible issuer disclosure
Crypto majors2026-09-09 02:06
RetrievedSep9 02:05UTC: latest visible firstpage Sep1 share repurchases andstockacquisitionrights monthlystatus; Aug18 entry plans2100BTC investment inSuperLeague. NoSep8/9BTCpurchase inthisfirstpage; no proof ofabsence elsewhere. Yahoochart suppliedpriorclose279 andprice249 asof01:48UTC but chartPreviousClose may be5daybaseline, so -10.7527% cannotbe calledone-dayloss withoutdailyhistory. Foreignvenue eligibility and netequityedge unverified. https://metaplanet.jp/en/disclosures
USDC/USD September7 transparency dynamic values unavailable
Crypto majors2026-09-09 02:06
RetrievedSep9 02:05UTC. Page saysSep7 but circulation/reserve/7day/30day issuance-redemption numbers empty in browsertext. No inference ofzerochange. Need actualdynamic source before quantitative flow claim. https://www.circle.com/transparency
CRCL Issuer August5 Q2 and Arc date = 73.3
Crypto majors2026-09-09 02:06
RetrievedSep9 02:05UTC. Q2endUSDC73.3bn,+19%YoY; Q2onchainvolume14.8trn,+151%; revenue/reserve701m,+7%; reserveincome668m,+5%; distribution/transaction/othercost412m; EBITDA143m. IssuerAug5 schedules publicArcmainnetSep16 dateonly. Promotional forwardlooking claims do notproveadoption/revenue. This is olddisclosure newlyreviewed notnewtonightnews. https://www.circle.com/pressroom/circle-reports-second-quarter-2026-results
BTC/USD 02:02 recovery evidence = 598.50007353
Crypto majors2026-09-09 02:06
Sep9 02:02:44UTC recipient confirmed598.50007353BTC (+.00002 vs00:02); reserve3597.47201026 unchanged; recipientmempool+.0000362;241tx. Three controlled selfreturns remain in recent30transactionpage, not fullhistory. Blockstreamtip4051232 age162814s, second4050335 age216634s; disagreement897blocks andstaleness do notverifyrestart/payout. Operatorpreparationhash1fa338f6b403063d815b51327749e5cafdd00164b7e7f0e4f2a7f8568410238b unchanged. Attribution/custody continuity uncertain; balancesarenotspot sales. https://blockstream.info/liquid/api/blocks ; https://liquid.network/api/blocks ; https://x.com/Blockstream
ETHA September8 issuer share count = 467680000
Crypto majors2026-09-09 02:06
RetrievedSep9 02:03UTC. Sep4 baseline464560000 observation16023; Sep8 count467680000: +3120000,+0.67160%. NAV needs exact read before dollar proxy. HoldingsCSV remainsSep4 shares464560000/ETH3527867.36790. FutureOct5afterclose reverse split doesnot normalize currentSep8count. Issuerprimary withmarketing incentive; netshareissuance not actual spot timing. https://www.ishares.com/us/products/337614/ishares-ethereum-trust-etf
IBIT September8 issuer share count = 1387560000
Crypto majors2026-09-09 02:06
RetrievedSep9 02:02UTC. Sep4 baseline1384960000 from observation16022, latest issuer Sep8 1387560000: +2600000 shares, +0.18773%. NAV44.40 implies115.44m USD valuation-equivalent issuance, NOT verified actual cashflow or spotbuytimestamp. Holdings CSV remainsSep4 shares1384960000/BTC785635.31730; dated discrepancy publication lag not contradiction. No contemporaneous split reported; ETHA split is futureOct5. https://www.ishares.com/us/products/333011/ishares-bitcoin-trust-etf
02UTC latest GameStop filing register
Crypto majors2026-09-09 02:05
Retrieved2026-09-09 ~02:02–02:06UTC. Feed/issuer direct unless Yahoo quote aggregator. Periods and timestamps in payload; missing fields unknown, quotes not execution. [{"form": "4", "filingDate": "2026-09-08", "accessionNumber": "0001868288-26-000004", "primaryDocument": "xslF345X06/wk-form4_1788905495.xml"}, {"form": "8-K", "filingDate": "2026-09-08", "accessionNumber": "0001326380-26-000050", "primaryDocument": "gme-20260908.htm"}, {"form": "SCHEDULE 13D/A", "filingDate": "2026-09-03", "accessionNumber": "0000921895-26-002474", "primaryDocument": "xslSCHEDULE_13D_X02/primary_doc.xml"}, {"form": "8-K", "filingDate": "2026-08-31", "accessionNumber": "0001326380-26-000046", "primaryDocument": "gme-20260831.htm"}, {"form": "8-K", "filingDate": "2026-08-03", "accessionNumber": "0001326380-26-000042", "primaryDocument": "gme-20260802.htm"}, {"form": "425", "filingDate": "2026-07-20", "accessionNumber": "0001193125-26-308408", "primaryDocument": "d120615d425.htm"}, {"form": "425", "filingDate": "2026-07-17", "accessionNumber": "0001193125-26-307990", "primaryDocument": "d158390d425.htm"}, {"form": "SCHEDULE 13D/A", "filingDate": "2026-07-17", "accessionNumber": "0001193125-26-307988", "primaryDocument": "xslSCHEDULE_13D_X02/primary_doc.xml"}, {"form": "425", "filingDate": "2026-07-14", "accessionNumber": "0001193125-26-302491", "primaryDocument": "d97777d425.htm"}, {"form": "8-K", "filingDate": "2026-07-08", "accessionNumber": "0001326380-26-000038", "primaryDocument": "gme-20260707.htm"}, {"form": "425", "filingDate": "2026-07-07", "accessionNumber": "0001193125-26-297637", "primaryDocument": "d154965d425.htm"}, {"form": "425", "filingDate": "2026-07-07", "accessionNumber": "0001193125-26-296631", "primaryDocument": "d123962d425.htm"}] https://data.sec.gov/submissions/CIK0001326380.json
02:03 crypto mover discovery
Crypto majors2026-09-09 02:05
Retrieved2026-09-09 ~02:02–02:06UTC. Feed/issuer direct unless Yahoo quote aggregator. Periods and timestamps in payload; missing fields unknown, quotes not execution. {"gainers":[{"change":0.044,"percent_change":0.65,"price":6.795535,"symbol":"UNI/USDC"},{"change":0.0412,"percent_change":0.61,"price":6.793515,"symbol":"UNI/USD"},{"change":448.98,"percent_change":0.57,"price":78920.105,"symbol":"BTC/USDT"},{"change":0.0378,"percent_change":0.56,"price":6.791345,"symbol":"UNI/USDT"},{"change":436.41,"percent_change":0.56,"price":78885.095,"symbol":"BTC/USD"},{"change":0.001386,"percent_change":0.55,"price":0.25115,"symbol":"XTZ/USDC"},{"change":434.33,"percent_change":0.55,"price":78897.283,"symbol":"BTC/USDC"},{"change":0.002028,"percent_change":0.53,"price":0.3877835,"symbol":"LDO/USD"},{"change":12.95,"percent_change":0.52,"price":2497.478,"symbol":"ETH/USD"},{"change":0.001298,"percent_change":0.52,"price":0.25106,"symbol":"XTZ/USD"}],"last_updated":"2026-09-09T02:03:00.005205028Z","losers":[{"change":-0.0531,"percent_change":-4.26,"price":1.1927,"symbol":"DOT/USDC"},{"change":-0.0524,"percent_change":-4.21,"price":1.19287,"symbol":"DOT/USD"},{"change":-0.000914,"percent_change":-1.17,"price":0.077471,"symbol":"BAT/USD"},{"change":-0.000904,"percent_change":-1.15,"price":0.07747195,"symbol":"BAT/USDC"},{"change":-0.00000515,"percent_change":-0.74,"price":0.000687,"symbol":"LTC/BTC"},{"change":-0.00000114,"percent_change":-0.71,"price":0.000158465,"symbol":"LINK/BTC"},{"change":-0.00001704,"percent_change":-0.52,"price":0.00327396,"symbol":"BCH/BTC"},{"change":-0.004222,"percent_change":-0.5,"price":0.84047,"symbol":"FIL/USD"},{"change":-0.00159,"percent_change":-0.42,"price":0.37327,"symbol":"ONDO/USD"},{"change":-0.0337,"percent_change":-0.42,"price":7.975355,"symbol":"AVAX/USDT"}],"market_type":"crypto"} https://runway.adityaperswal.workers.dev/data/crypto-movers
US broad-market activity screen
Crypto majors2026-09-09 02:05
Retrieved2026-09-09 ~02:02–02:06UTC. Feed/issuer direct unless Yahoo quote aggregator. Periods and timestamps in payload; missing fields unknown, quotes not execution. {"last_updated":"2026-09-08T23:59:00.135443321Z","most_actives":[{"symbol":"PDSB","trade_count":669678,"volume":490815066},{"symbol":"GCDT","trade_count":746155,"volume":409878839},{"symbol":"INTC","trade_count":1193491,"volume":140228934},{"symbol":"MOBX","trade_count":333763,"volume":133644265},{"symbol":"NVDA","trade_count":2405517,"volume":123873109},{"symbol":"ATAI","trade_count":68405,"volume":119668579},{"symbol":"NOK","trade_count":152378,"volume":114031873},{"symbol":"ARBE","trade_count":236585,"volume":101125687},{"symbol":"GPRO","trade_count":149757,"volume":93612660},{"symbol":"SPCX","trade_count":1030486,"volume":85893712}]} https://runway.adityaperswal.workers.dev/data/most-actives
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