Wait for Current Strategy Run

{
  "_completeness": {
    "available_sources": [
      "portfolio_snapshot",
      "portfolio_exposure",
      "signal_health",
      "signal_scheduler",
      "market_intelligence_service",
      "market_intelligence_regime",
      "market_intelligence_digest",
      "macro_regime_low_confidence"
    ],
    "blocking_reasons": [
      "scheduler_healthy_no_fresh_signals",
      "macro_regime_unknown_low_confidence"
    ],
    "completeness_score": 0.75,
    "completeness_status": "partial",
    "missing_sources": [
      "market_intel",
      "news_event_risk",
      "technical_context",
      "volatility_context"
    ],
    "no_trade_placed": true,
    "operator_action_texts": [
      "Continue using portfolio snapshot and risk rules only until market context improves.",
      "Run Strategy Agent after portfolio snapshot import."
    ],
    "operator_actions": [
      {
        "action": "WAIT_FOR_MARKET_CONTEXT",
        "decision": "WARN",
        "display_text": "Continue using portfolio snapshot and risk rules only until market context improves.",
        "evidence_package": {
          "backtest": {
            "benchmark_comparison": null,
            "limitations": [],
            "max_drawdown": null,
            "period": null,
            "quality": "unknown",
            "required": false,
            "return": null,
            "run_id": null,
            "status": "not_required",
            "strategy_id": null,
            "trade_count": null
          },
          "candidate_id": null,
          "confidence_tier": "low",
          "data_quality": "partial",
          "evidence_id": "ev_f94eaaef914b",
          "evidence_status": "policy_only",
          "evidence_version": "evidence1",
          "limitations": [
            "Market intelligence is supporting evidence only and is partial.",
            "Market intelligence is supporting evidence only.",
            "Market intelligence context is partial.",
            "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
            "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
            "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
          ],
          "market_context": {
            "decision_impact": "medium",
            "limitations": [
              "Market intelligence is supporting evidence only and is partial.",
              "Market intelligence is supporting evidence only.",
              "Market intelligence context is partial.",
              "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
              "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
              "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
            ],
            "required": true,
            "status": "partial"
          },
          "no_trade_placed": true,
          "operator_status": "wait",
          "policy_evidence": [
            {
              "actual_value": null,
              "breach_status": "warn",
              "no_trade_placed": true,
              "policy_name": "market_context",
              "reason": "Continue using portfolio snapshot and risk rules only until market context improves.",
              "rule": "WAIT_FOR_MARKET_CONTEXT",
              "threshold": null
            }
          ],
          "recommendation_id": "mi_guidance_415b484e2ead",
          "snapshot_id": 15,
          "snapshot_status": "fresh_snapshot",
          "snapshot_usable": true,
          "source": "market_context",
          "stress_evidence": []
        },
        "id": "mi_guidance_415b484e2ead",
        "is_operator_advice": true,
        "message": "Continue using portfolio snapshot and risk rules only until market context improves.",
        "no_trade_placed": true,
        "rationale": "Continue using portfolio snapshot and risk rules only until market context improves.",
        "source": "market_context",
        "title": "Continue using portfolio snapshot and risk rules only until market context impro"
      },
      {
        "action": "WAIT_FOR_MARKET_CONTEXT",
        "decision": "WARN",
        "display_text": "Run Strategy Agent after portfolio snapshot import.",
        "evidence_package": {
          "backtest": {
            "benchmark_comparison": null,
            "limitations": [],
            "max_drawdown": null,
            "period": null,
            "quality": "unknown",
            "required": false,
            "return": null,
            "run_id": null,
            "status": "not_required",
            "strategy_id": null,
            "trade_count": null
          },
          "candidate_id": null,
          "confidence_tier": "low",
          "data_quality": "partial",
          "evidence_id": "ev_4cb774b46cdc",
          "evidence_status": "policy_only",
          "evidence_version": "evidence1",
          "limitations": [
            "Market intelligence is supporting evidence only and is partial.",
            "Market intelligence is supporting evidence only.",
            "Market intelligence context is partial.",
            "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
            "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
            "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
          ],
          "market_context": {
            "decision_impact": "medium",
            "limitations": [
              "Market intelligence is supporting evidence only and is partial.",
              "Market intelligence is supporting evidence only.",
              "Market intelligence context is partial.",
              "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
              "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
              "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
            ],
            "required": true,
            "status": "partial"
          },
          "no_trade_placed": true,
          "operator_status": "wait",
          "policy_evidence": [
            {
              "actual_value": null,
              "breach_status": "warn",
              "no_trade_placed": true,
              "policy_name": "market_context",
              "reason": "Run Strategy Agent after portfolio snapshot import.",
              "rule": "WAIT_FOR_MARKET_CONTEXT",
              "threshold": null
            }
          ],
          "recommendation_id": "mi_guidance_d9a3a76db262",
          "snapshot_id": 15,
          "snapshot_status": "fresh_snapshot",
          "snapshot_usable": true,
          "source": "market_context",
          "stress_evidence": []
        },
        "id": "mi_guidance_d9a3a76db262",
        "is_operator_advice": true,
        "message": "Run Strategy Agent after portfolio snapshot import.",
        "no_trade_placed": true,
        "rationale": "Run Strategy Agent after portfolio snapshot import.",
        "source": "market_context",
        "title": "Run Strategy Agent after portfolio snapshot import"
      }
    ],
    "stale_sources": [
      "market_intelligence_relevance_profile",
      "market_intelligence_relevance_profile_test_tickers"
    ],
    "summary": "Market intelligence quality is partial (0.75); it is supporting evidence only. Portfolio snapshot and exposure are available. Signal scheduler is running, but latest signal is historical/stale. Macro regime exists but is unknown/low confidence. Missing: market_intel, news_event_risk, technical_context, volatility_context. Available: signal_health, signal_scheduler, market_intelligence_service, market_intelligence_regime, market_intelligence_digest, macro_regime_low_confidence.",
    "what_not_to_do": [
      {
        "action": "DO_NOT_USE_MARKET_CONTEXT_AS_AUTHORIZATION",
        "decision": "BLOCK",
        "display_text": "Do not act on historical signals.",
        "evidence_package": {
          "backtest": {
            "benchmark_comparison": null,
            "limitations": [],
            "max_drawdown": null,
            "period": null,
            "quality": "unknown",
            "required": false,
            "return": null,
            "run_id": null,
            "status": "not_required",
            "strategy_id": null,
            "trade_count": null
          },
          "candidate_id": null,
          "confidence_tier": "blocked",
          "data_quality": "partial",
          "evidence_id": "ev_d00e6b163660",
          "evidence_status": "policy_only",
          "evidence_version": "evidence1",
          "limitations": [
            "Market intelligence is supporting evidence only and is partial.",
            "Market intelligence is supporting evidence only.",
            "Market intelligence context is partial.",
            "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
            "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
            "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
          ],
          "market_context": {
            "decision_impact": "medium",
            "limitations": [
              "Market intelligence is supporting evidence only and is partial.",
              "Market intelligence is supporting evidence only.",
              "Market intelligence context is partial.",
              "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
              "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
              "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
            ],
            "required": true,
            "status": "partial"
          },
          "no_trade_placed": true,
          "operator_status": "blocked",
          "policy_evidence": [
            {
              "actual_value": null,
              "breach_status": "hard",
              "no_trade_placed": true,
              "policy_name": "market_context",
              "reason": "Do not act on historical signals.",
              "rule": "DO_NOT_USE_MARKET_CONTEXT_AS_AUTHORIZATION",
              "threshold": null
            }
          ],
          "recommendation_id": "mi_guidance_a683d2d7afbd",
          "snapshot_id": 15,
          "snapshot_status": "fresh_snapshot",
          "snapshot_usable": true,
          "source": "market_context",
          "stress_evidence": []
        },
        "id": "mi_guidance_a683d2d7afbd",
        "is_operator_advice": true,
        "message": "Do not act on historical signals.",
        "no_trade_placed": true,
        "rationale": "Do not act on historical signals.",
        "source": "market_context",
        "title": "Do not act on historical signals"
      },
      {
        "action": "DO_NOT_USE_MARKET_CONTEXT_AS_AUTHORIZATION",
        "decision": "BLOCK",
        "display_text": "Do not add convex exposure based on incomplete market context.",
        "evidence_package": {
          "backtest": {
            "benchmark_comparison": null,
            "limitations": [],
            "max_drawdown": null,
            "period": null,
            "quality": "unknown",
            "required": false,
            "return": null,
            "run_id": null,
            "status": "not_required",
            "strategy_id": null,
            "trade_count": null
          },
          "candidate_id": null,
          "confidence_tier": "blocked",
          "data_quality": "partial",
          "evidence_id": "ev_531273920098",
          "evidence_status": "policy_only",
          "evidence_version": "evidence1",
          "limitations": [
            "Market intelligence is supporting evidence only and is partial.",
            "Market intelligence is supporting evidence only.",
            "Market intelligence context is partial.",
            "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
            "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
            "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
          ],
          "market_context": {
            "decision_impact": "medium",
            "limitations": [
              "Market intelligence is supporting evidence only and is partial.",
              "Market intelligence is supporting evidence only.",
              "Market intelligence context is partial.",
              "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
              "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
              "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
            ],
            "required": true,
            "status": "partial"
          },
          "no_trade_placed": true,
          "operator_status": "blocked",
          "policy_evidence": [
            {
              "actual_value": null,
              "breach_status": "hard",
              "no_trade_placed": true,
              "policy_name": "market_context",
              "reason": "Do not add convex exposure based on incomplete market context.",
              "rule": "DO_NOT_USE_MARKET_CONTEXT_AS_AUTHORIZATION",
              "threshold": null
            }
          ],
          "recommendation_id": "mi_guidance_9c3def01d0c8",
          "snapshot_id": 15,
          "snapshot_status": "fresh_snapshot",
          "snapshot_usable": true,
          "source": "market_context",
          "stress_evidence": []
        },
        "id": "mi_guidance_9c3def01d0c8",
        "is_operator_advice": true,
        "message": "Do not add convex exposure based on incomplete market context.",
        "no_trade_placed": true,
        "rationale": "Do not add convex exposure based on incomplete market context.",
        "source": "market_context",
        "title": "Do not add convex exposure based on incomplete market context"
      },
      {
        "action": "DO_NOT_USE_MARKET_CONTEXT_AS_AUTHORIZATION",
        "decision": "BLOCK",
        "display_text": "Do not let market headlines override hard risk blocks.",
        "evidence_package": {
          "backtest": {
            "benchmark_comparison": null,
            "limitations": [],
            "max_drawdown": null,
            "period": null,
            "quality": "unknown",
            "required": false,
            "return": null,
            "run_id": null,
            "status": "not_required",
            "strategy_id": null,
            "trade_count": null
          },
          "candidate_id": null,
          "confidence_tier": "blocked",
          "data_quality": "partial",
          "evidence_id": "ev_5c7a0203c7c8",
          "evidence_status": "policy_only",
          "evidence_version": "evidence1",
          "limitations": [
            "Market intelligence is supporting evidence only and is partial.",
            "Market intelligence is supporting evidence only.",
            "Market intelligence context is partial.",
            "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
            "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
            "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
          ],
          "market_context": {
            "decision_impact": "medium",
            "limitations": [
              "Market intelligence is supporting evidence only and is partial.",
              "Market intelligence is supporting evidence only.",
              "Market intelligence context is partial.",
              "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
              "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
              "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
            ],
            "required": true,
            "status": "partial"
          },
          "no_trade_placed": true,
          "operator_status": "blocked",
          "policy_evidence": [
            {
              "actual_value": null,
              "breach_status": "hard",
              "no_trade_placed": true,
              "policy_name": "market_context",
              "reason": "Do not let market headlines override hard risk blocks.",
              "rule": "DO_NOT_USE_MARKET_CONTEXT_AS_AUTHORIZATION",
              "threshold": null
            }
          ],
          "recommendation_id": "mi_guidance_3ae2f1b29a95",
          "snapshot_id": 15,
          "snapshot_status": "fresh_snapshot",
          "snapshot_usable": true,
          "source": "market_context",
          "stress_evidence": []
        },
        "id": "mi_guidance_3ae2f1b29a95",
        "is_operator_advice": true,
        "message": "Do not let market headlines override hard risk blocks.",
        "no_trade_placed": true,
        "rationale": "Do not let market headlines override hard risk blocks.",
        "source": "market_context",
        "title": "Do not let market headlines override hard risk blocks"
      }
    ],
    "what_not_to_do_texts": [
      "Do not act on historical signals.",
      "Do not add convex exposure based on incomplete market context.",
      "Do not let market headlines override hard risk blocks."
    ]
  },
  "_digest_quality": {
    "digest_relevance_state": "high",
    "general_market_relevance_state": null,
    "general_market_themes": [],
    "headline": "Market Intelligence digest is portfolio-relevant.",
    "near_term_catalysts": [
      {
        "date": null,
        "name": "US government increases AI suppliers and rethinks Anthropic\u2019s role",
        "relevance": "holding_match"
      },
      {
        "date": null,
        "name": "Google made agentic AI governance a product. Enterprises still have to catch up.",
        "relevance": "sector_match"
      },
      {
        "date": null,
        "name": "Physical AI raises governance questions for autonomous systems",
        "relevance": "sector_match"
      },
      {
        "date": null,
        "name": "Google tests Remy AI agent for Gemini as focus turns to user control",
        "relevance": "sector_match"
      },
      {
        "date": null,
        "name": "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
        "relevance": "macro_context"
      }
    ],
    "no_trade_placed": true,
    "portfolio_context_fallback": null,
    "portfolio_context_limitation": null,
    "portfolio_context_status": null,
    "portfolio_context_usable": null,
    "portfolio_context_warnings": [],
    "portfolio_implication": "Use as advisory market context only; do not treat it as trade authorization.",
    "relevant_holdings": [
      "Microsoft"
    ],
    "relevant_sectors": [
      "AI infrastructure",
      "cloud",
      "semiconductors",
      "inflation"
    ],
    "source_concentration": {
      "high": false,
      "top_source": "AI News",
      "top_source_share": 0.3333
    },
    "source_quality_warnings": [
      "filtered_false_ticker:AN",
      "filtered_false_ticker:AS",
      "filtered_false_ticker:AT",
      "filtered_false_ticker:BY",
      "filtered_false_ticker:DATA",
      "filtered_false_ticker:FINAL",
      "filtered_false_ticker:FSA",
      "filtered_false_ticker:IN",
      "filtered_false_ticker:IS",
      "filtered_false_ticker:IT",
      "filtered_false_ticker:JUDGE",
      "filtered_false_ticker:MONTH",
      "filtered_false_ticker:NEW",
      "filtered_false_ticker:OF",
      "filtered_false_ticker:ON",
      "filtered_false_ticker:TO"
    ],
    "top_bulletins": [
      {
        "base_relevance": 0.7999999999999999,
        "evidence": "summary",
        "id": 65,
        "relevance": 1.0,
        "relevant_holdings": [
          "Microsoft"
        ],
        "relevant_sectors": [
          "AI infrastructure"
        ],
        "source": "AI News",
        "source_category": "unknown",
        "summary_excerpt": "\u003cp\u003eThe US administration has added four more AI companies to its roster of favoured suppliers, with the Pentagon signing agreements with Microsoft, Reflection AI (which has yet to release a publicly-available model), Amazon, and Nvidia that mean their products can be used on classified operations. The companies join OpenAI, xAI, and Google as companies that [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificialint",
        "ticker": null,
        "tickers": [],
        "title": "US government increases AI suppliers and rethinks Anthropic\u2019s role",
        "top_relevance_reason": "holding_match"
      },
      {
        "base_relevance": 0.7999999999999999,
        "evidence": "summary",
        "id": 68,
        "relevance": 0.98,
        "relevant_holdings": [],
        "relevant_sectors": [
          "cloud",
          "AI infrastructure"
        ],
        "source": "AI News",
        "source_category": "unknown",
        "summary_excerpt": "\u003cp\u003eTwo weeks ago at Google Cloud Next \u0026#8217;26 in Las Vegas, Google did something the enterprise AI industry has been dancing around for the better part of two years: it\u0026#160;made\u0026#160;agentic AI governance a native product feature, not an afterthought. The centrepiece announcement was the Gemini Enterprise Agent Platform, pitched as the successor to Vertex AI [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificia",
        "ticker": null,
        "tickers": [],
        "title": "Google made agentic AI governance a product. Enterprises still have to catch up.",
        "top_relevance_reason": "sector_match"
      },
      {
        "base_relevance": 0.7999999999999999,
        "evidence": "summary",
        "id": 67,
        "relevance": 0.98,
        "relevant_holdings": [],
        "relevant_sectors": [
          "AI infrastructure"
        ],
        "source": "AI News",
        "source_category": "unknown",
        "summary_excerpt": "\u003cp\u003eGovernance around Physical AI is becoming harder as autonomous AI systems move into robots, sensors, and industrial equipment. The issue is not only whether AI agents can complete tasks. It is how their actions are tested, monitored, and stopped when they interact with real-world systems. Industrial robotics already provides a large base for that discussion. [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificia",
        "ticker": null,
        "tickers": [],
        "title": "Physical AI raises governance questions for autonomous systems",
        "top_relevance_reason": "sector_match"
      },
      {
        "base_relevance": 0.7999999999999999,
        "evidence": "summary",
        "id": 66,
        "relevance": 0.98,
        "relevant_holdings": [],
        "relevant_sectors": [
          "AI infrastructure"
        ],
        "source": "AI News",
        "source_category": "unknown",
        "summary_excerpt": "\u003cp\u003eGoogle is testing Remy, a new AI personal agent for Gemini, according to Business Insider. The tool is designed to take actions for users in work and daily tasks. Remy is being tested in a staff-only version of the Gemini app. The report said it reviewed an internal document and spoke with two people familiar [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificialintelligence-news.com/news/google-remy-ai-agent-g",
        "ticker": null,
        "tickers": [],
        "title": "Google tests Remy AI agent for Gemini as focus turns to user control",
        "top_relevance_reason": "sector_match"
      },
      {
        "base_relevance": 0.85,
        "evidence": "summary",
        "id": 45,
        "relevance": 0.97,
        "relevant_holdings": [],
        "relevant_sectors": [],
        "source": "SEC press releases",
        "source_category": "official_company",
        "summary_excerpt": "The Securities and Exchange Commission today announced it will hold a roundtable on March 4 to discuss private market valuations and responsible retailization.The roundtable will be hosted by the Division of Investment Management from 1 p.m. to 3 p.m. ET\u2026",
        "ticker": null,
        "tickers": [],
        "title": "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
        "top_relevance_reason": "macro_context"
      },
      {
        "base_relevance": 0.85,
        "evidence": "summary",
        "id": 36,
        "relevance": 0.97,
        "relevant_holdings": [],
        "relevant_sectors": [],
        "source": "SEC press releases",
        "source_category": "official_company",
        "summary_excerpt": "The Securities and Exchange Commission (SEC) today issued an interpretation clarifying how the federal securities laws apply to certain crypto assets and transactions involving crypto assets. This is a major step in the Commission\u2019s efforts to provide\u2026",
        "ticker": null,
        "tickers": [],
        "title": "SEC Clarifies the Application of Federal Securities Laws to Crypto Assets",
        "top_relevance_reason": "macro_context"
      },
      {
        "base_relevance": 0.85,
        "evidence": "summary",
        "id": 30,
        "relevance": 0.97,
        "relevant_holdings": [],
        "relevant_sectors": [],
        "source": "SEC press releases",
        "source_category": "official_company",
        "summary_excerpt": "The Securities and Exchange Commission today issued a conditional exemptive order that permits customer cross-margining of cash market positions in U.S. Treasury securities cleared by a registered clearing agency and futures positions in U.S. Treasury\u2026",
        "ticker": null,
        "tickers": [],
        "title": "SEC Approves Exemptive Order and Proposed Rule Change to Permit Customer Cross-Margining in the U.S. Treasury Market",
        "top_relevance_reason": "macro_context"
      },
      {
        "base_relevance": 0.85,
        "evidence": "summary",
        "id": 24,
        "relevance": 0.97,
        "relevant_holdings": [],
        "relevant_sectors": [],
        "source": "SEC press releases",
        "source_category": "official_company",
        "summary_excerpt": "The Securities and Exchange Commission today proposed rule and form amendments that would give public companies the option of filing semiannual reports in lieu of quarterly reports to meet their interim reporting obligations under the federal securities\u2026",
        "ticker": null,
        "tickers": [],
        "title": "SEC Proposes Amendments to Permit Optional Semiannual Reporting by Public Companies",
        "top_relevance_reason": "macro_context"
      },
      {
        "base_relevance": 0.7999999999999999,
        "evidence": "summary",
        "id": 17,
        "relevance": 0.92,
        "relevant_holdings": [],
        "relevant_sectors": [],
        "source": "Federal Reserve press releases",
        "source_category": "official_macro",
        "summary_excerpt": "Federal Reserve Board announces it has made the joint findings with the Office of the Comptroller of the Currency required for the OCC to approve a request by Morgan Stanley Bank, N.A., for an exemption under section 23A of the Federal Reserve Act",
        "ticker": null,
        "tickers": [],
        "title": "Federal Reserve Board announces it has made the joint findings with the Office of the Comptroller of the Currency required for the OCC to approve a request by Morgan Stanley Bank, N.A., for an exemption under section 23A of the Federal Rese",
        "top_relevance_reason": "macro_context"
      },
      {
        "base_relevance": 0.7315999999999999,
        "evidence": "",
        "id": 1,
        "relevance": 0.9116,
        "relevant_holdings": [],
        "relevant_sectors": [
          "AI infrastructure"
        ],
        "source": null,
        "source_category": "unknown",
        "summary_excerpt": "NVDA, AMD and AVGO may benefit from continued AI infrastructure spending, but valuations and crowding risk are elevated.",
        "ticker": "NVDA",
        "tickers": [
          "NVDA",
          "AMD",
          "AVGO"
        ],
        "title": "AI capex note",
        "top_relevance_reason": "sector_match"
      },
      {
        "base_relevance": 0.7,
        "evidence": "summary",
        "id": 55,
        "relevance": 0.88,
        "relevant_holdings": [],
        "relevant_sectors": [
          "AI infrastructure",
          "semiconductors",
          "inflation"
        ],
        "source": "MarketWatch top stories",
        "source_category": "unknown",
        "summary_excerpt": "Analysts note \u201cbuyer exhaustion\u201d and market concerns about what the latest inflation data may mean for future data-center spending commitments.",
        "ticker": null,
        "tickers": [],
        "title": "Intel\u2019s stock just guided the chip sector toward a sharp selloff. Here\u2019s why.",
        "top_relevance_reason": "sector_match"
      },
      {
        "base_relevance": 0.7,
        "evidence": "summary",
        "id": 54,
        "relevance": 0.88,
        "relevant_holdings": [],
        "relevant_sectors": [
          "AI infrastructure"
        ],
        "source": "MarketWatch top stories",
        "source_category": "unknown",
        "summary_excerpt": "Copper refining now has a Strait of Hormuz problem.",
        "ticker": null,
        "tickers": [],
        "title": "Copper prices are now at their highest level on record. AI is only part of the story.",
        "top_relevance_reason": "sector_match"
      }
    ]
  },
  "_market_context_decision_impact": {
    "no_trade_placed": true,
    "summary": "Does not block portfolio strategy review.",
    "value": "medium"
  },
  "_operator_actions": [
    {
      "action": "WAIT_FOR_MARKET_CONTEXT",
      "decision": "WARN",
      "display_text": "Continue using portfolio snapshot and risk rules only until market context improves.",
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          "benchmark_comparison": null,
          "limitations": [],
          "max_drawdown": null,
          "period": null,
          "quality": "unknown",
          "required": false,
          "return": null,
          "run_id": null,
          "status": "not_required",
          "strategy_id": null,
          "trade_count": null
        },
        "candidate_id": null,
        "confidence_tier": "low",
        "data_quality": "partial",
        "evidence_id": "ev_f94eaaef914b",
        "evidence_status": "policy_only",
        "evidence_version": "evidence1",
        "limitations": [
          "Market intelligence is supporting evidence only and is partial.",
          "Market intelligence is supporting evidence only.",
          "Market intelligence context is partial.",
          "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
          "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
          "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
        ],
        "market_context": {
          "decision_impact": "medium",
          "limitations": [
            "Market intelligence is supporting evidence only and is partial.",
            "Market intelligence is supporting evidence only.",
            "Market intelligence context is partial.",
            "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
            "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
            "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
          ],
          "required": true,
          "status": "partial"
        },
        "no_trade_placed": true,
        "operator_status": "wait",
        "policy_evidence": [
          {
            "actual_value": null,
            "breach_status": "warn",
            "no_trade_placed": true,
            "policy_name": "market_context",
            "reason": "Continue using portfolio snapshot and risk rules only until market context improves.",
            "rule": "WAIT_FOR_MARKET_CONTEXT",
            "threshold": null
          }
        ],
        "recommendation_id": "mi_guidance_415b484e2ead",
        "snapshot_id": 15,
        "snapshot_status": "fresh_snapshot",
        "snapshot_usable": true,
        "source": "market_context",
        "stress_evidence": []
      },
      "id": "mi_guidance_415b484e2ead",
      "is_operator_advice": true,
      "message": "Continue using portfolio snapshot and risk rules only until market context improves.",
      "no_trade_placed": true,
      "rationale": "Continue using portfolio snapshot and risk rules only until market context improves.",
      "source": "market_context",
      "title": "Continue using portfolio snapshot and risk rules only until market context impro"
    },
    {
      "action": "WAIT_FOR_MARKET_CONTEXT",
      "decision": "WARN",
      "display_text": "Run Strategy Agent after portfolio snapshot import.",
      "evidence_package": {
        "backtest": {
          "benchmark_comparison": null,
          "limitations": [],
          "max_drawdown": null,
          "period": null,
          "quality": "unknown",
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          "return": null,
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          "status": "not_required",
          "strategy_id": null,
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        "candidate_id": null,
        "confidence_tier": "low",
        "data_quality": "partial",
        "evidence_id": "ev_4cb774b46cdc",
        "evidence_status": "policy_only",
        "evidence_version": "evidence1",
        "limitations": [
          "Market intelligence is supporting evidence only and is partial.",
          "Market intelligence is supporting evidence only.",
          "Market intelligence context is partial.",
          "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
          "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
          "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
        ],
        "market_context": {
          "decision_impact": "medium",
          "limitations": [
            "Market intelligence is supporting evidence only and is partial.",
            "Market intelligence is supporting evidence only.",
            "Market intelligence context is partial.",
            "Missing MI sources: market_intel, news_event_risk, technical_context, volatility_context.",
            "Stale MI sources: market_intelligence_relevance_profile, market_intelligence_relevance_profile_test_tickers.",
            "Market-context limitations: scheduler_healthy_no_fresh_signals, macro_regime_unknown_low_confidence."
          ],
          "required": true,
          "status": "partial"
        },
        "no_trade_placed": true,
        "operator_status": "wait",
        "policy_evidence": [
          {
            "actual_value": null,
            "breach_status": "warn",
            "no_trade_placed": true,
            "policy_name": "market_context",
            "reason": "Run Strategy Agent after portfolio snapshot import.",
            "rule": "WAIT_FOR_MARKET_CONTEXT",
            "threshold": null
          }
        ],
        "recommendation_id": "mi_guidance_d9a3a76db262",
        "snapshot_id": 15,
        "snapshot_status": "fresh_snapshot",
        "snapshot_usable": true,
        "source": "market_context",
        "stress_evidence": []
      },
      "id": "mi_guidance_d9a3a76db262",
      "is_operator_advice": true,
      "message": "Run Strategy Agent after portfolio snapshot import.",
      "no_trade_placed": true,
      "rationale": "Run Strategy Agent after portfolio snapshot import.",
      "source": "market_context",
      "title": "Run Strategy Agent after portfolio snapshot import"
    }
  ],
  "_portfolio_strategy_readiness": {
    "no_trade_placed": true,
    "reason": "Snapshot and exposure are available; market intelligence is supporting evidence only.",
    "state": "usable",
    "summary": "Portfolio review can continue using snapshot, exposure, allocation policy, and risk rules.",
    "supporting_evidence_quality": "high"
  },
  "_source_health": {
    "asof": "2026-05-16T07:26:01.687995+00:00",
    "available_sources": [
      "market_intelligence_sidecar",
      "market_intelligence_digest",
      "market_intelligence_regime"
    ],
    "error_summary": null,
    "local_files": [
      {
        "no_trade_placed": true,
        "path": "data/market_intelligence/latest.json",
        "state": "missing"
      },
      {
        "no_trade_placed": true,
        "path": "data/market_intelligence/digest.json",
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      {
        "no_trade_placed": true,
        "path": "data/market_intelligence/regime.json",
        "state": "missing"
      },
      {
        "no_trade_placed": true,
        "path": "data/ai/macro.json",
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      },
      {
        "no_trade_placed": true,
        "path": "out/ai/macro.json",
        "state": "missing"
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    ],
    "missing_sources": [
      "data/market_intelligence/latest.json",
      "data/market_intelligence/digest.json",
      "data/market_intelligence/regime.json",
      "data/ai/macro.json",
      "out/ai/macro.json"
    ],
    "no_trade_placed": true,
    "ok": true,
    "operator_actions": [
      "Market Intelligence sources are available. Use as advisory evidence only."
    ],
    "paid_enrichment": {
      "api_key_env": "GEMINI_API_KEY",
      "enabled": false,
      "gemini_enabled": true,
      "max_cost_usd_per_day": 10.0,
      "no_trade_placed": true,
      "paid_enrichment_enabled": false,
      "require_explicit_enable": true
    },
    "sidecar": {
      "api_running": true,
      "base_url": "http://127.0.0.1:8892",
      "digest_endpoint": "/v1/digests/latest",
      "digest_payload": {
        "digest": {
          "asof": "2026-05-13T11:34:27.500257+00:00",
          "created_at": "2026-05-13T11:34:27.538172+00:00",
          "digest_relevance_state": "high",
          "digest_type": "daily",
          "headline": "Market Intelligence digest is portfolio-relevant.",
          "id": 5,
          "metadata": {
            "digest_relevance_state": "high",
            "headline": "Market Intelligence digest is portfolio-relevant.",
            "near_term_catalysts": [
              {
                "date": null,
                "name": "US government increases AI suppliers and rethinks Anthropic\u2019s role",
                "relevance": "holding_match"
              },
              {
                "date": null,
                "name": "Google made agentic AI governance a product. Enterprises still have to catch up.",
                "relevance": "sector_match"
              },
              {
                "date": null,
                "name": "Physical AI raises governance questions for autonomous systems",
                "relevance": "sector_match"
              },
              {
                "date": null,
                "name": "Google tests Remy AI agent for Gemini as focus turns to user control",
                "relevance": "sector_match"
              },
              {
                "date": null,
                "name": "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
                "relevance": "macro_context"
              }
            ],
            "no_trade_placed": true,
            "portfolio_implication": "Use as advisory market context only; do not treat it as trade authorization.",
            "relevant_holdings": [
              "Microsoft"
            ],
            "relevant_sectors": [
              "AI infrastructure",
              "cloud",
              "semiconductors",
              "inflation"
            ],
            "source_concentration": {
              "high": false,
              "top_source": "AI News",
              "top_source_share": 0.3333
            },
            "source_quality_warnings": [
              "filtered_false_ticker:AN",
              "filtered_false_ticker:AS",
              "filtered_false_ticker:AT",
              "filtered_false_ticker:BY",
              "filtered_false_ticker:DATA",
              "filtered_false_ticker:FINAL",
              "filtered_false_ticker:FSA",
              "filtered_false_ticker:IN",
              "filtered_false_ticker:IS",
              "filtered_false_ticker:IT",
              "filtered_false_ticker:JUDGE",
              "filtered_false_ticker:MONTH",
              "filtered_false_ticker:NEW",
              "filtered_false_ticker:OF",
              "filtered_false_ticker:ON",
              "filtered_false_ticker:TO"
            ],
            "ticker_extraction_warnings": [
              "filtered_false_ticker:AN",
              "filtered_false_ticker:AS",
              "filtered_false_ticker:AT",
              "filtered_false_ticker:BY",
              "filtered_false_ticker:DATA",
              "filtered_false_ticker:FINAL",
              "filtered_false_ticker:FSA",
              "filtered_false_ticker:IN",
              "filtered_false_ticker:IS",
              "filtered_false_ticker:IT",
              "filtered_false_ticker:JUDGE",
              "filtered_false_ticker:MONTH",
              "filtered_false_ticker:NEW",
              "filtered_false_ticker:OF",
              "filtered_false_ticker:ON",
              "filtered_false_ticker:TO"
            ],
            "what_changed": [
              "US government increases AI suppliers and rethinks Anthropic\u2019s role",
              "Google made agentic AI governance a product. Enterprises still have to catch up.",
              "Physical AI raises governance questions for autonomous systems",
              "Google tests Remy AI agent for Gemini as focus turns to user control",
              "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates"
            ],
            "what_not_to_do": [
              "Do not treat Market Intelligence as a trade instruction.",
              "Do not add leveraged exposure from headlines alone.",
              "Do not promote low-relevance regulatory items into portfolio signals."
            ]
          },
          "metadata_json": "{\"headline\": \"Market Intelligence digest is portfolio-relevant.\", \"what_changed\": [\"US government increases AI suppliers and rethinks Anthropic\u2019s role\", \"Google made agentic AI governance a product. Enterprises still have to catch up.\", \"Physical AI raises governance questions for autonomous systems\", \"Google tests Remy AI agent for Gemini as focus turns to user control\", \"SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates\"], \"portfolio_implication\": \"Use as advisory market context only; do not treat it as trade authorization.\", \"relevant_holdings\": [\"Microsoft\"], \"relevant_sectors\": [\"AI infrastructure\", \"cloud\", \"semiconductors\", \"inflation\"], \"near_term_catalysts\": [{\"name\": \"US government increases AI suppliers and rethinks Anthropic\u2019s role\", \"date\": null, \"relevance\": \"holding_match\"}, {\"name\": \"Google made agentic AI governance a product. Enterprises still have to catch up.\", \"date\": null, \"relevance\": \"sector_match\"}, {\"name\": \"Physical AI raises governance questions for autonomous systems\", \"date\": null, \"relevance\": \"sector_match\"}, {\"name\": \"Google tests Remy AI agent for Gemini as focus turns to user control\", \"date\": null, \"relevance\": \"sector_match\"}, {\"name\": \"SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates\", \"date\": null, \"relevance\": \"macro_context\"}], \"what_not_to_do\": [\"Do not treat Market Intelligence as a trade instruction.\", \"Do not add leveraged exposure from headlines alone.\", \"Do not promote low-relevance regulatory items into portfolio signals.\"], \"source_quality_warnings\": [\"filtered_false_ticker:AN\", \"filtered_false_ticker:AS\", \"filtered_false_ticker:AT\", \"filtered_false_ticker:BY\", \"filtered_false_ticker:DATA\", \"filtered_false_ticker:FINAL\", \"filtered_false_ticker:FSA\", \"filtered_false_ticker:IN\", \"filtered_false_ticker:IS\", \"filtered_false_ticker:IT\", \"filtered_false_ticker:JUDGE\", \"filtered_false_ticker:MONTH\", \"filtered_false_ticker:NEW\", \"filtered_false_ticker:OF\", \"filtered_false_ticker:ON\", \"filtered_false_ticker:TO\"], \"ticker_extraction_warnings\": [\"filtered_false_ticker:AN\", \"filtered_false_ticker:AS\", \"filtered_false_ticker:AT\", \"filtered_false_ticker:BY\", \"filtered_false_ticker:DATA\", \"filtered_false_ticker:FINAL\", \"filtered_false_ticker:FSA\", \"filtered_false_ticker:IN\", \"filtered_false_ticker:IS\", \"filtered_false_ticker:IT\", \"filtered_false_ticker:JUDGE\", \"filtered_false_ticker:MONTH\", \"filtered_false_ticker:NEW\", \"filtered_false_ticker:OF\", \"filtered_false_ticker:ON\", \"filtered_false_ticker:TO\"], \"digest_relevance_state\": \"high\", \"source_concentration\": {\"high\": false, \"top_source\": \"AI News\", \"top_source_share\": 0.3333}, \"no_trade_placed\": true}",
          "near_term_catalysts": [
            {
              "date": null,
              "name": "US government increases AI suppliers and rethinks Anthropic\u2019s role",
              "relevance": "holding_match"
            },
            {
              "date": null,
              "name": "Google made agentic AI governance a product. Enterprises still have to catch up.",
              "relevance": "sector_match"
            },
            {
              "date": null,
              "name": "Physical AI raises governance questions for autonomous systems",
              "relevance": "sector_match"
            },
            {
              "date": null,
              "name": "Google tests Remy AI agent for Gemini as focus turns to user control",
              "relevance": "sector_match"
            },
            {
              "date": null,
              "name": "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
              "relevance": "macro_context"
            }
          ],
          "no_trade_placed": true,
          "opportunities": [
            "AI capex note"
          ],
          "opportunities_json": "[\"AI capex note\"]",
          "portfolio_implication": "Use as advisory market context only; do not treat it as trade authorization.",
          "prompt_context": "Market Intelligence digest (daily) \u2014 advisory only, not trade instructions.\nAs-of 2026-05-13T11:34:27.500257+00:00 UTC\nRegime: neutral (score 0.50)\nHighlights (source-linked):\n- [65] US government increases AI suppliers and rethinks Anthropic\u2019s role | market_context | reason=holding_match | evidence=summary\n- [68] Google made agentic AI governance a product. Enterprises still have to catch up. | market_context | reason=sector_match | evidence=summary\n- [67] Physical AI raises governance questions for autonomous systems | market_context | reason=sector_match | evidence=summary\n- [66] Google tests Remy AI agent for Gemini as focus turns to user control | market_context | reason=sector_match | evidence=summary\n- [45] SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates | market_context | reason=macro_context | evidence=summary\n- [36] SEC Clarifies the Application of Federal Securities Laws to Crypto Assets | market_context | reason=macro_context | evidence=summary\n- [30] SEC Approves Exemptive Order and Proposed Rule Change to Permit Customer Cross-Margining in the U.S. Treasury Market | market_context | reason=macro_context | evidence=summary\n- [24] SEC Proposes Amendments to Permit Optional Semiannual Reporting by Public Companies | market_context | reason=macro_context | evidence=summary\n- [17] Federal Reserve Board announces it has made the joint findings with the Office of the Comptroller of the Currency required for the OCC to approve a request by Morgan Stanley Bank, N.A., for an exemption under section 23A of the Federal Rese | market_context | reason=macro_context | evidence=summary\n- [1] AI capex note | NVDA | reason=sector_match | evidence=n/a",
          "regime_summary": "neutral (score 0.50)",
          "relevant_holdings": [
            "Microsoft"
          ],
          "relevant_sectors": [
            "AI infrastructure",
            "cloud",
            "semiconductors",
            "inflation"
          ],
          "risks": [
            "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
            "SEC Publishes Data on Public and Private Offerings, Municipal Advisors, Transfer Agents, and Securities-Based Swap Dealers",
            "AI capex note",
            "Intel\u2019s stock just guided the chip sector toward a sharp selloff. Here\u2019s why.",
            "What former poker champion turned investing coach Annie Duke says most of us get wrong about risk"
          ],
          "risks_json": "[\"SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates\", \"SEC Publishes Data on Public and Private Offerings, Municipal Advisors, Transfer Agents, and Securities-Based Swap Dealers\", \"AI capex note\", \"Intel\u2019s stock just guided the chip sector toward a sharp selloff. Here\u2019s why.\", \"What former poker champion turned investing coach Annie Duke says most of us get wrong about risk\"]",
          "source_concentration": {
            "high": false,
            "top_source": "AI News",
            "top_source_share": 0.3333
          },
          "source_quality_warnings": [
            "filtered_false_ticker:AN",
            "filtered_false_ticker:AS",
            "filtered_false_ticker:AT",
            "filtered_false_ticker:BY",
            "filtered_false_ticker:DATA",
            "filtered_false_ticker:FINAL",
            "filtered_false_ticker:FSA",
            "filtered_false_ticker:IN",
            "filtered_false_ticker:IS",
            "filtered_false_ticker:IT",
            "filtered_false_ticker:JUDGE",
            "filtered_false_ticker:MONTH",
            "filtered_false_ticker:NEW",
            "filtered_false_ticker:OF",
            "filtered_false_ticker:ON",
            "filtered_false_ticker:TO"
          ],
          "summary": "12 advisory bulletins selected; relevance=high; holdings: Microsoft; sectors: AI infrastructure, cloud, semiconductors, inflation.",
          "ticker_extraction_warnings": [
            "filtered_false_ticker:AN",
            "filtered_false_ticker:AS",
            "filtered_false_ticker:AT",
            "filtered_false_ticker:BY",
            "filtered_false_ticker:DATA",
            "filtered_false_ticker:FINAL",
            "filtered_false_ticker:FSA",
            "filtered_false_ticker:IN",
            "filtered_false_ticker:IS",
            "filtered_false_ticker:IT",
            "filtered_false_ticker:JUDGE",
            "filtered_false_ticker:MONTH",
            "filtered_false_ticker:NEW",
            "filtered_false_ticker:OF",
            "filtered_false_ticker:ON",
            "filtered_false_ticker:TO"
          ],
          "title": "Market Intelligence digest is portfolio-relevant.",
          "top_bulletins": [
            {
              "base_relevance": 0.7999999999999999,
              "evidence": "summary",
              "id": 65,
              "relevance": 1.0,
              "relevant_holdings": [
                "Microsoft"
              ],
              "relevant_sectors": [
                "AI infrastructure"
              ],
              "source": "AI News",
              "source_category": "unknown",
              "summary_excerpt": "\u003cp\u003eThe US administration has added four more AI companies to its roster of favoured suppliers, with the Pentagon signing agreements with Microsoft, Reflection AI (which has yet to release a publicly-available model), Amazon, and Nvidia that mean their products can be used on classified operations. The companies join OpenAI, xAI, and Google as companies that [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificialint",
              "ticker": null,
              "tickers": [],
              "title": "US government increases AI suppliers and rethinks Anthropic\u2019s role",
              "top_relevance_reason": "holding_match"
            },
            {
              "base_relevance": 0.7999999999999999,
              "evidence": "summary",
              "id": 68,
              "relevance": 0.98,
              "relevant_holdings": [],
              "relevant_sectors": [
                "cloud",
                "AI infrastructure"
              ],
              "source": "AI News",
              "source_category": "unknown",
              "summary_excerpt": "\u003cp\u003eTwo weeks ago at Google Cloud Next \u0026#8217;26 in Las Vegas, Google did something the enterprise AI industry has been dancing around for the better part of two years: it\u0026#160;made\u0026#160;agentic AI governance a native product feature, not an afterthought. The centrepiece announcement was the Gemini Enterprise Agent Platform, pitched as the successor to Vertex AI [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificia",
              "ticker": null,
              "tickers": [],
              "title": "Google made agentic AI governance a product. Enterprises still have to catch up.",
              "top_relevance_reason": "sector_match"
            },
            {
              "base_relevance": 0.7999999999999999,
              "evidence": "summary",
              "id": 67,
              "relevance": 0.98,
              "relevant_holdings": [],
              "relevant_sectors": [
                "AI infrastructure"
              ],
              "source": "AI News",
              "source_category": "unknown",
              "summary_excerpt": "\u003cp\u003eGovernance around Physical AI is becoming harder as autonomous AI systems move into robots, sensors, and industrial equipment. The issue is not only whether AI agents can complete tasks. It is how their actions are tested, monitored, and stopped when they interact with real-world systems. Industrial robotics already provides a large base for that discussion. [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificia",
              "ticker": null,
              "tickers": [],
              "title": "Physical AI raises governance questions for autonomous systems",
              "top_relevance_reason": "sector_match"
            },
            {
              "base_relevance": 0.7999999999999999,
              "evidence": "summary",
              "id": 66,
              "relevance": 0.98,
              "relevant_holdings": [],
              "relevant_sectors": [
                "AI infrastructure"
              ],
              "source": "AI News",
              "source_category": "unknown",
              "summary_excerpt": "\u003cp\u003eGoogle is testing Remy, a new AI personal agent for Gemini, according to Business Insider. The tool is designed to take actions for users in work and daily tasks. Remy is being tested in a staff-only version of the Gemini app. The report said it reviewed an internal document and spoke with two people familiar [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificialintelligence-news.com/news/google-remy-ai-agent-g",
              "ticker": null,
              "tickers": [],
              "title": "Google tests Remy AI agent for Gemini as focus turns to user control",
              "top_relevance_reason": "sector_match"
            },
            {
              "base_relevance": 0.85,
              "evidence": "summary",
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            "name": "Google tests Remy AI agent for Gemini as focus turns to user control",
            "relevance": "sector_match"
          },
          {
            "date": null,
            "name": "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
            "relevance": "macro_context"
          }
        ],
        "no_trade_placed": true,
        "portfolio_implication": "Use as advisory market context only; do not treat it as trade authorization.",
        "relevant_holdings": [
          "Microsoft"
        ],
        "relevant_sectors": [
          "AI infrastructure",
          "cloud",
          "semiconductors",
          "inflation"
        ],
        "source_concentration": {
          "high": false,
          "top_source": "AI News",
          "top_source_share": 0.3333
        },
        "source_quality_warnings": [
          "filtered_false_ticker:AN",
          "filtered_false_ticker:AS",
          "filtered_false_ticker:AT",
          "filtered_false_ticker:BY",
          "filtered_false_ticker:DATA",
          "filtered_false_ticker:FINAL",
          "filtered_false_ticker:FSA",
          "filtered_false_ticker:IN",
          "filtered_false_ticker:IS",
          "filtered_false_ticker:IT",
          "filtered_false_ticker:JUDGE",
          "filtered_false_ticker:MONTH",
          "filtered_false_ticker:NEW",
          "filtered_false_ticker:OF",
          "filtered_false_ticker:ON",
          "filtered_false_ticker:TO"
        ],
        "ticker_extraction_warnings": [
          "filtered_false_ticker:AN",
          "filtered_false_ticker:AS",
          "filtered_false_ticker:AT",
          "filtered_false_ticker:BY",
          "filtered_false_ticker:DATA",
          "filtered_false_ticker:FINAL",
          "filtered_false_ticker:FSA",
          "filtered_false_ticker:IN",
          "filtered_false_ticker:IS",
          "filtered_false_ticker:IT",
          "filtered_false_ticker:JUDGE",
          "filtered_false_ticker:MONTH",
          "filtered_false_ticker:NEW",
          "filtered_false_ticker:OF",
          "filtered_false_ticker:ON",
          "filtered_false_ticker:TO"
        ],
        "what_changed": [
          "US government increases AI suppliers and rethinks Anthropic\u2019s role",
          "Google made agentic AI governance a product. Enterprises still have to catch up.",
          "Physical AI raises governance questions for autonomous systems",
          "Google tests Remy AI agent for Gemini as focus turns to user control",
          "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates"
        ],
        "what_not_to_do": [
          "Do not treat Market Intelligence as a trade instruction.",
          "Do not add leveraged exposure from headlines alone.",
          "Do not promote low-relevance regulatory items into portfolio signals."
        ]
      },
      "metadata_json": "{\"headline\": \"Market Intelligence digest is portfolio-relevant.\", \"what_changed\": [\"US government increases AI suppliers and rethinks Anthropic\u2019s role\", \"Google made agentic AI governance a product. Enterprises still have to catch up.\", \"Physical AI raises governance questions for autonomous systems\", \"Google tests Remy AI agent for Gemini as focus turns to user control\", \"SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates\"], \"portfolio_implication\": \"Use as advisory market context only; do not treat it as trade authorization.\", \"relevant_holdings\": [\"Microsoft\"], \"relevant_sectors\": [\"AI infrastructure\", \"cloud\", \"semiconductors\", \"inflation\"], \"near_term_catalysts\": [{\"name\": \"US government increases AI suppliers and rethinks Anthropic\u2019s role\", \"date\": null, \"relevance\": \"holding_match\"}, {\"name\": \"Google made agentic AI governance a product. Enterprises still have to catch up.\", \"date\": null, \"relevance\": \"sector_match\"}, {\"name\": \"Physical AI raises governance questions for autonomous systems\", \"date\": null, \"relevance\": \"sector_match\"}, {\"name\": \"Google tests Remy AI agent for Gemini as focus turns to user control\", \"date\": null, \"relevance\": \"sector_match\"}, {\"name\": \"SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates\", \"date\": null, \"relevance\": \"macro_context\"}], \"what_not_to_do\": [\"Do not treat Market Intelligence as a trade instruction.\", \"Do not add leveraged exposure from headlines alone.\", \"Do not promote low-relevance regulatory items into portfolio signals.\"], \"source_quality_warnings\": [\"filtered_false_ticker:AN\", \"filtered_false_ticker:AS\", \"filtered_false_ticker:AT\", \"filtered_false_ticker:BY\", \"filtered_false_ticker:DATA\", \"filtered_false_ticker:FINAL\", \"filtered_false_ticker:FSA\", \"filtered_false_ticker:IN\", \"filtered_false_ticker:IS\", \"filtered_false_ticker:IT\", \"filtered_false_ticker:JUDGE\", \"filtered_false_ticker:MONTH\", \"filtered_false_ticker:NEW\", \"filtered_false_ticker:OF\", \"filtered_false_ticker:ON\", \"filtered_false_ticker:TO\"], \"ticker_extraction_warnings\": [\"filtered_false_ticker:AN\", \"filtered_false_ticker:AS\", \"filtered_false_ticker:AT\", \"filtered_false_ticker:BY\", \"filtered_false_ticker:DATA\", \"filtered_false_ticker:FINAL\", \"filtered_false_ticker:FSA\", \"filtered_false_ticker:IN\", \"filtered_false_ticker:IS\", \"filtered_false_ticker:IT\", \"filtered_false_ticker:JUDGE\", \"filtered_false_ticker:MONTH\", \"filtered_false_ticker:NEW\", \"filtered_false_ticker:OF\", \"filtered_false_ticker:ON\", \"filtered_false_ticker:TO\"], \"digest_relevance_state\": \"high\", \"source_concentration\": {\"high\": false, \"top_source\": \"AI News\", \"top_source_share\": 0.3333}, \"no_trade_placed\": true}",
      "near_term_catalysts": [
        {
          "date": null,
          "name": "US government increases AI suppliers and rethinks Anthropic\u2019s role",
          "relevance": "holding_match"
        },
        {
          "date": null,
          "name": "Google made agentic AI governance a product. Enterprises still have to catch up.",
          "relevance": "sector_match"
        },
        {
          "date": null,
          "name": "Physical AI raises governance questions for autonomous systems",
          "relevance": "sector_match"
        },
        {
          "date": null,
          "name": "Google tests Remy AI agent for Gemini as focus turns to user control",
          "relevance": "sector_match"
        },
        {
          "date": null,
          "name": "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
          "relevance": "macro_context"
        }
      ],
      "no_trade_placed": true,
      "opportunities": [
        "AI capex note"
      ],
      "opportunities_json": "[\"AI capex note\"]",
      "portfolio_implication": "Use as advisory market context only; do not treat it as trade authorization.",
      "prompt_context": "Market Intelligence digest (daily) \u2014 advisory only, not trade instructions.\nAs-of 2026-05-13T11:34:27.500257+00:00 UTC\nRegime: neutral (score 0.50)\nHighlights (source-linked):\n- [65] US government increases AI suppliers and rethinks Anthropic\u2019s role | market_context | reason=holding_match | evidence=summary\n- [68] Google made agentic AI governance a product. Enterprises still have to catch up. | market_context | reason=sector_match | evidence=summary\n- [67] Physical AI raises governance questions for autonomous systems | market_context | reason=sector_match | evidence=summary\n- [66] Google tests Remy AI agent for Gemini as focus turns to user control | market_context | reason=sector_match | evidence=summary\n- [45] SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates | market_context | reason=macro_context | evidence=summary\n- [36] SEC Clarifies the Application of Federal Securities Laws to Crypto Assets | market_context | reason=macro_context | evidence=summary\n- [30] SEC Approves Exemptive Order and Proposed Rule Change to Permit Customer Cross-Margining in the U.S. Treasury Market | market_context | reason=macro_context | evidence=summary\n- [24] SEC Proposes Amendments to Permit Optional Semiannual Reporting by Public Companies | market_context | reason=macro_context | evidence=summary\n- [17] Federal Reserve Board announces it has made the joint findings with the Office of the Comptroller of the Currency required for the OCC to approve a request by Morgan Stanley Bank, N.A., for an exemption under section 23A of the Federal Rese | market_context | reason=macro_context | evidence=summary\n- [1] AI capex note | NVDA | reason=sector_match | evidence=n/a",
      "regime_summary": "neutral (score 0.50)",
      "relevant_holdings": [
        "Microsoft"
      ],
      "relevant_sectors": [
        "AI infrastructure",
        "cloud",
        "semiconductors",
        "inflation"
      ],
      "risks": [
        "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
        "SEC Publishes Data on Public and Private Offerings, Municipal Advisors, Transfer Agents, and Securities-Based Swap Dealers",
        "AI capex note",
        "Intel\u2019s stock just guided the chip sector toward a sharp selloff. Here\u2019s why.",
        "What former poker champion turned investing coach Annie Duke says most of us get wrong about risk"
      ],
      "risks_json": "[\"SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates\", \"SEC Publishes Data on Public and Private Offerings, Municipal Advisors, Transfer Agents, and Securities-Based Swap Dealers\", \"AI capex note\", \"Intel\u2019s stock just guided the chip sector toward a sharp selloff. Here\u2019s why.\", \"What former poker champion turned investing coach Annie Duke says most of us get wrong about risk\"]",
      "source_concentration": {
        "high": false,
        "top_source": "AI News",
        "top_source_share": 0.3333
      },
      "source_quality_warnings": [
        "filtered_false_ticker:AN",
        "filtered_false_ticker:AS",
        "filtered_false_ticker:AT",
        "filtered_false_ticker:BY",
        "filtered_false_ticker:DATA",
        "filtered_false_ticker:FINAL",
        "filtered_false_ticker:FSA",
        "filtered_false_ticker:IN",
        "filtered_false_ticker:IS",
        "filtered_false_ticker:IT",
        "filtered_false_ticker:JUDGE",
        "filtered_false_ticker:MONTH",
        "filtered_false_ticker:NEW",
        "filtered_false_ticker:OF",
        "filtered_false_ticker:ON",
        "filtered_false_ticker:TO"
      ],
      "summary": "12 advisory bulletins selected; relevance=high; holdings: Microsoft; sectors: AI infrastructure, cloud, semiconductors, inflation.",
      "ticker_extraction_warnings": [
        "filtered_false_ticker:AN",
        "filtered_false_ticker:AS",
        "filtered_false_ticker:AT",
        "filtered_false_ticker:BY",
        "filtered_false_ticker:DATA",
        "filtered_false_ticker:FINAL",
        "filtered_false_ticker:FSA",
        "filtered_false_ticker:IN",
        "filtered_false_ticker:IS",
        "filtered_false_ticker:IT",
        "filtered_false_ticker:JUDGE",
        "filtered_false_ticker:MONTH",
        "filtered_false_ticker:NEW",
        "filtered_false_ticker:OF",
        "filtered_false_ticker:ON",
        "filtered_false_ticker:TO"
      ],
      "title": "Market Intelligence digest is portfolio-relevant.",
      "top_bulletins": [
        {
          "base_relevance": 0.7999999999999999,
          "evidence": "summary",
          "id": 65,
          "relevance": 1.0,
          "relevant_holdings": [
            "Microsoft"
          ],
          "relevant_sectors": [
            "AI infrastructure"
          ],
          "source": "AI News",
          "source_category": "unknown",
          "summary_excerpt": "\u003cp\u003eThe US administration has added four more AI companies to its roster of favoured suppliers, with the Pentagon signing agreements with Microsoft, Reflection AI (which has yet to release a publicly-available model), Amazon, and Nvidia that mean their products can be used on classified operations. The companies join OpenAI, xAI, and Google as companies that [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificialint",
          "ticker": null,
          "tickers": [],
          "title": "US government increases AI suppliers and rethinks Anthropic\u2019s role",
          "top_relevance_reason": "holding_match"
        },
        {
          "base_relevance": 0.7999999999999999,
          "evidence": "summary",
          "id": 68,
          "relevance": 0.98,
          "relevant_holdings": [],
          "relevant_sectors": [
            "cloud",
            "AI infrastructure"
          ],
          "source": "AI News",
          "source_category": "unknown",
          "summary_excerpt": "\u003cp\u003eTwo weeks ago at Google Cloud Next \u0026#8217;26 in Las Vegas, Google did something the enterprise AI industry has been dancing around for the better part of two years: it\u0026#160;made\u0026#160;agentic AI governance a native product feature, not an afterthought. The centrepiece announcement was the Gemini Enterprise Agent Platform, pitched as the successor to Vertex AI [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificia",
          "ticker": null,
          "tickers": [],
          "title": "Google made agentic AI governance a product. Enterprises still have to catch up.",
          "top_relevance_reason": "sector_match"
        },
        {
          "base_relevance": 0.7999999999999999,
          "evidence": "summary",
          "id": 67,
          "relevance": 0.98,
          "relevant_holdings": [],
          "relevant_sectors": [
            "AI infrastructure"
          ],
          "source": "AI News",
          "source_category": "unknown",
          "summary_excerpt": "\u003cp\u003eGovernance around Physical AI is becoming harder as autonomous AI systems move into robots, sensors, and industrial equipment. The issue is not only whether AI agents can complete tasks. It is how their actions are tested, monitored, and stopped when they interact with real-world systems. Industrial robotics already provides a large base for that discussion. [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificia",
          "ticker": null,
          "tickers": [],
          "title": "Physical AI raises governance questions for autonomous systems",
          "top_relevance_reason": "sector_match"
        },
        {
          "base_relevance": 0.7999999999999999,
          "evidence": "summary",
          "id": 66,
          "relevance": 0.98,
          "relevant_holdings": [],
          "relevant_sectors": [
            "AI infrastructure"
          ],
          "source": "AI News",
          "source_category": "unknown",
          "summary_excerpt": "\u003cp\u003eGoogle is testing Remy, a new AI personal agent for Gemini, according to Business Insider. The tool is designed to take actions for users in work and daily tasks. Remy is being tested in a staff-only version of the Gemini app. The report said it reviewed an internal document and spoke with two people familiar [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificialintelligence-news.com/news/google-remy-ai-agent-g",
          "ticker": null,
          "tickers": [],
          "title": "Google tests Remy AI agent for Gemini as focus turns to user control",
          "top_relevance_reason": "sector_match"
        },
        {
          "base_relevance": 0.85,
          "evidence": "summary",
          "id": 45,
          "relevance": 0.97,
          "relevant_holdings": [],
          "relevant_sectors": [],
          "source": "SEC press releases",
          "source_category": "official_company",
          "summary_excerpt": "The Securities and Exchange Commission today announced it will hold a roundtable on March 4 to discuss private market valuations and responsible retailization.The roundtable will be hosted by the Division of Investment Management from 1 p.m. to 3 p.m. ET\u2026",
          "ticker": null,
          "tickers": [],
          "title": "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
          "top_relevance_reason": "macro_context"
        },
        {
          "base_relevance": 0.85,
          "evidence": "summary",
          "id": 36,
          "relevance": 0.97,
          "relevant_holdings": [],
          "relevant_sectors": [],
          "source": "SEC press releases",
          "source_category": "official_company",
          "summary_excerpt": "The Securities and Exchange Commission (SEC) today issued an interpretation clarifying how the federal securities laws apply to certain crypto assets and transactions involving crypto assets. This is a major step in the Commission\u2019s efforts to provide\u2026",
          "ticker": null,
          "tickers": [],
          "title": "SEC Clarifies the Application of Federal Securities Laws to Crypto Assets",
          "top_relevance_reason": "macro_context"
        },
        {
          "base_relevance": 0.85,
          "evidence": "summary",
          "id": 30,
          "relevance": 0.97,
          "relevant_holdings": [],
          "relevant_sectors": [],
          "source": "SEC press releases",
          "source_category": "official_company",
          "summary_excerpt": "The Securities and Exchange Commission today issued a conditional exemptive order that permits customer cross-margining of cash market positions in U.S. Treasury securities cleared by a registered clearing agency and futures positions in U.S. Treasury\u2026",
          "ticker": null,
          "tickers": [],
          "title": "SEC Approves Exemptive Order and Proposed Rule Change to Permit Customer Cross-Margining in the U.S. Treasury Market",
          "top_relevance_reason": "macro_context"
        },
        {
          "base_relevance": 0.85,
          "evidence": "summary",
          "id": 24,
          "relevance": 0.97,
          "relevant_holdings": [],
          "relevant_sectors": [],
          "source": "SEC press releases",
          "source_category": "official_company",
          "summary_excerpt": "The Securities and Exchange Commission today proposed rule and form amendments that would give public companies the option of filing semiannual reports in lieu of quarterly reports to meet their interim reporting obligations under the federal securities\u2026",
          "ticker": null,
          "tickers": [],
          "title": "SEC Proposes Amendments to Permit Optional Semiannual Reporting by Public Companies",
          "top_relevance_reason": "macro_context"
        },
        {
          "base_relevance": 0.7999999999999999,
          "evidence": "summary",
          "id": 17,
          "relevance": 0.92,
          "relevant_holdings": [],
          "relevant_sectors": [],
          "source": "Federal Reserve press releases",
          "source_category": "official_macro",
          "summary_excerpt": "Federal Reserve Board announces it has made the joint findings with the Office of the Comptroller of the Currency required for the OCC to approve a request by Morgan Stanley Bank, N.A., for an exemption under section 23A of the Federal Reserve Act",
          "ticker": null,
          "tickers": [],
          "title": "Federal Reserve Board announces it has made the joint findings with the Office of the Comptroller of the Currency required for the OCC to approve a request by Morgan Stanley Bank, N.A., for an exemption under section 23A of the Federal Rese",
          "top_relevance_reason": "macro_context"
        },
        {
          "base_relevance": 0.7315999999999999,
          "evidence": "",
          "id": 1,
          "relevance": 0.9116,
          "relevant_holdings": [],
          "relevant_sectors": [
            "AI infrastructure"
          ],
          "source": null,
          "source_category": "unknown",
          "summary_excerpt": "NVDA, AMD and AVGO may benefit from continued AI infrastructure spending, but valuations and crowding risk are elevated.",
          "ticker": "NVDA",
          "tickers": [
            "NVDA",
            "AMD",
            "AVGO"
          ],
          "title": "AI capex note",
          "top_relevance_reason": "sector_match"
        },
        {
          "base_relevance": 0.7,
          "evidence": "summary",
          "id": 55,
          "relevance": 0.88,
          "relevant_holdings": [],
          "relevant_sectors": [
            "AI infrastructure",
            "semiconductors",
            "inflation"
          ],
          "source": "MarketWatch top stories",
          "source_category": "unknown",
          "summary_excerpt": "Analysts note \u201cbuyer exhaustion\u201d and market concerns about what the latest inflation data may mean for future data-center spending commitments.",
          "ticker": null,
          "tickers": [],
          "title": "Intel\u2019s stock just guided the chip sector toward a sharp selloff. Here\u2019s why.",
          "top_relevance_reason": "sector_match"
        },
        {
          "base_relevance": 0.7,
          "evidence": "summary",
          "id": 54,
          "relevance": 0.88,
          "relevant_holdings": [],
          "relevant_sectors": [
            "AI infrastructure"
          ],
          "source": "MarketWatch top stories",
          "source_category": "unknown",
          "summary_excerpt": "Copper refining now has a Strait of Hormuz problem.",
          "ticker": null,
          "tickers": [],
          "title": "Copper prices are now at their highest level on record. AI is only part of the story.",
          "top_relevance_reason": "sector_match"
        }
      ],
      "top_bulletins_json": "[{\"id\": 65, \"title\": \"US government increases AI suppliers and rethinks Anthropic\u2019s role\", \"ticker\": null, \"tickers\": [], \"relevance\": 1.0, \"base_relevance\": 0.7999999999999999, \"top_relevance_reason\": \"holding_match\", \"relevant_holdings\": [\"Microsoft\"], \"relevant_sectors\": [\"AI infrastructure\"], \"evidence\": \"summary\", \"source\": \"AI News\", \"source_category\": \"unknown\", \"summary_excerpt\": \"\u003cp\u003eThe US administration has added four more AI companies to its roster of favoured suppliers, with the Pentagon signing agreements with Microsoft, Reflection AI (which has yet to release a publicly-available model), Amazon, and Nvidia that mean their products can be used on classified operations. The companies join OpenAI, xAI, and Google as companies that [\u0026#8230;]\u003c/p\u003e\\n\u003cp\u003eThe post \u003ca href=\\\"https://www.artificialint\"}, {\"id\": 68, \"title\": \"Google made agentic AI governance a product. Enterprises still have to catch up.\", \"ticker\": null, \"tickers\": [], \"relevance\": 0.98, \"base_relevance\": 0.7999999999999999, \"top_relevance_reason\": \"sector_match\", \"relevant_holdings\": [], \"relevant_sectors\": [\"cloud\", \"AI infrastructure\"], \"evidence\": \"summary\", \"source\": \"AI News\", \"source_category\": \"unknown\", \"summary_excerpt\": \"\u003cp\u003eTwo weeks ago at Google Cloud Next \u0026#8217;26 in Las Vegas, Google did something the enterprise AI industry has been dancing around for the better part of two years: it\u0026#160;made\u0026#160;agentic AI governance a native product feature, not an afterthought. The centrepiece announcement was the Gemini Enterprise Agent Platform, pitched as the successor to Vertex AI [\u0026#8230;]\u003c/p\u003e\\n\u003cp\u003eThe post \u003ca href=\\\"https://www.artificia\"}, {\"id\": 67, \"title\": \"Physical AI raises governance questions for autonomous systems\", \"ticker\": null, \"tickers\": [], \"relevance\": 0.98, \"base_relevance\": 0.7999999999999999, \"top_relevance_reason\": \"sector_match\", \"relevant_holdings\": [], \"relevant_sectors\": [\"AI infrastructure\"], \"evidence\": \"summary\", \"source\": \"AI News\", \"source_category\": \"unknown\", \"summary_excerpt\": \"\u003cp\u003eGovernance around Physical AI is becoming harder as autonomous AI systems move into robots, sensors, and industrial equipment. The issue is not only whether AI agents can complete tasks. It is how their actions are tested, monitored, and stopped when they interact with real-world systems. Industrial robotics already provides a large base for that discussion. 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          "portfolio_implication": "Use as advisory market context only; do not treat it as trade authorization.",
          "prompt_context": "Market Intelligence digest (daily) \u2014 advisory only, not trade instructions.\nAs-of 2026-05-13T11:34:27.500257+00:00 UTC\nRegime: neutral (score 0.50)\nHighlights (source-linked):\n- [65] US government increases AI suppliers and rethinks Anthropic\u2019s role | market_context | reason=holding_match | evidence=summary\n- [68] Google made agentic AI governance a product. Enterprises still have to catch up. | market_context | reason=sector_match | evidence=summary\n- [67] Physical AI raises governance questions for autonomous systems | market_context | reason=sector_match | evidence=summary\n- [66] Google tests Remy AI agent for Gemini as focus turns to user control | market_context | reason=sector_match | evidence=summary\n- [45] SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates | market_context | reason=macro_context | evidence=summary\n- [36] SEC Clarifies the Application of Federal Securities Laws to Crypto Assets | market_context | reason=macro_context | evidence=summary\n- [30] SEC Approves Exemptive Order and Proposed Rule Change to Permit Customer Cross-Margining in the U.S. Treasury Market | market_context | reason=macro_context | evidence=summary\n- [24] SEC Proposes Amendments to Permit Optional Semiannual Reporting by Public Companies | market_context | reason=macro_context | evidence=summary\n- [17] Federal Reserve Board announces it has made the joint findings with the Office of the Comptroller of the Currency required for the OCC to approve a request by Morgan Stanley Bank, N.A., for an exemption under section 23A of the Federal Rese | market_context | reason=macro_context | evidence=summary\n- [1] AI capex note | NVDA | reason=sector_match | evidence=n/a",
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            "SEC Publishes Data on Public and Private Offerings, Municipal Advisors, Transfer Agents, and Securities-Based Swap Dealers",
            "AI capex note",
            "Intel\u2019s stock just guided the chip sector toward a sharp selloff. Here\u2019s why.",
            "What former poker champion turned investing coach Annie Duke says most of us get wrong about risk"
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          "summary": "12 advisory bulletins selected; relevance=high; holdings: Microsoft; sectors: AI infrastructure, cloud, semiconductors, inflation.",
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          "title": "Market Intelligence digest is portfolio-relevant.",
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              "base_relevance": 0.7999999999999999,
              "evidence": "summary",
              "id": 65,
              "relevance": 1.0,
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                "Microsoft"
              ],
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              "source": "AI News",
              "source_category": "unknown",
              "summary_excerpt": "\u003cp\u003eThe US administration has added four more AI companies to its roster of favoured suppliers, with the Pentagon signing agreements with Microsoft, Reflection AI (which has yet to release a publicly-available model), Amazon, and Nvidia that mean their products can be used on classified operations. The companies join OpenAI, xAI, and Google as companies that [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificialint",
              "ticker": null,
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              "title": "US government increases AI suppliers and rethinks Anthropic\u2019s role",
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              "evidence": "summary",
              "id": 68,
              "relevance": 0.98,
              "relevant_holdings": [],
              "relevant_sectors": [
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                "AI infrastructure"
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              "source": "AI News",
              "source_category": "unknown",
              "summary_excerpt": "\u003cp\u003eTwo weeks ago at Google Cloud Next \u0026#8217;26 in Las Vegas, Google did something the enterprise AI industry has been dancing around for the better part of two years: it\u0026#160;made\u0026#160;agentic AI governance a native product feature, not an afterthought. The centrepiece announcement was the Gemini Enterprise Agent Platform, pitched as the successor to Vertex AI [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificia",
              "ticker": null,
              "tickers": [],
              "title": "Google made agentic AI governance a product. Enterprises still have to catch up.",
              "top_relevance_reason": "sector_match"
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            {
              "base_relevance": 0.7999999999999999,
              "evidence": "summary",
              "id": 67,
              "relevance": 0.98,
              "relevant_holdings": [],
              "relevant_sectors": [
                "AI infrastructure"
              ],
              "source": "AI News",
              "source_category": "unknown",
              "summary_excerpt": "\u003cp\u003eGovernance around Physical AI is becoming harder as autonomous AI systems move into robots, sensors, and industrial equipment. The issue is not only whether AI agents can complete tasks. It is how their actions are tested, monitored, and stopped when they interact with real-world systems. Industrial robotics already provides a large base for that discussion. [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificia",
              "ticker": null,
              "tickers": [],
              "title": "Physical AI raises governance questions for autonomous systems",
              "top_relevance_reason": "sector_match"
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              "evidence": "summary",
              "id": 66,
              "relevance": 0.98,
              "relevant_holdings": [],
              "relevant_sectors": [
                "AI infrastructure"
              ],
              "source": "AI News",
              "source_category": "unknown",
              "summary_excerpt": "\u003cp\u003eGoogle is testing Remy, a new AI personal agent for Gemini, according to Business Insider. The tool is designed to take actions for users in work and daily tasks. Remy is being tested in a staff-only version of the Gemini app. The report said it reviewed an internal document and spoke with two people familiar [\u0026#8230;]\u003c/p\u003e\n\u003cp\u003eThe post \u003ca href=\"https://www.artificialintelligence-news.com/news/google-remy-ai-agent-g",
              "ticker": null,
              "tickers": [],
              "title": "Google tests Remy AI agent for Gemini as focus turns to user control",
              "top_relevance_reason": "sector_match"
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              "base_relevance": 0.85,
              "evidence": "summary",
              "id": 45,
              "relevance": 0.97,
              "relevant_holdings": [],
              "relevant_sectors": [],
              "source": "SEC press releases",
              "source_category": "official_company",
              "summary_excerpt": "The Securities and Exchange Commission today announced it will hold a roundtable on March 4 to discuss private market valuations and responsible retailization.The roundtable will be hosted by the Division of Investment Management from 1 p.m. to 3 p.m. ET\u2026",
              "ticker": null,
              "tickers": [],
              "title": "SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates",
              "top_relevance_reason": "macro_context"
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            {
              "base_relevance": 0.85,
              "evidence": "summary",
              "id": 36,
              "relevance": 0.97,
              "relevant_holdings": [],
              "relevant_sectors": [],
              "source": "SEC press releases",
              "source_category": "official_company",
              "summary_excerpt": "The Securities and Exchange Commission (SEC) today issued an interpretation clarifying how the federal securities laws apply to certain crypto assets and transactions involving crypto assets. This is a major step in the Commission\u2019s efforts to provide\u2026",
              "ticker": null,
              "tickers": [],
              "title": "SEC Clarifies the Application of Federal Securities Laws to Crypto Assets",
              "top_relevance_reason": "macro_context"
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            {
              "base_relevance": 0.85,
              "evidence": "summary",
              "id": 30,
              "relevance": 0.97,
              "relevant_holdings": [],
              "relevant_sectors": [],
              "source": "SEC press releases",
              "source_category": "official_company",
              "summary_excerpt": "The Securities and Exchange Commission today issued a conditional exemptive order that permits customer cross-margining of cash market positions in U.S. Treasury securities cleared by a registered clearing agency and futures positions in U.S. Treasury\u2026",
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