Insights. Investor communications for the agentic era.

How AI is changing who reads your disclosures, how capital is allocated, and what investor communications now need to do.

Pieces
03 insights · 00 research
Sources
14 cited, all public
Updated
13 Oct 2026
Start hereInsight 01 Agentic markets

The first investor to read your earnings release isn't human

Your earnings release is read, scored and compared against every prior quarter before a human analyst opens it. Here is what the machine is looking for.

Rachel Carroll6 Oct 20264 min8 sources
R01

Research 01, in preparation

The first ARC research piece, with data. Subscribe to the Briefing to get it the day it publishes.

Researchforthcoming
Research forthcoming · ·