Live · Latest changes
What changed in the last 24 hours.
Sentiment momentum · live
↘
Mobileye
▼-0.94
↗
Duke Energy
▲+0.81
↘
Midjourney
▼-0.72
↗
Schrödinger
▲+0.71
Leadership moves · live
Funding rounds · live
Hiring momentum · live
↗
Intel
▲+41
↗
Johnson Controls
▲+38
↗
Avis Budget Group
▲+37
↗
SpaceX
▲+27
The heat grid
See a whole topic at once.
Columns are companies, rows are kinds of change. Redder means more movement in the last 24 hours.
Constellationenergy
Vistra
Talenenergy
Nuscalepower
Oklo
Terrapower
Xenergy
Helionenergy
Commonwealthfusionsystems
Kairospower
Cameco
Bwxtechnologies
Gevernova
Siemensenergy
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
4 squares
are hot right now.
Anduril
Apptronik
Aurorainnovation
Bostondynamics
1xtechnologies
Agilityrobotics
Figureai
Skydio
Tesla
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
6 squares
are hot right now.
Tsmc
Asml
Appliedmaterials
Arm
Broadcom
Amd
Nvidia
Asteralabs
Ayarlabs
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
6 squares
are hot right now.
Anthropic
Openai
Mistral
Cohere
Xai
Scaleai
Huggingface
Databricks
Stabilityai
Togetherai
Perplexity
Ai21labs
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
7 squares
are hot right now.
Lockheedmartin
Rtx
Northropgrumman
Generaldynamics
Palantir
L3harris
Huntingtoningalls
Leidos
Kratosdefense
Aerovironment
Anduril
Shieldai
Helsing
Epirus
Saronic
Hadrian
Machindustries
Castelion
Trueanomaly
Vannevarlabs
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
6 squares
are hot right now.
Dji
Skydio
Aerovironment
Anduril
Shieldai
Zipline
Jobyaviation
Archeraviation
Ehang
Droneshield
Sentiment
News volume
Hiring
Funding
Legal
Executive moves
Partnerships
cold
hot
4 squares
are hot right now.
The read
What each hot square actually means.
Written each morning from the same data behind the grid above.
What's hot in Nuclear & next-gen energy
updated this morning
GE Vernova ·
hiring ·
heat 4/4
+29.00
So what
GEV is quietly pulling back hiring after aggressive recruitment—job postings fell 29 and news velocity collapsed 91% in 24h, signaling either project delays, hiring pause post-ramp, or resource reallocation within the nuclear buildout. Watch 10-Q filings and earnings call commentary in the next 4–6 weeks for color on capex timing, supply-chain constraints, or customer order pipeline shifts.
BWX Technologies ·
hiring ·
heat 4/4
+17.00
So what
BWXT is pulling back hiring after a sustained ramp—226 open roles vs. 243 two weeks ago marks a deceleration in a nuclear supply-chain player riding the power-buildout wave. Watch the next 4–6 weeks for whether this is seasonal/budget-cycle normalization or signals capex/order-intake softening.
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What's hot in Robotics & physical AI
updated this morning
Aurora Innovation ·
hiring ·
heat 4/4
+135.00
So what
Aurora Innovation has abruptly shuttered all 135 open job postings—a complete hiring freeze that signals either a dramatic pivot in near-term strategy or capital constraint. Watch the next 2–6 weeks for earnings guidance revisions, operational announcements, or cash burn disclosures that explain the reversal.
Boston Dynamics ·
hiring ·
heat 4/4
+3.00
So what
Boston Dynamics is actively expanding headcount (+3 postings in the last cycle, now at 71 open roles), signaling acceleration in execution—likely product engineering, manufacturing scale, or commercialization push for their legged and manipulation platforms. Watch the next 2–6 weeks for role-category breakdowns (hardware vs. software vs. ops) and any partner or customer announcements that would anchor why the hiring spike is happening now.
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What's hot in Semiconductor supply chain
updated this morning
Astera Labs ·
hiring ·
heat 4/4
+20.00
So what
Astera Labs is aggressively hiring (+20 open roles, +13% delta) despite a sharp sentiment drop (-15%) and collapsing news flow (-81%), signaling either confidence in near-term demand or preparation for a product cycle inflection the market hasn't priced yet. Watch for earnings guidance, customer win announcements, or supply-chain capacity announcements in the next 2–6 weeks—hiring this countercyclical to sentiment often precedes positive catalysts.
Astera Labs ·
funding ·
heat 4/4
+6.00
So what
Funding activity surge on Astera Labs signals confidence in semiconductor supply-chain consolidation tailwinds, but sentiment has cooled 15bps despite continued hiring (+20 open roles). Watch for earnings guidance and customer concentration disclosures in the next 2–6 weeks to gauge whether momentum sustains or reflects sector-wide caution.
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What's hot in AI labs
updated this morning
OpenAI ·
hiring ·
heat 4/4
+14.00
So what
OpenAI is pulling back on hiring velocity after an extended recruitment push—734 open roles vs. 748 last period signals a possible consolidation phase, likely tied to product roadmap execution or capital allocation tightening. Watch whether the next 2–6 weeks show stabilization in headcount or a sharper pullback, as either could signal internal prioritization shifts or growth-stage maturation.
Scale AI ·
hiring ·
heat 4/4
+11.00
So what
Scale AI is hiring faster than before—11 new postings net of departures, a marked shift from recent stasis. Watch the next 2–6 weeks for job title clustering (e.g., heavy data ops, ML infra, or sales) to signal where capital is flowing internally, and cross-check against any press releases on new product launches or market expansion.
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What's hot in Defense
updated this morning
Huntington Ingalls ·
hiring ·
heat 4/4
+41.00
So what
HII is actively shrinking its open requisitions (down 41 YoY) while sentiment ticks higher—a signal of either workforce optimization post-contract win or deliberate headcount modulation ahead of guidance. Watch for Q1 earnings call commentary on backlog conversion velocity and margin expansion plans over the next 2–6 weeks.
RTX ·
hiring ·
heat 4/4
+22.00
So what
RTX is actively expanding headcount despite a sharp drop in news sentiment (−9 bps) and declining media mentions, signaling confidence in near-term program execution or new contract wins not yet reflected in headlines. Track Q1 2024 earnings call for guidance revisions, customer awards, or segment commentary on defense-spending demand over the next 4–6 weeks.
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What's hot in Aerial autonomy
updated this morning
Shield AI ·
hiring ·
heat 4/4
+9.00
So what
Shield Ai is rapidly expanding headcount (+9 postings in a snapshot interval), signaling either aggressive scaling into new product lines, geographic expansion, or preparation for a major contract win—all material for a private defense-autonomy company with no public disclosures. Monitor job title clusters and seniority mix over the next 2–6 weeks to distinguish between engineering depth (R&D momentum) and go-to-market acceleration (sales/delivery readiness).
Skydio ·
hiring ·
heat 4/4
+3.00
So what
Skydio is quietly ramping headcount (+3 open roles in a 115-person cohort), signaling either product acceleration, geographic expansion, or pre-fundraise capability building ahead of a potential Series D or acquisition conversation. Watch for role clustering in engineering, go-to-market, or manufacturing over the next 2–6 weeks—that pattern tells you which lever they're pulling.
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Who reads Sonarna
If what a company does next changes a decision you make, this is for you.
Buy-side analyst
You walk into the 9am with the read.
You're at a hedge fund, long-only, multi-strat or family office. The 10-K lags reality by 90 days, and the morning is gone before you've finished reading it.
Morning move:
Scan the heat grid. Open the hot funding square. Walk into
the 9am with the read.
VC associate
Diligence the names that don't file.
You're at an early- or growth-stage fund. The companies you care about don't publish 10-Ks. Hiring, exec moves, product launches are your only forward indicators.
Morning move:
Watch the hiring row. Check the spike against your
sourcing pipeline.
Corp strategy
Brief the C-suite without dredging Google Alerts.
You run competitive intelligence at an enterprise tech, consumer or financial-services company. The weekly briefing is due regardless — and "I saw it on LinkedIn" isn't a source.
Morning move:
Pull the week's hot squares. Export the annotated rows.
Drop into Monday's deck with sources attached.
Independent researcher
Coverage without a Bloomberg seat.
You're a journalist, Substack analyst, or serious independent. You do real diligence without a $25k terminal. Primary sources matter; aggregator noise doesn't.
Morning move:
Free for one company. Pick the name on your beat,
read tomorrow's heatmap row on it.
Pricing
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