Trend intelligence
Governance-heavy, proof-light.
Risk & Governance carries the widest public surface, while the highest readiness proof is concentrated in Systems & Infrastructure. The interesting trend is not simple adoption; it is the gap between AI language, filed disclosure, and operating evidence.
Trend constellation
Pressure signals
These are not category labels. They are measurable gaps in the current AIM read.
Signal outruns score
These reads show strategic temperature ahead of the composite AIM score. They are worth tracking because the market story is moving faster than the verified proof base.
Score outruns signal
These companies have stronger current proof than their strategic signal implies. That can mark under-narrated operators rather than weak AI positions.
Disclosure lag
Research reads are seeing more than SEC disclosure confirms. This is the watchlist for claims that need sharper filed evidence.
61 research / 31 SEC
+3075 research / 46 SEC
+2955 research / 27 SEC
+2884 research / 58 SEC
+2671 research / 45 SEC
+2657 research / 31 SEC
+26Weakest capability lane
Capital Allocation is the lowest aggregate lane. The trend page should treat that as a proof demand, not a footnote.
no_supporting_context
0.0no_supporting_context
0.0no_supporting_context
0.4no_supporting_context
1.0no_supporting_context
1.0Supporting context does not actually evidence AI capital commitment - the AlphaSpread IR page cited is a generic in...
1.3Lane strength
Capability lanes convert the trend story into proof, confidence, and disclosure quality.
3.8 open unknowns on average
3.9 open unknowns on average
3.4 open unknowns on average
3.1 open unknowns on average
3.3 open unknowns on average
3.3 open unknowns on average
2.8 open unknowns on average
3.8 open unknowns on average
3.2 open unknowns on average