LIVE SPEC v2.3 RUN #18 STREAK 14 COVERS 2026-05-14 UPDATED 2026-05-14 07:12 UTC EVENTS·90D 84 QUIET·30D 12 MODE DAILY
QData.Quantum Intelligence Terminal

SYSTEM STATUS

Operational telemetry for the quantum-info routine. Counts and dates only; no score-derived aggregations. Build-time data; refreshes when the routine pushes a new state.json or the dashboard rebuilds.

RUN TELEMETRY

SPEC v2.3
Run # 18
Streak 14
Last successful run 2026-05-14 07:12 UTC
State generated at 2026-05-14 07:12 UTC
Last successful daily 2026-05-14
Last successful weekly 2026-W19
Coverage through 2026-05-14
Build commit c3fdd8a

RECENT ALERTS

LAST 20
2026-05-14T07:12:00Z run=scheduled-run-14 step=10 baseline_streak_pre_increment consecutive_successful_daily_runs=13 post_increment_expected=14 first_run_to_satisfy_section_16_focused_mode_gate (if next run's QUANTUM_INTEL_TRIGGER_CONTEXT is provided with strip()-length>=20 and the next run is also a success, scheduled-run-15 will be the first eligible for focused-mode activation). No focused-mode trigger context provided at this run; full pipeline executed.
2026-05-14T07:12:00Z run=scheduled-run-14 step=3 nvision_aarhus_grant_outside_10_day_window event.date=2026-03-16 days_late=59 score_estimate=4 outside_trailing_10_day_late_discovery_window — QCR re-broadcast 2026-05-13 of the NVision Imaging x Aarhus University MIRAQLE project (€5.4M Innovation Fund Denmark Grand Solutions Quantum Technologies grant for hyperpolarised-MRI liver-cancer-diagnostics clinical translation). Logged here per §7b 'outside trailing 10 days' rule. Score-4 estimate is below the typical weekly-inclusion threshold (score 5+) per W17 precedent. Will not be retroactively populated into the 2026-03-16 daily wrapper (immutable per §13); referenced in alerts.log for audit only and not surfaced in the next 2026-W20 weekly roll-up at the projected score.
2026-05-14T07:12:00Z run=scheduled-run-14 step=3 infleqtion_master_list_stale_lifecycle_update entity_type=private->public eodhd_symbol=null->INFQ.US exchange=null->NYSE — Infleqtion's 2026-02-17 NYSE listing via Churchill Capital Corp X business combination (>$550M gross proceeds, first publicly listed neutral-atom quantum firm) predates the system's 90-day event-tracking window and predates the system's first_tracked date for the entity (2026-04-24). The master_list status was previously stale at entity_type=private. Lifecycle update applied at this run, anchored to the 2026-05-13 Quantum Spectrum product event (the first material event since IPO that surfaced in the system's recent window). No retroactive IPO event is created; per spec §13 prior events are immutable.
2026-05-14T07:12:00Z run=scheduled-run-14 step=2 edgar_8k_item_8_01_clerical_correction d-wave-quantum accession=0001907982-26-000061 filing_date=2026-05-13 — D-Wave Quantum filed an 8-K Item 8.01 to correct the shares-outstanding figure on the 2026-05-12 10-Q cover page from 366,737,601 to 367,269,074 (delta 531,473 shares, ~0.14%). Immaterial; no event promotion. Not a §13 corrections-trail trigger (the system's corrections trail is for our prior factual errors, not the issuer's filing housekeeping).
2026-05-14T07:12:00Z run=scheduled-run-14 step=2 edgar_form_4_cluster_cisco_2026_05_12 7_form_4_filings transaction_code=F (tax-withholding RSU vesting) NOT_pattern_a_signal — all seven CSCO insiders (Robbins CEO, Patterson CFO, Stahlkopf CLO, Subaiya EVP Operations, Tuszik EVP Sales, Patel CPO, Wong Chief Accounting Officer) filed F-code (payment of exercise/tax-liability by withholding) at $96.57/share on 2026-05-10. Code F is mechanical tax-withholding tied to RSU vesting and is excluded from cluster-sell aggregation per the exercise-and-sell caveat in insider-signals.md (treated as the same class as the M->S option-exercise-and-sell pair). Not promoted to Pattern A. Also note EODHD's insider-transactions feed only exposes P and S codes, so these F filings would not surface through EODHD even after the typical filing-to-feed lag elapses.
2026-05-14T07:12:00Z run=scheduled-run-14 step=2 eodhd_calendar_earnings_query_signature endpoint=/calendar/earnings symbols_param_not_supported reverted_to_global_pull_then_local_filter. Local filter matched 3 tracked tickers in 2026-05-12..2026-05-16 window: QBTS.US (actual=-0.05 vs est=-0.0631, covered by prior run's 2026-05-12-d-wave-q1-2026-earnings event); CSCO.US (Q3 FY26 AfterMarket 2026-05-13, rejected per noise filter rule 8 — no quantum specifics in Q3 release); SKYT.US (2026-05-13 report_date with actual=0 placeholder — no 8-K filed by run time, deferred to scheduled-run-15); BABA.US (2026-05-14 report_date with actual=0, after-run release, deferred).
2026-05-14T07:12:00Z run=scheduled-run-14 step=2 eodhd_insider_incremental_empty cursor_unchanged=2026-04-28 to=2026-05-14 us_tickers_scanned=20 rows_returned=0 (typical EODHD .US insider feed lag observed in prior runs; no signals to append to /signals/insider/2026-05.jsonl; Commit 1 collapses to no-op).
2026-05-13T07:04:00Z [scheduled-run-13] step6_complete: No /signals/insider/ appends this run (zero EODHD rows above cursor 2026-04-28). state.open_insider_patterns remains empty. No pattern detection passes triggered. The seven Cisco Form 4s filed 2026-05-12 (per data.sec.gov submissions API scan) are not yet in EODHD's /insider-transactions endpoint and will be picked up by scheduled-run-14's incremental EODHD fetch when they propagate (~24-48h typical lag); they would not by themselves trigger Pattern A (cluster sell) — Cisco insider activity is high-volume routine and the trailing-90-day baseline is large enough that a one-day cluster of 7 is below the §6.1 cluster-sell threshold without additional context.
2026-05-13T07:04:00Z [scheduled-run-13] step7b_w20_deferred_candidates: Three score-5-and-below late-discovered candidates deferred to /weekly/2026-W20.json per Step 7b (score-5-and-below late-discovered events surface only in next weekly): (1) IQM HPC Integration Service launch (event.date 2026-05-12, score 5) — turnkey integration enabling IQM Radiance superconducting systems to operate as Slurm nodes inside HPC environments via the open-source QDMI standardization layer; demonstrated in arXiv paper co-authored with MQSC researchers; in production at LRZ Munich with four IQM systems installed. Material product launch but below the §7b threshold; (2) Oxford Instruments × NYU Nanofab PlasmaPro ASP atomic-layer-deposition installation (event.date 2026-05-12, score 4) — first US deployment of the PlasmaPro ASP system dedicated to superconducting-quantum applications, funded by the US Microelectronics Commons via the NORDTECH hub; supports development of superconducting nitride materials with named TaCxN1-x research target; (3) Quobly × Hon Hai Research Institute open-source Python toolbox for Quantum Phase Estimation algorithm development (event.date 2026-05-12, score 3) — released on GitHub with PySCF and OpenFermion interfaces; filler-band open-source software release. Additionally, the ParityQC × University of Innsbruck Parity-Unfolded Distillation Architecture preprint (event.date 2026-05-07, score 5) is deferred to W20 as well; theoretical FTQC scheme reducing resource overhead for non-Clifford gates on noise-biased platforms, named architecture but no concrete benchmark/demo — incremental theory. None would have triggered a daily newsletter on its own under the §6+ publish rule.
2026-05-13T07:04:00Z [scheduled-run-13] step7b_late_discovery_routing: Two score-7 late-discovered events routed into /daily/2026-05-13.json per Step 7b within trailing-10-day window (event.date 2026-05-12, one day late vs today): (1) 2026-05-12-d-wave-q1-2026-earnings-quantum-circuits-dual-rail-roadmap — score 7, SEC EDGAR 8-K accession 0001907982-26-000057 Items 2.02 + 9.01 + 10-Q accession 0001907982-26-000059; record bookings $33.4M (+1,994% YoY), revenue $2.9M (-81% YoY but prior-year comparable included $12.6M one-time system sale), narrow EPS beat ($-0.05 vs consensus $-0.0631), $588.4M cash position, Quantum Circuits acquisition financial impact disclosure ($342.6M goodwill, $215.3M intangibles, $28.5M tax benefit), and concurrent multi-year dual-rail roadmap to 100 logical qubits by end-2032 (175Q dual-rail by end-2028, 1000Q/10 logical by end-2030). FAU $20M and Fortune 100 $10M QCaaS bookings detailed. New entity quantum-circuits added to companies/master_list.json with parent_company_id=d-wave-quantum. Investor Day at NYSE scheduled 2026-06-01. (2) 2026-05-12-photonic-inc-200m-final-close-2b-valuation — score 7, primary source Photonic Inc. press release; $200M USD ($275M CAD) final close at $2B USD ($2.7B CAD) post-money valuation, brings cumulative capital raised to $350M USD. Lead: Planet First Partners (UK growth equity). New investors: BDC, EDC, Bell Ventures, Firgun Ventures, InBC Investment Corp. Returning: RBC, TELUS, BCI, Microsoft, Mubadala. DARPA QBI Stage B participation confirmed. Nine new investor entities created (planet-first-partners, business-development-bank-of-canada, export-development-canada, bell-ventures, inbc-investment-corp, royal-bank-of-canada, telus, british-columbia-investment-management-corporation, microsoft); two existing entities updated (firgun, mubadala).
2026-05-13T07:04:00Z [scheduled-run-13] step2_complete: EODHD insider incremental fetch from cursor 2026-04-28 to TODAY=2026-05-13 across 20 tracked US tickers returned zero rows after the SEC EDGAR archive-URL filter (§7.5 insider-signals rule). Cursor unchanged at 2026-04-28. No /signals/insider/2026-05.jsonl appends. EODHD earnings calendar 2026-05-12..2026-05-14 confirmed: QBTS.US (D-Wave) 2026-05-12 actual=0 placeholder (real release was pre-market 2026-05-12 12:00 UTC — surfaced via SEC EDGAR 8-K + 10-Q filing path); SKYT.US 2026-05-13 actual=0 placeholder (release pending, no 8-K filed at run time); CSCO.US 2026-05-13 AfterMarket (release ~21:00 UTC, after run time, deferred to scheduled-run-14); BABA.US 2026-05-14 (outside window). EODHD splits/dividends/IPO calendars surfaced zero quantum-relevant rows in the window. EDGAR submissions API (data.sec.gov) scan over 2026-05-09..2026-05-13 across tracked US CIKs (IonQ 0001824920, Rigetti 0001838359, D-Wave 0001907982, QUBT 0001758009, Cisco 0000858877, IBM 0000051143, SealSQ 0001956741, Honeywell 0000773840, Coherent 0001140536, SkyWater 0001819974) surfaced: (a) D-Wave 8-K accession 0001907982-26-000057 filed 2026-05-12 with Items 2.02 + 9.01 — Q1 2026 earnings; (b) D-Wave 10-Q accession 0001907982-26-000059 filed 2026-05-12; (c) Rigetti 8-K + 10-Q + S-8 filed 2026-05-11 (Q1 2026 — already covered in 2026-05-12 wrapper); (d) QUBT 8-K + 10-Q filed 2026-05-11 (Q1 2026 — already covered in 2026-05-12 wrapper); (e) Cisco filed seven Form 4 insider filings on 2026-05-12 — these are not yet visible through EODHD's /insider-transactions endpoint and were not appended to the signals stream this run; next run will pick them up via the EODHD cursor when they propagate; (f) SealSQ filed a Schedule 13G/A and 10-Q on 2026-05-11; (g) Honeywell filed a DEFA14A on 2026-05-12. The efts.sec.gov full-text search endpoint returned 403 Forbidden for all attempted requests; the data.sec.gov submissions API was used as the canonical CIK-by-CIK route for the 8-K scan this run.
2026-05-13T07:04:00Z [scheduled-run-13] step1_start: Run begins 2026-05-13 (Wednesday). spec-version.txt='2.3' (valid MAJOR.MINOR). QUANTUM_INTEL_TRIGGER_CONTEXT empty -> full daily pipeline. Rebase against origin/main completed (no-op; local was 7 commits behind, fast-forwarded). last_run.json prior streak=12; on success this run advances to 13. last_successful_daily_date=2026-05-12; no daily catch-up needed. last_successful_weekly_iso_week=2026-W19; today is Wednesday, not Monday, so no weekly generation expected — most-recent-concluded ISO week is W19 (already produced). No insider patterns currently open in state.open_insider_patterns (empty array carried from prior run).
2026-05-12T07:06:00Z [scheduled-run-12] twelfth_consecutive_successful_run_two_listed_quantum_earnings: Twelfth consecutive successful scheduled run; consecutive_successful_daily_runs increments 11 → 12 toward the section 16 streak gate of 14. Two late-discovered score-6 listed-quantum earnings events surfaced for event.date 2026-05-11, both within the Step 7b trailing-10-day window (one day late). Rigetti Computing Q1 2026: revenue $4.4M (+199% YoY, beats consensus $4.13M by $0.27M), non-GAAP EPS $(0.04) in-line, $569M cash; concurrent 108-qubit Cepheus-1-108Q general availability announcement with 99.8% median two-qubit gate fidelity at 40ns gate speeds (99.9% on prototype systems). Quantum Computing Inc Q1 2026: revenue $3.69M (94x YoY, primarily Luminar-acquisition-driven, beats consensus $3.27M by $0.42M), GAAP EPS $(0.02) beats by $0.03, $16M contract backlog disclosed, Fab 1 TFLN small-batch revenue confirmed, Fab 2 planning. Both events corroborated against SEC EDGAR 8-K Item 2.02 filings per §7.5 (Rigetti accession 0001104659-26-058635 filed 2026-05-11; QUBT accession 0001213900-26-054470 filed 2026-05-11). Both released after-market 2026-05-11 (~20:00 UTC), after the prior run's 07:10Z window closed. Newsletter published. EODHD insider incremental fetch from cursor 2026-04-28 to TODAY=2026-05-12 across 20 tracked US tickers returned zero rows above the cursor; cursor unchanged at 2026-04-28; 0 stream appends; 0 patterns; two-commit durability split collapses to single commit (no signals appended). EODHD earnings calendar 2026-05-11..2026-05-13 returned: QBTS.US (D-Wave) report_date 2026-05-12 actual=0 estimate=-0.0631 (placeholder, release scheduled 12:00 UTC after this run's 07:06Z start; D-Wave Q1 deferred to scheduled-run-13 if released as scheduled); CSCO.US report_date 2026-05-13 AfterMarket (Cisco quarterly, evaluated next run under §7.4 rule-8 big-tech parent earnings filter); SKYT.US report_date 2026-05-13 (SkyWater Q1, outside today's window). EODHD splits/dividends/IPO calendars returned no quantum-relevant rows. EDGAR 8-K scan over CIKs 0001824920 (IonQ), 0001838359 (Rigetti), 0001907982 (D-Wave), 0001758009 (QUBT), 0001829722 (Arqit), 0001956741 (SealSQ) for 2026-05-09..2026-05-12: Rigetti and QUBT 2026-05-11 earnings 8-Ks (already covered above); no other filings. Step 3 web sweep score-5-and-below late-discovered items pending 2026-W20 weekly inclusion: Algorithmiq €18M Series A and Helsinki→Milan HQ relocation (event.date 2026-05-11; United Ventures + CDP Venture Capital lead, total funding now €36M, Italy's largest quantum VC round; score 5); The King's Foundation × FormationQ × IonQ 'Harmonious Urban Growth' 3-year urban-planning programme launch (event.date 2026-05-11; 6 unnamed cities pilot, no disclosed dollar commitment; score 5); Icarus Quantum × USAF SBIR contract partnered with NIST for high-efficiency entangled photon sources, target commercial deliverable 2028 (event.date 2026-05-11; SBIR scope so typical $400K-$2M, no specific dollar disclosed; score 4). NYU Quantum Institute × IBM postdoctoral research program (event.date 2026-05-11) rejected per §7.4 rule 2 partnership_without_scope (technical scope only, no dollar / no exclusivity / no committed milestones beyond generic postdoc framing). covers_through 2026-05-11 → 2026-05-12; last_published.daily 2026-05-11 → 2026-05-12; last_published.weekly unchanged 2026-W19 (next weekly aggregation scheduled for next Monday's run-15 covering ISO W20 ending 2026-05-17); momentum trailing-30 window advances [2026-04-11..2026-05-11] → [2026-04-12..2026-05-12], a 1-day shift. open_threads: 'Listed-quantum Q1 2026 earnings cluster' thread updated with two new entries (Rigetti, QUBT); 'D-Wave Q1 2026 earnings pending' open with expected release 2026-05-12 12:00 UTC; 'Quantinuum IPO pending' thread unchanged. Watch for D-Wave Q1 print, Cisco Q3 FY26 (quantum specifics filter), SkyWater Q1 print, NVIDIA fiscal-Q1-2027 expected late May, any Form 4 from listed-quantum cohort triggered by today's prints.
2026-05-10T07:06:00Z [scheduled-run-11] momentum_signals_recompute: Trailing-30-day window advances [2026-04-08..2026-05-08] -> [2026-04-10..2026-05-10], a 2-day shift. Events ageing out (dated 2026-04-08, 1 event in /daily/2026-04-08.json): sealsq-q1-2026-preliminary-revenue-metrics (sealsq, score 6, modality not_applicable). Events ageing out (dated 2026-04-09, 1 event in /daily/2026-04-09.json): ionq-horizon-quantum-256-qubit-6th-gen-strategic-agreement (ionq + horizon-quantum-computing, score 7, modality ion_trap). Events ageing in: 2026-05-09 empty wrapper (no events); 2026-05-10 wrapper has 1 event (Quantinuum S-1, event.date 2026-05-08, score 8, ion_trap, companies=[quantinuum, honeywell]) — note event.date 2026-05-08 was inside the OLD window too via late-discovery, but the event was new to cache (filed 2026-05-08 20:11 UTC, after scheduled-run-10's 07:10 UTC pull); so the +1 in trailing-30 is correctly assigned to this run. Net by_company changes: honeywell 1@7.0 -> 2@7.5 (gains Quantinuum S-1 score-8); horizon-quantum-computing 2@6.0 -> 1@5.0 (loses ionq-hqc score-7); ionq 9@6.22 -> 8@6.12 (loses ionq-hqc score-7); quantinuum 2@6.5 -> 3@7.0 (gains Quantinuum S-1 score-8); sealsq 2@5.5 -> 1@5.0 (loses sealsq Q1 prelim score-6). All other 25 by_company entries unchanged from scheduled-run-10. Net by_modality changes: ion_trap 11@6.27 -> 11@6.36 (drops ionq-hqc score-7 sum 69 -> 62 count 11 -> 10; adds quantinuum-s1 score-8 sum 62 -> 70 count 10 -> 11); not_applicable 13@5.77 -> 12@5.75 (drops sealsq Q1 prelim score-6, sum 75 -> 69, count 13 -> 12); other modality buckets unchanged. Final by_modality totals: ion_trap 11 + not_applicable 12 + nv_center 1 + photonic 5 + spin_qubit 2 + superconducting 12 = 43 events in trailing-30; matches the 43-event window count exactly. open_threads: 'Quantinuum IPO pending' last_event advanced 2026-04-23-honeywell-q1-2026-quantinuum-ipo-confirmation-deconsolidation -> 2026-05-08-quantinuum-s1-public-filing-nasdaq-qnt; thread watch_for substantively expanded with S-1 financial disclosures, registration-statement-effectiveness next-step, and pricing-as-score-9-trigger framing; 'Public-quantum dilution-overhang risk' and 'Superconducting vs ion-trap enterprise-utility race' threads extended with Quantinuum-IPO-related watch additions.
2026-05-10T07:05:45Z [scheduled-run-11] step7b_w19_deferred_candidates: Two score-5 late-discovered candidates deferred to /weekly/2026-W19.json per Step 7b precedent (score-5-and-below late-discovered events surface only in next weekly): (1) SkyWater Technology stockholder approval of IonQ merger 2026-05-08 — score 5, special-meeting vote approved the previously-announced IonQ acquisition; transaction expected to close in Q2 or Q3 2026 subject to FTC HSR Second Request resolution and customary closing conditions; mechanical step in the already-tracked M&A flow (anchor 2026-04-24-ionq-skywater-ftc-hsr-second-request open thread); (2) CAS Cold Atom Technology Hanyuan-2 dual-core neutral-atom quantum computer 2026-05-09 — score 5 per scoring trap 5 'unverifiable world's first claims' conservative scoring, Wuhan-based Chinese Academy of Sciences spinout, 200 qubits total (100 Rb-85 + 100 Rb-87), 'main + auxiliary core' parallelization mode, <7 kW power without cryogenics, no third-party verification, no peer-reviewed paper, no fidelity / gate-error metrics, no commercial-availability date; covered by Global Times, SCMP, TQI, QCR, ChinaTechNews. None of these would have triggered a daily newsletter on its own under the section 6+ publish rule.
2026-05-10T07:05:30Z [scheduled-run-11] step2_complete_zero_insider_appends: Eleventh consecutive successful scheduled run begins. Step 2 EODHD insider incremental fetch (from=2026-04-28 to=2026-05-10) across 17 tracked US-listed tickers (IONQ, RGTI, QBTS, QUBT, ARQQ, LAES, IBM, GOOGL, MSFT, AMZN, NVDA, HON, INTC, XNDU, COHR, CSCO, HQ) returned zero rows for the third consecutive scheduled run; cursor unchanged at 2026-04-28; no /signals/insider/2026-05.jsonl created (zero appends). EODHD earnings calendar (from=2026-05-09 to=2026-05-11) returned 1653 rows but zero matches against tracked tickers (US weekend cadence; no tracked-ticker reports). EODHD splits calendar returned 24 rows but zero tracked-ticker matches. EODHD IPOs calendar (from=2026-05-10 to=2026-05-24) returned seven upcoming IPOs (BWGC, GMRS, FRVO, CBRS, EROK, BXDC, RIKU) — none are quantum-related (BWGC=industrial holdings, GMRS=non-quantum, FRVO=Fervo Energy geothermal, CBRS=Cerebras Systems AI/HPC, EROK=land, BXDC=Barclays leveraged S&P 500 ETN, RIKU=dining); Cerebras IPO is HPC-AI not quantum, out of scope per spec section 6. EODHD news topic-tagged sweep (quantum-computing, post-quantum-cryptography, quantum-encryption) and per-ticker pulls surfaced one new score-8 candidate: Quantinuum S-1 public filing 2026-05-08 (Honeywell PR Newswire press release at 20:11 UTC, Reuters wire by Arasu Kannagi Basil at 20:16 UTC, Bloomberg, Seeking Alpha, The Quantum Insider, HPCwire). Late-discovered per Step 7b (event.date 2026-05-08, trailing 2 days, within trailing 10-day window). Promoted to event with full source corroboration including SEC EDGAR primary filing reference (CIK 0002110105, accession 0001628280-26-032836). Other candidates: SkyWater Technology stockholder approval of IonQ merger 2026-05-08 (score 5; defer to W19 - mechanical step in already-tracked M&A flow); CAS Cold Atom Technology Hanyuan-2 200-qubit dual-core neutral-atom system 2026-05-09 (score 5 per scoring trap 5 unverifiable-world-first conservative scoring; defer to W19); FrostByte cryo-CMOS €1.3M seed (below funding-anchor threshold; not promoted); Bloq Quantum no-code platform launch in QCR (duplicate of 2026-05-07 TQI rejection already in /rejections/2026-05.jsonl - re-rejected today); KIST x IBM Korean Quantum Delegation visit (partnership_without_scope - delegation visit only, no committed dollar value, PoC contracts, or named deliverables - rejected today). EDGAR 8-K Item-number scan over 2026-05-08..2026-05-10 across tracked US-listed CIKs surfaced no new tracked-ticker 8-Ks beyond the Quantinuum S-1 itself (filed by Quantinuum Inc. CIK 0002110105 rather than Honeywell's CIK; captured as the primary filing on the score-8 event). Step 3 web sweep produced no additional score-6+ candidates beyond Quantinuum S-1. Steps 4-6 no-ops on insider-stream side; pattern detection over the 24-record stream + trailing-90 window unchanged from scheduled-run-9/-10 (SealSQ 14d window 4 O'Hara CFO sales single-insider; Coherent 14d window 1 Luther CFO sale single-insider; D-Wave 14d window 1 Ames VP single-insider; Amazon 14d window 1 Jassy CEO $7.9M single-insider per EDGAR not yet in EODHD); 0 patterns promoted; open_insider_patterns remains [].
2026-05-10T07:05:00Z [scheduled-run-11] step1_catchup_retroactive_2026-05-09: Saturday 2026-05-09 had no scheduled run. Retroactive empty-event wrapper written at /daily/2026-05-09.json per CLAUDE.md hard rule 3 wrapper-always invariant (quiet=true, generated_same_day=false, generation_date=2026-05-10). Late-discovered events known on 2026-05-09 (Quantinuum S-1 publicly filed 2026-05-08; SkyWater Technology stockholder approval of IonQ merger 2026-05-08) routed into 2026-05-10 wrapper or deferred to W19 weekly per Step 7b late-discovery rules; NOT retroactively populated into the 2026-05-09 wrapper per CLAUDE.md hard rule 2 / spec section 13 immutability.
2026-05-09T07:02:45Z [scheduled-run-11] feedback_jsonl_conflict_marker_artifact_observed: /meta/feedback.jsonl contains lines 3 and 6 with literal '<<<<<<< HEAD' and '>>>>>>> 3054344' git-conflict markers but no '=======' separator. The two intervening lines (porsche-automobil-holding investor-type feedback and ibm-cleveland-clinic preprint-source-type feedback) are themselves valid JSONL rows and parse independently as content. The bracketing markers were committed in a prior session (commits 17abe4b and 26acda3) without proper conflict resolution; git status reports a clean working tree because the markers are part of the committed file content rather than uncommitted conflict state. This breaks any strict JSONL-line parser of feedback.jsonl. Logged for awareness; NOT modified in-run per CLAUDE.md hard rule 13 (feedback does not silently drive in-run scoring) and per the no-master-file-edits-without-operator-direction guidance from the format_drift feedback entry of 2026-05-08. Operator may want to repair the file by deleting the two marker lines on the next manual review pass.
2026-05-09T07:02:30Z [scheduled-run-11] entity_creation_skywater_technology: SkyWater Technology added to /companies/master_list.json as company_id skywater-technology (entity_type:public, NASDAQ:SKYT, country:US, hq_city:Bloomington, primary_modality:not_applicable, founded:2017, first_tracked:2026-05-09). Pure-play US semiconductor foundry; Trusted-Foundry-accredited fabs in Bloomington (MN), Kissimmee (FL), and Texas R&D site. Tracked because of its first-class event-trigger today (stockholder vote approving IonQ merger). The 2026-04-24 IonQ-SkyWater HSR Second Request event referenced SkyWater extensively but did not entity-promote it because SkyWater was not yet the principal subject of a first-class event. Today's vote crosses that bar. /companies/changelog.jsonl appended with action:created and source_event_id 2026-05-08-skywater-stockholders-approve-ionq-merger. SkyWater will transition to retired:true with parent_company_id=ionq when the merger closes (expected Q2/Q3 2026, gated by FTC HSR Second Request resolution).
2026-05-09T07:02:00Z [scheduled-run-11] step2_complete_zero_insider_appends_two_score6plus_late_discovered: Eleventh consecutive successful scheduled run begins. Step 2 EODHD insider incremental fetch (from=2026-04-28 to=2026-05-09) across 19 tracked US-listed tickers (IONQ, RGTI, QBTS, QUBT, ARQQ, LAES, IBM, GOOGL, MSFT, AMZN, NVDA, HON, INTC, BIDU, BABA, XNDU, COHR, CSCO, HQ) returned zero rows; cursor unchanged at 2026-04-28; 0 stream appends; 0 patterns. EODHD earnings calendar (from=2026-05-08 to=2026-05-10) returned zero rows. EODHD splits and IPOs calendars returned zero quantum-relevant rows. EODHD dividends per-ticker returned 422 (parameter shape needs revisit; not blocking — quarterly cycle empty). EODHD news topic-tag (t=quantum) sweep returned zero items, consistent with prior runs that EODHD's quantum-topic tag is sparsely populated. EODHD per-ticker news sweep over 2026-05-08..2026-05-09 surfaced two material 2026-05-08 score-6+ candidates: (a) HONEYWELL ANNOUNCES QUANTINUUM'S FILING OF REGISTRATION STATEMENT FOR PROPOSED INITIAL PUBLIC OFFERING (2026-05-08T20:11Z, HON.US news) — verified against SEC EDGAR S-1 accession 0001628280-26-032836 (CIK 0002110105, file 333-295701), Honeywell IR press release, and Quantinuum press release; promoted to event 2026-05-08-quantinuum-public-s1-filing-nasdaq-qnt-ipo at score 8 (concrete capital advance below the priced-listing score-9 trigger; pricing range and share count explicitly TBD on cover page); (b) SkyWater Technology Stockholders Approve Merger Agreement with IonQ (2026-05-08T16:24Z, IONQ.US news) — verified against SkyWater 8-K Item 5.07 (vote tally 32,583,970 for / 404,827 against / 92,040 abstain; record date 2026-03-26; ~67% of outstanding shares represented; ~98.8% of votes cast in favor) and BusinessWire press release; promoted to event 2026-05-08-skywater-stockholders-approve-ionq-merger at score 6 (procedural milestone in friendly merger; FTC HSR Second Request remains the binding gating constraint). Both events fall 1 day before TODAY=2026-05-09, well within the trailing 10-day Step 7b late-discovery window; both promoted into today's daily wrapper and trigger same-day daily newsletter via the >=6 publish rule. EDGAR 8-K Item-number scan over 2026-05-08..2026-05-09 across tracked US-listed CIKs surfaced: SkyWater Technology 8-K 2026-05-08 Item 5.07 (stockholder vote — promoted as event); Quantinuum S-1 2026-05-08 (promoted as event via direct CIK lookup, since SkyWater's tracked-CIK 8-K trigger was the trade-press signal that surfaced the event chain). IonQ 8-K filing for the SkyWater-stockholder-vote disclosure was not yet on the EDGAR docket as of run-time (typical 4-business-day window); the BusinessWire press release plus the SkyWater 8-K are the primary corroboration. No other tracked-ticker 8-Ks in window beyond items already covered. Step 3 web sweep produced no additional score-6+ candidates beyond Quantinuum and SkyWater; arXiv quant-ph and government program pages produced nothing material; trade-press sweep surfaced the standard secondary syndication of the two primary events. Steps 4-6 no-ops on insider-stream side; pattern detection over the 24-record stream + trailing-90 window unchanged from scheduled-run-9/10 (SealSQ 14d window 4 O'Hara CFO sales single-insider; Coherent 14d window 1 Luther CFO sale single-insider; D-Wave 14d window 1 Ames VP single-insider; Amazon 14d window 1 Jassy CEO $7.9M single-insider per EDGAR not yet in EODHD); 0 patterns promoted; open_insider_patterns remains [].

QUIET DAY PATTERN

LAST 30 DAYS
Published 18 Quiet 12

Each cell = one calendar day. Lit cells indicate a daily newsletter was published; dim cells indicate operator-acknowledged quiet days where no event scored ≥ 6 (per spec §10 step 8). Pre-corpus cells fall before scheduled-run tracking began.

MODALITY ACTIVITY

90D · 59 EVENTS
Superconducting 23 Neutral atom 3 Ion trap 16 Photonic 10 Spin qubit 4 NV center 3

UNIVERSE STATS

MASTER LIST + EVENTS CORPUS
Surface Total +30d Companies 174 165 People 92 Investors 86 Events 87 48

+30d for companies counts records with first_tracked in the trailing 30 days; for events, those whose event.date falls in the trailing 30 days. People and investor master records don't carry first_tracked; their adds are logged in /people/changelog.jsonl and /investors/changelog.jsonl.

BACKTEST PROGRESS

ANCHOR 2026-04-25
Day count DAY 19 / 90
Days remaining 71

At day 90, the spec §19.3 backtest evaluates rubric consistency across the system's operational era and stabilizes the scoring calibration. Score values published before the gate are flagged "CALIBRATING"; the gate fire-event closes the calibration-sensitive treatment for ranges, percentiles, and score-weighted aggregations across the dashboard.