Friday, April 3, 2026 5:15 AM UTC
All categories within normal historical ranges today.
Overall Sentiment Trend
Today’s overall AI sector sentiment is positive at +0.339, having fallen from +0.413 yesterday. The chart covers 37 days of data since Canary launched. All categories are within their normal historical ranges.
Daily weighted sentiment score across all 33 companies. Shaded band = average 95% CI. Green dot = category significantly above normal. Red dot = category significantly below normal.
Category Breakdown — 2026-04-03
6 of 6 categories are POSITIVE today, 0 NEUTRAL, and 0 NEGATIVE. 🔬 Chips leads at +0.417 whilst 🤖 Pure Play trails at +0.171. Categories are moderately spread, with a 0.25 point range between strongest and weakest.
| Category | Score | 95% Confidence Interval | vs History | Verdict | Coverage |
|---|---|---|---|---|---|
| 🔬 AI Chips and Hardware | +0.417 |
+0.286 to +0.548 Moderate (n=58) |
→ Normal range hist +0.443 p=0.705 |
POSITIVE ↑ | 61 articles |
| ☁️ AI Platform Hyperscalers | +0.309 |
+0.145 to +0.474 Moderate (n=34) |
→ Normal range hist +0.232 p=0.380 |
POSITIVE ↑ | 36 articles |
| 💼 AI Enterprise Software | +0.336 |
+0.162 to +0.510 Moderate (n=39) |
→ Normal range hist +0.357 p=0.819 |
POSITIVE ↑ | 40 articles |
| 🏗️ Data Center Infrastructure | +0.316 |
+0.128 to +0.503 Moderate (n=47) |
→ Normal range hist +0.261 p=0.576 |
POSITIVE ↑ | 49 articles |
| ⚡ AI GPU Cloud | +0.382 |
+0.021 to +0.742 Low (n=13) |
→ Normal range hist +0.344 p=0.823 |
POSITIVE ↑ | 14 articles |
| 🤖 Pure Play AI | +0.171 |
-0.190 to +0.532 Low (n=16) |
→ Normal range hist +0.170 p=0.995 |
POSITIVE ↑ | 17 articles |
CI width ≤0.20 = high confidence | 0.20-0.40 = moderate | >0.40 = low | Significance: p <0.05 vs 30-day history (Welch t-test)
Category Sentiment Over Time
The heatmap shows 7 days of recent history. Over this period the sector has been predominantly positive (7 positive, 0 negative, 0 neutral days). Read across rows to follow individual categories — persistent red cells signal sustained weakness.
Each cell colour-coded by sentiment score. Individual trend charts follow below.
| Category | 03-21 | 03-22 | 03-23 | 03-24 | 03-25 | 03-26 | 03-27 | 03-28 | 03-29 | 03-30 | 03-31 | 04-01 | 04-02 | 04-03 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 🔬 Chips | +0.43 | +0.35 | +0.44 | +0.58 | +0.46 | +0.38 | +0.16 | +0.37 | +0.29 | +0.30 | +0.03 | +0.22 | +0.51 | +0.42 |
| ☁️ Hyperscalers | +0.34 | +0.34 | +0.29 | +0.33 | +0.18 | +0.14 | +0.16 | -0.08 | -0.15 | -0.40 | +0.32 | +0.50 | +0.39 | +0.31 |
| 💼 Enterprise SW | +0.24 | +0.46 | +0.42 | +0.58 | +0.24 | +0.41 | +0.38 | +0.38 | +0.49 | +0.38 | +0.21 | +0.26 | +0.41 | +0.34 |
| 🏗️ Data Centres | -0.16 | -0.26 | -0.13 | -0.02 | +0.21 | +0.15 | -0.16 | -0.04 | +0.03 | +0.05 | +0.30 | -0.03 | +0.26 | +0.32 |
| ⚡ GPU Cloud | +0.39 | +0.64 | +0.47 | +0.50 | +0.61 | +0.62 | +0.44 | +0.67 | +0.05 | +0.39 | +0.65 | +0.78 | +0.71 | +0.38 |
| 🤖 Pure Play | +0.13 | +0.08 | +0.34 | -0.35 | +0.23 | -0.02 | -0.06 | -0.36 | +0.37 | +0.05 | +0.16 | +0.37 | +0.20 | +0.17 |
Showing most recent 14 days | strong + mild + neutral mild – strong –
Category Trends — Individual View
Solid line = daily score. Dashed line = historical average. Dates shown on bottom row.
Narrative Frame Distribution
Today’s dominant frame is Growth Momentum at 36% of all articles, with positive frames (growth and breakthroughs) accounting for 46% of coverage. Risk framing is elevated at 27% of articles — worth monitoring as a leading indicator. A sustained shift toward risk frames over multiple days is an early warning signal.
Daily proportion of articles per narrative frame. A shift from positive (green/blue) toward risk frames (orange/red) is an early warning signal.
Semantic Volatility Index
The Semantic Volatility Index currently reads 62.5/100, which is high, indicating significant narrative instability. Volatility has been rising over the past three days. High SVI readings indicate that the language and framing of AI news is shifting rapidly — often a leading signal that sentiment scores will follow.
Composite narrative volatility score (0-100). High scores indicate significant narrative instability or a possible regime shift.