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BANDPASS
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Sponsor: SectorHQ (real-time AI market data)
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February 19, 2026 · 2 min read
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Independent editorial ·
Methodology |
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Bandpass is independently written.
SectorHQ funds this issue so it stays free.
No editorial control. |
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OpenAI grabbed the headlines. Sony grabbed the momentum.
Sony climbed 49 places in seven days (#81 → #32) on 8 mentions from 102 publishers. Sony at 8 mentions - credible signal, needs a second week to confirm. Another thing we noticed: OpenAI and Anthropic appeared together in 18 mentions, the week’s most frequent pairing. ★ Oddity: the fastest-rising word in AI news this week is "modi." What this signals Signal Sony's coverage is still thin. Watch whether it sustains next week or fades. Mechanism Dell is also breaking out. Multiple surprise movers at once usually means a category is re-rating, not just one company. Implication Second-order watch: Western Digital is rising alongside Sony. When one breakout pulls others, the signal is in the category. |
What this is:
Bandpass is a daily brief on what’s materially happening across AI, startups, and
markets, built from thousands of publishers and scored for momentum.
Key:
Momentum is a 0 - 100 score for how much the AI sector is being talked about right now,
based on news volume, product launch pace, and overall tone.
Velocity = change vs yesterday.
Rank #1 = most momentum.
A mention is one news item where a company appears.
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Today's 3 tells ▸Product launches up 102% (592 this week vs 293 prior).
Why: Release cadence is compressing. Market-share land-grab behaviour. ▸Sony: #81 → #32 on 8 mentions (7d).
Read: Sony at 8 mentions - credible signal, needs a second week to confirm. Watch for follow-through next week. ▸Momentum 49 (Steady State) - 12,537 mentions vs 16,348 last week.
Note: Momentum = attention + sentiment + velocity. Volume down from last week. Steady state. SO WHAT?
Investors: High launch velocity usually precedes category consolidation. Watch for bundles and platform tie-ups in the next 7 days.
Builders: Ship faster and borrow distribution. In a launch race the bundlers win. |
Presented by SectorHQ (sponsor)
SectorHQ is a live dashboard that tracks which AI companies
and products are getting the most attention across 102+ publishers.
No editorial control.
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Explore the live board →
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The one-line takeaway
OpenAI got the headlines this week. Sony got the momentum. Watch which one matters more.
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The forward
“Product launches up 102%. When everyone ships at once, distribution moats become the differentiator.”
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Sony had the biggest move in AI this week, up 49 places (#81 → #32). Why it matters: companies outside the usual top 5 are drawing serious attention. (Momentum 49/100, 12,537 mentions)
Copy for Slack: Sony had the biggest move in AI this week, up 49 places (#81 → #32). Why it matters: companies outside the usual top 5 are drawing serious attention. (Momentum 49/100, 12,537 mentions) https://bandpass.news/intelligence/2026-02-19
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Live snapshot · 19:05 GMT
Momentum 49 (Steady State) high Velocity (change vs yesterday) + sentiment + launch pace in a single score. Higher = more activity converging at once. Top mover (24h): ElevenLabs up 20 placesmedium Biggest single-day rank change. Treat as an early signal until the 7-day trend catches up. Fastest-rising term: "Modi" new (54 mentions, 24h) high Frequency breakout - 54 publishers picked up this term, well above its trailing average. This week's hottest pairing: OpenAI ↔ Anthropic (18 shared mentions) high Meanwhile in the data: OpenAI and Anthropic keep showing up together (18 shared mentions). When one pair dominates, competitive pressure usually follows.
Confidence: HIGH = 10+ publishers confirm ·
MED = 5-9 publishers ·
LOW = emerging signal, verify next week.
Full methodology |
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Investor lens
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Our read: The release calendar is getting crowded. 592 product launches is a land-grab pace.
We’re wrong if most launches are minor updates. Real launch races produce category-defining products.
| Dark horse → Sony → +49 places on 8 mentions in 7 days | attention clustering → OpenAI, Anthropic → 18 shared mentions this week |
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The Trade · next 7 days
Watch: Launch velocity (592 this week). If it holds, consolidation announcements follow.
We're wrong if: Launch volume drops below 296 next week - these were incremental updates, not a real cycle.
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14-day news mention trend
Fri | Sat | Sun | Mon | Tue | Wed | Thu |
Daily AI news mentions holding steady over 14 days.
Daily AI news mentions across all tracked publishers. Peak day: 4,229 on Feb 10. 14-day total: 28,885.
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Momentum
Where the market is today |
As of 19:05 GMT
| 49 | Steady State 0 Cool50 Warm75 Hot100 Frenzy
Velocity ▼ -23% ·
Market sentiment positive ·
592 launches
Since yesterday: launches +200
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The Lead Anthropic: Ranked #3. Covered by 7 publishers. Anthropic Launches Claude 4.6 with 1M Token Context Anthropic has launched Claude 4.6, a new AI model featuring an unprecedented 1 million token context window, while its leadership grapples with the emergent possibility of machine consciousness. Why it's in this issue: It's a distribution move in a heavy launch cycle. Context: Anthropic ranks #3 in Power Board. Covered by 7 publishers. |
Sponsor Spotlight
SectorHQ is a live dashboard that tracks which AI companies
are getting the most attention across 100+ publishers.
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Power Board
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OpenAI LLM
7d ▲ +1% Positive
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accelerating
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187 mentions this week |
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Google Cloud
7d ▲ +3% Bullish
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accelerating
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166 mentions this week |
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Anthropic LLM
7d ▲ +5% Bullish
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steady
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123 mentions this week |
| 4 ▲ up 1 |
Nvidia General AI
7d ▲ +10% Bullish
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accelerating
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95 mentions this week |
| 5 ▼ down 1 |
Microsoft Cloud
7d flat Positive
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cooling
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85 mentions this week |
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Meta General AI
7d ▲ +13% Positive
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cooling
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38 mentions this week |
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Amazon General AI
7d ▼ -5% Bullish
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steady
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33 mentions this week |
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Apple General AI
7d ▲ +1% Bullish
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accelerating
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63 mentions this week |
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Breakouts & breakdowns
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HIGH CONFIDENCE (25+ mentions)
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None this week. Requires 25+ mentions to qualify.
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NEW ON RADAR (early blips, treat with caution)
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Fault lines
OpenAI and Anthropic appeared together in
18 mentions this week - the most of any tracked pair.
Also linked: Meta / Nvidia (13), AMD / Nvidia (7), Google / Apple (7).
Why it matters: 18 shared mentions across 5 tracked pairs this week. The top pair accounts for 36% of all co-mentioned volume. |
The bet: OpenAI/Anthropic co-mentioned hit 18 this week. Track whether this holds above 10 next issue.
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Second-order bets
who benefits indirectly
These are not recommendations. They are pattern-derived hypotheses from this week's data.
Enterprise AI integrators If Sony is re-rating on enterprise AI demand, the system integrators and consultancies that deploy these solutions benefit first. | AI security and compliance With 592 product launches this week, enterprises need security review and compliance tooling to evaluate them all. | Data infrastructure OpenAI and Anthropic showed up together in 18 mentions. When model providers converge on the same use cases, the data layer underneath captures value. |
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Intelligence Briefs
Google Launches Conductor CLI and WebMCP for AI Agent Workflows Google has launched two new tools, Conductor CLI and WebMCP, that enable developers to build AI agents capable of directly interacting with websites.. Context: Product launch. Ranked #2. Covered by 4 publishers. | OpenAI Disbands Mission Alignment Team Amid GPT-5.3 Controversy While OpenAI's new GPT-5.3 Codex model promises enterprise clients advanced, lightning-fast code generation, it is simultaneously facing mounting... Context: Top-10 ranked company (#1). Covered by 4 publishers. | Nvidia's New Technique Slashes LLM Inference Costs 8x Nvidia has announced a new technique, Dynamic Memory Sparsity (DMS), that slashes the computational cost of running large language model inference... Context: Top-10 ranked company (#4). Covered by 3 publishers. | Microsoft bug exposes confidential emails to Copilot AI Microsoft pitched Copilot as your trusted AI assistant, a guardian of productivity. Context: Top-10 ranked company (#5). Covered by 3 publishers. |
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What to do this week
Builders: Anthropic shipped this week (Launches Claude 4.6 with 1M Token Context). Covered by 7 publishers. Investors: Western Digital jumped +181 places on 3 mentions (7d). Now #68. Watch list: MiniMax dropped 76 places. (4 mentions - low volume, verify with next week's data.) |
Watchpoints
next 2 weeks Activity down 23% WoW (12,537 mentions vs 16,348). Tracking whether this is a pause or a trend. OpenAI/Anthropic: 18 shared mentions this week. If they stay paired above 10 next week, competitive pressure is real. Western Digital: +181 places on 3 mentions (7d). Now #68. If mention count stays above 10, this is structural. Below 5 = noise. |
The Number 12,537 mentions tracked this week. That's -23% from last week. |
