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Why Companies Say They Are Doing Deals

Share of U.S. deal press releases that mention AI, synergies or vertical integration, %, quarterly

AI: 35.6% in Q3 2026+35.6 pp since Q1 2012

2 of 3 series are above their level a year earlier

YTD1y2y5y10y20yAll
Forecast availableOffContinuationForesight™
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U.S. recessionsShades the months the NBER dates as recession. U.S. charts only.High and lowMarks the highest and lowest readings in the window shown.
Current·Data to Q3 2026

Plays the chart through its history. Pauses are where the data set a record or moved most.

Palanor calculation from SEC EDGAR (public domain): press releases attached to a fixed monthly sample of 8-K filings reporting a material agreement or a completed acquisition, kept when they are about a deal. A release counts once it uses a theme’s words at least once, including in its forward-looking-statements notice; the word lists were fixed before counting. Each quarter rests on a few dozen releases, so single quarters are noisy.

The rationale companies give when they announce a deal: the share of deal press releases filed with the SEC that mention artificial intelligence, synergies and vertical integration, counted by Palanor.

What this chart reads

Sources

Share of Deal Press Releases Mentioning AI (quarterly). Source: Palanor calculation from SEC EDGAR filings (U.S. Securities and Exchange Commission; public domain). Palanor reads the filings to count words by fixed rules and never stores or republishes their text.

Share of Deal Press Releases Mentioning Synergies (quarterly). Source: Palanor calculation from SEC EDGAR filings (U.S. Securities and Exchange Commission; public domain). Palanor reads the filings to count words by fixed rules and never stores or republishes their text.

Share of Deal Press Releases Mentioning Vertical Integration (quarterly). Source: Palanor calculation from SEC EDGAR filings (U.S. Securities and Exchange Commission; public domain). Palanor reads the filings to count words by fixed rules and never stores or republishes their text.

Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.

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