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Large-Cap AI Mentions per Call (Discourse)

How often management substantively mentions AI, agents or large language models, averaged per document, across member companies in the trailing 90 days.

9.9 on Oct 22, 2026+5.6 since Aug 9, 2024
YTD1y2y5y10y20yAll
Forecast availableOffContinuationForesight™
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U.S. recessionsShades the months the NBER dates as recession. U.S. charts only.5-year rangeThe highest and lowest readings of the last five years, as a band. One-series charts only.High and lowMarks the highest and lowest readings in the window shown.
Current·Data to Oct 22, 2026

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

What this chart reads

Sources

Large-Cap AI Mentions per Call (Discourse). Source: Palanor Discourse, derived from earnings-call transcripts received through a licensed data provider (press releases filed with the SEC where no transcript exists). One document per company per calendar quarter, trailing 90 days. Each document is scored by the same model and prompt as the S&P 500 Discourse family. Scored by Palanor.

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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