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Confirmed

Internet Content & Information

4 names are moving together; 50% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
AMZNAmazon.com, Inc.Consumer Cyclical-2.4%Group member
GSATGlobalstar, Inc.Communication Services-0.6%Most structurally connected
GOOGLAlphabet Inc.Communication Services+1.1%Group member
GOOGAlphabet Inc.Communication Services+0.8%Group member

Why we believe this

Cohort

4 names

Participation

50% this session

Observed history

1 daily builds

Filing coverage

4/4 members

product pipeline / R&D affecting expense

During 2025 and 2024, research and development costs were elevated resulting from costs incurred pursuant to the SSA under the License Agreement.

GSAT 10-K

demand / volume affecting orders

If too many customers access our websites within a short period of time due to increased demand, we may experience system interruptions that make our websites unavailable or prevent us from efficiently fulfilling orders, which may reduce the volume of goods we offer or sell and the attractiveness of our products and services.

AMZN 10-Q

restructuring affecting expense

The increase in sales and marketing costs in Q3 2025, compared to the comparable prior year period, is primarily due to severance costs and increased advertising expenses.

AMZN 10-Q

Internet Content & Information can stay leader-led if secondary names fail to join while GSAT keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.