8 names are moving together; 13% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| GD | General Dynamics Corporation | Industrials | -0.9% | Group member |
| CMCSA | Comcast Corporation | Communication Services | -3.4% | Most structurally connected |
| GNK | Genco Shipping & Trading Limite | Industrials | +0.3% | Group member |
| BZFD | BuzzFeed, Inc. | Communication Services | -3.5% | Group member |
| LBTYK | Liberty Global Ltd. | Communication Services | -1.7% | Group member |
| MSI | Motorola Solutions, Inc. | Technology | -1.1% | Group member |
| EMBC | Embecta Corp. | Healthcare | -4.0% | Group member |
| LBTYA | Liberty Global Ltd. | Communication Services | -1.6% | Group member |
Cohort
8 namesParticipation
13% this sessionObserved history
1 daily buildsFiling coverage
8/8 memberscredit / rates affecting interest expense
“Consolidated interest expense increased for the three months ended March 31, 2026 c ompared to the same period in 2025 primarily due to decreases in capitalized interest driven by the opening of Epic Universe.”
CMCSA 10-Q
capital investment / capacity affecting capex
“Investing Activities Net cash used in investing activities decreased for the three months ended March 31, 2026 compared to the same period in 2025 primarily due to proceeds from a legal settlement and cash from derivative settlements in the current year period, partially offset by an increase in capital expenditures and an increase in purchases of investments.”
CMCSA 10-Q
restructuring affecting expense
“Other expenses remained consistent in 2025 primarily due to higher severance charges in 2024, offset by an increase in costs related to Peacock. * * * Media segment total costs and expenses included $6.5 billion and $6.7 billion related to Peacock in 2025 and 2024, respectively, including amounts related to the Paris Olympics in 2024.”
CMCSA 10-K
Telecom and Media can stay leader-led if LBTYK and the next software names fail to join while CMCSA keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.