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Overview
Noah Intelligence: the business intelligence daily. Every story pre-scored for sentiment and analytical markers by the Noah signal engine, 1.96 million news events a week, readable by your own AI through the Noah MCP.
News
Ocean Melody's fire makes the repair job the risk unit
Cause, liability and insurance response remain unknown. Renewal should follow the temporary work package joining ship, yard and contractors, not turn one tragedy into a fleet-wide trend.
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CBD's first approvals have a 62% chance by year-end
Noah puts a 62% probability on ministers authorising all three first high-purity CBD applications by year-end.
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The most valuable customer for the world's best AI may be the company that built it
Wall Street is worrying that the great AI race may be slowing. There is a more unsettling possibility: the race continues at full speed, but the winners stop giving everybody else their best technology.
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This is not financial advice. But has Polymarket overpriced the hottest year on record?
Polymarket gives 2026 a three-in-four chance of becoming NASA's hottest year on record. Noah gives it 37%. We went looking for our own mistake and found an arithmetic problem for the market instead.
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BRICS built a payments task force, not a payment rail
BRICS has moved payments beyond a slogan, but its latest declaration still lacks the operators, rails and launch date required for an operational multilateral arrangement.
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ProService removed September. Speedy still holds the liquidity chain
ProService's £60m package clears the September wall, but receivables, monthly liquidity and a two-sided Speedy relationship still control the equity outcome.
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SPD is priced at 17%. Five poll points are not a result
Native Noah gives the SPD a 22% chance against Polymarket's 17%, but the wide range and a three-to-five-point AfD poll lead make this a modest edge.
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Dali entered overspill. The member call has not
Dali has entered collective overspill reinsurance without triggering a member call, shifting the 2027 question to payment timing, upper-layer price and container-ship cost allocation.
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Trump promises Americans $5,000. On our numbers, an 85% chance you never see it.
Congress has to pass it, somebody has to find $1.35 trillion, and no bill exists. Three scenarios put abandonment or dilution at 85%, leaving a 15% chance the $5,000 as promised reaches anyone at all.
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MHRA's AI L-plate has a 54% chance by March
Noah puts a 54% probability on Britain explicitly committing to staged authorisation for medical AI by 31 March 2027.
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