Kallisti Solutions · Real-time

AI Weather Center

Dozens of signals across markets, labor, research velocity, developer activity, and macro conditions — synthesized into a live reading of AI-industry health.

Signals refreshed: 9/21/2026, 3:24:28 AM
WATCHAI Stormglass · Crystalline+1 more active

The AI Stormglass has turned crystalline — crystals forming and settling in the leading indicators. Precursor signals — capital rotation, concentration, discourse, research pace — are lining up in ways that historically precede a broader contraction by weeks to months.

AI Industry Composite · CURRENT STATE
59/ 100
Cooling
Mixed signals — capital tightening, some layoffs, but research still active.
live reading · updated continuously
AI Stormglass · LEADING INDICATOR
48
Stormglass reading
Cloudy

The liquid is clouding — pressure is building. Multiple precursor signals turning cautionary.

Composite over time

Higher = healthier · 50 = neutral · reference: Nov 30 2022 (ChatGPT launch)

Jul 5Nov 15Apr 3Aug 21Jan 15Jun 4Oct 22Mar 18Aug 4Aug 16Sep 4Oct 50255075100Neutralavg 56
Projection (Holt Smoothing)
Confidence band (asymmetric — wider downside)
Volatility: 4.2 · Dampening: 0%
Derived Indices
70/ 100
Optimistic
Market sentiment
26/ 100
Cool
Enthusiasm & discourse
76/ 100
Low
Broader macro conditions
65/ 100
Warm
Compute supply pulse
42/ 100
Stable
Labor market health

What the Stormglass is watching

Component-level breakdown of the leading reading (higher = healthier)

capital rotation
Are AI-theme funds still outperforming broad tech?
50
app vs infra
Are AI applications holding up alongside their infrastructure?
0
concentration
Is AI-basket strength broad or concentrated in a few names?
86
research slope
Is AI research output still accelerating?
discourse polarity
Is discourse constructive or defensive right now?
47
layoff signature
How heavy are AI-adjacent workforce reductions?
0
yield curve stress
How much macro pressure is building underneath?
52
chip divergence
Are chips and applications moving together or apart?
27
enterprise stock momentum
Are enterprise-AI stocks (MSFT/GOOGL/CRM/ORCL) rallying or fading? (stock signal, not budget signal)
61
model reception
Is model-launch enthusiasm at a healthy level?
80
credit stress
Are credit markets pricing in risk (HY spreads + NFCI)?
98
retail sentiment ai
Does the public narrative lean enthusiastic or panicked?
37
dev engagement
Are developers still shipping AI projects?

Category strength

Each signal category on a 0-100 scale — how balanced is the reading right now?

financial marketssentiment discourseinfrastructure computemacro economiclabor layoffsresearch velocityregulatory policy

The AI Weather Center is provided for informational and educational purposes only. It does not constitute financial, investment, legal, or professional advice. Data is sourced from third-party providers and is not guaranteed to be accurate, complete, or current. Composite scores, forecasts, and derived indices are algorithmic interpretations and should not be relied upon for investment, employment, or business decisions. Past performance of indicators is not indicative of future results. Kallisti Solutions assumes no liability for any actions taken based on the information presented here.

Composite readings, derived indices, and alerts are Kallisti's editorial synthesis of public-market and public-web signals. No client, private, or proprietary customer data appears on this page.

Macroeconomic data sourced from FRED (Federal Reserve Bank of St. Louis) and Yahoo Finance. Workforce-reduction data used with attribution to Layoffs.fyi. Research volume from arXiv; developer signals from HackerNews (via Algolia) and StackOverflow. Public-interest signals from Google Trends. All sources used under their respective terms of service or public-facing APIs.

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