The AIR Shortlist · Week 40 · 28 Sep – 2 Oct 2026
Five filings that changed AIR's read this week
The material filings that moved AIR's read the most, ranked by the size of the change in fundamentals, news flow, recognition and the discovery gap. Price-driven readings — momentum and value — are shown as facts and never count toward the rank.
01 · Major contract
BALY · Bally's Corp · All industries
8-K · Items 1.01, 2.03 — Material agreement
Summary pending — AIR's language model has not yet written this one.
AIR's read
Gap 44 → 81 (Very high)Progress is running ahead of attention.
8-K · Filed 2 Oct 2026 · Filing · BALY on AIR
02 · Acquisition
DBRG · DigitalBridge Group, Inc. · All industries
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02 — Acquisition or disposal of assets
DigitalBridge completed a merger with Duncan Holdco LLC (SoftBank-backed) on September 30, 2026. Common stock converted to $16.00/share cash; company delisted from NYSE and became private subsidiary of SoftBank.
AIR's read
News flow: Balanced 52 → Balanced 47Gap 18 → 0 (Low)The filings read less positively.
The gap closed as the filings read less positively.
8-K · Filed 30 Sep 2026 · Filing · DBRG on AIR
03 · Acquisition
GRND · Grindr Inc. · Software / SaaS
8-K · Items 2.01, 3.02 — Acquisition or disposal of assets
Summary pending — AIR's language model has not yet written this one.
AIR's read
News flow: Balanced 51 → Balanced 48Recognition: Balanced 57 → Balanced 53Gap 16 → 0 (Low)The filings read less positively.
The gap closed as the filings read less positively.
The price trend weakened.
8-K · Filed 30 Sep 2026 · Filing · GRND on AIR
04 · Major contract
PSIX · Power Solutions International, Inc. · All industries
8-K · Items 1.01, 1.02, 2.03, 8.01 — Material agreement
PSI secured a new $220M committed revolving credit facility, increasing capacity from $135M and reducing borrowing costs (SOFR + 1.80% vs. prior SOFR + 2.60%). Three-year term through September 2029 provides enhanced liquidity for growth and strategic initiatives.
AIR's read
Gap 14 → 0 (Low)The gap closed as the filings read less positively.
The price trend strengthened.
8-K · Filed 30 Sep 2026 · Filing · PSIX on AIR
05 · Major contract
CBNK · Capital Bancorp Inc · Banks
8-K · Item 1.01 — Material agreement
Capital Bancorp agreed to merge with Peoples Bancorp in an all-stock transaction at 1.11 exchange ratio. Capital shareholders will receive Peoples stock; the deal requires regulatory approval and shareholder votes. Completion expected within one year.
AIR's read
Recognition: Watch 34 → Balanced 45The price trend strengthened.
- Also filed: 8-K · Item 8.01 — Other events (30 Sep 2026)
8-K · Filed 30 Sep 2026 · Filing · CBNK on AIR
Weeks
- Week 41 · 5 Oct – 9 Oct 2026 · ranked filings: 42
- Week 40 · 28 Sep – 2 Oct 2026 · ranked filings: 87
- Week 39 · 21 Sep – 25 Sep 2026 · ranked filings: 77
Research, not tips. Filings come from SEC EDGAR; AIR's read is recomputed every trading day. A price move is shown as a fact beside a filing, never as the reason it is listed.