How Narrative Intelligence extends Market Intelligence Analytics by revealing narratives, sources and perceptions shaping markets and decisions.
How Narrative Intelligence extends Market Intelligence Analytics by revealing narratives, sources and perceptions shaping markets and decisions.
How Five Competing Narratives Are Reshaping the Target Brand
What happens when every new controversy becomes connected to the last one?
EdgeTheory used Narrative Intelligence to examine the narratives shaping Target's reputation following its August 2026 Halloween-costume controversy.
The analysis identified something much larger than a single episode of negative publicity.
Five competing narratives are placing different expectations on one of America's most recognizable retail brands — and creating a growing challenge to Target's brand coherence.
The report examines how narratives surrounding diversity, corporate politicization, customer relationships, leadership and business performance are shaping perceptions of Target — and how previous controversies are being reactivated as audiences interpret new events.
Readers will see how Narrative Intelligence can reveal:
Traditional media monitoring can tell organizations what is being said.
Narrative Intelligence helps explain how audiences are interpreting what is happening — and how those interpretations may influence what happens next.
EdgeTheory's analysis examines narratives, actors, sources, emotions, persistence and reactivation across the information environment.
Download the Full Narrative Intelligence Report
Want to understand the narratives shaping your brand, market or competitors? Contact EdgeTheory at info@edgetheory.com
EdgeTheory Founder & CEO Joe Stradinger keynoted "AI for All," a Purdue-, ASU-, and Mississippi State-hosted workshop backed by the NSF and NAIRR Pilot.
New Narrative Intelligence Report
Twenty-five years after the September 11 attacks, 9/11 remains an active part of the information environment — not just a historical anniversary. Russian-, Iranian-, and other adversary-aligned voices continue to reinterpret the attacks and the subsequent War on Terror to advance narratives about U.S. interventionism, hypocrisy, intelligence failures, and declining global power. These narratives connect the legacy of 9/11 to today's headlines: Iran, Syria, Afghanistan, terrorism designations, sanctions, and ongoing U.S. military activity.
EdgeTheory's latest narrative intelligence brief breaks down how adversaries are talking about 9/11 in 2026, the key themes shaping that messaging, and what it means for narrative intelligence and open-source intelligence (OSINT) analysts tracking how historical events get repurposed for contemporary influence operations.
Twenty-five years later, 9/11 illustrates why historical narratives should be treated as persistent indicators within the information environment — not isolated reactions to an anniversary. As adversaries continue to repackage existing grievances around current events, understanding how these narratives are built, migrate, and resurface is essential to staying ahead of the next reframing of American legitimacy.
Download the report
AI distillation - the technique of training a smaller "student" model on a powerful "teacher" model's outputs - has become one of the most contested issues in global AI competition. Anthropic and OpenAI allege that Chinese firms including Moonshot AI, DeepSeek, MiniMax, and Alibaba have run industrial-scale campaigns to extract reasoning, coding, and agentic capabilities from U.S. frontier models like Claude - using tens of thousands of fraudulent accounts and tens of millions of exchanges. At the same time, PLA-linked research institutions have published work applying distillation to military and security applications.
EdgeTheory's latest assessment cuts through the noise to separate legitimate model distillation from suspected unauthorized extraction, and explains why this fight matters for the future of U.S. AI leadership.
- How distillation attacks actually work - the technical mechanics behind how a "student" model learns from a "teacher" model's outputs, and why reasoning traces and agentic trajectories are far more valuable to extract than simple answers.
- Who's behind the alleged campaigns - a breakdown of the key suspected actors, including Moonshot AI, DeepSeek, MiniMax, Alibaba/Qwen, and PLA-linked research institutions, and what's actually been proven versus alleged.
- Why this threatens the U.S. AI advantage - how distillation shifts the competition from controlling advanced chips to protecting model capabilities, and what that means for the future of export controls.
- The geopolitical fallout for the global AI race - how distillation could accelerate China's AI catch-up, expand its global influence, and drive deeper U.S.-China technology fragmentation.
- The real national-security stakes - how commercially developed AI capabilities could diffuse into military, cyber, surveillance, and intelligence applications, and what policymakers are already proposing in response.
Understanding these dynamics is no longer optional for anyone tracking U.S.-China technology competition.
As the fight over AI shifts from silicon to software, the actors, methods, and policy responses covered in this report will shape how the next phase of the AI race is won - or lost.
Download the report
The 2026 Cyclospora outbreak began with a relatively straightforward public-health question: What was making people sick?
But as the outbreak spread, the questions became much bigger.
Who was responsible? Was Taco Bell to blame? What did Taylor Farms' role say about the food supply chain? Was imported produce putting consumers at greater risk? And had government oversight failed to keep Americans safe?
The FDA provides the factual baseline. But the narratives surrounding those facts extend much further.
A specific lettuce outbreak becomes a question about the safety of fresh produce. Traceback to a Mexican supplier becomes concern about imported food. Exposure at Taco Bell becomes a debate over brand responsibility. And a complex federal investigation becomes evidence, for some audiences, that government oversight is failing.
Using EdgeTheory's C2 Narrative Intelligence Platform, this report examines the six major narratives shaping the 2026 Cyclospora outbreak—along with the sources and actors amplifying them, the emotions giving them momentum, and their potential implications for brands, consumer behavior and business performance.
Facts establish what happened. Narratives shape what those facts come to mean.
- How a food-safety outbreak became a much broader crisis of trust.
- Why Taco Bell, Taylor Farms, imported produce, and government oversight became part of the same narrative environment.
- Who helped shape and amplify the narratives—and which emotions gave them momentum.
- How narratives can move beyond online conversation to influence brand reputation, consumer behavior and business outcomes.
From Foodborne Outbreak to Crisis of Trust
The immediate health threat will eventually subside. The narratives it created may not.
Taco Bell can remain associated with illness. Taylor Farms can become associated with repeated food-safety incidents. Mexican produce can become part of broader arguments about imports. And regulatory difficulties can reinforce existing distrust of government institutions.
That distinction is central to Narrative Intelligence. Understanding not only what happened, but how people interpret what happened, who shapes those interpretations, and how they spread, can provide organizations with a clearer view of emerging brand, reputation and business risk.
The most important question, then, is no longer only Is this lettuce safe? It becomes:
Can I trust the nation's food supply?
Download the report
EdgeTheory Lab and the National Center for Narrative Intelligence (NCNI) are now offering the Certified Professional in Narrative Intelligence (CPNI) - the only credential of its kind, established through NCNI's congressional mandate under the NDAA.
Learn more about the CPNI program.
Most supply chain risk tools monitor physical disruptions after they're reported. Narrative intelligence detects the signals forming days earlier. Here's what that gap actually looks like.
New Narrative Intelligence Report
This EdgeTheory report examines the distinction between AI Sovereignty and Sovereign AI, using Narrative Intelligence (NARINT) analysis to show how governments, industry, and media frame these competing concepts to advance different strategic goals around technological autonomy. The report finds that AI Sovereignty (control and governance over AI systems and data) is primarily promoted by Western actors, while Sovereign AI (domestic infrastructure, compute, and models) is primarily advanced by China, Russia, India, and other emerging powers - fragmenting the global AI market into regionally aligned ecosystems.
What you'll learn
- The core distinction — AI Sovereignty is the goal of controlling AI governance and data, while Sovereign AI is the means of achieving that goal through domestically built infrastructure, compute, and models.
- Why the Houthi Movement resumed attacks on Saudi Arabia and imposed a maritime embargo, and how this serves Iranian strategic interests
- Who's promoting which narrative — AI Sovereignty coverage is dominated by Chinese-aligned (43.8%) and Russian-aligned (25%) sources, while Sovereign AI coverage is similarly China-heavy (46.7%) but with stronger Indian representation (26.7%) and little Russian presence.
- Emotional framing differs by narrative — Sovereign AI content is almost exclusively fear-driven (97%), signaling urgency around building domestic capability, while AI Sovereignty content mixes fear (58%) and anger (39%), reflecting frustration over foreign dependence and governance failures.
- Country-specific positioning — China is best-positioned for Sovereign AI via open-weight models and Global South partnerships; Europe leads on AI Sovereignty through regulation (e.g., the EU AI Act) but remains dependent on U.S. chips and cloud; India is pursuing a hybrid strategy; Russia faces semiconductor and isolation constraints despite strong political will.
- Geopolitical and market stakes — Both narratives aim to reduce dependence on U.S. technology, which is fragmenting the global AI market into regionally distinct ecosystems and could gradually erode U.S. leverage over infrastructure, standards, and supply chains — even as narratives largely remain low-incitement and evidence-based, with isolated exceptions like Geopolitics & Empire's high-incitement framing.
Download the report
New Narrative Intelligence Report
This EdgeTheory report examines how the collapse of the US-Iran ceasefire framework in July has reshaped the regional conflict, with a particular focus on Iraq's emerging role as a critical battleground. As fighting between the US, Iran, and their respective allies intensified—drawing in Saudi Arabia, the Houthis, and Iran-backed Iraqi militias—Baghdad has become central to US efforts to curb Iranian influence through disarmament negotiations, anti-corruption crackdowns, and billions in new economic investment.
What you'll learn
- How the US-Iran memorandum of understanding broke down beginning July 7, and the strikes, blockades, and retaliatory attacks that followed
- Why the Houthi Movement resumed attacks on Saudi Arabia and imposed a maritime embargo, and how this serves Iranian strategic interests
- How Iran-backed Iraqi militias have continued attacks—including a bounty offer targeting President Trump—despite a broader informal pause in fighting
- What the "June Agreement" entails, and how Prime Minister Al-Zaidi's government has tied US investment to militia disarmament and financial crackdowns
- The scope and political fallout of Iraq's "Dawn Sweep" anti-corruption campaign, including which factions and officials were targeted
- Why Iraq's militias are unlikely to fully disarm by the September 30 deadline, and the risks this poses for Al-Zaidi's government
How Saudi Arabia's direct entry into the conflict alongside the US signals a broader regional realignment against Iran
Download the report