{"ticker": {"uuid": "2d8b5c0f-fcca-427d-9578-bd2adbabe312", "symbol": "APC", "name": "Apple Inc.", "exchange": "GER", "country": "DE", "sector": "Technology", "industry": "Consumer Electronics"}, "articles": [{"title": "Magnificent Seven Earnings Remain Robust: MSFT, AAPL", "summary": "Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT and Apple AAPL, posted solid results overall, though the post-earnings reaction was much stronger for MSFT. Apple Breaks Records Apple's results reflected its strongest June-quarter period ever, with quarterly revenue of $109.4 billion growing 16% year-over-year. Adjusted EPS came in at $2.02, growing an even stronger 29% from th", "url": "https://finance.yahoo.com/markets/stocks/articles/magnificent-seven-earnings-remain-robust-214600791.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:46:00+00:00", "published_display": "12 Aug 2026 21:46", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.252, "duplicate_count": 1, "topics": ["Cloud Computing", "Consensus Estimate", "Earnings", "Growth Rate", "Revenue Growth", "Tech"]}, {"title": "Google\u2019s Pixel 11 isn\u2019t the story; Gemini AI is", "summary": "Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI. Video Transcript 00:00 Speaker A This is their kind of, you know, big push that they're making in in the consumer space when it comes to AI. They allow their Gemini AI models to be used on Samsung phones, also in the new Apple Siri AI. Uh that is also going to be powered by some aspects of Gemini. But I think that's really the the biggest upgrade here. Uh the idea is that you'll be able to tell your phone to uh, okay", "url": "https://finance.yahoo.com/video/google-pixel-11-isn-t-205900374.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:59:00+00:00", "published_display": "12 Aug 2026 20:59", "sentiment": "positive", "sentiment_pct": 77, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.203, "duplicate_count": 1, "topics": ["AI", "Smartphones", "Tech"]}, {"title": "Apple\u2019s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain", "summary": "Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China's ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the same time, Apple has held early discussions with CXMT about supplying components for devices made and sold in China. Pursuing this option could be complicated by U.S. export controls and other regulatory requirements.Apple\u2019s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain The Bull Case: Pr", "url": "https://finance.yahoo.com/technology/articles/apple-cxmt-bet-could-strengthen-201946243.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:19:46+00:00", "published_display": "12 Aug 2026 20:19", "sentiment": "positive", "sentiment_pct": 83, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.161, "duplicate_count": 1, "topics": ["Memory Chips", "Regulation", "Revenue Growth", "Semiconductors", "Supply Chain"]}, {"title": "Apple (AAPL) Stock Looks Pricey On Cash Flow Yet Fair On Earnings", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Apple stock has more than doubled over the past five years, yet the latest valuation checks suggest the current share price may be running ahead of what its cash flows imply. The Discounted Cash Flow (DCF) intrinsic value estimate points to the shares trading at a premium, while earnings based multiples look closer to fair. Apple has delivered a 108.1% return over five years, which puts extra focus on whether the current price fairly reflects the company's cash flow potential. Expectatio", "url": "https://finance.yahoo.com/markets/stocks/articles/apple-aapl-stock-looks-pricey-201003572.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:10:03+00:00", "published_display": "12 Aug 2026 20:10", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.17, "duplicate_count": 1, "topics": ["Discounted Cash Flow", "Earnings", "Free Cash Flow", "Future Cash Flows", "Intrinsic Value", "Share Price"]}, {"title": "Sector Update: Tech Stocks Gain Late Afternoon", "summary": "Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-afternoon-195026383.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:50:26+00:00", "published_display": "12 Aug 2026 19:50", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.211, "duplicate_count": 1, "topics": []}, {"title": "Google Takes Bigger Swing at Apple With Pixel 11", "summary": "This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is raising the stakes in its hardware battle with Apple (NASDAQ:AAPL), unveiling a pricier Pixel 11 lineup built around deeper Gemini integration just weeks before Apple's expected annual iPhone refresh. The $100 increase on Google's base smartphone highlights rising component costs, but the bigger investor story is strategic: Google is increasingly using Pixel devices to put Gemini directly into consumers' hands and potentially pull more users into its paid AI ecosystem. Warning! GuruFocus has detected 4 Warning Signs with CRWV", "url": "https://finance.yahoo.com/technology/articles/google-takes-bigger-swing-apple-193901516.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:39:01+00:00", "published_display": "12 Aug 2026 19:39", "sentiment": "positive", "sentiment_pct": 72, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.223, "duplicate_count": 1, "topics": ["AI", "Hardware", "Smartphones", "Subscriptions", "Tech"]}, {"title": "Formlabs Announces Former Apple Hardware Chief Dan Riccio as a Strategic Advisor and Board Changes", "summary": "Dan Riccio, Former Senior Vice President, Hardware Engineering at Apple, joins Formlabs as a strategic advisor and an investor Co-Founder and Chief Executive Officer, Maxim Lobovsky, has assumed the role of Chairman of the Board Chief Product Officer, D\u00e1vid Lakatos, has been named President and appointed to the Board of Directors Co-Founder Natan Linder is stepping down as Chairman of the Board and transitioning into an advisor role Sitting Board Member Rob Willett is also making an investment in the Company SOMERVILLE, Mass., August 12, 2026--(BUSINESS WIRE)--Formlabs, the largest supplier of", "url": "https://finance.yahoo.com/technology/articles/formlabs-announces-former-apple-hardware-191500805.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:15:00+00:00", "published_display": "12 Aug 2026 19:15", "sentiment": "positive", "sentiment_pct": 62, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.18, "duplicate_count": 1, "topics": ["3d Printing", "Hardware", "Industrial", "Manufacturing"]}, {"title": "PayPal's Venmo: Can Monetization Sustain Its Mid-Teens Growth?", "summary": "PayPal Holdings, Inc.'s PYPL Venmo is becoming a bigger part of the company's growth story as it pushes beyond peer-to-peer payments. In the second quarter of 2026, Venmo's total payment volume (TPV) rose 14% year over year, marking a seventh straight quarter of double-digit growth. Management said Venmo and Braintree were growing TPV in the mid-teens, as PayPal seeks to diversify growth beyond branded checkout. Venmo Debit Card monthly active accounts (MAA) grew more than 50% year over year, while Pay with Venmo MAA rose about 30%. Pay with Venmo grew 44%, well above PayPal's 2% currency-neut", "url": "https://finance.yahoo.com/markets/stocks/articles/paypals-venmo-monetization-sustain-mid-182500076.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:25:00+00:00", "published_display": "12 Aug 2026 18:25", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.256, "duplicate_count": 1, "topics": ["Consensus Estimate", "Estimate Revisions", "Financials", "Payments", "Peer To Peer"]}, {"title": "Apple Stock Falls After Jefferies Slashes Price Target", "summary": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the iPhone and Mac giant, fell roughly 0.6% Wednesday morning as a bearish Jefferies call kept hanging over the stock. Analyst Edison Lee downgraded Apple to Underperform from Hold and chopped his price target to about $263.66 from $285.56. That is a big warning shot with Apple still trading above $300. The stock already dropped 1.5% Monday after the call surfaced, and Jefferies' message is straightforward: Apple may need a much bigger innovation story to justify what investors are paying today. Warning! GuruFocus has detected 2 Wa", "url": "https://finance.yahoo.com/markets/stocks/articles/apple-stock-falls-jefferies-slashes-172342023.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:23:42+00:00", "published_display": "12 Aug 2026 17:23", "sentiment": "negative", "sentiment_pct": 25, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.212, "duplicate_count": 1, "topics": ["Downgrade", "Earnings", "Earnings Per Share", "Price Target", "Price Target"]}, {"title": "Why Corning (GLW) Stock Is Trading Lower Today", "summary": "Why Corning (GLW) Stock Is Trading Lower Today What Happened? Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 2.7% in the afternoon session after reports that key customer Apple scrapped its planned all-glass 20th-anniversary iPhone model, raising concerns about future demand for the company's specialty glass. The news originated from a Jefferies report which downgraded Apple after supply-chain checks revealed the cancellation, citing poor production yields as the reason. The high-profile phone had been scheduled for a September 2027 launch. The potential loss of ", "url": "https://finance.yahoo.com/markets/stocks/articles/why-corning-glw-stock-trading-171722343.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:17:22+00:00", "published_display": "12 Aug 2026 17:17", "sentiment": "negative", "sentiment_pct": 36, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.17, "duplicate_count": 1, "topics": ["Downgrade", "Glass", "Supply Chain", "Tech"]}, {"title": "Foxconn's AI Business Just Overtook iPhones", "summary": "This article first appeared on GuruFocus. Foxconn, or Hon Hai Precision Industry Co. (FXCOF, Financials), said second-quarter profit increased 35% as artificial intelligence servers became a bigger market than the consumer electronics sector that includes iPhones.Net profit was T$59.97 billion, or nearly $1.86 billion, compared with the T$58.8 billion expectation of analysts. The biggest change was in the revenue mix.Cloud and networking goods comprising AI servers contributed for 51% of the quarterly revenue, exceeding 50% for the first time. Only 29% was smart consumer electronics, including", "url": "https://finance.yahoo.com/technology/ai/articles/foxconns-ai-business-just-overtook-171438937.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:14:38+00:00", "published_display": "12 Aug 2026 17:14", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.262, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Fourth Quarter", "Tech"]}, {"title": "Norway's Wealth Fund Reveals $1.2 Billion SpaceX Stake", "summary": "This article first appeared on GuruFocus. Elon Musk's space and artificial intelligence company, Space Exploration Technologies Corp. (SPCX, Financials), has a new high-profile shareholder.Norway's $2.3 trillion sovereign wealth fund declared a 0.05% investment in SpaceX valued at just over $1.2 billion, the first time the holding has been revealed.The investment comes after record first-half earnings of almost $184.9 billion and an overall return of 9.4% announced by Norges Bank Investment Management.Technology stocks were a big driver. The fund claimed Asian semiconductor holdings were parti", "url": "https://finance.yahoo.com/markets/stocks/articles/norways-wealth-fund-reveals-1-163846788.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:38:46+00:00", "published_display": "12 Aug 2026 16:38", "sentiment": "positive", "sentiment_pct": 69, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.239, "duplicate_count": 1, "topics": ["Earnings", "Semiconductors", "Shareholder", "Sovereign Bonds"]}, {"title": "Why Intel\u2019s $20 Billion Stock Offering Is Actually a Great Sign for the Company", "summary": "Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel\u2019s $20 billion stock offering will \u201cremove an overhang\u201d for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide \u201cbridge\u201d funding through 2027 and 2028 for Intel, Arcuri wrote. Continue Reading", "url": "https://finance.yahoo.com/m/238f65ed-f3b9-34b1-a463-ff7ef297cd4b/why-intel%E2%80%99s-%2420-billion-stock.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:00:00+00:00", "published_display": "12 Aug 2026 15:00", "sentiment": "neutral", "sentiment_pct": 53, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.123, "duplicate_count": 1, "topics": ["Funding", "Semiconductors", "Stock Offering"]}, {"title": "OpenAI vs. Anthropic: Which AI giant is the better IPO bet?", "summary": "Yahoo Finance Tech Editor Dan Howley, Breaking News Reporter Jake Conley, and Julie Hyman join on Morning Brief to break down the looming IPO race between OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) IPOs. Video Transcript 00:00 Speaker A Anthropic, uh, you know, they they have obviously done better than Open AI as far as messaging and and appearing as though everything is kind of on the up and up. Um not 00:09 Speaker B And also valuation. 00:10 Speaker A Valuation, yes, they have the higher valuation. That's a result of Claude Code. Uh they kind of took the coding kind of thing by storm. Uh Op", "url": "https://finance.yahoo.com/video/openai-vs-anthropic-ai-giant-142000484.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:20:00+00:00", "published_display": "12 Aug 2026 14:20", "sentiment": "negative", "sentiment_pct": 39, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.169, "duplicate_count": 1, "topics": ["AI", "IPO", "Silicon Valley", "Tech"]}, {"title": "Google launches Pixel 11 smartphone line, including Pixel 11 Pro Fold, as Apple preps foldable iPhone", "summary": "Google (GOOG, GOOGL) debuted its latest line of Pixel smartphones on Wednesday, including the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and the foldable Pixel 11 Pro Fold. The devices come as Apple (AAPL) prepares to unveil its iPhone 18 lineup and rumored first foldable iPhone next month. They're also landing as smartphone makers are contending with the ongoing AI-driven memory and storage shortage driving up component costs. Each of the Pixel phones gets a $100 price increase, though the Pixel 11 and Pixel 11 Pro also get more starting storage. Samsung (005930.KS) has also increased the cost ", "url": "https://finance.yahoo.com/technology/article/google-launches-pixel-11-smartphone-line-including-pixel-11-pro-fold-as-apple-preps-foldable-iphone-140000624.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:00:00+00:00", "published_display": "12 Aug 2026 14:00", "sentiment": "positive", "sentiment_pct": 57, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.164, "duplicate_count": 1, "topics": ["AI", "Product Launch", "Smartphones", "Tech"]}, {"title": "Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights", "summary": "Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 and technology-heavy indices, the overarching theme was investors moving away from AI infrastructure spending toward AI monetization. This signified investor scrutiny as to whether the massive spending on AI is starting to pay off. In leveraged semiconductor bets, a similar unwind took shape", "url": "https://finance.yahoo.com/markets/stocks/articles/global-hedge-funds-rotate-ai-130000576.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.149, "duplicate_count": 1, "topics": ["AI Investment", "Hedge Funds", "Long Positions", "Revenue Growth", "Semiconductors", "Short Selling"]}, {"title": "US Core Inflation Comes in Subdued, Easing Pressure on Fed", "summary": "(Bloomberg) -- Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US Harden Stances The consumer price index, excluding often-volatile food and energy categories, increased 0.2% from a month earlier, according ", "url": "https://finance.yahoo.com/economy/policy/articles/us-core-inflation-comes-subdued-125436516.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:54:36+00:00", "published_display": "12 Aug 2026 12:54", "sentiment": "negative", "sentiment_pct": 28, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.183, "duplicate_count": 1, "topics": ["Consumer Prices", "Fed", "Inflation", "Rates", "Tech"]}, {"title": "CPI Inflation Data Cools As Expected, May Keep Fed Rate Hikes On Hold (Live Coverage)", "summary": "CPI inflation data for July cooled as expected. That could ease odds of a Fed rate hike next month. S&P 500 futures are higher. Continue Reading", "url": "https://finance.yahoo.com/m/fc381ce1-32d1-3e4b-b42f-7d39e2664a53/cpi-inflation-data-cools-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:45:15+00:00", "published_display": "12 Aug 2026 12:45", "sentiment": "positive", "sentiment_pct": 62, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.169, "duplicate_count": 2, "topics": ["Fed", "Inflation", "Rates"]}, {"title": "1 Consumer Stock for Long-Term Investors and 2 We Avoid", "summary": "1 Consumer Stock for Long-Term Investors and 2 We Avoid Consumer discretionary businesses are levered to the highs and lows of economic cycles. Over the past six months, it seems like demand may be facing some headwinds as the industry's 4.4% return has lagged the S&P 500 by 6.6 percentage points. The elite companies can churn out earnings growth under any circumstance, however, and our mission at StockStory is to help you find them. Taking that into account, here is one consumer stock boasting a durable advantage and two we're steering clear of. Two Consumer Discretionary Stocks to Sell: Oxfo", "url": "https://finance.yahoo.com/markets/stocks/articles/1-consumer-stock-long-term-114922081.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:49:22+00:00", "published_display": "12 Aug 2026 11:49", "sentiment": "neutral", "sentiment_pct": 52, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.154, "duplicate_count": 1, "topics": ["Consumer Discretionary", "Debt", "Earnings", "Earnings Growth", "Free Cash Flow", "Revenue Growth"]}, {"title": "5 S&P 500 Stocks Crank Out $4,000 Per Second Starting Now", "summary": "Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit. Continue Reading", "url": "https://finance.yahoo.com/m/c46e2b91-9b8c-339d-a205-6ea56b75187e/5-s%26p-500-stocks-crank-out.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:40:30+00:00", "published_display": "12 Aug 2026 11:40", "sentiment": "neutral", "sentiment_pct": 53, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.137, "duplicate_count": 1, "topics": []}, {"title": "Forget big tech: the real AI money is in plumbing", "summary": "Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity. Video Transcript 0:04 spk_0 Welcome to Trader Talk. I'm Kenny Pilcari, your host, and today I am joined by Jared Blicky, who's the Yahoo Finance markets and data editor, along with Michael Monahan, w", "url": "https://finance.yahoo.com/video/forget-big-tech-real-ai-100000112.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:00:00+00:00", "published_display": "12 Aug 2026 10:00", "sentiment": "positive", "sentiment_pct": 85, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.179, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Data Centers", "ETF", "Founder Led Companies", "IPO"]}], "by_tier": {"direct": [{"title": "Magnificent Seven Earnings Remain Robust: MSFT, AAPL", "summary": "Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT and Apple AAPL, posted solid results overall, though the post-earnings reaction was much stronger for MSFT. Apple Breaks Records Apple's results reflected its strongest June-quarter period ever, with quarterly revenue of $109.4 billion growing 16% year-over-year. Adjusted EPS came in at $2.02, growing an even stronger 29% from th", "url": "https://finance.yahoo.com/markets/stocks/articles/magnificent-seven-earnings-remain-robust-214600791.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:46:00+00:00", "published_display": "12 Aug 2026 21:46", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.252, "duplicate_count": 1, "topics": ["Cloud Computing", "Consensus Estimate", "Earnings", "Growth Rate", "Revenue Growth", "Tech"]}, {"title": "Google\u2019s Pixel 11 isn\u2019t the story; Gemini AI is", "summary": "Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI. Video Transcript 00:00 Speaker A This is their kind of, you know, big push that they're making in in the consumer space when it comes to AI. They allow their Gemini AI models to be used on Samsung phones, also in the new Apple Siri AI. Uh that is also going to be powered by some aspects of Gemini. But I think that's really the the biggest upgrade here. Uh the idea is that you'll be able to tell your phone to uh, okay", "url": "https://finance.yahoo.com/video/google-pixel-11-isn-t-205900374.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:59:00+00:00", "published_display": "12 Aug 2026 20:59", "sentiment": "positive", "sentiment_pct": 77, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.203, "duplicate_count": 1, "topics": ["AI", "Smartphones", "Tech"]}, {"title": "Apple\u2019s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain", "summary": "Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China's ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the same time, Apple has held early discussions with CXMT about supplying components for devices made and sold in China. Pursuing this option could be complicated by U.S. export controls and other regulatory requirements.Apple\u2019s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain The Bull Case: Pr", "url": "https://finance.yahoo.com/technology/articles/apple-cxmt-bet-could-strengthen-201946243.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:19:46+00:00", "published_display": "12 Aug 2026 20:19", "sentiment": "positive", "sentiment_pct": 83, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.161, "duplicate_count": 1, "topics": ["Memory Chips", "Regulation", "Revenue Growth", "Semiconductors", "Supply Chain"]}, {"title": "Apple (AAPL) Stock Looks Pricey On Cash Flow Yet Fair On Earnings", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Apple stock has more than doubled over the past five years, yet the latest valuation checks suggest the current share price may be running ahead of what its cash flows imply. The Discounted Cash Flow (DCF) intrinsic value estimate points to the shares trading at a premium, while earnings based multiples look closer to fair. Apple has delivered a 108.1% return over five years, which puts extra focus on whether the current price fairly reflects the company's cash flow potential. Expectatio", "url": "https://finance.yahoo.com/markets/stocks/articles/apple-aapl-stock-looks-pricey-201003572.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:10:03+00:00", "published_display": "12 Aug 2026 20:10", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.17, "duplicate_count": 1, "topics": ["Discounted Cash Flow", "Earnings", "Free Cash Flow", "Future Cash Flows", "Intrinsic Value", "Share Price"]}, {"title": "Sector Update: Tech Stocks Gain Late Afternoon", "summary": "Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-afternoon-195026383.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:50:26+00:00", "published_display": "12 Aug 2026 19:50", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.211, "duplicate_count": 1, "topics": []}, {"title": "Google Takes Bigger Swing at Apple With Pixel 11", "summary": "This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is raising the stakes in its hardware battle with Apple (NASDAQ:AAPL), unveiling a pricier Pixel 11 lineup built around deeper Gemini integration just weeks before Apple's expected annual iPhone refresh. The $100 increase on Google's base smartphone highlights rising component costs, but the bigger investor story is strategic: Google is increasingly using Pixel devices to put Gemini directly into consumers' hands and potentially pull more users into its paid AI ecosystem. Warning! GuruFocus has detected 4 Warning Signs with CRWV", "url": "https://finance.yahoo.com/technology/articles/google-takes-bigger-swing-apple-193901516.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:39:01+00:00", "published_display": "12 Aug 2026 19:39", "sentiment": "positive", "sentiment_pct": 72, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.223, "duplicate_count": 1, "topics": ["AI", "Hardware", "Smartphones", "Subscriptions", "Tech"]}, {"title": "Formlabs Announces Former Apple Hardware Chief Dan Riccio as a Strategic Advisor and Board Changes", "summary": "Dan Riccio, Former Senior Vice President, Hardware Engineering at Apple, joins Formlabs as a strategic advisor and an investor Co-Founder and Chief Executive Officer, Maxim Lobovsky, has assumed the role of Chairman of the Board Chief Product Officer, D\u00e1vid Lakatos, has been named President and appointed to the Board of Directors Co-Founder Natan Linder is stepping down as Chairman of the Board and transitioning into an advisor role Sitting Board Member Rob Willett is also making an investment in the Company SOMERVILLE, Mass., August 12, 2026--(BUSINESS WIRE)--Formlabs, the largest supplier of", "url": "https://finance.yahoo.com/technology/articles/formlabs-announces-former-apple-hardware-191500805.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:15:00+00:00", "published_display": "12 Aug 2026 19:15", "sentiment": "positive", "sentiment_pct": 62, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.18, "duplicate_count": 1, "topics": ["3d Printing", "Hardware", "Industrial", "Manufacturing"]}, {"title": "PayPal's Venmo: Can Monetization Sustain Its Mid-Teens Growth?", "summary": "PayPal Holdings, Inc.'s PYPL Venmo is becoming a bigger part of the company's growth story as it pushes beyond peer-to-peer payments. In the second quarter of 2026, Venmo's total payment volume (TPV) rose 14% year over year, marking a seventh straight quarter of double-digit growth. Management said Venmo and Braintree were growing TPV in the mid-teens, as PayPal seeks to diversify growth beyond branded checkout. Venmo Debit Card monthly active accounts (MAA) grew more than 50% year over year, while Pay with Venmo MAA rose about 30%. Pay with Venmo grew 44%, well above PayPal's 2% currency-neut", "url": "https://finance.yahoo.com/markets/stocks/articles/paypals-venmo-monetization-sustain-mid-182500076.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:25:00+00:00", "published_display": "12 Aug 2026 18:25", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.256, "duplicate_count": 1, "topics": ["Consensus Estimate", "Estimate Revisions", "Financials", "Payments", "Peer To Peer"]}, {"title": "Apple Stock Falls After Jefferies Slashes Price Target", "summary": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the iPhone and Mac giant, fell roughly 0.6% Wednesday morning as a bearish Jefferies call kept hanging over the stock. Analyst Edison Lee downgraded Apple to Underperform from Hold and chopped his price target to about $263.66 from $285.56. That is a big warning shot with Apple still trading above $300. The stock already dropped 1.5% Monday after the call surfaced, and Jefferies' message is straightforward: Apple may need a much bigger innovation story to justify what investors are paying today. Warning! GuruFocus has detected 2 Wa", "url": "https://finance.yahoo.com/markets/stocks/articles/apple-stock-falls-jefferies-slashes-172342023.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:23:42+00:00", "published_display": "12 Aug 2026 17:23", "sentiment": "negative", "sentiment_pct": 25, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.212, "duplicate_count": 1, "topics": ["Downgrade", "Earnings", "Earnings Per Share", "Price Target", "Price Target"]}, {"title": "Why Corning (GLW) Stock Is Trading Lower Today", "summary": "Why Corning (GLW) Stock Is Trading Lower Today What Happened? Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 2.7% in the afternoon session after reports that key customer Apple scrapped its planned all-glass 20th-anniversary iPhone model, raising concerns about future demand for the company's specialty glass. The news originated from a Jefferies report which downgraded Apple after supply-chain checks revealed the cancellation, citing poor production yields as the reason. The high-profile phone had been scheduled for a September 2027 launch. The potential loss of ", "url": "https://finance.yahoo.com/markets/stocks/articles/why-corning-glw-stock-trading-171722343.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:17:22+00:00", "published_display": "12 Aug 2026 17:17", "sentiment": "negative", "sentiment_pct": 36, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.17, "duplicate_count": 1, "topics": ["Downgrade", "Glass", "Supply Chain", "Tech"]}, {"title": "Foxconn's AI Business Just Overtook iPhones", "summary": "This article first appeared on GuruFocus. Foxconn, or Hon Hai Precision Industry Co. (FXCOF, Financials), said second-quarter profit increased 35% as artificial intelligence servers became a bigger market than the consumer electronics sector that includes iPhones.Net profit was T$59.97 billion, or nearly $1.86 billion, compared with the T$58.8 billion expectation of analysts. The biggest change was in the revenue mix.Cloud and networking goods comprising AI servers contributed for 51% of the quarterly revenue, exceeding 50% for the first time. Only 29% was smart consumer electronics, including", "url": "https://finance.yahoo.com/technology/ai/articles/foxconns-ai-business-just-overtook-171438937.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:14:38+00:00", "published_display": "12 Aug 2026 17:14", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.262, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Fourth Quarter", "Tech"]}, {"title": "Norway's Wealth Fund Reveals $1.2 Billion SpaceX Stake", "summary": "This article first appeared on GuruFocus. Elon Musk's space and artificial intelligence company, Space Exploration Technologies Corp. (SPCX, Financials), has a new high-profile shareholder.Norway's $2.3 trillion sovereign wealth fund declared a 0.05% investment in SpaceX valued at just over $1.2 billion, the first time the holding has been revealed.The investment comes after record first-half earnings of almost $184.9 billion and an overall return of 9.4% announced by Norges Bank Investment Management.Technology stocks were a big driver. The fund claimed Asian semiconductor holdings were parti", "url": "https://finance.yahoo.com/markets/stocks/articles/norways-wealth-fund-reveals-1-163846788.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:38:46+00:00", "published_display": "12 Aug 2026 16:38", "sentiment": "positive", "sentiment_pct": 69, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.239, "duplicate_count": 1, "topics": ["Earnings", "Semiconductors", "Shareholder", "Sovereign Bonds"]}, {"title": "Why Intel\u2019s $20 Billion Stock Offering Is Actually a Great Sign for the Company", "summary": "Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel\u2019s $20 billion stock offering will \u201cremove an overhang\u201d for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide \u201cbridge\u201d funding through 2027 and 2028 for Intel, Arcuri wrote. Continue Reading", "url": "https://finance.yahoo.com/m/238f65ed-f3b9-34b1-a463-ff7ef297cd4b/why-intel%E2%80%99s-%2420-billion-stock.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:00:00+00:00", "published_display": "12 Aug 2026 15:00", "sentiment": "neutral", "sentiment_pct": 53, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.123, "duplicate_count": 1, "topics": ["Funding", "Semiconductors", "Stock Offering"]}, {"title": "OpenAI vs. Anthropic: Which AI giant is the better IPO bet?", "summary": "Yahoo Finance Tech Editor Dan Howley, Breaking News Reporter Jake Conley, and Julie Hyman join on Morning Brief to break down the looming IPO race between OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) IPOs. Video Transcript 00:00 Speaker A Anthropic, uh, you know, they they have obviously done better than Open AI as far as messaging and and appearing as though everything is kind of on the up and up. Um not 00:09 Speaker B And also valuation. 00:10 Speaker A Valuation, yes, they have the higher valuation. That's a result of Claude Code. Uh they kind of took the coding kind of thing by storm. Uh Op", "url": "https://finance.yahoo.com/video/openai-vs-anthropic-ai-giant-142000484.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:20:00+00:00", "published_display": "12 Aug 2026 14:20", "sentiment": "negative", "sentiment_pct": 39, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.169, "duplicate_count": 1, "topics": ["AI", "IPO", "Silicon Valley", "Tech"]}, {"title": "Google launches Pixel 11 smartphone line, including Pixel 11 Pro Fold, as Apple preps foldable iPhone", "summary": "Google (GOOG, GOOGL) debuted its latest line of Pixel smartphones on Wednesday, including the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and the foldable Pixel 11 Pro Fold. The devices come as Apple (AAPL) prepares to unveil its iPhone 18 lineup and rumored first foldable iPhone next month. They're also landing as smartphone makers are contending with the ongoing AI-driven memory and storage shortage driving up component costs. Each of the Pixel phones gets a $100 price increase, though the Pixel 11 and Pixel 11 Pro also get more starting storage. Samsung (005930.KS) has also increased the cost ", "url": "https://finance.yahoo.com/technology/article/google-launches-pixel-11-smartphone-line-including-pixel-11-pro-fold-as-apple-preps-foldable-iphone-140000624.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:00:00+00:00", "published_display": "12 Aug 2026 14:00", "sentiment": "positive", "sentiment_pct": 57, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.164, "duplicate_count": 1, "topics": ["AI", "Product Launch", "Smartphones", "Tech"]}, {"title": "Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights", "summary": "Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 and technology-heavy indices, the overarching theme was investors moving away from AI infrastructure spending toward AI monetization. This signified investor scrutiny as to whether the massive spending on AI is starting to pay off. In leveraged semiconductor bets, a similar unwind took shape", "url": "https://finance.yahoo.com/markets/stocks/articles/global-hedge-funds-rotate-ai-130000576.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.149, "duplicate_count": 1, "topics": ["AI Investment", "Hedge Funds", "Long Positions", "Revenue Growth", "Semiconductors", "Short Selling"]}, {"title": "US Core Inflation Comes in Subdued, Easing Pressure on Fed", "summary": "(Bloomberg) -- Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US Harden Stances The consumer price index, excluding often-volatile food and energy categories, increased 0.2% from a month earlier, according ", "url": "https://finance.yahoo.com/economy/policy/articles/us-core-inflation-comes-subdued-125436516.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:54:36+00:00", "published_display": "12 Aug 2026 12:54", "sentiment": "negative", "sentiment_pct": 28, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.183, "duplicate_count": 1, "topics": ["Consumer Prices", "Fed", "Inflation", "Rates", "Tech"]}, {"title": "CPI Inflation Data Cools As Expected, May Keep Fed Rate Hikes On Hold (Live Coverage)", "summary": "CPI inflation data for July cooled as expected. That could ease odds of a Fed rate hike next month. S&P 500 futures are higher. Continue Reading", "url": "https://finance.yahoo.com/m/fc381ce1-32d1-3e4b-b42f-7d39e2664a53/cpi-inflation-data-cools-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:45:15+00:00", "published_display": "12 Aug 2026 12:45", "sentiment": "positive", "sentiment_pct": 62, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.169, "duplicate_count": 2, "topics": ["Fed", "Inflation", "Rates"]}, {"title": "1 Consumer Stock for Long-Term Investors and 2 We Avoid", "summary": "1 Consumer Stock for Long-Term Investors and 2 We Avoid Consumer discretionary businesses are levered to the highs and lows of economic cycles. Over the past six months, it seems like demand may be facing some headwinds as the industry's 4.4% return has lagged the S&P 500 by 6.6 percentage points. The elite companies can churn out earnings growth under any circumstance, however, and our mission at StockStory is to help you find them. Taking that into account, here is one consumer stock boasting a durable advantage and two we're steering clear of. Two Consumer Discretionary Stocks to Sell: Oxfo", "url": "https://finance.yahoo.com/markets/stocks/articles/1-consumer-stock-long-term-114922081.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:49:22+00:00", "published_display": "12 Aug 2026 11:49", "sentiment": "neutral", "sentiment_pct": 52, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.154, "duplicate_count": 1, "topics": ["Consumer Discretionary", "Debt", "Earnings", "Earnings Growth", "Free Cash Flow", "Revenue Growth"]}, {"title": "5 S&P 500 Stocks Crank Out $4,000 Per Second Starting Now", "summary": "Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit. Continue Reading", "url": "https://finance.yahoo.com/m/c46e2b91-9b8c-339d-a205-6ea56b75187e/5-s%26p-500-stocks-crank-out.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:40:30+00:00", "published_display": "12 Aug 2026 11:40", "sentiment": "neutral", "sentiment_pct": 53, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.137, "duplicate_count": 1, "topics": []}, {"title": "Forget big tech: the real AI money is in plumbing", "summary": "Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity. Video Transcript 0:04 spk_0 Welcome to Trader Talk. I'm Kenny Pilcari, your host, and today I am joined by Jared Blicky, who's the Yahoo Finance markets and data editor, along with Michael Monahan, w", "url": "https://finance.yahoo.com/video/forget-big-tech-real-ai-100000112.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:00:00+00:00", "published_display": "12 Aug 2026 10:00", "sentiment": "positive", "sentiment_pct": 85, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.179, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Data Centers", "ETF", "Founder Led Companies", "IPO"]}], "industry": [], "sector": []}, "total_fetched": 22, "total_unique": 21, "total_relevant": 21, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 22, "unique_stories": 21, "duplicates_removed": 1, "relevant_stories": 21, "current_evidence": 21, "direct_evidence": 21, "eodhd_articles": 21, "eodhd": {"configured": true, "status": "healthy", "calls_used": 155, "call_budget": 500, "budget_used_pct": 31.0, "requests_made": 31, "last_success_at": "2026-08-13T03:45:17.146934+00:00", "newest_seen_at": "2026-08-13T03:33:27+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3657, "unmapped_mentions": 1840}, "status": "healthy"}, "sentiment_summary": {"positive": 12, "negative": 4, "neutral": 5, "score": 60, "raw_score": 62, "total": 21, "evidence_count": 21, "effective_articles": 20.15, "direct_story_count": 21, "industry_story_count": 0, "sector_story_count": 0, "story_count": 21, "source_count": 1, "source_concentration": 1.0, "direct_share": 100, "dispersion": 19, "confidence": 81, "evidence_status": "measured", "score_version": "evidence-v4", "newest_article_at": "2026-08-12T21:46:00+00:00", "label": "Constructive news tone", "tone": "positive"}, "classifier": {"primary_event": "earnings", "primary_label": "Earnings", "confidence": 73, "events": [{"event": "earnings", "label": "Earnings", "weight": 4.8, "count": 8}, {"event": "analyst", "label": "Analyst action", "weight": 3.0, "count": 5}, {"event": "macro", "label": "Macro sensitivity", "weight": 2.4, "count": 4}, {"event": "general", "label": "Market update", "weight": 2.4, "count": 4}], "positive_events": 12, "negative_events": 4, "pipeline": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 22, "unique_stories": 21, "duplicates_removed": 1, "relevant_stories": 21, "current_evidence": 21, "direct_evidence": 21, "eodhd_articles": 21, "eodhd": {"configured": true, "status": "healthy", "calls_used": 155, "call_budget": 500, "budget_used_pct": 31.0, "requests_made": 31, "last_success_at": "2026-08-13T03:45:17.146934+00:00", "newest_seen_at": "2026-08-13T03:33:27+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3657, "unmapped_mentions": 1840}, "status": 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