{"ticker": {"uuid": "4fc3c680-da4c-4db9-b1b9-5b7b0540121d", "symbol": "TSMN", "name": "Taiwan Semiconductor Manufacturing Company Limited", "exchange": "MEX", "country": "MX", "sector": "Technology", "industry": "Semiconductors"}, "articles": [{"title": "TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest dedicated contract chipmaker, is making another big manufacturing bet this time with Sony (NYSE:SONY). The two companies formed a $4.69 billion image-sensor venture as TSMC's U.S.-traded shares climbed approximately 2.2% Wednesday morning. According to Reuters' reporting on the companies' announcement, Sony will put in 465 billion, or roughly $2.92 billion, while TSMC will invest 282 billion. The new company, Advanced Vision Semiconductor Manufacturing, is targeting volume production in", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-2-2-172557376.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-2-2-172557376.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:25:57+00:00", "published_display": "12 Aug 2026 17:25", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Negative financial language"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.072877, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 90.0, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["Japan", "M A", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom", "summary": "Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure right now. Why One Supplier's Confidence Matters So Much ASML is the only company in the world that makes machines capable of producing the most cutting-edge AI chips. Zeiss's ultra-precise mirrors, which take months ", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:38:46+00:00", "published_display": "12 Aug 2026 13:38", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Guidance raised", "Improving financial comparison", "Record Profit", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.118797, "evidence_share": 2.4, "evidence_share_display": "2.4", "freshness_pct": 65.6, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI Demand", "Earnings", "Price Target", "Semiconductors", "Supply Chain"], "evidence_basis": "", "score_included": true}, {"title": "TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors", "summary": "Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with volume production set to start in 2029. The latest move follows the non-binding memorandum of understanding (MOU) the companies signed in May to pursue a strategic partnership for next-generation image sensor development and manufacturing. The collaboration also ai", "url": "https://finance.yahoo.com/technology/articles/tsmc-sony-establish-jv-japan-133700498.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-sony-establish-jv-japan-133700498.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:37:00+00:00", "published_display": "12 Aug 2026 13:37", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 71, "tone_signals": ["Positive market reaction"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.14292, "evidence_share": 2.8, "evidence_share_display": "2.8", "freshness_pct": 88.6, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Acquisition", "Joint Venture", "Semiconductors", "Shareholder", "Split"], "evidence_basis": "", "score_included": true}, {"title": "Dow Jones Futures Rise With CPI Inflation Due; AI Stocks Rally As 3 Nvidia Partners Lead Earnings Movers", "summary": "Futures rose ahead of CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro jumped on earnings, lifting AI stocks. Continue Reading", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures-rise-with.html", "source_link": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures-rise-with.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:32:36+00:00", "published_display": "12 Aug 2026 10:32", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Beat expectations", "Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.236196, "evidence_share": 4.7, "evidence_share_display": "4.7", "freshness_pct": 83.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "EARNINGS", "Earnings", "INFLATION", "Inflation"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the outlook for suppliers involved in Microsoft's custom silicon program. Analyst Matt Bryson noted that Microsoft's hardware efforts may be reaching a stage where its chip designs could begin gaining more traction after several development cycles. Warning! GuruFocus has detecte", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chip-could-big-192055770.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chip-could-big-192055770.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:20:55+00:00", "published_display": "11 Aug 2026 19:20", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 48, "tone_signals": ["Negative financial language"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.10093, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 82.2, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI Chips", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Stock Slips as Custom AI-Chip Ambitions Accelerate", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud powerhouse behind Azure, fell roughly 0.6% Tuesday as investors digested fresh chatter around its next homegrown AI chip. Barron's reported that Microsoft could roll out its next Maia processor as early as September. Microsoft has not confirmed that timing or the rumored production numbers, and one executive pushed back on the volume reported elsewhere. But the bigger story is already clear. Microsoft does not want to simply rent the AI revolution from outside chipmakers. It wants more control over the ma", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-stock-slips-custom-ai-191535812.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-stock-slips-custom-ai-191535812.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:15:35+00:00", "published_display": "11 Aug 2026 19:15", "source_kind": "aggregator", "sentiment": "negative", "sentiment_pct": 25, "tone_signals": ["Missed expectations"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.069344, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 50.3, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?", "summary": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC's strong revenue update. The year-to-date share pri", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:14:33+00:00", "published_display": "11 Aug 2026 19:14", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.157515, "evidence_share": 3.1, "evidence_share_display": "3.1", "freshness_pct": 76.0, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Export Controls", "Semiconductors", "Share Price", "Shareholder", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Marvell Could Be Next Winner in Microsoft AI Bet", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is whether Microsoft can finally turn its years-long custom-chip effort into large-scale production, potentially creating a sizable new revenue stream for its semiconductor partners while reducing some dependence on Nvidia (NASDAQ:NVDA) hardware. Warning! GuruFocus has detecte", "url": "https://finance.yahoo.com/technology/ai/articles/marvell-could-next-winner-microsoft-174005451.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/marvell-could-next-winner-microsoft-174005451.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:40:05+00:00", "published_display": "11 Aug 2026 17:40", "source_kind": "aggregator", "sentiment": "negative", "sentiment_pct": 41, "tone_signals": ["Negative financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.10002, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 75.3, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Custom Silicon", "Hardware", "Production", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's leading contract chipmaker, rose roughly 1.3% Tuesday as Wall Street found another leg for the AI story. Bernstein lifted its Taiwan-listed price target to NT$3,300, with the Wall Street Journal reporting that CPUs could become TSMC's next serious growth machine. GPUs have dominated the AI spending boom. But agentic AI needs more than accelerators. It needs CPUs working beside them, and that could put TSMC in position to collect another big check from the same AI buildout. Warning! GuruFocus ha", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-bernstein-spots-154920503.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-bernstein-spots-154920503.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:49:20+00:00", "published_display": "11 Aug 2026 15:49", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Negative financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.044477, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 61.2, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Price Target", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion and climbed 5.6% from June. That is exactly the kind of number ASML investors want to see. TSMC cannot keep pumping out more advanced AI chips forever without adding capacity, and adding leading-edge capacity means more dem", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-jumps-4-1-154523781.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-jumps-4-1-154523781.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:45:23+00:00", "published_display": "11 Aug 2026 15:45", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.200905, "evidence_share": 4.0, "evidence_share_display": "4", "freshness_pct": 74.4, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Net Income", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft's Maia 300 Could Be a Win for Marvell and TSMC", "summary": "This article first appeared on GuruFocus. Chip designer Marvell Technology Inc. (MRVL, Financials) could be among the clearest benefactors if Microsoft's Maia 300 AI accelerator ever achieves considerable scale.Wedbush analyst Matt Bryson said a substantial Microsoft order would likely benefit both Marvell and TSMC, which could develop and build the custom silicon.Microsoft has had a tough time scaling previous versions of Maia, but Bryson believes the software may be reaching the point where years of work start to pay off.The business is said to be in discussions with TSMC to manufacture more", "url": "https://finance.yahoo.com/technology/ai/articles/microsofts-maia-300-could-win-151004887.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsofts-maia-300-could-win-151004887.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:10:04+00:00", "published_display": "11 Aug 2026 15:10", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.063856, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 60.8, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Sector Update: Tech Stocks Edge Higher Premarket Tuesday", "summary": "Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR 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-edge-higher-131037933.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-edge-higher-131037933.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:10:37+00:00", "published_display": "11 Aug 2026 13:10", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.059289, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 59.6, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "TSMC's July Revenues Soar: How Should You Play the Stock Now?", "summary": "Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing 37% compared with the same period in 2025. As the world's largest semiconductor foundry, TSMC manufactures computer chips for major technology players, including Apple, NVIDIA and Broadcom, based on their proprietary designs. The July results extend the company's strong second-quarter performa", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmcs-july-revenues-soar-play-131000173.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmcs-july-revenues-soar-play-131000173.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:10:00+00:00", "published_display": "11 Aug 2026 13:10", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 88, "tone_signals": ["Beat expectations", "Improving financial comparison", "Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.231671, "evidence_share": 4.6, "evidence_share_display": "4.6", "freshness_pct": 73.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Dividends", "Earnings", "Earnings Per Share", "Fourth Quarter", "Price Target", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Sony and TSMC Finalize a $4.7 Billion Chip Venture", "summary": "This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and TSMC have agreed to a $4.69 billion joint venture to research and produce next-generation image sensors in Japan.Sony will have a majority interest and will contribute around $2.92 billion in cash and assets, including its new chip facility in Kumamoto. TSMC - Approximately $1.77 billion. The project, dubbed Advanced Vision Semiconductor Manufacturing, is slated to go into volume production in 2029.Sony will be responsible for the sensor development, product planning a", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-finalize-4-7-125605388.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-finalize-4-7-125605388.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:56:05+00:00", "published_display": "11 Aug 2026 12:56", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 65, "tone_signals": ["Positive financial language"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.125836, "evidence_share": 2.5, "evidence_share_display": "2.5", "freshness_pct": 80.1, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "Intel's Stock Sale Just Grew to $20 Billion", "summary": "This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up from the $15 billion deal disclosed a day earlier.The corporation is selling more than 210 million shares and anticipates net proceeds of almost $19.7 billion. The underwriters also have the right to buy additional 31.6 million shares, which might lead to even further dilution.Timing is interest", "url": "https://finance.yahoo.com/markets/stocks/articles/intels-stock-sale-just-grew-125242939.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intels-stock-sale-just-grew-125242939.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:52:42+00:00", "published_display": "11 Aug 2026 12:52", "source_kind": "aggregator", "sentiment": "negative", "sentiment_pct": 36, "tone_signals": ["Dilution risk"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.106066, "evidence_share": 2.1, "evidence_share_display": "2.1", "freshness_pct": 80.0, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Equity Offering", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC to invest $1.8 billion in joint venture with Sony for image sensors", "summary": "TAIPEI, Aug 11 (Reuters) - \u200cTaiwan \u200cchipmaker TSMC \u200bsaid on Tuesday it \u200cwill \u2060invest 282 billion \u2060yen ($1.77 billion) \u200bin \u200ba \u200bjoint \u200cventure with Sony Group to \u200cdevelop \u200band \u200bmake \u200bnext-generation \u200cimage sensors. ($1 = 159.3300 \u200byen) (Reporting \u200bby \u200bBen Blanchard; \u200cEditing \u200bby Andrew \u200bHeavens) View Comments", "url": "https://finance.yahoo.com/technology/articles/tsmc-invest-1-8-billion-094545499.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-invest-1-8-billion-094545499.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:45:45+00:00", "published_display": "11 Aug 2026 09:45", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.023533, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 43.8, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 3, "topics": ["Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing hig", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:11:22+00:00", "published_display": "11 Aug 2026 09:11", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 88, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.090603, "evidence_share": 1.8, "evidence_share_display": "1.8", "freshness_pct": 43.5, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Chip Manufacturing", "Revenue Growth", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony Group (TSE:6758), What Is Behind The Fresh Attention?", "summary": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just days after reporting first quarter earnings and updated full year guidance. See our latest analysis for Sony Group. The latest lens launch comes after a busy run of news for Sony Group, including stronger first quarter earnings, raised full year guidance and fresh investment plans in advanced image", "url": "https://finance.yahoo.com/markets/stocks/articles/sony-group-tse-6758-behind-010803416.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sony-group-tse-6758-behind-010803416.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T01:08:03+00:00", "published_display": "11 Aug 2026 01:08", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 82, "tone_signals": ["Guidance raised", "Margin expansion", "Operating growth", "Positive valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.196169, "evidence_share": 3.9, "evidence_share_display": "3.9", "freshness_pct": 68.4, "age_days": 2.7, "influence_label": "Low", "duplicate_count": 3, "topics": ["Balance Sheet", "Earnings", "Guidance", "Revenue Growth", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:09:41+00:00", "published_display": "10 Aug 2026 21:09", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.19247, "evidence_share": 3.8, "evidence_share_display": "3.8", "freshness_pct": 66.9, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Capital Spending", "Manufacturing", "Semiconductors", "Share Price"], "evidence_basis": "archived_article", "score_included": true}, {"title": "ASML Stock Rises 1.7% as AI Demand Signal Strengthens", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares gained roughly 1.7% Monday morning. Then came another bullish signal from one of its biggest customers. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion. AI chips cannot keep scaling without more leading-edge manufacturing capacity, and those fabs cannot easily scale without ASML's machines", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:03:47+00:00", "published_display": "10 Aug 2026 20:03", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.176016, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 66.4, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Net Income", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Why Intel Stock Is Falling Today", "summary": "This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares fell about 3% Monday after the chipmaker moved to raise $15 billion through a common-stock sale, seeking additional funding as it expands its AI and manufacturing efforts. Intel said the offering could include another $2.25 billion in shares if underwriters exercise a 30-day purchase option. The company plans to direct the net proceeds toward general corporate needs, including capital spending and working capital. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is INTC fairly valued? Test your thesis with our free ", "url": "https://finance.yahoo.com/markets/stocks/articles/why-intel-stock-falling-today-195755496.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-intel-stock-falling-today-195755496.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:57:55+00:00", "published_display": "10 Aug 2026 19:57", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 62, "tone_signals": ["Guidance raised", "Negative market reaction"], "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.104805, "evidence_share": 2.1, "evidence_share_display": "2.1", "freshness_pct": 66.4, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["Balance Sheet", "Capital Raising", "Semiconductors", "Share Buyback"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips", "summary": "Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading", "url": "https://finance.yahoo.com/m/d4942994-33df-36f0-8f6d-cc4d4e58e946/microsoft-is-set-to-make-a.html", "source_link": "https://finance.yahoo.com/m/d4942994-33df-36f0-8f6d-cc4d4e58e946/microsoft-is-set-to-make-a.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:50:00+00:00", "published_display": "10 Aug 2026 19:50", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 48, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.021145, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 35.9, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Rethinks Its Nvidia Reliance", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also discussing manufacturing capacity for more than 300,000 chips with Taiwan Semiconductor Manufacturing (NYSE:TSM), potentially giving it greater control over the soaring cost of powering Azure's AI workloads. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:52:18+00:00", "published_display": "10 Aug 2026 18:52", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 49, "tone_signals": ["Improving financial comparison"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.025083, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 35.4, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors", "summary": "On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony's sensor design expertise with TSMC's manufacturing scale, and it lands while both companies already show momentum in their core businesses.Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors The venture will be owned about 60% by Sony and 40% by TSMC, with commercial production targeted to start as early as 2029 at a site in Japan's Kumamoto prefecture. The compan", "url": "https://finance.yahoo.com/technology/articles/sony-sony-tsmc-tsm-bet-175632973.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-sony-tsmc-tsm-bet-175632973.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:56:32+00:00", "published_display": "10 Aug 2026 17:56", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Operating deterioration"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.176075, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 65.6, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Earnings Report", "Image Sensors", "Joint Venture", "Net Income"], "evidence_basis": "", "score_included": true}, {"title": "Sector Update: Consumer Stocks Softer Monday Afternoon", "summary": "Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.5%.In corporate news, GameStop (GME) Chief Executive Ryan Cohen is Silver 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 now", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-consumer-stocks-softer-monday-174753850.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sector-consumer-stocks-softer-monday-174753850.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:47:53+00:00", "published_display": "10 Aug 2026 17:47", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 47, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.037264, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 49.5, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["Consumer Discretionary", "Consumer Staples"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Stock Holds Flat Despite 44.7% July Sales Surge", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract-chip manufacturer, reported another monster month in July, with revenue surging 44.7% year over year to approximately NT$467.58 billion. Sales also climbed 5.6% from June's NT$442.68 billion, adding roughly NT$24.90 billion in just one month. Yet TSMC's U.S.-listed shares barely moved Monday morning. That disconnect says plenty: AI demand remains red hot, but investors have already set an exceptionally high bar for the company delivering the chips behind the boom. Warning! Guru", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-holds-flat-despite-155910769.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-holds-flat-despite-155910769.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:59:10+00:00", "published_display": "10 Aug 2026 15:59", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 71, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.141184, "evidence_share": 2.8, "evidence_share_display": "2.8", "freshness_pct": 64.9, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Revenue Growth", "Semiconductors", "Valuation"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft's Nvidia Alternative Is Getting Much Bigger", "summary": "This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. Microsoft has been developing its own AI silicon for years, but scaling those chips has been the harder part. That may now be changing. The company is reportedly discussing manufacturing capacity with TSMC for more than 300,0", "url": "https://finance.yahoo.com/technology/ai/articles/microsofts-nvidia-alternative-getting-much-153413889.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsofts-nvidia-alternative-getting-much-153413889.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:34:13+00:00", "published_display": "10 Aug 2026 15:34", "source_kind": "aggregator", "sentiment": "negative", "sentiment_pct": 37, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.028428, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 33.7, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony and TSMC Plan a $6.3 Billion Chip Bet", "summary": "This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and Taiwan Semiconductor Manufacturing are reportedly gearing up an investment of around $6.3 billion to jointly produce next-generation chips in Japan.A Nikkei article, citing Reuters, said Sony will own around 60% of the joint venture while TSMC will own 40%. Commercial output could begin in 2029 in Kumamoto, where TSMC is expanding its manufacturing footprint.The cooperation brings together two obvious assets. Sony is No. 1 in image sensors, while TSMC is the world's la", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-plan-6-3-151451344.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-plan-6-3-151451344.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:14:51+00:00", "published_display": "10 Aug 2026 15:14", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 53, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.019947, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 33.6, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease", "summary": "All three major U.S. stock indices ended Aug. 7, 2026, in positive territory, as a softer-than-expected jobs report eased concerns over the Federal Reserve implementing further rate hikes in the near term. At the same time, robust tech and software earnings helped dispel fears surrounding artificial intelligence (AI) market disruption. While lower rate expectations and strong tech earnings often drive investors toward aggressive growth plays, recent market volatility \u2014 particularly among tech firms making massive capital expenditures on AI data centers \u2014 warrants caution. For risk-averse inves", "url": "https://finance.yahoo.com/markets/stocks/articles/5-dividend-growth-stocks-buy-144300270.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-dividend-growth-stocks-buy-144300270.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:43:00+00:00", "published_display": "10 Aug 2026 14:43", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating growth", "Positive valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.173506, "evidence_share": 3.4, "evidence_share_display": "3.4", "freshness_pct": 64.4, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Dividend Payments", "Dividends", "Earnings", "Earnings Growth", "Financials", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Sales Jump 45% On Strong AI Chip Demand But Investors Shrug", "summary": "TSMC said its sales in July rose nearly 6% from June and 45% year over year thanks to strong demand for AI chips. Continue Reading", "url": "https://finance.yahoo.com/m/f4a2cd6d-e861-305e-b2e4-431697498054/tsmc-sales-jump-45%25-on-strong.html", "source_link": "https://finance.yahoo.com/m/f4a2cd6d-e861-305e-b2e4-431697498054/tsmc-sales-jump-45%25-on-strong.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:26:21+00:00", "published_display": "10 Aug 2026 14:26", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.177744, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 64.3, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft plans Maia 300 chip reveal in September - Information", "summary": "Investing.com -- Microsoft is targeting a public unveiling of its next-generation Maia 300 AI accelerator as soon as September. It has also entered talks to secure manufacturing capacity for more than 300,000 units from TSMC, with delivery planned for 2027, The Information reported Monday, citing two people with direct knowledge of the plans. MSFT shares were indicated up approximately 0.7% in premarket trading ahead of Monday's open. Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens o", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:04:32+00:00", "published_display": "10 Aug 2026 14:04", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.085411, "evidence_share": 1.7, "evidence_share_display": "1.7", "freshness_pct": 64.2, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Cloud Computing", "Earnings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Nvidia Scores 12% Weekly Gain As Taiwan Semiconductor Sales Soars; Is Nvidia A Buy Now?", "summary": "Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54. Continue Reading", "url": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-scores-12%25-weekly-gain.html", "source_link": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-scores-12%25-weekly-gain.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:00:36+00:00", "published_display": "10 Aug 2026 14:00", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Positive financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.022437, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 33.0, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Tech"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Plans Production Boost for AI Chips, Report Says", "summary": "(Bloomberg) -- Microsoft Corp. is planning to \"significantly\" increase production of its next-generation AI chips, the Information reported. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Stocks Churn as Oil Advance Boosts Treasury Yields: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Behind Bessent Moves, Wall Street Sees a Bond-Market Angst The company has been in discussions with supplier Taiwan Semiconductor Manufacturing Co. to secure manufacturing ", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-production-boost-ai-135551218.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-production-boost-ai-135551218.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:55:51+00:00", "published_display": "10 Aug 2026 13:55", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 47, "tone_signals": ["Negative financial language"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.066115, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 72.8, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI Chips", "Cloud Computing", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "What TSMC\u2019s Surging Sales Growth Means for Apple and Nvidia Stocks", "summary": "Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading", "url": "https://finance.yahoo.com/m/bbe53889-3110-3753-ae7e-629c42e0337d/what-tsmc%E2%80%99s-surging-sales.html", "source_link": "https://finance.yahoo.com/m/bbe53889-3110-3753-ae7e-629c42e0337d/what-tsmc%E2%80%99s-surging-sales.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:49:00+00:00", "published_display": "10 Aug 2026 13:49", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.173984, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 64.1, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 5, "topics": ["EARNINGS", "Earnings"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%", "summary": "What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier. On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025. (ASML ) Go deeper with AlphaSpace ", "url": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:38:13+00:00", "published_display": "10 Aug 2026 13:38", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.191004, "evidence_share": 3.8, "evidence_share_display": "3.8", "freshness_pct": 64.0, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 4, "topics": ["Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Market Chatter: Microsoft Plans to Ramp Up Homegrown AI Chip Production Next Year", "summary": "Microsoft (MSFT) intends to greatly increase production of its internally designed artificial intelligence chips next year and hopes to persuade Anthropic and other large cloud customers to use them, The Information reported Monday, citing two people with direct knowledge of the Silver 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 now", "url": "https://finance.yahoo.com/technology/ai/articles/market-chatter-microsoft-plans-ramp-132246866.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/market-chatter-microsoft-plans-ramp-132246866.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:22:46+00:00", "published_display": "10 Aug 2026 13:22", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.056956, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 47.4, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 4, "topics": ["Artificial Intelligence", "Cloud Computing"], "evidence_basis": "", "score_included": true}, {"title": "Sony and TSMC to Spend $6.3 Billion on Next-Generation Sensors", "summary": "This article first appeared on GuruFocus. TSMC (NYSE:TSM) and Sony (NYSE:SONY) plan to spend around 1 trillion yen ($6.3 billion) to jointly produce next-generation image-sensor chips, according to Nikkei Asia. The joint venture would be owned roughly 60% by Sony and 40% by TSMC, with commercial production starting as early as 2029 in Japan's Kumamoto prefecture. TSMC shares are up 0.20% premarket. Warning! GuruFocus has detected 6 Warning Sign with TSM. Is TSM fairly valued? Test your thesis with our free DCF calculator. The spending figure puts numbers to a plan the two announced in May, whe", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-122318697.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-122318697.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:23:18+00:00", "published_display": "10 Aug 2026 12:23", "source_kind": "aggregator", "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.025248, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 32.2, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Sony Stock Jumps on Potential $6.3B TSMC Image Sensor Deal", "summary": "This article first appeared on GuruFocus. Sony (SONY) shares rose as much as 3% in early Monday trade after reports that the company and Taiwan Semiconductor Manufacturing (NYSE:TSM) are considering a combined 1 trillion ($6.3 billion) investment in a new image-sensor facility in Japan, according to a Monday report. Sony and TSMC are expected to establish a joint venture in Kumamoto, with Sony holding about 60% and TSMC the remaining 40%. The facility could begin commercial output as early as 2029 and would focus on next-generation sensors, according to the report. Warning! GuruFocus has detec", "url": "https://finance.yahoo.com/markets/stocks/articles/sony-stock-jumps-potential-6-121916892.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sony-stock-jumps-potential-6-121916892.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:19:16+00:00", "published_display": "10 Aug 2026 12:19", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 53, "tone_signals": ["Positive market reaction"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.06541, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 72.3, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (TSM) posted a 44.7% increase in July revenue. TSMC generated NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. Revenue for the first seven months of the year reached NT$2.87 trillion, representing a 37% increase from the same period last year. Warning! GuruFocus has detected 6 Warning Sign with AVGO. Is AVGO fairly valued? Test your thesis with our free DCF calculator. The results come after TSMC delivered record second-quarter profit and margins, although management indicated profitability could mo", "url": "https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:18:36+00:00", "published_display": "10 Aug 2026 12:18", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 74, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.146673, "evidence_share": 2.9, "evidence_share_display": "2.9", "freshness_pct": 63.5, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Capital Spending", "Earnings", "Revenue Growth", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (TSM) Shares Gain Attention After Ark Adds To Position", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Ark Invest increased its position in Taiwan Semiconductor Manufacturing (NYSE: TSM) after Meta shared updated AI focused capital expenditure plans. The move follows Meta guidance that points to higher investment in AI infrastructure to support its platforms. TSMC is a key contract manufacturer for advanced chips used in AI data centers and related hardware. The position change draws attention to how large funds are repositio", "url": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-shares-121027691.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-shares-121027691.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:10:27+00:00", "published_display": "10 Aug 2026 12:10", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Positive financial language"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.135735, "evidence_share": 2.7, "evidence_share_display": "2.7", "freshness_pct": 72.3, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI Infrastructure", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "Intel launches $15 billion share sale as turnaround rally lifts stock", "summary": "Aug 10 (Reuters) - Intel is planning to raise $15 billion through a share \u200csale, the U.S. chipmaker said \u200con Monday as it looks to fund the \u200bcostly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by its turnaround efforts. Once \u200cthe dominant \u2060force in the global chip industry, Intel is investing heavily in \u2060new facilities and advanced packaging capabilities as it seeks to challenge industry \u200bleader such \u200bas TSMC in \u200bcontract chip manufacturing. Its \u200cshares fell more than 3% in premarket trading, likely on concerns about shareholder dilution from the ", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-launches-15-billion-share-120506693.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intel-launches-15-billion-share-120506693.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:05:06+00:00", "published_display": "10 Aug 2026 12:05", "source_kind": "aggregator", "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Dilution risk", "Positive market reaction", "Negative market reaction"], "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.102972, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 63.4, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["Semiconductors", "Share Buyback", "Shareholder", "Stock Sale"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Emerging-Market Stock Valuations Sink Below Half of S&P 500\u2019s", "summary": "(Bloomberg) -- For the first time in at least two decades, emerging-market stock valuations have fallen to less than half those of US equities, a sign to some investors that there are increasingly attractive opportunities in developing economies. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Stocks Waver Near Record Highs, Crude Oil Advances: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Says Hormuz Deal Close But Its Conditions Must Be Met After p", "url": "https://finance.yahoo.com/markets/world-indices/articles/emerging-market-stock-valuations-sink-115217478.html", "source_link": "https://finance.yahoo.com/markets/world-indices/articles/emerging-market-stock-valuations-sink-115217478.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:52:17+00:00", "published_display": "10 Aug 2026 11:52", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.087103, "evidence_share": 1.7, "evidence_share_display": "1.7", "freshness_pct": 72.2, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Economic Reforms", "Emerging Markets", "Tech", "Valuation"], "evidence_basis": "", "score_included": true}, {"title": "Key Republican urges US to stop any advanced chips from reaching sanctioned Chinese firms", "summary": "By Alexandra Alper WASHINGTON, Aug 10 (Reuters) - Republican Congressman John Moolenaar, who leads the House Select Committee on China, called on the Trump administration to make \u200csure chip manufacturers don't send advanced logic chips to untrusted Chinese firms. In \u200cJanuary 2025, the Biden administration unveiled a new rule requiring chip manufacturers to scrutinize orders of advanced chips \u200bfrom companies that could be serving as a front for untrusted firms from China and other countries. The rule was a response to revelations that Chinese chip designer Sophgo had chips manufactured at TSMC ", "url": "https://finance.yahoo.com/technology/articles/key-republican-urges-us-stop-100512815.html", "source_link": "https://finance.yahoo.com/technology/articles/key-republican-urges-us-stop-100512815.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:05:12+00:00", "published_display": "10 Aug 2026 10:05", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 53, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.018597, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 31.1, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 3, "topics": ["Chip Manufacturing", "Export Controls", "US China Relations"], "evidence_basis": "", "score_included": true}, {"title": "Taiwan Semiconductor\u2019s Blockbuster Run Rolls On: July Revenue Surges 45%", "summary": "Taiwan Semiconductor Manufacturing Company Ltd.(NYSE:TSM) reported a sharp increase in July revenue on Monday, extending strong growth from a year earlier. The chipmaker reported consolidated revenue of approximately 467.58 billion New Taiwan dollars for July, up 44.7% from 323.17 billion New Taiwan dollars in the same month last year. July Revenue Rises From June Revenue increased 5.6% from 442.68 billion New Taiwan dollars in June, according to the company's monthly revenue report. The results showed continued momentum through the first seven months of the year. Revenue from January through ", "url": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-blockbuster-run-rolls-094304031.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-blockbuster-run-rolls-094304031.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T09:43:04+00:00", "published_display": "10 Aug 2026 09:43", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 87, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Strong Demand"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.193438, "evidence_share": 3.8, "evidence_share_display": "3.8", "freshness_pct": 62.6, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 3, "topics": ["ETF", "Earnings", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Emerging-Market Stocks, Currencies Gain After Soft US Jobs Data", "summary": "(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday's unexpectedly weak US employment report. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela China Unleashes $28 Trillion Capital Markets to Challenge US in AI Global Stock Rally Extends, Oil Advances on Iran: Markets Wrap Iran Says Hormuz Deal Close But Its Conditions Must Be Met An MSCI gauge of developing-market stocks was up 0.7%, o", "url": "https://finance.yahoo.com/markets/currencies/articles/emerging-market-stocks-currencies-gain-042549202.html", "source_link": "https://finance.yahoo.com/markets/currencies/articles/emerging-market-stocks-currencies-gain-042549202.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T04:25:49+00:00", "published_display": "10 Aug 2026 04:25", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Improving financial comparison"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.101875, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 70.0, "age_days": 3.6, "influence_label": "Low", "duplicate_count": 3, "topics": ["Cpi", "Currencies", "Emerging Markets", "Oil", "US Dollar"], "evidence_basis": "", "score_included": true}, {"title": "Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says", "summary": "TOKYO, Aug 10 (Reuters) - Sony Group and Taiwan's TSMC plan to spend around \u200c1 trillion yen ($6.32 billion) to jointly \u200cmake next-generation microchips used in image sensors, the Nikkei \u200bbusiness daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early \u200cas 2029 in \u2060southern Japan's Kumamoto prefecture, the paper said. The two tech giants said \u2060in May they planned to form a joint venture in Japan to develop and \u200bmanufacture next-generation \u200bimage sensors, combining \u200bSony's sensor design expertise \u200cwith TSMC's manufacturing and proce", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-031506727.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-031506727.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T03:15:06+00:00", "published_display": "10 Aug 2026 03:15", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 54, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.017158, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 28.2, "age_days": 3.7, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (TSM) Is AI Demand Making The Stock Look Fully Valued", "summary": "", "url": "https://news.google.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?oc=5", "source_link": "https://news.google.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?oc=5", "source_link_is_lookup": false, "source_name": "simplywall.st", "published_at": "2026-08-09T08:43:42+00:00", "published_display": "09 Aug 2026 08:43", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.011549, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 21.6, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 2, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Rating Lowered by Wall Street Zen", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor+Manufacturing+%28NYSE%3ATSM%29+Stock+Rating+Lowered+by+Wall+Street+Zen%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-08-08T05:18:56+00:00", "published_display": "08 Aug 2026 05:18", "source_kind": "publisher", "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Negative financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.02523, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 27.6, "age_days": 5.6, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Jim Cramer Called Linde plc (NASDAQ:LIN)\u2019s Share Price Movement \u201cStupid\u201d", "summary": "Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in revenue and $4.50 in adjusted earnings per share to beat analyst estimates of $4.48. Additionally, the firm also hiked its full-year guidance to $17.70 to $17.90 per share from the earlier $17.60 to $17.90 \u2060per \u200bshare. Yet, as the shares tumbled, in a tweet, Cramer called the move unwise and mentioned a contract from Taiwan's ", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-called-linde-plc-183106534.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-called-linde-plc-183106534.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T18:31:06+00:00", "published_display": "07 Aug 2026 18:31", "source_kind": "aggregator", "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Beat expectations", "Missed expectations", "Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.074425, "evidence_share": 1.5, "evidence_share_display": "1.5", "freshness_pct": 43.4, "age_days": 6.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["Earnings", "Earnings Growth", "Earnings Per Share", "Growth Rate", "Guidance", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Intel vs. TSM: Which Semiconductor Stock Looks Like the Better Investment?", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Intel+vs.+TSM%3A+Which+Semiconductor+Stock+Looks+Like+the+Better+Investment%3F%22+%22TradingKey%22", "source_link_is_lookup": true, "source_name": "TradingKey", "published_at": "2026-08-07T07:18:25.863967+00:00", "published_display": "07 Aug 2026 07:18", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.005657, "evidence_share": 0.1, "evidence_share_display": "0.1", "freshness_pct": 10.6, "age_days": 6.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (TSM) Stock Looks Fully Priced After Its 356% Run", "summary": "", "url": "https://news.google.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?oc=5", "source_link": "https://news.google.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?oc=5", "source_link_is_lookup": false, "source_name": "simplywall.st", "published_at": "2026-08-05T07:00:00+00:00", "published_display": "05 Aug 2026 07:00", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.002816, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 5.3, "age_days": 8.5, "influence_label": "Low", "duplicate_count": 2, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Stock And 2 Export Giants Facing The New Tariff Reality", "summary": "", "url": "https://news.google.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?oc=5", "source_link": "https://news.google.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?oc=5", "source_link_is_lookup": false, "source_name": "simplywall.st", "published_at": "2026-08-04T07:00:00+00:00", "published_display": "04 Aug 2026 07:00", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.001991, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 3.7, "age_days": 9.5, "influence_label": "Low", "duplicate_count": 2, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Looks Reasonable Despite Its 335% Run", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor+Manufacturing+%28NYSE%3ATSM%29+Stock+Looks+Reasonable+Despite+Its+335%25+Run%22", "source_link_is_lookup": true, "source_name": "Market source", "published_at": "2026-08-03T01:08:24.599017+00:00", "published_display": "03 Aug 2026 01:08", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.001186, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 2.4, "age_days": 10.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Faces Fresh Questions Over China Tools And AI Spending", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor+Manufacturing+%28NYSE%3ATSM%29+Stock+Faces+Fresh+Questions+Over+China+Tools+And+AI+Spending%22", "source_link_is_lookup": true, "source_name": "Market source", "published_at": "2026-07-31T08:58:25.594102+00:00", "published_display": "31 Jul 2026 08:58", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.00047, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 1.0, "age_days": 13.4, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Fund Update: 55,557 TAIWAN SEMICONDUCTOR MANUFACTURING (TSM) shares added to Carnegie Investment Counsel portfolio", "summary": "", "url": "https://news.google.com/rss/articles/CBMi6wFBVV95cUxQTEJESVJwa3JNdFQtQVpDck5IOU1ZNFJfTmFJYjA0eHNrSVBOb204Q1BwZ0xaUlkxMk9ZTU5aYzJjcXF2VXFESFVEQXhqajdUb3dRcGVxekhtWFYzRzJCdHhCWnA4YlM4UVgxeS1ZNGItbUFOYjJhM3EwSXU4cGoyUm85YjZ0S05XTkpISElCR2dtaW84VEkxSTY3UDhXcFhDMC1kSVZtQjgybU5BNENNXzBnSnBOemRuem9GOGpxYVlQeXFVN2UwV2docFhRVTl4SkFOUjNEQWEzRl9pNmxXYjFScWREVnJ0aF9r?oc=5", "source_link": "https://news.google.com/rss/articles/CBMi6wFBVV95cUxQTEJESVJwa3JNdFQtQVpDck5IOU1ZNFJfTmFJYjA0eHNrSVBOb204Q1BwZ0xaUlkxMk9ZTU5aYzJjcXF2VXFESFVEQXhqajdUb3dRcGVxekhtWFYzRzJCdHhCWnA4YlM4UVgxeS1ZNGItbUFOYjJhM3EwSXU4cGoyUm85YjZ0S05XTkpISElCR2dtaW84VEkxSTY3UDhXcFhDMC1kSVZtQjgybU5BNENNXzBnSnBOemRuem9GOGpxYVlQeXFVN2UwV2docFhRVTl4SkFOUjNEQWEzRl9pNmxXYjFScWREVnJ0aF9r?oc=5", "source_link_is_lookup": false, "source_name": "Quiver Quantitative", "published_at": "2026-07-30T07:00:00+00:00", "published_display": "30 Jul 2026 07:00", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.000352, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.7, "age_days": 14.5, "influence_label": "Low", "duplicate_count": 2, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here\u2019s Why the Bull Case Still Wins", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Beijing+Just+Aimed+at+Taiwan+Semiconductor+Manufacturing+Company+%28NYSE%3ATSM%29.+Here%E2%80%99s+Why+the+Bull+Case+Still+Wins%22", "source_link_is_lookup": true, "source_name": "Market source", "published_at": "2026-07-29T07:38:25.710530+00:00", "published_display": "29 Jul 2026 07:38", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.00023, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.5, "age_days": 15.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Silvaco to Accelerate Physics-Based Digital Twins for Semiconductor Design and Manufacturing Using NVIDIA AI and Accelerated Computing", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Silvaco+to+Accelerate+Physics-Based+Digital+Twins+for+Semiconductor+Design+and+Manufacturing+Using+NVIDIA+AI+and+Accelerated+Computing%22+%22GlobeNewswire%22", "source_link_is_lookup": true, "source_name": "GlobeNewswire", "published_at": "2026-07-27T01:08:24.710096+00:00", "published_display": "27 Jul 2026 01:08", "source_kind": "press_release", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.00013, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.2, "age_days": 17.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Still Looks Undervalued As Its 338% Run Continues", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor+Manufacturing+%28NYSE%3ATSM%29+Stock+Still+Looks+Undervalued+As+Its+338%25+Run+Continues%22+%22simplywall.st%22", "source_link_is_lookup": true, "source_name": "simplywall.st", "published_at": "2026-07-24T12:50:42.607199+00:00", "published_display": "24 Jul 2026 12:50", "source_kind": "publisher", "sentiment": "positive", "sentiment_pct": 59, "tone_signals": ["Positive valuation view"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 8.3e-05, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.1, "age_days": 20.3, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "BE Semiconductor Industries N.V. Announces Q2-26 and H1-26 Results", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22BE+Semiconductor+Industries+N.V.+Announces+Q2-26+and+H1-26+Results%22+%22GlobeNewswire%22", "source_link_is_lookup": true, "source_name": "GlobeNewswire", "published_at": "2026-07-23T07:25:44.447440+00:00", "published_display": "23 Jul 2026 07:25", "source_kind": "press_release", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.004749, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 5.1, "age_days": 21.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor-SP ADR (NYSE:TSM) Shows High Growth Stock Strength by Passing All Eight Rules of the Navellier Screen", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor-SP+ADR+%28NYSE%3ATSM%29+Shows+High+Growth+Stock+Strength+by+Passing+All+Eight+Rules+of+the+Navellier+Screen%22+%22ChartMill%22", "source_link_is_lookup": true, "source_name": "ChartMill", "published_at": "2026-07-21T06:28:24.499094+00:00", "published_display": "21 Jul 2026 06:28", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 1.5e-05, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 23.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing: Is the stock a buy as revenue continues to soar?", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor+Manufacturing%3A+Is+the+stock+a+buy+as+revenue+continues+to+soar%3F%22+%22MSN%22", "source_link_is_lookup": true, "source_name": "MSN", "published_at": "2026-07-20T10:38:24.319101+00:00", "published_display": "20 Jul 2026 10:38", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.002816, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 3.4, "age_days": 24.3, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "TSM Stock Falls To Two-Month Low Amid Semiconductor Sell-Off Despite Wave Of Price Target Hikes", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22TSM+Stock+Falls+To+Two-Month+Low+Amid+Semiconductor+Sell-Off+Despite+Wave+Of+Price+Target+Hikes%22+%22Stocktwits%22", "source_link_is_lookup": true, "source_name": "Stocktwits", "published_at": "2026-07-18T12:16:41.075410+00:00", "published_display": "18 Jul 2026 12:16", "source_kind": "publisher", "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Negative market reaction"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.000271, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.2, "age_days": 26.3, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Tops Q2 Targets On Leading-Edge Chip Demand", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor+Tops+Q2+Targets+On+Leading-Edge+Chip+Demand%22+%22Investor%27s+Business+Daily%22", "source_link_is_lookup": true, "source_name": "Investor's Business Daily", "published_at": "2026-07-17T06:38:24.190365+00:00", "published_display": "17 Jul 2026 06:38", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 4e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 27.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Looks Cheap Even With AI Demand Risk", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor+Manufacturing+%28NYSE%3ATSM%29+Stock+Looks+Cheap+Even+With+AI+Demand+Risk%22", "source_link_is_lookup": true, "source_name": "Market source", "published_at": "2026-07-16T10:18:25.415295+00:00", "published_display": "16 Jul 2026 10:18", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 3e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 28.4, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan chipmaker TSMC to invest another US$100 bn in Arizona fabs", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+chipmaker+TSMC+to+invest+another+US%24100+bn+in+Arizona+fabs%22+%22AFP%22", "source_link_is_lookup": true, "source_name": "AFP", "published_at": "2026-07-16T07:48:26.020712+00:00", "published_display": "16 Jul 2026 07:48", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 3e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 28.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Posts Stronger-Than-Expected June Sales", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor+Posts+Stronger-Than-Expected+June+Sales%22+%22Investor%27s+Business+Daily%22", "source_link_is_lookup": true, "source_name": "Investor's Business Daily", "published_at": "2026-07-15T08:12:53.834778+00:00", "published_display": "15 Jul 2026 08:12", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 2e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 29.4, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}], "by_tier": {"direct": [{"title": "TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest dedicated contract chipmaker, is making another big manufacturing bet this time with Sony (NYSE:SONY). The two companies formed a $4.69 billion image-sensor venture as TSMC's U.S.-traded shares climbed approximately 2.2% Wednesday morning. According to Reuters' reporting on the companies' announcement, Sony will put in 465 billion, or roughly $2.92 billion, while TSMC will invest 282 billion. The new company, Advanced Vision Semiconductor Manufacturing, is targeting volume production in", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-2-2-172557376.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-2-2-172557376.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:25:57+00:00", "published_display": "12 Aug 2026 17:25", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "7b6422025130bd8d068e9607adbc549b8c35968fc879ee5cd84d5869d0eb4343", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.477, "provider_directional_mass": 0.138, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.5, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Negative financial language"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.072877, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 90.0, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["Japan", "M A", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom", "summary": "Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure right now. Why One Supplier's Confidence Matters So Much ASML is the only company in the world that makes machines capable of producing the most cutting-edge AI chips. Zeiss's ultra-precise mirrors, which take months ", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:38:46+00:00", "published_display": "12 Aug 2026 13:38", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "dca6f9fa40cccc5d46d132f7fe9ed1ab7c5f809bfe195a1f8a62885734a8d28f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.778, "provider_directional_mass": 0.12, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.082, "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Guidance raised", "Improving financial comparison", "Record Profit", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.118797, "evidence_share": 2.4, "evidence_share_display": "2.4", "freshness_pct": 65.6, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI Demand", "Earnings", "Price Target", "Semiconductors", "Supply Chain"], "evidence_basis": "", "score_included": true}, {"title": "TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors", "summary": "Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with volume production set to start in 2029. The latest move follows the non-binding memorandum of understanding (MOU) the companies signed in May to pursue a strategic partnership for next-generation image sensor development and manufacturing. The collaboration also ai", "url": "https://finance.yahoo.com/technology/articles/tsmc-sony-establish-jv-japan-133700498.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-sony-establish-jv-japan-133700498.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:37:00+00:00", "published_display": "12 Aug 2026 13:37", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9f29323002ea73428ec151a29a68c1eeb7f34f716de2149df746af9e31f62abd", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.583, "provider_directional_mass": 0.12, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 71, "tone_signals": ["Positive market reaction"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.14292, "evidence_share": 2.8, "evidence_share_display": "2.8", "freshness_pct": 88.6, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Acquisition", "Joint Venture", "Semiconductors", "Shareholder", "Split"], "evidence_basis": "", "score_included": true}, {"title": "Dow Jones Futures Rise With CPI Inflation Due; AI Stocks Rally As 3 Nvidia Partners Lead Earnings Movers", "summary": "Futures rose ahead of CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro jumped on earnings, lifting AI stocks. Continue Reading", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures-rise-with.html", "source_link": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures-rise-with.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:32:36+00:00", "published_display": "12 Aug 2026 10:32", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3210a75c6cf94ff28017ebc55982cd05e4c8e399ff97f2428be4005ff3512775", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.733, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Beat expectations", "Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.236196, "evidence_share": 4.7, "evidence_share_display": "4.7", "freshness_pct": 83.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "EARNINGS", "Earnings", "INFLATION", "Inflation"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the outlook for suppliers involved in Microsoft's custom silicon program. Analyst Matt Bryson noted that Microsoft's hardware efforts may be reaching a stage where its chip designs could begin gaining more traction after several development cycles. Warning! GuruFocus has detecte", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chip-could-big-192055770.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chip-could-big-192055770.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:20:55+00:00", "published_display": "11 Aug 2026 19:20", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "20152db6c86e65db843115633f864956f270e5f97451ccdbd6d32740977c9fd5", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.512, "provider_directional_mass": 0.185, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.333, "sentiment": "neutral", "sentiment_pct": 48, "tone_signals": ["Negative financial language"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.10093, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 82.2, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI Chips", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Stock Slips as Custom AI-Chip Ambitions Accelerate", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud powerhouse behind Azure, fell roughly 0.6% Tuesday as investors digested fresh chatter around its next homegrown AI chip. Barron's reported that Microsoft could roll out its next Maia processor as early as September. Microsoft has not confirmed that timing or the rumored production numbers, and one executive pushed back on the volume reported elsewhere. But the bigger story is already clear. Microsoft does not want to simply rent the AI revolution from outside chipmakers. It wants more control over the ma", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-stock-slips-custom-ai-191535812.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-stock-slips-custom-ai-191535812.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:15:35+00:00", "published_display": "11 Aug 2026 19:15", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "b3132ef75f730533c48b3c8de08efbe28b26c58ec9d7d580c78378fe97374283", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.643, "provider_directional_mass": 0.1069, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 25, "tone_signals": ["Missed expectations"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.069344, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 50.3, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?", "summary": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC's strong revenue update. The year-to-date share pri", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:14:33+00:00", "published_display": "11 Aug 2026 19:14", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "e34f4ae3cb0facce7858083e48b1573e475e55e1372ef5390f90110fdc3c64ab", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.621, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.157515, "evidence_share": 3.1, "evidence_share_display": "3.1", "freshness_pct": 76.0, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Export Controls", "Semiconductors", "Share Price", "Shareholder", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Marvell Could Be Next Winner in Microsoft AI Bet", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is whether Microsoft can finally turn its years-long custom-chip effort into large-scale production, potentially creating a sizable new revenue stream for its semiconductor partners while reducing some dependence on Nvidia (NASDAQ:NVDA) hardware. Warning! GuruFocus has detecte", "url": "https://finance.yahoo.com/technology/ai/articles/marvell-could-next-winner-microsoft-174005451.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/marvell-could-next-winner-microsoft-174005451.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:40:05+00:00", "published_display": "11 Aug 2026 17:40", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "54078f85ddb0bd628c307bb90c7087e9e037f45c88dfa81a8bf523df2804312f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.555, "provider_directional_mass": 0.148, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.4, "sentiment": "negative", "sentiment_pct": 41, "tone_signals": ["Negative financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.10002, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 75.3, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Custom Silicon", "Hardware", "Production", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's leading contract chipmaker, rose roughly 1.3% Tuesday as Wall Street found another leg for the AI story. Bernstein lifted its Taiwan-listed price target to NT$3,300, with the Wall Street Journal reporting that CPUs could become TSMC's next serious growth machine. GPUs have dominated the AI spending boom. But agentic AI needs more than accelerators. It needs CPUs working beside them, and that could put TSMC in position to collect another big check from the same AI buildout. Warning! GuruFocus ha", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-bernstein-spots-154920503.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-bernstein-spots-154920503.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:49:20+00:00", "published_display": "11 Aug 2026 15:49", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "0628a58f1573dc796ca6502707df2450463ee20f74aea6f9737858f206b1c886", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.482, "provider_directional_mass": 0.2, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.5, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Negative financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.044477, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 61.2, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Price Target", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion and climbed 5.6% from June. That is exactly the kind of number ASML investors want to see. TSMC cannot keep pumping out more advanced AI chips forever without adding capacity, and adding leading-edge capacity means more dem", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-jumps-4-1-154523781.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-jumps-4-1-154523781.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:45:23+00:00", "published_display": "11 Aug 2026 15:45", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "97d6782407c359b8637302a6c9489ae722d28fcc98c0b93d4cfdd78d41c93b84", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.778, "provider_directional_mass": 0.1191, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.133, "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.200905, "evidence_share": 4.0, "evidence_share_display": "4", "freshness_pct": 74.4, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Net Income", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft's Maia 300 Could Be a Win for Marvell and TSMC", "summary": "This article first appeared on GuruFocus. Chip designer Marvell Technology Inc. (MRVL, Financials) could be among the clearest benefactors if Microsoft's Maia 300 AI accelerator ever achieves considerable scale.Wedbush analyst Matt Bryson said a substantial Microsoft order would likely benefit both Marvell and TSMC, which could develop and build the custom silicon.Microsoft has had a tough time scaling previous versions of Maia, but Bryson believes the software may be reaching the point where years of work start to pay off.The business is said to be in discussions with TSMC to manufacture more", "url": "https://finance.yahoo.com/technology/ai/articles/microsofts-maia-300-could-win-151004887.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsofts-maia-300-could-win-151004887.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:10:04+00:00", "published_display": "11 Aug 2026 15:10", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "d97f8afdf98f6eb8166a1a0e704351259d803929833cf08afc43e314cbdfdaaa", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.501, "provider_directional_mass": 0.1638, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.063856, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 60.8, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Sector Update: Tech Stocks Edge Higher Premarket Tuesday", "summary": "Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR 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-edge-higher-131037933.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-edge-higher-131037933.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:10:37+00:00", "published_display": "11 Aug 2026 13:10", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3098c4df574249e7a92966760fd75d120f9ca623213c577a78959aecb3edb2f2", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.507, "provider_directional_mass": 0.0, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.059289, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 59.6, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "TSMC's July Revenues Soar: How Should You Play the Stock Now?", "summary": "Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing 37% compared with the same period in 2025. As the world's largest semiconductor foundry, TSMC manufactures computer chips for major technology players, including Apple, NVIDIA and Broadcom, based on their proprietary designs. The July results extend the company's strong second-quarter performa", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmcs-july-revenues-soar-play-131000173.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmcs-july-revenues-soar-play-131000173.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:10:00+00:00", "published_display": "11 Aug 2026 13:10", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "66041f6fb88eecc198ca88d68a442581d4a55b01c4e2f3591b33c4352de12a00", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.783, "provider_directional_mass": 0.1768, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 88, "tone_signals": ["Beat expectations", "Improving financial comparison", "Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.231671, "evidence_share": 4.6, "evidence_share_display": "4.6", "freshness_pct": 73.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Dividends", "Earnings", "Earnings Per Share", "Fourth Quarter", "Price Target", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Sony and TSMC Finalize a $4.7 Billion Chip Venture", "summary": "This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and TSMC have agreed to a $4.69 billion joint venture to research and produce next-generation image sensors in Japan.Sony will have a majority interest and will contribute around $2.92 billion in cash and assets, including its new chip facility in Kumamoto. TSMC - Approximately $1.77 billion. The project, dubbed Advanced Vision Semiconductor Manufacturing, is slated to go into volume production in 2029.Sony will be responsible for the sensor development, product planning a", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-finalize-4-7-125605388.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-finalize-4-7-125605388.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:56:05+00:00", "published_display": "11 Aug 2026 12:56", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a15b6074fbc39b0e501b7ab52ab845b81a17090bf12c7cea857f7b5b3a499717", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.5, "provider_directional_mass": 0.161, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 65, "tone_signals": ["Positive financial language"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.125836, "evidence_share": 2.5, "evidence_share_display": "2.5", "freshness_pct": 80.1, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "Intel's Stock Sale Just Grew to $20 Billion", "summary": "This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up from the $15 billion deal disclosed a day earlier.The corporation is selling more than 210 million shares and anticipates net proceeds of almost $19.7 billion. The underwriters also have the right to buy additional 31.6 million shares, which might lead to even further dilution.Timing is interest", "url": "https://finance.yahoo.com/markets/stocks/articles/intels-stock-sale-just-grew-125242939.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intels-stock-sale-just-grew-125242939.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:52:42+00:00", "published_display": "11 Aug 2026 12:52", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3d0fc7d42da1e25e92d0b8b5cae7263226c053846fc72a25d9f4c713717b0e8a", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.554, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 36, "tone_signals": ["Dilution risk"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.106066, "evidence_share": 2.1, "evidence_share_display": "2.1", "freshness_pct": 80.0, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Equity Offering", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC to invest $1.8 billion in joint venture with Sony for image sensors", "summary": "TAIPEI, Aug 11 (Reuters) - \u200cTaiwan \u200cchipmaker TSMC \u200bsaid on Tuesday it \u200cwill \u2060invest 282 billion \u2060yen ($1.77 billion) \u200bin \u200ba \u200bjoint \u200cventure with Sony Group to \u200cdevelop \u200band \u200bmake \u200bnext-generation \u200cimage sensors. ($1 = 159.3300 \u200byen) (Reporting \u200bby \u200bBen Blanchard; \u200cEditing \u200bby Andrew \u200bHeavens) View Comments", "url": "https://finance.yahoo.com/technology/articles/tsmc-invest-1-8-billion-094545499.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-invest-1-8-billion-094545499.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:45:45+00:00", "published_display": "11 Aug 2026 09:45", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "c73f87505ccd74c9585802322c34990e579fd09714d10cedaaac470f197fea7f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.438, "provider_directional_mass": 0.0, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.023533, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 43.8, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 3, "topics": ["Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing hig", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:11:22+00:00", "published_display": "11 Aug 2026 09:11", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "10ad67b429e1069f4f3cff8d8a7a4211a3634df5fca9acb1b56831cb9f96fb76", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.795, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 88, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.090603, "evidence_share": 1.8, "evidence_share_display": "1.8", "freshness_pct": 43.5, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Chip Manufacturing", "Revenue Growth", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony Group (TSE:6758), What Is Behind The Fresh Attention?", "summary": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just days after reporting first quarter earnings and updated full year guidance. See our latest analysis for Sony Group. The latest lens launch comes after a busy run of news for Sony Group, including stronger first quarter earnings, raised full year guidance and fresh investment plans in advanced image", "url": "https://finance.yahoo.com/markets/stocks/articles/sony-group-tse-6758-behind-010803416.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sony-group-tse-6758-behind-010803416.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T01:08:03+00:00", "published_display": "11 Aug 2026 01:08", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "39f45a9626d2fa3977b225153fc2d49aa0107a52ab6c75f0bba8fb026d9155e3", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.776, "provider_directional_mass": 0.1728, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.119, "sentiment": "positive", "sentiment_pct": 82, "tone_signals": ["Guidance raised", "Margin expansion", "Operating growth", "Positive valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.196169, "evidence_share": 3.9, "evidence_share_display": "3.9", "freshness_pct": 68.4, "age_days": 2.7, "influence_label": "Low", "duplicate_count": 3, "topics": ["Balance Sheet", "Earnings", "Guidance", "Revenue Growth", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:09:41+00:00", "published_display": "10 Aug 2026 21:09", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "16df0370caffe2d9b59209f7a4452c2fa7656836b145e98d3eebcc0987301b7f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.754, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.19247, "evidence_share": 3.8, "evidence_share_display": "3.8", "freshness_pct": 66.9, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Capital Spending", "Manufacturing", "Semiconductors", "Share Price"], "evidence_basis": "archived_article", "score_included": true}, {"title": "ASML Stock Rises 1.7% as AI Demand Signal Strengthens", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares gained roughly 1.7% Monday morning. Then came another bullish signal from one of its biggest customers. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion. AI chips cannot keep scaling without more leading-edge manufacturing capacity, and those fabs cannot easily scale without ASML's machines", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:03:47+00:00", "published_display": "10 Aug 2026 20:03", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a031370bd484c5b1f4c0ca42071bd94f5a7fe5798bd22967da899537d75503bd", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.685, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.176016, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 66.4, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Net Income", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Why Intel Stock Is Falling Today", "summary": "This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares fell about 3% Monday after the chipmaker moved to raise $15 billion through a common-stock sale, seeking additional funding as it expands its AI and manufacturing efforts. Intel said the offering could include another $2.25 billion in shares if underwriters exercise a 30-day purchase option. The company plans to direct the net proceeds toward general corporate needs, including capital spending and working capital. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is INTC fairly valued? Test your thesis with our free ", "url": "https://finance.yahoo.com/markets/stocks/articles/why-intel-stock-falling-today-195755496.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-intel-stock-falling-today-195755496.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:57:55+00:00", "published_display": "10 Aug 2026 19:57", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "fb314a29e358b4872af8697a5ecd4658a264412830e9b281976b77cc94b43ee6", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.648, "provider_directional_mass": 0.194, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.687, "sentiment": "positive", "sentiment_pct": 62, "tone_signals": ["Guidance raised", "Negative market reaction"], "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.104805, "evidence_share": 2.1, "evidence_share_display": "2.1", "freshness_pct": 66.4, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["Balance Sheet", "Capital Raising", "Semiconductors", "Share Buyback"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips", "summary": "Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading", "url": "https://finance.yahoo.com/m/d4942994-33df-36f0-8f6d-cc4d4e58e946/microsoft-is-set-to-make-a.html", "source_link": "https://finance.yahoo.com/m/d4942994-33df-36f0-8f6d-cc4d4e58e946/microsoft-is-set-to-make-a.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:50:00+00:00", "published_display": "10 Aug 2026 19:50", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "b12dd202fd58917b7360965628d028950398dd82024c012ac694b6bf6c423ea3", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.454, "provider_directional_mass": 0.193, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 48, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.021145, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 35.9, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Rethinks Its Nvidia Reliance", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also discussing manufacturing capacity for more than 300,000 chips with Taiwan Semiconductor Manufacturing (NYSE:TSM), potentially giving it greater control over the soaring cost of powering Azure's AI workloads. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:52:18+00:00", "published_display": "10 Aug 2026 18:52", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9f25f61aad78205714c41278861b918a0d1410907f179559fb0b73ac1d0cc60d", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.562, "provider_directional_mass": 0.149, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.808, "sentiment": "neutral", "sentiment_pct": 49, "tone_signals": ["Improving financial comparison"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.025083, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 35.4, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors", "summary": "On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony's sensor design expertise with TSMC's manufacturing scale, and it lands while both companies already show momentum in their core businesses.Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors The venture will be owned about 60% by Sony and 40% by TSMC, with commercial production targeted to start as early as 2029 at a site in Japan's Kumamoto prefecture. The compan", "url": "https://finance.yahoo.com/technology/articles/sony-sony-tsmc-tsm-bet-175632973.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-sony-tsmc-tsm-bet-175632973.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:56:32+00:00", "published_display": "10 Aug 2026 17:56", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "631b247184d9f3ab1fecd8aa68e1710a16a710fce311885eaf4ba9d21752abd7", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.761, "provider_directional_mass": 0.112, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.259, "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Operating deterioration"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.176075, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 65.6, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Earnings Report", "Image Sensors", "Joint Venture", "Net Income"], "evidence_basis": "", "score_included": true}, {"title": "Sector Update: Consumer Stocks Softer Monday Afternoon", "summary": "Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.5%.In corporate news, GameStop (GME) Chief Executive Ryan Cohen is Silver 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 now", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-consumer-stocks-softer-monday-174753850.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sector-consumer-stocks-softer-monday-174753850.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:47:53+00:00", "published_display": "10 Aug 2026 17:47", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9a166a92ab00d77b03644c4a8556d252fc226601207f1d73a8d4c96acb07eeb2", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.458, "provider_directional_mass": 0.032, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.5, "sentiment": "neutral", "sentiment_pct": 47, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.037264, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 49.5, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 3, "topics": ["Consumer Discretionary", "Consumer Staples"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Stock Holds Flat Despite 44.7% July Sales Surge", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract-chip manufacturer, reported another monster month in July, with revenue surging 44.7% year over year to approximately NT$467.58 billion. Sales also climbed 5.6% from June's NT$442.68 billion, adding roughly NT$24.90 billion in just one month. Yet TSMC's U.S.-listed shares barely moved Monday morning. That disconnect says plenty: AI demand remains red hot, but investors have already set an exceptionally high bar for the company delivering the chips behind the boom. Warning! Guru", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-holds-flat-despite-155910769.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-holds-flat-despite-155910769.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:59:10+00:00", "published_display": "10 Aug 2026 15:59", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "30263f21c8cb91ce418f270f657a3463981c53f0115ed3f147057ba4cd837f2e", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.708, "provider_directional_mass": 0.1948, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.308, "sentiment": "positive", "sentiment_pct": 71, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.141184, "evidence_share": 2.8, "evidence_share_display": "2.8", "freshness_pct": 64.9, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Revenue Growth", "Semiconductors", "Valuation"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft's Nvidia Alternative Is Getting Much Bigger", "summary": "This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. Microsoft has been developing its own AI silicon for years, but scaling those chips has been the harder part. That may now be changing. The company is reportedly discussing manufacturing capacity with TSMC for more than 300,0", "url": "https://finance.yahoo.com/technology/ai/articles/microsofts-nvidia-alternative-getting-much-153413889.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsofts-nvidia-alternative-getting-much-153413889.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:34:13+00:00", "published_display": "10 Aug 2026 15:34", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "751d0f2e1247fe29b7bbca9eab92cca569978700587b1ae3e3d60d5f81930d51", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.493, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 37, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.028428, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 33.7, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony and TSMC Plan a $6.3 Billion Chip Bet", "summary": "This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and Taiwan Semiconductor Manufacturing are reportedly gearing up an investment of around $6.3 billion to jointly produce next-generation chips in Japan.A Nikkei article, citing Reuters, said Sony will own around 60% of the joint venture while TSMC will own 40%. Commercial output could begin in 2029 in Kumamoto, where TSMC is expanding its manufacturing footprint.The cooperation brings together two obvious assets. Sony is No. 1 in image sensors, while TSMC is the world's la", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-plan-6-3-151451344.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-plan-6-3-151451344.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:14:51+00:00", "published_display": "10 Aug 2026 15:14", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9ecac3ab571816d79fcddbe77f4fd9821ac7cc459a030b1c02e77fe66b241025", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.445, "provider_directional_mass": 0.082, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 53, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.019947, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 33.6, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease", "summary": "All three major U.S. stock indices ended Aug. 7, 2026, in positive territory, as a softer-than-expected jobs report eased concerns over the Federal Reserve implementing further rate hikes in the near term. At the same time, robust tech and software earnings helped dispel fears surrounding artificial intelligence (AI) market disruption. While lower rate expectations and strong tech earnings often drive investors toward aggressive growth plays, recent market volatility \u2014 particularly among tech firms making massive capital expenditures on AI data centers \u2014 warrants caution. For risk-averse inves", "url": "https://finance.yahoo.com/markets/stocks/articles/5-dividend-growth-stocks-buy-144300270.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-dividend-growth-stocks-buy-144300270.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:43:00+00:00", "published_display": "10 Aug 2026 14:43", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "72fd5af2b9eb905e6c6347ccfde895509a3ed171a165a5a532ea0a7f08b4206e", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.764, "provider_directional_mass": 0.2202, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.402, "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating growth", "Positive valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.173506, "evidence_share": 3.4, "evidence_share_display": "3.4", "freshness_pct": 64.4, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Dividend Payments", "Dividends", "Earnings", "Earnings Growth", "Financials", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Sales Jump 45% On Strong AI Chip Demand But Investors Shrug", "summary": "TSMC said its sales in July rose nearly 6% from June and 45% year over year thanks to strong demand for AI chips. Continue Reading", "url": "https://finance.yahoo.com/m/f4a2cd6d-e861-305e-b2e4-431697498054/tsmc-sales-jump-45%25-on-strong.html", "source_link": "https://finance.yahoo.com/m/f4a2cd6d-e861-305e-b2e4-431697498054/tsmc-sales-jump-45%25-on-strong.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:26:21+00:00", "published_display": "10 Aug 2026 14:26", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "ed1a3b739d65fafdf1ac52c8c2ca4ebc7b4dbd55da8f081d9bbe63466baed973", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.733, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.177744, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 64.3, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Earnings", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft plans Maia 300 chip reveal in September - Information", "summary": "Investing.com -- Microsoft is targeting a public unveiling of its next-generation Maia 300 AI accelerator as soon as September. It has also entered talks to secure manufacturing capacity for more than 300,000 units from TSMC, with delivery planned for 2027, The Information reported Monday, citing two people with direct knowledge of the plans. MSFT shares were indicated up approximately 0.7% in premarket trading ahead of Monday's open. Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens o", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:04:32+00:00", "published_display": "10 Aug 2026 14:04", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "36e79f8d9f9de84600dc325307787e98114d464f0eeece2275fda9a8caf79770", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.543, "provider_directional_mass": 0.087, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.387, "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.085411, "evidence_share": 1.7, "evidence_share_display": "1.7", "freshness_pct": 64.2, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Cloud Computing", "Earnings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Nvidia Scores 12% Weekly Gain As Taiwan Semiconductor Sales Soars; Is Nvidia A Buy Now?", "summary": "Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54. Continue Reading", "url": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-scores-12%25-weekly-gain.html", "source_link": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-scores-12%25-weekly-gain.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:00:36+00:00", "published_display": "10 Aug 2026 14:00", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6c2247e0f1c8bbd006467da41edb54d75694ba2c99fec30267398c5115ef07c5", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.483, "provider_directional_mass": 0.0, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Positive financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.022437, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 33.0, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Tech"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Plans Production Boost for AI Chips, Report Says", "summary": "(Bloomberg) -- Microsoft Corp. is planning to \"significantly\" increase production of its next-generation AI chips, the Information reported. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Stocks Churn as Oil Advance Boosts Treasury Yields: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Behind Bessent Moves, Wall Street Sees a Bond-Market Angst The company has been in discussions with supplier Taiwan Semiconductor Manufacturing Co. to secure manufacturing ", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-production-boost-ai-135551218.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-production-boost-ai-135551218.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:55:51+00:00", "published_display": "10 Aug 2026 13:55", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "8ef4c7003ddcadaff49c173aae7c45210800a2afa46562b7528d3351a24b3e94", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.491, "provider_directional_mass": 0.087, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 47, "tone_signals": ["Negative financial language"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.066115, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 72.8, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI Chips", "Cloud Computing", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "What TSMC\u2019s Surging Sales Growth Means for Apple and Nvidia Stocks", "summary": "Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading", "url": "https://finance.yahoo.com/m/bbe53889-3110-3753-ae7e-629c42e0337d/what-tsmc%E2%80%99s-surging-sales.html", "source_link": "https://finance.yahoo.com/m/bbe53889-3110-3753-ae7e-629c42e0337d/what-tsmc%E2%80%99s-surging-sales.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:49:00+00:00", "published_display": "10 Aug 2026 13:49", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "63e0f9fd3d3d574f21e49730fcd22c1f63d94e9298e945346dc7eb1bd90fd239", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.719, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.173984, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 64.1, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 5, "topics": ["EARNINGS", "Earnings"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%", "summary": "What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier. On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025. (ASML ) Go deeper with AlphaSpace ", "url": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:38:13+00:00", "published_display": "10 Aug 2026 13:38", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "edfb52a87b6689a42b2e5312821effbd3e3954b8c1c95718f94e8ae19fbd7c69", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.772, "provider_directional_mass": 0.0551, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.191004, "evidence_share": 3.8, "evidence_share_display": "3.8", "freshness_pct": 64.0, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 4, "topics": ["Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Market Chatter: Microsoft Plans to Ramp Up Homegrown AI Chip Production Next Year", "summary": "Microsoft (MSFT) intends to greatly increase production of its internally designed artificial intelligence chips next year and hopes to persuade Anthropic and other large cloud customers to use them, The Information reported Monday, citing two people with direct knowledge of the Silver 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 now", "url": "https://finance.yahoo.com/technology/ai/articles/market-chatter-microsoft-plans-ramp-132246866.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/market-chatter-microsoft-plans-ramp-132246866.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:22:46+00:00", "published_display": "10 Aug 2026 13:22", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "8105f5eb970e828b399fc15f5530ca59f6b6f5b484c7dabab68008048b618ea3", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.517, "provider_directional_mass": 0.115, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.056956, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 47.4, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 4, "topics": ["Artificial Intelligence", "Cloud Computing"], "evidence_basis": "", "score_included": true}, {"title": "Sony and TSMC to Spend $6.3 Billion on Next-Generation Sensors", "summary": "This article first appeared on GuruFocus. TSMC (NYSE:TSM) and Sony (NYSE:SONY) plan to spend around 1 trillion yen ($6.3 billion) to jointly produce next-generation image-sensor chips, according to Nikkei Asia. The joint venture would be owned roughly 60% by Sony and 40% by TSMC, with commercial production starting as early as 2029 in Japan's Kumamoto prefecture. TSMC shares are up 0.20% premarket. Warning! GuruFocus has detected 6 Warning Sign with TSM. Is TSM fairly valued? Test your thesis with our free DCF calculator. The spending figure puts numbers to a plan the two announced in May, whe", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-122318697.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-122318697.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:23:18+00:00", "published_display": "10 Aug 2026 12:23", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "abb83d58e9014cb0cb4722c6702b2264bd5f9c19820e377205103f1c55eb13d5", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.516, "provider_directional_mass": 0.104, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.025248, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 32.2, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Sony Stock Jumps on Potential $6.3B TSMC Image Sensor Deal", "summary": "This article first appeared on GuruFocus. Sony (SONY) shares rose as much as 3% in early Monday trade after reports that the company and Taiwan Semiconductor Manufacturing (NYSE:TSM) are considering a combined 1 trillion ($6.3 billion) investment in a new image-sensor facility in Japan, according to a Monday report. Sony and TSMC are expected to establish a joint venture in Kumamoto, with Sony holding about 60% and TSMC the remaining 40%. The facility could begin commercial output as early as 2029 and would focus on next-generation sensors, according to the report. Warning! GuruFocus has detec", "url": "https://finance.yahoo.com/markets/stocks/articles/sony-stock-jumps-potential-6-121916892.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sony-stock-jumps-potential-6-121916892.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:19:16+00:00", "published_display": "10 Aug 2026 12:19", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "89f376a1ab7ba4181f49bb2247629039204cdbff6fb88172b0a0217428cea98b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.489, "provider_directional_mass": 0.129, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.769, "sentiment": "neutral", "sentiment_pct": 53, "tone_signals": ["Positive market reaction"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.06541, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 72.3, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (TSM) posted a 44.7% increase in July revenue. TSMC generated NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. Revenue for the first seven months of the year reached NT$2.87 trillion, representing a 37% increase from the same period last year. Warning! GuruFocus has detected 6 Warning Sign with AVGO. Is AVGO fairly valued? Test your thesis with our free DCF calculator. The results come after TSMC delivered record second-quarter profit and margins, although management indicated profitability could mo", "url": "https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:18:36+00:00", "published_display": "10 Aug 2026 12:18", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a4dcee39f1c1f6163344abc106542a7cd7638a273388806ecfc50dd3c65752cf", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.712, "provider_directional_mass": 0.201, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.265, "sentiment": "positive", "sentiment_pct": 74, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.146673, "evidence_share": 2.9, "evidence_share_display": "2.9", "freshness_pct": 63.5, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Capital Spending", "Earnings", "Revenue Growth", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (TSM) Shares Gain Attention After Ark Adds To Position", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Ark Invest increased its position in Taiwan Semiconductor Manufacturing (NYSE: TSM) after Meta shared updated AI focused capital expenditure plans. The move follows Meta guidance that points to higher investment in AI infrastructure to support its platforms. TSMC is a key contract manufacturer for advanced chips used in AI data centers and related hardware. The position change draws attention to how large funds are repositio", "url": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-shares-121027691.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-shares-121027691.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:10:27+00:00", "published_display": "10 Aug 2026 12:10", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "0c5ca661fddbf8db80ecb48de6bb060e53f000e90fcb6c3361e2b56dee84586b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.539, "provider_directional_mass": 0.1161, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Positive financial language"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.135735, "evidence_share": 2.7, "evidence_share_display": "2.7", "freshness_pct": 72.3, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI Infrastructure", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "Intel launches $15 billion share sale as turnaround rally lifts stock", "summary": "Aug 10 (Reuters) - Intel is planning to raise $15 billion through a share \u200csale, the U.S. chipmaker said \u200con Monday as it looks to fund the \u200bcostly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by its turnaround efforts. Once \u200cthe dominant \u2060force in the global chip industry, Intel is investing heavily in \u2060new facilities and advanced packaging capabilities as it seeks to challenge industry \u200bleader such \u200bas TSMC in \u200bcontract chip manufacturing. Its \u200cshares fell more than 3% in premarket trading, likely on concerns about shareholder dilution from the ", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-launches-15-billion-share-120506693.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intel-launches-15-billion-share-120506693.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:05:06+00:00", "published_display": "10 Aug 2026 12:05", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "633d16beff549053c6dafa45b463dbc6b501a5263f4a7bc5f0737703c632ac81", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.699, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.426, "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Dilution risk", "Positive market reaction", "Negative market reaction"], "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.102972, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 63.4, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["Semiconductors", "Share Buyback", "Shareholder", "Stock Sale"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Emerging-Market Stock Valuations Sink Below Half of S&P 500\u2019s", "summary": "(Bloomberg) -- For the first time in at least two decades, emerging-market stock valuations have fallen to less than half those of US equities, a sign to some investors that there are increasingly attractive opportunities in developing economies. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Stocks Waver Near Record Highs, Crude Oil Advances: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Says Hormuz Deal Close But Its Conditions Must Be Met After p", "url": "https://finance.yahoo.com/markets/world-indices/articles/emerging-market-stock-valuations-sink-115217478.html", "source_link": "https://finance.yahoo.com/markets/world-indices/articles/emerging-market-stock-valuations-sink-115217478.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:52:17+00:00", "published_display": "10 Aug 2026 11:52", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "4f67457f5665ea0ca28ac20c73a7fd20cfc27f05f75417bc43e2c81f90fc11ad", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.547, "provider_directional_mass": 0.0959, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.417, "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.087103, "evidence_share": 1.7, "evidence_share_display": "1.7", "freshness_pct": 72.2, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["AI", "Economic Reforms", "Emerging Markets", "Tech", "Valuation"], "evidence_basis": "", "score_included": true}, {"title": "Key Republican urges US to stop any advanced chips from reaching sanctioned Chinese firms", "summary": "By Alexandra Alper WASHINGTON, Aug 10 (Reuters) - Republican Congressman John Moolenaar, who leads the House Select Committee on China, called on the Trump administration to make \u200csure chip manufacturers don't send advanced logic chips to untrusted Chinese firms. In \u200cJanuary 2025, the Biden administration unveiled a new rule requiring chip manufacturers to scrutinize orders of advanced chips \u200bfrom companies that could be serving as a front for untrusted firms from China and other countries. The rule was a response to revelations that Chinese chip designer Sophgo had chips manufactured at TSMC ", "url": "https://finance.yahoo.com/technology/articles/key-republican-urges-us-stop-100512815.html", "source_link": "https://finance.yahoo.com/technology/articles/key-republican-urges-us-stop-100512815.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:05:12+00:00", "published_display": "10 Aug 2026 10:05", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "fc42f465d1e19007538baf6fa298e8a3a5fcea4a7c899752ae6a92de90255b4d", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.447, "provider_directional_mass": 0.105, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 53, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.018597, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 31.1, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 3, "topics": ["Chip Manufacturing", "Export Controls", "US China Relations"], "evidence_basis": "", "score_included": true}, {"title": "Taiwan Semiconductor\u2019s Blockbuster Run Rolls On: July Revenue Surges 45%", "summary": "Taiwan Semiconductor Manufacturing Company Ltd.(NYSE:TSM) reported a sharp increase in July revenue on Monday, extending strong growth from a year earlier. The chipmaker reported consolidated revenue of approximately 467.58 billion New Taiwan dollars for July, up 44.7% from 323.17 billion New Taiwan dollars in the same month last year. July Revenue Rises From June Revenue increased 5.6% from 442.68 billion New Taiwan dollars in June, according to the company's monthly revenue report. The results showed continued momentum through the first seven months of the year. Revenue from January through ", "url": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-blockbuster-run-rolls-094304031.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-blockbuster-run-rolls-094304031.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T09:43:04+00:00", "published_display": "10 Aug 2026 09:43", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "264e97dc96ee563092dbf6b27bd87ab330630b8302e58a75342d9da19b00c9da", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.777, "provider_directional_mass": 0.1099, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 87, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Strong Demand"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.193438, "evidence_share": 3.8, "evidence_share_display": "3.8", "freshness_pct": 62.6, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 3, "topics": ["ETF", "Earnings", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Emerging-Market Stocks, Currencies Gain After Soft US Jobs Data", "summary": "(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday's unexpectedly weak US employment report. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela China Unleashes $28 Trillion Capital Markets to Challenge US in AI Global Stock Rally Extends, Oil Advances on Iran: Markets Wrap Iran Says Hormuz Deal Close But Its Conditions Must Be Met An MSCI gauge of developing-market stocks was up 0.7%, o", "url": "https://finance.yahoo.com/markets/currencies/articles/emerging-market-stocks-currencies-gain-042549202.html", "source_link": "https://finance.yahoo.com/markets/currencies/articles/emerging-market-stocks-currencies-gain-042549202.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T04:25:49+00:00", "published_display": "10 Aug 2026 04:25", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "5508991c080493206b2add5e17fb801184d9b4bb62404956c7e6450b78d2bfa4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.617, "provider_directional_mass": 0.148, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.439, "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Improving financial comparison"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.101875, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 70.0, "age_days": 3.6, "influence_label": "Low", "duplicate_count": 3, "topics": ["Cpi", "Currencies", "Emerging Markets", "Oil", "US Dollar"], "evidence_basis": "", "score_included": true}, {"title": "Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says", "summary": "TOKYO, Aug 10 (Reuters) - Sony Group and Taiwan's TSMC plan to spend around \u200c1 trillion yen ($6.32 billion) to jointly \u200cmake next-generation microchips used in image sensors, the Nikkei \u200bbusiness daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early \u200cas 2029 in \u2060southern Japan's Kumamoto prefecture, the paper said. The two tech giants said \u2060in May they planned to form a joint venture in Japan to develop and \u200bmanufacture next-generation \u200bimage sensors, combining \u200bSony's sensor design expertise \u200cwith TSMC's manufacturing and proce", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-031506727.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-031506727.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T03:15:06+00:00", "published_display": "10 Aug 2026 03:15", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "40bbf8cfacb2e54a592007b4abfddd571b3feddb284226dcdb2657322c29e7c4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.443, "provider_directional_mass": 0.0579, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 54, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.017158, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 28.2, "age_days": 3.7, "influence_label": "Low", "duplicate_count": 3, "topics": ["Joint Venture", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (TSM) Is AI Demand Making The Stock Look Fully Valued", "summary": "", "url": "https://news.google.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?oc=5", "source_link": 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"f7c53b48bf93117f5821c2f1db129fec557e683b87011c4014060df9ec103324", "target_scope": "", "durable_archive": false, "archive_provider": "google_news", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.011549, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 21.6, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 2, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Rating Lowered by Wall Street Zen", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Taiwan+Semiconductor+Manufacturing+%28NYSE%3ATSM%29+Stock+Rating+Lowered+by+Wall+Street+Zen%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-08-08T05:18:56+00:00", "published_display": "08 Aug 2026 05:18", "provider": "archive", "providers": ["archive"], "source_names": ["MarketBeat"], "source_kind": "publisher", "story_key": "1914a14f7ba5605606a44cbd196a166b79b9f02a015f12badcb56d2f45ff06ee", "target_scope": "", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Negative financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.02523, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 27.6, "age_days": 5.6, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Jim Cramer Called Linde plc (NASDAQ:LIN)\u2019s Share Price Movement \u201cStupid\u201d", "summary": "Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in revenue and $4.50 in adjusted earnings per share to beat analyst estimates of $4.48. Additionally, the firm also hiked its full-year guidance to $17.70 to $17.90 per share from the earlier $17.60 to $17.90 \u2060per \u200bshare. Yet, as the shares tumbled, in a tweet, Cramer called the move unwise and mentioned a contract from Taiwan's ", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-called-linde-plc-183106534.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-called-linde-plc-183106534.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T18:31:06+00:00", "published_display": "07 Aug 2026 18:31", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "aaa6978e1b42cca126846ab973edd50db969a9ce0f8369a9b827394a487e9d19", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.699, "provider_directional_mass": 0.1462, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.614, "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Beat 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