{"ticker": {"uuid": "e587cbaa-fc94-4c66-8fda-87ad770ced31", "symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "exchange": "VIE", "country": "AT", "sector": "Technology", "industry": "Semiconductors"}, "articles": [{"title": "AMD Gets a Bigger AI Opportunity as CPU Market Expands", "summary": "This article first appeared on GuruFocus. Advanced Micro Devices Inc. (AMD, Financials), the chipmaker competing across CPUs and GPUs, could benefit from a much larger server processor market as agentic artificial intelligence drives new demand inside data centers. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator. Bank of America raised its estimate for the 2030 server CPU market to more than $210 billion from about $170 billion. The firm now expects the market to grow at a 36% annual rate from roughly $35 billion in ", "url": "https://finance.yahoo.com/technology/ai/articles/amd-gets-bigger-ai-opportunity-185429681.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-gets-bigger-ai-opportunity-185429681.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T18:54:29+00:00", "published_display": "13 Aug 2026 18:54", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 45, "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": 0.047558, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 99.4, "age_days": 0.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "CBRS Q2 Earnings Beat Estimates as Cloud Revenues Surge 287%", "summary": "Cerebras Systems CBRS reported a second-quarter 2026 loss of 4 cents per share, narrower than the Zacks Consensus Estimate, delivering an 80.95% earnings surprise. Core revenues of $209.87 million rose 103% year over year and topped the consensus estimate by 8.09%. The upside was led by rapid adoption of fast inference services. Core cloud and other services revenues surged 287% year over year to $127.7 million, while remaining performance obligations reached $25.4 billion. CBRS Cloud Business Drives Revenue Growth Core cloud and other services revenues nearly quadrupled from $33 million a yea", "url": "https://finance.yahoo.com/technology/ai/articles/cbrs-q2-earnings-beat-estimates-180000299.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/cbrs-q2-earnings-beat-estimates-180000299.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T18:00:00+00:00", "published_display": "13 Aug 2026 18:00", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Margin expansion"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.098655, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 99.2, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Business Services", "Cloud Services", "Consensus Estimate", "Earnings"], "evidence_basis": "", "score_included": true}, {"title": "S&P 500 tags an all-time high and these 20 names have helped fuel the rally", "summary": "[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up 13.5% year-to-date. Broad participation has supported the advance, with 350 of the index\u2019s 500 constituents trading higher in 2026. Leadership has been highly concentrated, however, as a select group of stocks has driven much of the gains. SanDisk Corp. has stood out at the forefront, soaring 559.7% year-t", "url": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-13T17:40:24+00:00", "published_display": "13 Aug 2026 17:40", "source_kind": "publisher", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 65, "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": 0.075721, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 97.7, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Energy", "ETF", "On The Move", "Semiconductors", "Sp500", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sector Update: Tech Stocks Gain Thursday Afternoon", "summary": "Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-thursday-173236999.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-thursday-173236999.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:32:36+00:00", "published_display": "13 Aug 2026 17:32", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 65, "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": 0.047278, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 98.3, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Bit Digital Q2 Earnings Miss Despite Revenue Beat on Cloud Growth", "summary": "Bit Digital, Inc. BTBT reported a second-quarter 2026 loss of 6 cents per share, wider than the year-ago loss of 3 cents and missing the Zacks Consensus Estimate of a 5-cent loss. Rising costs affected the bottom line. Revenues rose 25.1% year over year to $32.11 million and beat the consensus mark by 47.9%. Growth was led by cloud and colocation services, while remaining performance obligations stood at approximately $1 billion at quarter-end. Bit Digital, Inc. Price, Consensus and EPS SurpriseBit Digital, Inc. Price, Consensus and EPS Surprise Bit Digital, Inc. price-consensus-eps-surprise-c", "url": "https://finance.yahoo.com/markets/stocks/articles/bit-digital-q2-earnings-miss-173100564.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/bit-digital-q2-earnings-miss-173100564.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:31:00+00:00", "published_display": "13 Aug 2026 17:31", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 41, "tone_signals": ["Beat expectations", "Missed expectations", "Improving financial comparison", "Operating deterioration"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070588, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 99.0, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Balance Sheet", "Cloud Services", "Crypto", "Earnings", "Mining"], "evidence_basis": "", "score_included": true}, {"title": "CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?", "summary": "The rapid expansion of AI infrastructure has created a strong opportunity for the companies that supply computing and networking systems required to develop AI models. Arista Networks, Inc. ANET offers Ethernet switches, routing platforms and EOS software engineered for high bandwidth, low latency and traffic-management requirements of AI data centers. Celestica, Inc. CLS focuses on providing design, engineering, manufacturing and systems capabilities for AI infrastructure. Per a report from Precedence Research, the AI infrastructure market, which was valued at $72.2 billion in 2025, is projec", "url": "https://finance.yahoo.com/technology/ai/articles/cls-vs-anet-ai-stock-172300275.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/cls-vs-anet-ai-stock-172300275.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:23:00+00:00", "published_display": "13 Aug 2026 17:23", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 87, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.078668, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 97.3, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Hyperscalers", "Networking", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "BofA picks AMD and Nvidia as AI chip winners in massive CPU market", "summary": "This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by 2030. The revised forecast marks a sizable increase from its previous estimate of roughly $170 billion. Analyst Vivek Arya also lifted the expected annual growth rate to 36% from 30%, pointing to changing AI workloads as a key factor. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our ", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:08:30+00:00", "published_display": "13 Aug 2026 17:08", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 51, "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": 0.041825, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 99.1, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Growth Rate", "Processors", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "BofA Reveals Its AI Stocks To Buy List", "summary": "This article first appeared on GuruFocus. Bank of America is turning more bullish on the next leg of AI infrastructure, naming Advanced Micro Devices (NASDAQ:AMD) its top CPU pick and Nvidia (NASDAQ:NVDA) its overall semiconductor pick as agentic AI drives a potentially dramatic increase in server-processor demand. Analyst Vivek Arya now expects the server CPU market to exceed $210 billion by 2030, up from roughly $170 billion previously, suggesting AI spending could broaden well beyond GPUs. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis wit", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-reveals-ai-stocks-buy-170300116.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/bofa-reveals-ai-stocks-buy-170300116.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:03:00+00:00", "published_display": "13 Aug 2026 17:03", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 65, "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": 0.134026, "evidence_share": 1.5, "evidence_share_display": "1.5", "freshness_pct": 98.7, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Growth Rate", "Semiconductors", "Server Market"], "evidence_basis": "archived_article", "score_included": true}, {"title": "IREN\u2019s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage", "summary": "Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No wonder one Wall Street firm believes compute scarcity and higher prices could validate the company's capex-heavy neo-cloud strategy. On August 13, Bernstein SocGen Group analyst Gautam Chhugani reiterated an Outperform rating on IREN with a $100.00 price target. This target implies roughly 12", "url": "https://finance.yahoo.com/technology/ai/articles/iren-100-bull-case-hinges-162631786.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/iren-100-bull-case-hinges-162631786.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T16:26:31+00:00", "published_display": "13 Aug 2026 16:26", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Positive valuation view", "Negative valuation view"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.040736, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 97.3, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here\u2019s What Shatters That Illusion", "summary": "Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set to formalize GPU cash flows. Andy Jassy said Amazon's Trainium business already runs at a $20 billion annual rate and could approach $50 billion, offering AI customers an escape from Nvidia hardware. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all", "url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T15:42:55+00:00", "published_display": "13 Aug 2026 15:42", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 44, "tone_signals": ["Negative financial language"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.031832, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 94.9, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Compute Futures", "Gpu Market", "Hardware", "Rental Prices"], "evidence_basis": "", "score_included": true}, {"title": "Cerebras Systems Poised to See More Upside From Capacity, AI Demand, Morgan Stanley Says", "summary": "Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new inference products with AMD (AMD) and Amazon (AMZN) Web Services, as well as gains more hyperscaler business, Morgan Stanley said in a note Thursday.The company expects core 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/cerebras-systems-poised-see-more-153213925.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/cerebras-systems-poised-see-more-153213925.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T15:32:13+00:00", "published_display": "13 Aug 2026 15:32", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 79, "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": 0.111149, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 98.5, "age_days": 0.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Data Centers", "Expansion", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "AMD to Raise as Much as $5 Billion From Debt Offering", "summary": "(Bloomberg) -- Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker's biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Anthropic Said in Talks to Buy Startup Decart for $6 Billion Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost No final decision has been ma", "url": "https://finance.yahoo.com/technology/ai/articles/amd-raise-much-5-billion-151416792.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-raise-much-5-billion-151416792.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T15:14:16+00:00", "published_display": "13 Aug 2026 15:14", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 57, "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": 0.109425, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 98.3, "age_days": 0.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["Artificial Intelligence", "Bond Sale", "Debt", "Debt Offering", "Investment Grade", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle", "summary": "Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price the risk. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Corporate America is expected to pour some $770 billion into AI infrastructure in 2026, and", "url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sounds-alarm-again-144154784.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sounds-alarm-again-144154784.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T14:41:54+00:00", "published_display": "13 Aug 2026 14:41", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 59, "tone_signals": ["Improving financial comparison"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.059286, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 98.1, "age_days": 0.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Credit Markets", "Free Cash Flow", "Hyperscalers", "Off Balance Sheet"], "evidence_basis": "", "score_included": true}, {"title": "Insulet Corporation\u2019s (PODD) Wearable Pod Tech Finds New Frontier", "summary": "Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the \"Insiders Fund\". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500's -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive postur", "url": "https://finance.yahoo.com/healthcare/articles/insulet-corporation-podd-wearable-pod-130437669.html", "source_link": "https://finance.yahoo.com/healthcare/articles/insulet-corporation-podd-wearable-pod-130437669.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T13:04:37+00:00", "published_display": "13 Aug 2026 13:04", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 49, "tone_signals": ["Operating growth", "Dilution risk", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.046343, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 96.5, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Insider Buying", "Medical Devices", "Semiconductors", "Share Price", "Stock Offering"], "evidence_basis": "", "score_included": true}, {"title": "The Fund Mounts Against Alphabet\u2019s (GOOG) Aggressive AI Spending", "summary": "Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the \"Insiders Fund\". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500's -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive postur", "url": "https://finance.yahoo.com/markets/stocks/articles/fund-mounts-against-alphabet-goog-130143350.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/fund-mounts-against-alphabet-goog-130143350.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T13:01:43+00:00", "published_display": "13 Aug 2026 13:01", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Dilution risk", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.076666, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 96.4, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Semiconductors", "Shareholder", "Stock Offering"], "evidence_basis": "", "score_included": true}, {"title": "Tech Stock Forecasts \u2013 NVDA, AMD, and ORCL Test Key 50-Day EMA Support", "summary": "NVDA Technical AnalysisNVIDIA trades at $224.09, holding above both EMAs and testing resistance near its earlier 2026 highs. Source: TradingView The pre-market trading of Nvidia is at the top of the range it's been in for a couple of days now, showing signs of bullish pressure as we head towards the earnings call that comes out on the 26th. All things being equal, this is a market that gapped and has been consolidating since. That's a fairly strong sign, as we have not felt the need to give back that gap. And of course, the market always seems to have at least one eye on Nvidia. It's been the ", "url": "https://finance.yahoo.com/markets/stocks/articles/tech-stock-forecasts-nvda-amd-123656565.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tech-stock-forecasts-nvda-amd-123656565.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T12:36:56+00:00", "published_display": "13 Aug 2026 12:36", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 56, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054484, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 96.2, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "BofA lifts server CPU TAM to $210bn+ on the rise of AI agents", "summary": "Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers. Analyst Vivek Arya lifted the firm's 2030 server CPU total addressable market to more than $210 billion, from around $170 billion, following second-quarter earnings and strong AI compute and memory demand trends. BofA said the new figure implies \"nearly 5x growth off the ~$35bn CY25 level,\" with the market now expected to grow at a 36% compound annual rate, up from 30% previously. Central to the call is a shift i", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-lifts-server-cpu-tam-120133825.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/bofa-lifts-server-cpu-tam-120133825.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T12:01:33+00:00", "published_display": "13 Aug 2026 12:01", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.064817, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 95.9, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cpu Market", "Data Centers", "Earnings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Belite Bio Q2 Net Loss Widens; FDA Sets PDUFA Date For Tinlarebant In February 2027", "summary": "(RTTNews) - Belite Bio, Inc (BLTE), a clinical-stage drug development company, announced its financial results for the second quarter, reflecting a wider net loss. The company also provided an update on its New Drug Application (NDA) for tinlarebant for the treatment of Stargardt disease type 1 (STGD1), an inherited macular dystrophy condition. Company Profile Belite Bio focuses on degenerative retinal diseases such as Stargardt disease type 1 (STGD1) and geographic atrophy in advanced dry age-related macular degeneration (AMD), in addition to specific metabolic diseases. Belite Bio's lead can", "url": "https://www.nasdaq.com/articles/belite-bio-q2-net-loss-widens-fda-sets-pdufa-date-tinlarebant-february-2027", "source_link": "https://www.nasdaq.com/articles/belite-bio-q2-net-loss-widens-fda-sets-pdufa-date-tinlarebant-february-2027", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-13T09:42:05+00:00", "published_display": "13 Aug 2026 09:42", "source_kind": "publisher", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 27, "tone_signals": ["Loss widened"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.160014, "evidence_share": 1.8, "evidence_share_display": "1.8", "freshness_pct": 94.6, "age_days": 0.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Clinical Trials", "Earnings", "Fda Approval", "Financial Results"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Stock Plummets 17% Despite Solid Earnings", "summary": "Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-stock-plummets-17%25.html", "source_link": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-stock-plummets-17%25.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:49:00+00:00", "published_display": "13 Aug 2026 08:49", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.043102, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 94.1, "age_days": 0.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"], "evidence_basis": "", "score_included": true}, {"title": "Outlook Therapeutics slides after pricing $55M securities offering", "summary": "Outlook Therapeutics (OTLK [https://seekingalpha.com/symbol/OTLK]) shares fell nearly 15% in premarket trading Thursday after the company priced a public offering of 55.6M shares and warrants for gross proceeds of about $55M. The combined offering price is $0.99 per share and accompanying warrant, with the warrants exercisable immediately at $1.10 per share and expiring five years after issuance. Outlook also granted underwriters a 30-day option to purchase up to an additional 8.3M shares and/or warrants. The offering [https://seekingalpha.com/pr/20617656-outlook-therapeutics-announces-pricing", "url": "https://seekingalpha.com/news/4632095-outlook-therapeutics-slides-after-pricing-55m-securities-offering?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4632095-outlook-therapeutics-slides-after-pricing-55m-securities-offering?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-13T08:17:30+00:00", "published_display": "13 Aug 2026 08:17", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Negative market reaction"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.068137, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 95.6, "age_days": 0.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Fda Approval", "On The Move", "Public Offering", "Retinal Diseases"], "evidence_basis": "", "score_included": true}, {"title": "Amid NEC's Rollout of AI-Driven Open RAN and Private 5G Solutions in Industrial DX, New Report Outlines Japan Local 5G Market Expansion", "summary": "Company Logo Rapid commercial maturity across the country's industrial and enterprise sectors highlighted by NTT DATA's recognition as a 2026 Leader in private mobile networks, Fujitsu's expanding subscription-based Local 5G models, and NEC's Open RAN smart factory deployments is accelerating dedicated private spectrum adoption across Japanese manufacturing, logistics, healthcare, and smart cities. This detailed study delivers an in-depth analysis of spectrum licensing frameworks, equipment sales versus subscription offerings, vertical adoption trends, and regional growth projections. Dublin, ", "url": "https://finance.yahoo.com/technology/ai/articles/amid-necs-rollout-ai-driven-080500312.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amid-necs-rollout-ai-driven-080500312.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:05:00+00:00", "published_display": "13 Aug 2026 08:05", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.014992, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 85.0, "age_days": 0.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "US Dollar Price Forecast: Can PPI Revive DXY as EUR/USD and GBP/USD Retreat?", "summary": "US Dollar News: PPI and UK GDP Reshape FX Outlook Today's main driver of the US dollar is the reassessment of FED policy after the soft US consumer inflation numbers for July. The headline CPI increased by only 0.1% (month on month) and annual inflation slowed down to 3.4%, further dampening expectations for an FED rate hike in September. The focus now is on the release of the PPI (Production Price Index) scheduled for Thursday. Another soft reading will support the FED's decision to pause. The FED will be more relaxed with higher inflation concerns if the PPI numbers show persistence in pipel", "url": "https://finance.yahoo.com/markets/currencies/articles/us-dollar-price-forecast-ppi-073806684.html", "source_link": "https://finance.yahoo.com/markets/currencies/articles/us-dollar-price-forecast-ppi-073806684.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T07:38:06+00:00", "published_display": "13 Aug 2026 07:38", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Operating deterioration"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.065144, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 95.3, "age_days": 0.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Fx", "Inflation", "Ppi", "Rates"], "evidence_basis": "", "score_included": true}, {"title": "Outlook Therapeutics Prices $55 Mln Offering To Support LYTENAVA Launch; Stock Down", "summary": "(RTTNews) - Outlook Therapeutics, Inc. (OTLK), a biopharmaceutical company, priced a public offering of 55.56 million shares and accompanying warrants to purchase up to 55.56 million shares at a combined public offering price of $0.99 for each share of common stock and accompanying warrant. The aggregate gross proceeds from the offering are expected to be approximately $55.0 million. Outlook Therapeutics intends to use the net proceeds from the offering to support the commercial launch of LYTENAVA in the United States, as well as for working capital and general corporate purposes. Outlook Ther", "url": "https://www.nasdaq.com/articles/outlook-therapeutics-prices-55-mln-offering-support-lytenava-launch-stock-down", "source_link": "https://www.nasdaq.com/articles/outlook-therapeutics-prices-55-mln-offering-support-lytenava-launch-stock-down", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-13T07:37:58+00:00", "published_display": "13 Aug 2026 07:37", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 56, "tone_signals": [], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.064262, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 95.3, "age_days": 0.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Ophthalmology", "Secondary Offering"], "evidence_basis": "", "score_included": true}, {"title": "Belite Bio Reports Unaudited Second Quarter 2026 Financial Results and Provides a Corporate Update", "summary": "Belite Bio, Inc U.S. Food and Drug Administration (FDA) accepted the New Drug Application (NDA) with Priority Review for tinlarebant for the treatment of Stargardt disease type 1 (STGD1); Prescription Drug User Fee Act (PDUFA) target action date of February 12, 2027 Company presented additional positive secondary endpoint data from the Phase 3 DRAGON trial of tinlarebant at the American Society of Retina Specialists (ASRS) Annual Meeting with quantitative autofluorescence (qAF) showing a marked divergence between treatment groups Conference call and webcast on Thursday, August 13, 2026, at 4:3", "url": "https://finance.yahoo.com/healthcare/articles/belite-bio-reports-unaudited-second-014500110.html", "source_link": "https://finance.yahoo.com/healthcare/articles/belite-bio-reports-unaudited-second-014500110.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T01:45:00+00:00", "published_display": "13 Aug 2026 01:45", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.073517, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 90.4, "age_days": 0.7, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Clinical Trials", "Fda Approval", "Financial Results", "Growth Rate", "Shares Outstanding"], "evidence_basis": "", "score_included": true}, {"title": "The 5 Most Interesting Analyst Questions From AMD\u2019s Q2 Earnings Call", "summary": "AMD's second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter's results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up nearly 60% of total revenue. CEO Lisa Su highlighted \"record server CPU revenue\" and noted that sales were powered by cloud and enterprise demand, as well as broader adoption across industries ranging from healthcare to financial services. Declines in gaming revenue partially offset these gains,", "url": "https://finance.yahoo.com/markets/stocks/articles/5-most-interesting-analyst-questions-002900646.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-most-interesting-analyst-questions-002900646.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T00:29:00+00:00", "published_display": "13 Aug 2026 00:29", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Beat expectations", "Improving financial comparison", "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": 0.10194, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 89.7, "age_days": 0.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Free Cash Flow", "Guidance", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Adobe vs. Advanced Micro Devices: Which Technology Stock Is a Better Buy in 2026?", "summary": "Key Points Adobe maintains high profitability with a software ecosystem that serves creative and marketing professionals. Advanced Micro Devices is rapidly expanding its presence in the data center market with high-performance AI accelerators. Which of these technology leaders is the better fit for your growth-oriented portfolio?10 stocks we like better than Adobe \u203a Investors often choose between established software giants and high-growth hardware manufacturers when building a long-term portfolio. Choosing between Adobe(NASDAQ:ADBE) and Advanced Micro Devices(NASDAQ:AMD) involves weighing ste", "url": "https://www.nasdaq.com/articles/adobe-vs-advanced-micro-devices-which-technology-stock-better-buy-2026", "source_link": "https://www.nasdaq.com/articles/adobe-vs-advanced-micro-devices-which-technology-stock-better-buy-2026", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T22:09:44+00:00", "published_display": "12 Aug 2026 22:09", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.037613, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 73.7, "age_days": 0.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Hardware", "Balance Sheet", "Data Centers", "Growth Stocks", "Markets", "Net Income"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.", "summary": "Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-systems-reports.html", "source_link": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-systems-reports.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:20:00+00:00", "published_display": "12 Aug 2026 21:20", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.039427, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 88.1, "age_days": 0.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"], "evidence_basis": "", "score_included": true}, {"title": "AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It", "summary": "Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm's analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target. According to the firm, AMD's client and gaming business faces softer demand due to higher memory costs, but rising MI450 and Venice demand support the longer-term buy thesis. Raising FY27 AI Expectations Despite an expected cyclical downturn in the client and gaming business, Phillip Securi", "url": "https://finance.yahoo.com/technology/ai/articles/amd-amd-trades-premium-phillip-210833641.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-amd-trades-premium-phillip-210833641.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:08:33+00:00", "published_display": "12 Aug 2026 21:08", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.053716, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 88.0, "age_days": 0.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Price Target", "Price Target", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "GF Securities Revisits AI Stock Rebound", "summary": "This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI spending returns. The call favors GPUs, CPUs and optical-networking suppliers over the broader semiconductor sector, suggesting investors should be increasingly selective as the AI rebound enters its next phase. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fair", "url": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:38:20+00:00", "published_display": "12 Aug 2026 19:38", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 37, "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": 0.091604, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 87.2, "age_days": 1.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Price Target", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Nvidia (NVDA) Stock Trades Down, Here Is Why", "summary": "What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial firms, including Apollo Global and Blackstone, to fund the data centers and power generation needed for the AI boom. This has raised questions about the company's reliance on external funding for growth. Adding to investor unease, billionaire Mark Cuban warned that Nvidia's financing effort", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nvda-stock-trades-down-180522894.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nvda-stock-trades-down-180522894.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:05:22+00:00", "published_display": "12 Aug 2026 18:05", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 80, "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": 0.078143, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 86.4, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Competition", "Earnings", "Market Share", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Bank of America sends blunt message to Nvidia stock investors", "summary": "Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace from slowing down. Bank of America thinks it can. And the note behind that view is worth reading before the earnings date arrives. Bank of America Nvidia earnings preview and $350 price target In a note shared with TheStreet on August 7, Bank of America analyst Vivek Arya called Nvidia (NVDA) his top se", "url": "https://finance.yahoo.com/markets/stocks/articles/bank-america-sends-blunt-message-174700491.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/bank-america-sends-blunt-message-174700491.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:47:00+00:00", "published_display": "12 Aug 2026 17:47", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Operating growth"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.064457, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 78.2, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Datacenter", "Earnings", "Earnings Report", "Free Cash Flow", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Stock Drops While Maia Chip Ambitions Expand", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as early as September. Microsoft has not confirmed that timeline, so September remains speculation rather than a firm launch date. But forget the exact month for a second. The real story is bigger. Microsoft is pouring tens of billions of dollars into AI infrastructure, and it does not want to writ", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-stock-drops-while-maia-172305223.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-stock-drops-while-maia-172305223.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:23:05+00:00", "published_display": "12 Aug 2026 17:23", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 46, "tone_signals": ["Negative market reaction"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.026554, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 68.8, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Azure", "Capital Expenditure", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday", "summary": "Quick Read NVIDIA guided $91 billion next quarter at 75% gross margins as AMD's Data Center revenue doubled to $6.7 billion year over year. Lam Research surged 82% year to date on five straight earnings beats; Qualcomm's automotive segment delivered its 23rd consecutive quarter of double-digit growth. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is runnin", "url": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:14:41+00:00", "published_display": "12 Aug 2026 17:14", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Record Revenue"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.09726, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 86.0, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Earnings Per Share", "Operating Income", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "AMD Rises 3% as AI Server Demand Stays Strong", "summary": "This article first appeared on GuruFocus. Shares of chipmaker Advanced Micro Devices Inc. (AMD, Financials), a rival to Nvidia in artificial intelligence, gained nearly 2.6% after good earnings and forecast from Super Micro Computer Inc. fueled hopes for ongoing demand for AI servers.Super Micro announced adjusted earnings of $1.70 a share. That was significantly ahead of Wall Street's estimate of $0.96. Its prospects were even better.The company forecast quarterly revenue of $14.5 billion to $15.5 billion, well above the roughly $12.9 billion analysts had projected. It also anticipated revenu", "url": "https://finance.yahoo.com/technology/ai/articles/amd-rises-3-ai-server-170547690.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-rises-3-ai-server-170547690.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:05:47+00:00", "published_display": "12 Aug 2026 17:05", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.072761, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 86.0, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Broadcom is Overvalued at 23.8X P/E: Should You Still Buy the Stock?", "summary": "Broadcom AVGO shares are overvalued, as suggested by a Value Score of D. In terms of the forward 12-month price/earnings (P/E), AVGO is trading at 23.8X, higher than the broader Zacks Computer and Technology sector's 21.53X. Broadcom is trading at a higher multiple as compared with NVIDIA's NVDA 19.91X but at a discount compared with Marvell Technology's MRVL 41.5X and Advanced Micro Devices' AMD 41.61X. AVGO Shares Are OvervaluedZacks Investment Research Image Source: Zacks Investment Research Broadcom shares are trading above the 50 and 200-day moving averages (SMAs), indicating a bullish tr", "url": "https://finance.yahoo.com/markets/stocks/articles/broadcom-overvalued-23-8x-p-165400587.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/broadcom-overvalued-23-8x-p-165400587.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:54:00+00:00", "published_display": "12 Aug 2026 16:54", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054382, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 85.9, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Price Target", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "U.S. Dollar Gains Ground As Inflation Rate Meets Expectations: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY", "summary": "U.S. Dollar Moves Higher As Inflation Rate Drops To 3.4%DXY 120826 4h Chart U.S. Dollar Index gains some ground as traders focus on CPI report. The report indicated that Inflation Rate declined from 3.5% in June to 3.4% in July, in line with analyst estimates. Core Inflation Rate decreased from 2.6% to 2.5%. Core Inflation Rate has also met analyst expectations. Currently, U.S. Dollar Index is trying to settle above the resistance level at 99.85 \u2013 100.00. In case U.S. Dollar Index manages to settle above the 100.00 level, it will head towards the next resistance, which is located in the 100.50", "url": "https://finance.yahoo.com/markets/currencies/articles/u-dollar-gains-ground-inflation-164911473.html", "source_link": "https://finance.yahoo.com/markets/currencies/articles/u-dollar-gains-ground-inflation-164911473.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:49:11+00:00", "published_display": "12 Aug 2026 16:49", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Positive financial language"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.020394, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 68.2, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Forex", "Inflation", "Rates", "Treasuries"], "evidence_basis": "", "score_included": true}, {"title": "A $9.1 billion AI deal just changed this Bitcoin miner\u2019s story", "summary": "Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal with Anthropic, the company behind Claude, to offer 191 megawatts of data-center capacity at its Rockdale, Texas, site, Barron's reported, in a deal worth about $9.1 billion for 20 years. There's a major caveat, however. Riot is not getting $9.1 billion up front, Bloomberg noted. That sum is estimated revenue over 20 years. The overall deal's worth may reach approximately $16.1 billion with two possib", "url": "https://finance.yahoo.com/technology/ai/articles/9-1-billion-ai-deal-163722592.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/9-1-billion-ai-deal-163722592.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:37:22+00:00", "published_display": "12 Aug 2026 16:37", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 75, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.087261, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 85.7, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Bitcoin Mining", "Data Centers", "Energy Demand", "Long Term Contracts", "Total Revenue"], "evidence_basis": "", "score_included": true}, {"title": "Intel's $20B capital raise likely removes overhang, UBS says", "summary": "Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $20B capital raise announcement [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week likely removes any overhang from the stock, investment firm UBS said on Wednesday. \u201cWhen combined with pre-payments and financial commitments that we expect to accompany several forthcoming foundry deals (Google for EMIB-T, AAPL for M-Series, AMD, SPCX, and potentially a few more), we believe the raise will allow INTC to fund its foundry buildout,\u201d UBS analyst Timothy Arcuri wrote in a note to clients. \u201cOverall ", "url": "https://seekingalpha.com/news/4631657-intels-20b-capital-raise-likely-removes-overhang-ubs-says?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4631657-intels-20b-capital-raise-likely-removes-overhang-ubs-says?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-12T16:33:03+00:00", "published_display": "12 Aug 2026 16:33", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 69, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.050391, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 77.3, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Capital Raise", "Fcf", "Foundry", "Price Target", "Price Target", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Advanced Micro Devices vs. Alphabet: Which Artificial Intelligence Stock Is a Better Buy in 2026?", "summary": "Key Points Advanced Micro Devices is rapidly expanding its footprint in the data center market through specialized artificial intelligence accelerators and high-performance computing solutions. Alphabet maintains a dominant position in global advertising while achieving significant revenue growth and high net margins in its cloud computing division. Which of these technology powerhouses deserves a spot in your portfolio for 2026?10 stocks we like better than Advanced Micro Devices \u203a In today\u2019s rapidly expanding artificial intelligence sector, investors have a choice between the high-growth pot", "url": "https://www.nasdaq.com/articles/advanced-micro-devices-vs-alphabet-which-artificial-intelligence-stock-better-buy-2026", "source_link": "https://www.nasdaq.com/articles/advanced-micro-devices-vs-alphabet-which-artificial-intelligence-stock-better-buy-2026", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T16:01:45+00:00", "published_display": "12 Aug 2026 16:01", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "positive", "sentiment_pct": 66, "tone_signals": ["Operating growth"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070493, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 67.4, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Artificial Intelligence", "Balance Sheet", "Cloud Computing", "Digital Advertising", "Growth Rate", "Markets"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Earnings Prediction Market Preview: What Will Andrew Feldman Say?", "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Cerebras Systems Inc.(NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars, up 88% from a year ago. On Kalshi, traders are betting on which words CEO Andrew Feldman and his team will say on the call. What Kalshi Predicts Cerebras Will Say \"AMD\" leads the board at 96%, with \"Disaggregated\" at 90% and \"Helios\" close behin", "url": "https://finance.yahoo.com/markets/stocks/articles/cerebras-earnings-prediction-market-preview-154128369.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/cerebras-earnings-prediction-market-preview-154128369.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:41:28+00:00", "published_display": "12 Aug 2026 15:41", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 28, "tone_signals": ["Deteriorating financial comparison", "Margin pressure"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.077043, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 85.3, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "summary": "Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year and 9% sequentially. Revenues also beat the Zacks Consensus Estimate by 1.09%. The strong performance reflected continued demand for AI infrastructure, as well as a sharp pickup in enterprise and channel activity. SMCI Sees Strong AI Demand Despite Customer Readiness Delays Super Micro Computer's fourth-quarter reven", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:56:00+00:00", "published_display": "12 Aug 2026 14:56", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Beat expectations", "Improving financial comparison", "Margin expansion", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.099511, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 84.9, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Enterprise", "Fourth Quarter", "Free Cash Flow", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "MYR Group and Turtle Beach have been highlighted as Zacks Bull and Bear of the Day", "summary": "For Immediate Release Chicago, IL \u2013 August 12, 2026 \u2013 Zacks Equity Research shares MYR Group Inc. MYRG as the Bull of the Day and Turtle Beach Corp. TBCH as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Intel Corp. INTC, Advanced Micro Devices, Inc. AMD and NVIDIA Corp. NVDA. Here is a synopsis of all five stocks: Bull of the Day: MYR Group Inc. is a great buy-and-hold stock to ride converging megatrends across AI, energy, electrification, and beyond. The specialty electrical contractor posted another strong beat-and-raise quarter at the end of July, with its bac", "url": "https://finance.yahoo.com/markets/stocks/articles/myr-group-turtle-beach-highlighted-142800158.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/myr-group-turtle-beach-highlighted-142800158.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:28:00+00:00", "published_display": "12 Aug 2026 14:28", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.071664, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 84.7, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Estimate", "Earnings Growth", "Energy", "Infrastructure"], "evidence_basis": "archived_article", "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", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.048613, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 88.5, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI", "Joint Venture", "Semiconductors", "Shareholder", "Split"], "evidence_basis": "archived_article", "score_included": true}, {"title": "NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?", "summary": "NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize more than $500 billion of third-party capital over time. The partnerships involve Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. The initiative could become an important growth catalyst because financing has emerged as a key hurdle for customers seeking to build large AI factories. By connecting customers with long-term capital, NVIDIA aims to make it easier for AI labs, enterprises", "url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500b-funding-push-unlock-132200572.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/nvidias-500b-funding-push-unlock-132200572.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:22:00+00:00", "published_display": "12 Aug 2026 13:22", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 72, "tone_signals": ["Missed expectations", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.081367, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 84.1, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Financing", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T13:12:26+00:00", "published_display": "12 Aug 2026 13:12", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.038874, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 84.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 6, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Cpi", "Earnings", "Earnings Growth"], "evidence_basis": "", "score_included": true}, {"title": "ARKX vs. NASA ETF: Identical Fees, Different Space Strategies", "summary": "Key Points ARK Space & Defense Innovation ETF and Tema Space Innovators ETF both carry an identical 0.75% expense ratio. Tema's ETF manages $1.3 billion in assets under management (AUM) despite being the newer fund. The ARK ETF concentrates heavily on the industrials sector.10 stocks we like better than Tema ETF Trust - Tema Space Innovators ETF \u203a Comparing ARK Space & Defense Innovation ETF(NYSEMKT:ARKX) and Tema Space Innovators ETF(NYSEMKT:NASA) reveals two high-growth strategies with identical management fees but differing approaches to the burgeoning commercial space economy. The space in", "url": "https://www.nasdaq.com/articles/arkx-vs-nasa-etf-identical-fees-different-space-strategies", "source_link": "https://www.nasdaq.com/articles/arkx-vs-nasa-etf-identical-fees-different-space-strategies", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T13:05:01+00:00", "published_display": "12 Aug 2026 13:05", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.017339, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 64.6, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 2, "topics": ["Aerospace", "ETF", "Etfs", "Industrials", "Investment Strategy", "Markets"], "evidence_basis": "", "score_included": true}, {"title": "Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?", "summary": "Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Both are competing hard in the AI-powered PC processor market, with Intel pushing Xeon-based AI infrastructure and Qualcomm expanding its AI accelerator and data-center CPU roadmap, expanding its Snapdragon X lineup into Windows laptops and desktops. Intel is currently focusing on AI chips for data centers and PCs, which marks one of the largest architectural shifts for the company ", "url": "https://finance.yahoo.com/technology/articles/intel-vs-qualcomm-chip-stock-130500569.html", "source_link": "https://finance.yahoo.com/technology/articles/intel-vs-qualcomm-chip-stock-130500569.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:05:00+00:00", "published_display": "12 Aug 2026 13:05", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.051273, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 84.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["5g", "AI", "Data Centers", "Revenue Growth", "Semiconductors", "Valuation"], "evidence_basis": "archived_article", "score_included": true}, {"title": "PHOX Targets the AI Infrastructure Bottleneck Most Investors Miss", "summary": "Quick Read Broad semiconductor ETFs allocate only single-digit weight to photonics pure-plays, leaving optical interconnects nearly invisible in most portfolios even as they emerge as AI's key data center bottleneck. PHOX's 0.60% expense ratio beats mainstream semiconductor ETFs at 0.35% only if concentrated photonics holdings outperform the broader AI capex trade over time. Best sized as a 2% to 5% satellite position, PHOX demands that investors tolerate drawdowns of 30% or more, as this is a single-subsector bet with no track record. It sounds nuts, but SoFi1 is giving new Active Invest user", "url": "https://finance.yahoo.com/technology/ai/articles/phox-targets-ai-infrastructure-bottleneck-123858287.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/phox-targets-ai-infrastructure-bottleneck-123858287.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:38:58+00:00", "published_display": "12 Aug 2026 12:38", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 50, "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": 0.040169, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 83.8, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings Report", "ETF", "Photonics", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Japanese self-driving startup Turing plans U.S. office, $10B IPO", "summary": "Turing, a Tokyo-based autonomous-driving startup, plans to open a U.S. office within the next year and is targeting a potential American stock listing within five years at a valuation of roughly $10 billion, according to The Wall Street Journal. Chief Executive Issei Yamamoto said the U.S. office will initially concentrate on data collection and research and development. \"The U.S. is our next major target market after Japan,\" Yamamoto said, pointing to the large American presence of Japanese automakers as a key factor. Instead of building cars or robotaxis, Turing focuses on developing the aut", "url": "https://finance.yahoo.com/technology/ai/articles/japanese-self-driving-startup-turing-122832285.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/japanese-self-driving-startup-turing-122832285.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:28:32+00:00", "published_display": "12 Aug 2026 12:28", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 56, "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": 0.044034, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 83.7, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Autonomous Driving", "IPO", "Revenue Growth", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Four key things investors will watch in Nvidia\u2019s earnings next week", "summary": "Investing.com -- Goldman Sachs said in a note Wednesday that investors will focus on several key issues when Nvidia reports its latest quarterly results on August 26, from its newly announced financing platform to the shape of its Rubin product ramp. Analyst James Schneider reiterated a Buy rating and $285 price target on NVDA, expecting \"a solid quarter with meaningful upside to guidance supported by tight GPU supply/demand trends.\" He cautioned, however, that \"the bar for the stock is elevated given its +12% move in two weeks.\" The first area of focus is Nvidia's recently announced $500 bill", "url": "https://finance.yahoo.com/markets/stocks/articles/four-key-things-investors-watch-110302048.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/four-key-things-investors-watch-110302048.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:03:02+00:00", "published_display": "12 Aug 2026 11:03", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.051845, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 83.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Gpu", "Margins", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "AMD Trades at 63x Forward Earnings, While Nvidia Trades at 24x. History Says This Is the Better Buy.", "summary": "In the rapidly expanding semiconductor ecosystem, Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) stand as pivotal players powering the compute backbone of artificial intelligence (AI). Nvidia dominates with its Blackwell and Rubin GPU architectures, which deliver industry-leading performance for large-scale training and inference workloads. Meanwhile, AMD contributes complementary technology via its Instinct MI-series accelerators and Epyc processors, offering high-performance CPUs and GPUs that hyperscalers integrate for cost-effective AI clusters. Missed Nvidia in 2009? This ", "url": "https://finance.yahoo.com/markets/stocks/articles/amd-trades-63x-forward-earnings-104000870.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amd-trades-63x-forward-earnings-104000870.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:40:00+00:00", "published_display": "12 Aug 2026 10:40", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 42, "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": 0.073626, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 82.8, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Financial Results", "Free Cash Flow", "Growth", "Growth Rate", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "River AI secures $1.1bn investment for full-stack AI development", "summary": "River AI, a full-stack AI company founded by xAI co-founder Igor Babuschkin, has raised $1.1bn in a round led by General Catalyst and AMP PBC, with strategic investment from Nvidia and AMD Ventures. Y Combinator and Temasek also took part in the investment round. River AI is based in Palo Alto, California, and works on personal, continually improving AI. The company said the funding will support its work on personal AI and on tools that let developers and companies train, tune and serve their own models. Its stated aim is to place ownership of AI with the people and organisations using it. Riv", "url": "https://finance.yahoo.com/technology/ai/articles/river-ai-secures-1-1bn-095328944.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/river-ai-secures-1-1bn-095328944.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:53:28+00:00", "published_display": "12 Aug 2026 09:53", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.020954, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 61.7, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Development", "Machine Learning", "Personalization"], "evidence_basis": "", "score_included": true}, {"title": "Better AI Infrastructure Stock: Vertiv vs. Eaton", "summary": "Key Points Microsoft, Meta, Amazon, Alphabet and other tech giants are projected to spend as much as $1 trillion on AI in 2027. Vertiv specializes in AI infrastructure with essential data center products, such as power management and cooling solutions Eaton is a legacy electrical supplier and has transitioned to a comprehensive chip-to-grid infrastructure provider.10 stocks we like better than Vertiv \u203a The amount of capital being invested by artificial intelligence (AI) hyperscalers is mind-blowing. During recent earnings calls, Microsoft, Meta Platforms, Amazon, and Alphabet revealed plans to", "url": "https://www.nasdaq.com/articles/better-ai-infrastructure-stock-vertiv-vs-eaton", "source_link": "https://www.nasdaq.com/articles/better-ai-infrastructure-stock-vertiv-vs-eaton", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T09:40:00+00:00", "published_display": "12 Aug 2026 09:40", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Improving financial comparison", "Record Revenue", "Strong Demand", "Operating growth"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.090406, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 87.0, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI Infrastructure", "Data Centers", "Earnings", "Earnings Per Share", "Growth Rate"], "evidence_basis": "", "score_included": true}, {"title": "Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now", "summary": "Key Points As the AI chip leader, Nvidia is a great stock to play booming AI capex. AMD is riding two powerful AI trends that are just getting started. Micron could be one of the biggest beneficiaries from higher-than-expected AI infrastructure spending. 10 stocks we like better than Nvidia \u203a Artificial intelligence (AI) capital expenditures are on the rise, and Morgan Stanley thinks the final number could come in even stronger than expected. The market is currently forecasting AI infrastructure spending to reach $1.2 trillion next year, but the investment firm thinks that figure may be too lo", "url": "https://www.nasdaq.com/articles/wall-street-analyst-predicts-14-trillion-ai-boom-2027-3-stocks-buy-now", "source_link": "https://www.nasdaq.com/articles/wall-street-analyst-predicts-14-trillion-ai-boom-2027-3-stocks-buy-now", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T08:35:00+00:00", "published_display": "12 Aug 2026 08:35", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 47, "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": 0.024822, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 71.6, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Chips", "Data Centers", "Inference", "Markets", "Memory"], "evidence_basis": "", "score_included": true}, {"title": "MiTAC Computing Showcases Diversified Infra for Agentic Workloads at OCP APAC Summit", "summary": "TAIPEI, Aug. 12, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TSE:3706), today showcased its diversified rack-scale infrastructure engineered for Agentic AI workloads at the OCP APAC Summit. Highlighting the event is the world premiere of MiTAC's latest OCP-compliant HPC servers\u2014the C2810Z6 and C2610Z6\u2014developed in collaboration with AMD to harness the all-new 6th Gen AMD EPYC\u2122 Server CPUs on the advanced SP7/SP8 platforms with PCIe Gen 6 connectivity. To meet ", "url": "https://finance.yahoo.com/technology/ai/articles/mitac-computing-showcases-diversified-infra-073300330.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/mitac-computing-showcases-diversified-infra-073300330.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T07:33:00+00:00", "published_display": "12 Aug 2026 07:33", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.02368, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 59.7, "age_days": 1.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud", "Data Centers", "Hpc", "Servers"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Set to Report Earnings as AI Chips Enter a New Era", "summary": "Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era. Continue Reading", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-set-to-report.html", "source_link": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-set-to-report.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:30:00+00:00", "published_display": "12 Aug 2026 06:30", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 58, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.02684, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 80.8, "age_days": 1.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction", "summary": "Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street's estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even higher pressure to deliver. Why a Clean Beat Still Wasn't Enough AMD's revenue rose to $11.54 billion, beating the $11.28 billion analysts expected, and adjusted earnings came in at $1.66 a share versus $1.62 expected. Data Center revenue, the heart of AM", "url": "https://finance.yahoo.com/technology/articles/advanced-micro-devices-inc-amd-224249942.html", "source_link": "https://finance.yahoo.com/technology/articles/advanced-micro-devices-inc-amd-224249942.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T22:42:49+00:00", "published_display": "11 Aug 2026 22:42", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Beat expectations", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.184088, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 77.3, "age_days": 1.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Guidance", "Price Target", "Price Target", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Financial Giants Jump Amid Nvidia AI Funding Deal; 1 Eyes Breakout", "summary": "Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks. Continue Reading", "url": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/financial-giants-jump-amid.html", "source_link": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/financial-giants-jump-amid.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:04:32+00:00", "published_display": "11 Aug 2026 20:04", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 66, "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": 0.03555, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 82.3, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["Artificial Intelligence"], "evidence_basis": "", "score_included": true}, {"title": "Belite Bio Announces U.S. Food and Drug Administration Acceptance and Priority Review of New Drug Application for Tinlarebant for the Treatment of Stargardt Disease Type 1", "summary": "Belite Bio, Inc Prescription Drug User Fee Act target action date is February 12, 2027 If approved, tinlarebant would be the first-ever approved treatment for Stargardt Disease Type 1 SAN DIEGO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Belite Bio, Inc (NASDAQ: BLTE) (\"Belite Bio\u00ae\" or the \"Company\"), a clinical-stage drug development company focused on advancing novel therapeutics targeting degenerative retinal diseases that have significant unmet medical needs, today announced that the U.S. Food and Drug Administration (FDA) has accepted and granted Priority Review designation of the New Drug Applica", "url": "https://finance.yahoo.com/healthcare/articles/belite-bio-announces-u-food-200100791.html", "source_link": "https://finance.yahoo.com/healthcare/articles/belite-bio-announces-u-food-200100791.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:01:00+00:00", "published_display": "11 Aug 2026 20:01", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 39, "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": 0.036711, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 63.4, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Clinical Trials", "Fda Approval", "Growth Rate", "Pharma"], "evidence_basis": "", "score_included": true}, {"title": "NovelMed Advances NM5072 for Multiple Ocular Disorders", "summary": "NovelMed Therapeutics Inc Key Highlights Multi-indication precedent: Biogen's approximately $5.6 billion acquisition of Apellis added EMPAVELI for PNH and SYFOVRE for GA, both of which contain pegcetacoplan. Primate proof of concept: A single intravitreal dose of NM5072 reduced CNV, hemorrhage, and retinal fibrosis in a rhesus monkey model. Phase I clinical experience: NM5072 completed a Phase I study in 48 healthy volunteers and received FDA Orphan Drug Designation for PNH. Potential extended durability: Rabbit PK/PD data estimated an ocular half-life of seven days. Translational modeling pro", "url": "https://finance.yahoo.com/healthcare/articles/novelmed-advances-nm5072-multiple-ocular-192700904.html", "source_link": "https://finance.yahoo.com/healthcare/articles/novelmed-advances-nm5072-multiple-ocular-192700904.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:27:00+00:00", "published_display": "11 Aug 2026 19:27", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 56, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.030273, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 82.1, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Cerebras Stock Gets a Boost. Wedbush Sees More Upside Ahead of Earnings", "summary": "This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) is heading into its quarterly results with Wedbush maintaining a positive view, while investors also await potential product news at the company's Supernova event next week. Wedbush kept its Outperform rating and $280 price target. Analyst Matt Bryson said data-center capacity remains a key limitation for Cerebras, which has secured about 215 megawatts for 2026 but still relies on rented infrastructure to meet some OpenAI demand. Warning! GuruFocus has detected 3 Warning Signs with CBRS. Is CBRS fairly valued? Test your t", "url": "https://finance.yahoo.com/markets/stocks/articles/cerebras-stock-gets-boost-wedbush-191815420.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/cerebras-stock-gets-boost-wedbush-191815420.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:18:15+00:00", "published_display": "11 Aug 2026 19:18", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.022712, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 63.0, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Price Target", "Quarterly Results", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Wedbush Flags Surprise AMD Catalyst From Anthropic", "summary": "This article first appeared on GuruFocus. AMD Gets Fresh AI Demand Signal From Anthropic Data Center Deal Advanced Micro Devices (NASDAQ:AMD) is getting another potentially important signal that its Anthropic partnership could translate into substantial real-world AI infrastructure demand. Wedbush says Anthropic's reported 191-megawatt data center agreement with Riot Platforms (NASDAQ:RIOT) reinforces the durability of AI spending and could prove particularly positive for AMD as the chipmaker prepares to supply Anthropic with its next-generation AI accelerators. Warning! GuruFocus has detected", "url": "https://finance.yahoo.com/technology/ai/articles/wedbush-flags-surprise-amd-catalyst-174133908.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/wedbush-flags-surprise-amd-catalyst-174133908.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:41:33+00:00", "published_display": "11 Aug 2026 17:41", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.040635, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 81.5, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "General Catalyst leads $1.1B round into 2-month-old River AI", "summary": "River AI, an AI startup founded by xAI co-founder Igor Babuschkin, has secured $1.1 billion in funding in a seed/Series A round led by General Catalyst and AMP PBC, with participation from Nvidia, AMD Ventures, Y Combinator, and Temasek. (AMP PBC is an AI-focused investment firm founded in 2026 by former Andreessen Horowitz general partner Anjney Midha, backer of companies at a16z like Black Forest Labs, Mistral AI, LMArena and OpenRouter.) River came out of stealth in June with a fascinating mission. Babuschkin, whose resume includes AI roles at DeepMind and OpenAI, intends to reinvent AI fro", "url": "https://finance.yahoo.com/technology/ai/articles/general-catalyst-leads-1-1b-174122061.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/general-catalyst-leads-1-1b-174122061.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:41:22+00:00", "published_display": "11 Aug 2026 17:41", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.015488, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 48.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Hardware", "Reinforcement Learning", "Startups"], "evidence_basis": "", "score_included": true}, {"title": "Intel makes another $15 billion vital move as AI demand accelerates", "summary": "Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of the puzzle has been pointing in the same direction: Artificial Intelligence (AI). These are just a few of the moves Intel has made. Recently, we saw Intel raise its 2026 capital expenditure estimates to more than $20 billion, from around $18 billion, to meet rising demand. August 10, Intel revealed how it intends to fund the next chap", "url": "https://finance.yahoo.com/technology/ai/articles/intel-makes-another-15-billion-170700635.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/intel-makes-another-15-billion-170700635.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:07:00+00:00", "published_display": "11 Aug 2026 17:07", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Improving financial comparison", "Operating growth", "Operational disruption"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.055428, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Capital Raise", "Earnings", "Financial Results", "Foundry"], "evidence_basis": "", "score_included": true}, {"title": "AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027", "summary": "Key Points Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD expects data center revenue to grow by much more than 100% in 2027, driven by rising AI inference demand and agentic AI workloads. Its server business already grew more than 70% in the second quarter, with cloud and enterprise revenue increasing at a similar pace. AI inference is increasing demand for both accelerators and high-core-count CPUs, as agents must retrieve data, execute code and manage diverse workloads. AMD's upcoming Venice CPUs, with configurations reaching 256 cores and 512 threads, ", "url": "https://finance.yahoo.com/technology/ai/articles/amd-sees-ai-inference-fueling-170431397.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-sees-ai-inference-fueling-170431397.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:04:31+00:00", "published_display": "11 Aug 2026 17:04", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.174781, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Fourth Quarter", "Semiconductors", "Server Market", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Analyst predicts 55% rally for surging stock on $9B Anthropic deal", "summary": "Riot Platforms (Nasdaq: RIOT), the data infrastructure company well-known for its Bitcoin (BTC) mining and artificial intelligence (AI) operations, signed a 20-year lease with a leading AI lab on Aug. 10. Bloomberg identified the AI lab as Anthropic. Riot announced the data center lease with Anthropic for 191 MW of critical IT capacity at its Rockdale campus. The deal is expected to generate approximately $9.1 billion in total contract revenue over the initial 20-year term, the firm said. Related: What is Bitcoin mining? Explained The lease also includes two five-year extension options at the ", "url": "https://finance.yahoo.com/markets/stocks/articles/analyst-predicts-55-rally-surging-170143405.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/analyst-predicts-55-rally-surging-170143405.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:01:43+00:00", "published_display": "11 Aug 2026 17:01", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 35, "tone_signals": ["Operating deterioration"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.057518, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Bitcoin", "Data Centers", "Earnings", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "DigitalOcean (DOCN) Q2 2026 Earnings Call Transcript", "summary": "Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Padmanabhan SrinivasanChief Financial Officer - Matt SteinfortHead of Investor Relations - Radu Patrichi Need a quote from a Motley Fool analyst? Email pr@fool.com TAKEAWAYS Revenue -- $281 million, growing 29% year over year and exceeding the high end of management's guidance.Annual Run-Rate Revenue (ARR) -- $1.13 billion at quarter end, representing 29% growth compared to the prior year.Incremental ARR -- $93 million, the highest quarterly addition in company history and near", "url": "https://www.nasdaq.com/articles/digitalocean-docn-q2-2026-earnings-call-transcript", "source_link": "https://www.nasdaq.com/articles/digitalocean-docn-q2-2026-earnings-call-transcript", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T16:58:44+00:00", "published_display": "11 Aug 2026 16:58", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Guidance raised", "Improving financial comparison", "Balance sheet strengthened", "Dilution risk"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.111444, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI Infrastructure", "Balance Sheet", "Biotech", "Clinical Trials", "Cloud Computing", "Debt Reduction"], "evidence_basis": "", "score_included": true}, {"title": "Rackspace outlines 30-megawatt AMD AI deployment by end of 2028, targeting $450M-$600M annual revenue", "summary": "Earnings Call Insights: Rackspace Technology (RXT) Q2 2026 MANAGEMENT VIEW * \"I want to start by reviewing our progress toward a clear strategic goal, becoming the accountable provider and operator of the full enterprise AI stack from core to cloud to edge\" (CEO & Director Gajen Kandiah). * \"This quarter, we entered into partnership with AMD and strengthened our partnership with Palantir as we build out our enterprise AI solutions\" (CEO & Director Kandiah). * \"As we build out our AI infrastructure capabilities, I am excited to welcome Pranav Nambiar as SVP and GM for AI Infrastructure\" (CEO & ", "url": "https://seekingalpha.com/news/4630911-rackspace-outlines-30-megawatt-amd-ai-deployment-by-end-of-2028-targeting-450m-600m-annual?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4630911-rackspace-outlines-30-megawatt-amd-ai-deployment-by-end-of-2028-targeting-450m-600m-annual?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-11T16:58:09+00:00", "published_display": "11 Aug 2026 16:58", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.053734, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Cloud Computing", "Earnings", "Enterprise AI", "Free Cash Flow", "Guidance", "Partnerships"], "evidence_basis": "", "score_included": true}, {"title": "Why Anthropic\u2019s $9 Billion Deal With Riot Is a Watershed Moment for Bitcoin Miners", "summary": "Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron\u2019s. Continue Reading", "url": "https://finance.yahoo.com/m/c7d897c5-535a-3803-b373-2aeef2f869d4/why-anthropic%E2%80%99s-%249-billion.html", "source_link": "https://finance.yahoo.com/m/c7d897c5-535a-3803-b373-2aeef2f869d4/why-anthropic%E2%80%99s-%249-billion.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:49:00+00:00", "published_display": "11 Aug 2026 16:49", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 40, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.028808, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 81.2, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Riot Platforms $9.1B AI deal fuels speculation around Anthropic IPO", "summary": "Riot Platforms Inc (NASDAQ:RIOT) shares rose about 4% on Tuesday after the bitcoin mining company announced a 20-year data center lease with a leading frontier AI lab in a deal valued at approximately $9.1 billion over its initial term. The tenant was not identified by Riot, but the deal has been widely reported to be with Anthropic. The agreement covers 191 megawatts of critical IT capacity at Riot's Rockdale campus and is expected to generate approximately $9.1 billion in total contract revenue through June 2048. The lease includes two five-year extension options that could bring the total p", "url": "https://finance.yahoo.com/technology/ai/articles/riot-platforms-9-1b-ai-160500276.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/riot-platforms-9-1b-ai-160500276.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:05:00+00:00", "published_display": "11 Aug 2026 16:05", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 51, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.027258, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 80.9, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Bitcoin", "Data Centers", "Initial Public Offering", "IPO", "Operating Income"], "evidence_basis": "", "score_included": true}, {"title": "Lion Finance Group Q2 Earnings Call Highlights", "summary": "Key Points Interested in Lion Finance Group PLC? Here are five stocks we like better. Strong Q2 performance: Revenue rose 23.4% year over year, profit increased 20.6%, and loans and deposits grew 23% and 26.8%, respectively. The 0.6% quarterly cost of risk was below guidance, while return on equity reached about 27%. Armenia drove rapid expansion: Ameriabank's profit climbed roughly 50% in the quarter, with loans and deposits increasing about 37% and market share gains in both areas. Digital engagement, fee income and acquiring volumes also posted strong growth. Shareholder returns and outlook", "url": "https://finance.yahoo.com/markets/stocks/articles/lion-finance-group-q2-earnings-160432507.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lion-finance-group-q2-earnings-160432507.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:04:32+00:00", "published_display": "11 Aug 2026 16:04", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 87, "tone_signals": ["Beat expectations", "Improving 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": 0.108362, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 74.4, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Banking", "Digital Engagement", "Dividends", "Earnings", "Ratings", "Return On Equity"], "evidence_basis": "", "score_included": true}, {"title": "Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?", "summary": "Intel Corporation INTC appears to be gaining momentum, with improving revenues highlighting a significant turnaround in the chipmaker's fortunes. Strength across the data center and client computing businesses, growing AI-related demand and improving manufacturing execution are helping revive the company's growth trajectory. The company reported second-quarter 2026 revenues of $16.1 billion, up 25% year over year. The solid top-line improvement reflects strengthening demand across Intel's product portfolio and indicates that its restructuring and technology investments are beginning to bear fr", "url": "https://finance.yahoo.com/markets/stocks/articles/does-intels-revenue-growth-signal-154600264.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/does-intels-revenue-growth-signal-154600264.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:46:00+00:00", "published_display": "11 Aug 2026 15:46", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Margin Expansion", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.077669, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 74.3, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "China", "Earnings", "Manufacturing", "Semiconductors", "Total Revenue"], "evidence_basis": "", "score_included": true}, {"title": "KOD Begins Late-Stage Study of KSI-501 in Diabetic Macular Edema", "summary": "Kodiak Sciences KOD announced that it initiated a global late-stage ALTO study evaluating KSI-501 in patients with diabetic macular edema (DME). KSI-501 is an investigational bispecific therapy that targets IL-6 and VEGF for the treatment of retinal vascular diseases. Patient enrollment is ongoing. DME is a complex, multi-factorial condition in which vascular leakage, disruption of the blood-retinal barrier, and chronic inflammatory signaling collectively contribute to retinal edema and vision loss. Year to date, Kodiak's shares have risen 55.2% compared with the industry's 6% growth.Zacks Inv", "url": "https://finance.yahoo.com/healthcare/articles/kod-begins-stage-study-ksi-151500677.html", "source_link": "https://finance.yahoo.com/healthcare/articles/kod-begins-stage-study-ksi-151500677.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:15:00+00:00", "published_display": "11 Aug 2026 15:15", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating growth"], "event_type": "regulatory", "event_label": "Regulatory and legal", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.112487, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 80.7, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Clinical Trials", "Earnings", "Earnings Per Share", "Retinal Diseases"], "evidence_basis": "", "score_included": true}, {"title": "RIOT Q2 Earnings Call Centers on AI Leasing and Funding", "summary": "Riot Platforms, Inc. RIOT used its Q2 earnings call to frame 2026 around data center execution, led by a new 191-megawatt Rockdale lease with a leading frontier AI lab and a full-site Corsicana letter of intent. Financially, RIOT posted a loss of 68 cents per share compared with the Zacks Consensus Estimate of a loss of 39 cents, a -74.40% surprise. Revenues of $174.20 million beat the $148.70 million consensus by 17.20%. Riot Platforms, Inc. Price, Consensus and EPS SurpriseRiot Platforms, Inc. Price, Consensus and EPS Surprise Riot Platforms, Inc. price-consensus-eps-surprise-chart | Riot Pl", "url": "https://finance.yahoo.com/technology/ai/articles/riot-q2-earnings-call-centers-151500409.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/riot-q2-earnings-call-centers-151500409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:15:00+00:00", "published_display": "11 Aug 2026 15:15", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 48, "tone_signals": ["Beat expectations", "Deteriorating financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.041894, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 74.0, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Data Centers", "Earnings", "Earnings Estimate", "Leasing"], "evidence_basis": "", "score_included": true}, {"title": "Rackspace Technology Q2 Earnings Call Highlights", "summary": "Key Points Interested in Rackspace Technology, Inc.? Here are five stocks we like better. Rackspace reported Q2 revenue of $670 million, up 1% year over year, while maintaining 2026 guidance and forecasting positive full-year free cash flow of $50 million to $70 million. The company is expanding its enterprise AI infrastructure strategy, including an AMD-backed plan to deploy 30 megawatts of compute capacity by 2028. Rackspace expects the initiative to generate $450 million to $600 million in annual revenue at full capacity, with enterprise AI EBITDA margins above 50%. Private Cloud revenue ro", "url": "https://finance.yahoo.com/technology/ai/articles/rackspace-technology-q2-earnings-call-150535773.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/rackspace-technology-q2-earnings-call-150535773.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:05:35+00:00", "published_display": "11 Aug 2026 15:05", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Beat expectations", "Margin expansion", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.102604, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 74.0, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Cloud Computing", "Earnings", "Enterprise AI", "Free Cash Flow", "Infrastructure", "Revenue Guidance"], "evidence_basis": "", "score_included": true}, {"title": "Nvidia Rises Amid Massive Wall Street Partnership; Is Nvidia A Buy Now?", "summary": "Nvidia rises in a base on Tuesday after the company announced a partnership with large investment banks to raise $500 billion. Continue Reading", "url": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-rises-amid-massive.html", "source_link": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-rises-amid-massive.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:42:50+00:00", "published_display": "11 Aug 2026 14:42", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.01951, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 80.5, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Bitcoin's Biggest Rival Isn't Ethereum. It's the AI Trade", "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Bitcoin's biggest rival for investor attention may no longer be Ethereum(CRYPTO: ETH) or any other cryptocurrency. Increasingly, it's the AI trade. Bitcoin(CRYPTO: BTC) trades near $64,000, well below its October record above $126,000, while Advanced Micro Devices(NASDAQ:AMD) and the broader semiconductor complex have posted crypto-style gains this year. Kalshi traders give Bitcoin a 58% chance of falling below $55,000 before year-end and just an 11% chance of reclaiming $100,000 before 2027, s", "url": "https://finance.yahoo.com/markets/crypto/articles/bitcoins-biggest-rival-isnt-ethereum-143917597.html", "source_link": "https://finance.yahoo.com/markets/crypto/articles/bitcoins-biggest-rival-isnt-ethereum-143917597.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:39:17+00:00", "published_display": "11 Aug 2026 14:39", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 65, "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": 0.033225, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 46.8, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Crypto", "Semiconductors", "Speculative Trade"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Nvidia Confirms $500 Bil AI Funding Deal. These Stocks Jump.", "summary": "Nvidia confirmed late Monday that it will work with six of the world's largest financial companies to secure $500 billion in funding for artificial intelligence infrastructure. The financial stocks jumped on Tuesday. Continue Reading", "url": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/nvidia-confirms-%24500-bil-ai.html", "source_link": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/nvidia-confirms-%24500-bil-ai.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:38:29+00:00", "published_display": "11 Aug 2026 14:38", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 59, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.025449, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 80.5, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Artificial Intelligence", "Financials"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_link": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T14:29:36+00:00", "published_display": "11 Aug 2026 14:29", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 70, "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": 0.052736, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 73.7, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 4, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Fed", "Inflation"], "evidence_basis": "", "score_included": true}, {"title": "Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?", "summary": "Marvell Technology MRVL and NVIDIA NVDA are collaborating on advanced networking and optical technologies. Their expanded partnership includes silicon photonics and advanced optical interconnect solutions, areas in which MRVL has established capabilities in optical DSPs, silicon photonics and high-speed connectivity, and NVIDIA has NVLink Fusion. Initially in 2025, Marvell Technology and NVIDIA collaborated to give hyperscalers and other customers greater flexibility in developing custom AI computing infrastructure while allowing them to leverage NVIDIA's broader rack-scale architecture, netwo", "url": "https://finance.yahoo.com/markets/stocks/articles/mrvls-nvda-alliance-help-challenge-141500187.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/mrvls-nvda-alliance-help-challenge-141500187.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:15:00+00:00", "published_display": "11 Aug 2026 14:15", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.044145, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 80.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Networking", "Partnership", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "The Crown Keeps Switching Hands: Apple Inc. (AAPL) vs NVIDIA Corporation (NVDA)", "summary": "Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) have traded the title of world's most valuable company more than once in the past two weeks. Apple first edged ahead on Friday, July 17, at $4.88 trillion versus Nvidia's roughly $4.86 trillion after Nvidia shares fell 3.5%. Nvidia returned to the top spot, then lost it again Monday, July 27, when a 5% drop pulled its value to about $4.77 trillion, below Apple's $4.95 trillion. Apple briefly touched $5 trillion Tuesday, July 28, a milestone Nvidia had reached first, back in October. Apple's stock then fell two straight days and drop", "url": "https://finance.yahoo.com/markets/stocks/articles/crown-keeps-switching-hands-apple-133234263.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/crown-keeps-switching-hands-apple-133234263.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:32:34+00:00", "published_display": "11 Aug 2026 13:32", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Beat expectations", "Missed expectations", "Operating growth", "Negative market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.060195, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 73.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Guidance", "Hedge Funds", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Forex Market Forecast \u2013 Euro, Pound, and Yen Test Support as US Yields Drift", "summary": "EUR/USD Technical AnalysisEUR/USD sits at 1.1540 near the 50-period EMA, pulling back from the 1.1580 spike with the 1.1550 level as near-term resistance. Source: TradingView The Euro has bounced a bit during the early part of the trading session here on Tuesday as we are sitting just above a short-term support level that has been important a couple of times. It'll be interesting to see if the Euro can continue to climb. The 1.1550 level above could be a little bit of a psychological barrier, but as we drift through the day, and that's the big key here- we're drifting, I'll be watching the int", "url": "https://finance.yahoo.com/markets/currencies/articles/forex-market-forecast-euro-pound-133208907.html", "source_link": "https://finance.yahoo.com/markets/currencies/articles/forex-market-forecast-euro-pound-133208907.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:32:08+00:00", "published_display": "11 Aug 2026 13:32", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 56, "tone_signals": [], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.03205, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 80.1, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Forex", "Interest Rates", "Technical Analysis"], "evidence_basis": "", "score_included": true}, {"title": "The AI Trade Has a New Battleground and One Stock is Emerging as a Winner", "summary": "Quick Read After peaking near $309 and pulling back to $208, MRVL earns a BUY rating with a $273 price target implying 31% upside. AVGO trades at a far cheaper 23x forward earnings versus MRVL's 54x, but Marvell's smaller revenue base supports faster percentage growth. Marvell's $75 billion custom silicon pipeline and 18 ramping XPU sockets target a $94 billion data center market by 2028. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Marvell Technology (NASDAQ:M", "url": "https://finance.yahoo.com/markets/stocks/articles/ai-trade-battleground-one-stock-133037935.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/ai-trade-battleground-one-stock-133037935.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:30:37+00:00", "published_display": "11 Aug 2026 13:30", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 70, "tone_signals": ["Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.071989, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 73.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Free Cash Flow", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "XAI co-founder's startup River AI raises $1.1 billion to expand custom AI tools", "summary": "Aug 11 (Reuters) - Startup River AI, founded by xAI co-founder Igor Babuschkin, said on \u200cTuesday it has raised $1.1 billion, looking to \u200cexpand tools that help clients build personalized AI models on \u200btheir own data. The fundraise was led by General Catalyst and AMP PBC, with strategic investment from Nvidia and AMD Ventures. Additional investors included Y Combinator \u200cand Temasek. \u2022 River \u2060AI said it is betting that enterprise AI will shift from companies using \u2060general-purpose models from large labs to customizing and owning their own models, using open-weight models. \u2022 The \u200bcompany added \u200bt", "url": "https://finance.yahoo.com/technology/ai/articles/xai-co-founders-startup-river-131404060.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/xai-co-founders-startup-river-131404060.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:14:04+00:00", "published_display": "11 Aug 2026 13:14", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 62, "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": 0.019296, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 45.8, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Fundraising", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Riot Platforms Stock Surges on $9.1 Billion AI Compute Supply Deal With Anthropic", "summary": "Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron\u2019s. Continue Reading", "url": "https://finance.yahoo.com/m/c7d897c5-535a-3803-b373-2aeef2f869d4/riot-platforms-stock-surges.html", "source_link": "https://finance.yahoo.com/m/c7d897c5-535a-3803-b373-2aeef2f869d4/riot-platforms-stock-surges.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:13:00+00:00", "published_display": "11 Aug 2026 13:13", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 47, "tone_signals": ["Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.039701, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 73.2, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["Bitcoin", "Crypto", "Data Centers", "Earnings", "Earnings Release", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?", "summary": "NVIDIA Corporation NVDA is taking a bigger step into the CPU (Central Processing Unit) market with its Vera processor, designed specifically for agentic artificial intelligence (AI) workloads. The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel Corporation INTC and Advanced Micro Devices, Inc. AMD. NVIDIA's Vera CPU is up to 1.8 times faster than x86 processors on workloads. The Vera CPU is designed to work closely with NVIDIA GPUs (graphics processing units), networking and software, allowing customers to build complete AI systems", "url": "https://finance.yahoo.com/technology/articles/nvidias-vera-cpu-challenge-intel-130000719.html", "source_link": "https://finance.yahoo.com/technology/articles/nvidias-vera-cpu-challenge-intel-130000719.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:00:00+00:00", "published_display": "11 Aug 2026 13:00", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.018115, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 45.6, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Riot Stock Soars as It Lands a $9.1 Billion AI Cloud Deal", "summary": "This article first appeared on GuruFocus. Riot Platforms (NASDAQ:RIOT), a Bitcoin miner that has moved into selling AI data-center capacity, rose 18.87% premarket after striking a 20-year deal to supply 191 megawatts of computing to Anthropic from its Rockdale, Texas campus, according to Bloomberg, which cited people familiar with the matter. Riot said it expects the contract to generate $9.1 billion in revenue through June 2048, and that two five-year extension options could lift total sales to as much as $16.1 billion. The deal fits a growing shift. Bitcoin miners, sitting on cheap power and", "url": "https://finance.yahoo.com/technology/ai/articles/riot-stock-soars-lands-9-124810203.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/riot-stock-soars-lands-9-124810203.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:48:10+00:00", "published_display": "11 Aug 2026 12:48", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 70, "tone_signals": ["Improving financial comparison", "Positive market reaction"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.059492, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 79.9, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Bitcoin", "Crypto", "Data Centers"], "evidence_basis": "", "score_included": true}, {"title": "Anthropic signs $9.1 billion data center deal with Riot Platforms", "summary": "Anthropic has struck a $9.1 billion agreement with Riot Platforms, a bitcoin mining company that has been building out AI data center capacity, according to Bloomberg. Riot disclosed the deal on Monday, describing the counterparty only as a \"leading frontier AI lab.\" Riot's Rockdale, Texas, campus will supply 191 megawatts of IT capacity under the terms of the 20-year lease, which extends through June 2048, the company said. Two five-year extension options could raise the total contract value to $16.1 billion. Riot plans to bring capacity online in stages, reaching 96 megawatts by December 202", "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-signs-9-1-billion-113731732.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/anthropic-signs-9-1-billion-113731732.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:37:31+00:00", "published_display": "11 Aug 2026 11:37", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 46, "tone_signals": ["Loss widened", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.042919, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 72.5, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Bitcoin", "Earnings", "Financial Results", "Net Income", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "River AI Raises $1.1B Led by General Catalyst and AMP PBC to Build Open AI Stack", "summary": "Founded by xAI co-founder Igor Babuschkin, River AI gives developers and enterprises the tools to train, tune, and own custom AI models PALO ALTO, Calif., August 11, 2026--(BUSINESS WIRE)--River AI, the full-stack AI company founded by xAI co-founder Igor Babuschkin, today announced $1.1 billion in funding, led by General Catalyst and AMP PBC with strategic investment from NVIDIA and AMD Ventures. Additional investors include Y Combinator and Temasek. The round will accelerate River AI's mission to build powerful personal AI and to give developers and companies the tools to train, tune, and se", "url": "https://finance.yahoo.com/technology/ai/articles/river-ai-raises-1-1b-113000606.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/river-ai-raises-1-1b-113000606.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:30:00+00:00", "published_display": "11 Aug 2026 11:30", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 61, "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": 0.018442, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 44.7, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Funding", "Open Source", "Reinforcement Learning", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Anthropic\u2019s $965B IPO Path Runs Through Seven Compute Corridors Across Three Continents", "summary": "Anthropic's $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms \u2014 effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud dependencies. The portfolio maps a global footprint. In North America, the core relies on a multi-billion dollar agreement with AWS for Trainium chips and Project Rainier clusters, alongsi", "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-965b-ipo-path-runs-111808539.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/anthropic-965b-ipo-path-runs-111808539.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:18:08+00:00", "published_display": "11 Aug 2026 11:18", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 54, "tone_signals": [], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.008729, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 44.5, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Cloud Computing", "Investment Grade", "IPO", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "I\u2019m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think", "summary": "Quick Read NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure. AMD's MI-series and AVGO's custom silicon both lack NVDA's full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross margin. China's export restrictions erased roughly $4.6B per quarter in H20 sales, yet management still guided Q2 revenue to $91B. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. I keep buying NVIDIA (NASDAQ:NVDA) shares, and the Au", "url": "https://finance.yahoo.com/markets/stocks/articles/m-buying-nvidia-ahead-aug-111254789.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/m-buying-nvidia-ahead-aug-111254789.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:12:54+00:00", "published_display": "11 Aug 2026 11:12", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Capital returned"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054901, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 72.3, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Dividends", "Earnings", "Earnings Report", "Free Cash Flow"], "evidence_basis": "", "score_included": true}, {"title": "Intel's huge rally is helping pay for its AI comeback: Chart of the Day", "summary": "Intel's (INTC) AI ambitions are getting more expensive. Its 165% rally this year is helping foot the bill. The chipmaker said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and other needs. That comes with a cost for existing shareholders. Selling new stock causes dilution, meaning each share represents a slightly smaller piece of the company. Intel's rally has dramatically reduced that cost. At Monday's close of roughly $98, Intel would need to sell about 153 million shares to raise $15 billion. At", "url": "https://finance.yahoo.com/markets/article/intels-huge-rally-is-helping-pay-for-its-ai-comeback-chart-of-the-day-100000146.html", "source_link": "https://finance.yahoo.com/markets/article/intels-huge-rally-is-helping-pay-for-its-ai-comeback-chart-of-the-day-100000146.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:00:00+00:00", "published_display": "11 Aug 2026 10:00", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 56, "tone_signals": ["Operating growth", "Dilution risk"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.053705, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 78.9, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Dilution", "Semiconductors", "Share Price", "Stock Sale", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Hiltzik: The Trump administration's investments in corporate stocks raise fears of 'crony capitalism'", "summary": "It was about one year ago that the Trump administration announced a truly eye-opening transaction: In return for an $8.9-billion investment in the chipmaker already authorized under the Biden-era CHIPS Act, the government would take a roughly 10% stake in Intel shares \u2014 making the government Intel's largest shareholder. Was this a good deal? For the U.S. taxpayer, the answer is yes \u2014 from the standpoint of paper profits. The 443.3 million Intel shares the government acquired for $8.9 billion are currently worth nearly $44 billion on the open market. The Trump administration's 'strategic stakes", "url": "https://finance.yahoo.com/economy/policy/articles/hiltzik-trump-administrations-investments-corporate-100000904.html", "source_link": "https://finance.yahoo.com/economy/policy/articles/hiltzik-trump-administrations-investments-corporate-100000904.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:00:00+00:00", "published_display": "11 Aug 2026 10:00", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 53, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.026242, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 78.9, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Crony Capitalism", "Government Investment", "Semiconductors", "Shareholder"], "evidence_basis": "", "score_included": true}, {"title": "Biggest stock movers Tuesday: PLUG, RKLB, and more", "summary": "[Close-up of male professional hands using mobile phone] Luis Alvarez Stock futures edged lower Tuesday morning as investors braced for crucial U.S. inflation data later this week while weighing lingering uncertainties surrounding the Strait of Hormuz. Here are some of Tuesday's biggest stock movers: BIGGEST STOCK GAINERS * BABCOCK & WILCOX ENTERPRISES (BW [https://seekingalpha.com/symbol/BW]) +41% - Shares surged after the power-generation equipment company reported Q2 results that topped Wall Street expectations and raised its FY2026 profitability target, as demand for electricity generation", "url": "https://seekingalpha.com/news/4630498-biggest-stock-movers-tuesday-plug-rklb-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4630498-biggest-stock-movers-tuesday-plug-rklb-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-11T09:01:49+00:00", "published_display": "11 Aug 2026 09:01", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 61, "tone_signals": ["Beat expectations", "Missed expectations", "Beat Expectations", "Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054854, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 71.4, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Earnings", "Guidance", "On The Move", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Riot Platforms reports Q2 results", "summary": "* Riot Platforms press release [https://seekingalpha.com/pr/20607036-riot-reschedules-second-quarter-2026-earnings-conference-call] (RIOT [https://seekingalpha.com/symbol/RIOT]): Q2 GAAP EPS of -$0.68 misses by $0.39. * Revenue of $174.2M (+13.9% Y/Y) beats by $21.32M. * Data Center revenue of $23.2 million for the quarter, comprised of $4.9 million in operating lease revenue and $18.3 million in tenant fit-out services revenue, reflecting the Company\u2019s second quarter of Data Center segment revenue and the completed delivery of the initial 25 MW to AMD. * Produced 1,587 bitcoin, as compared to", "url": "https://seekingalpha.com/news/4630496-riot-platforms-reports-q2-results?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4630496-riot-platforms-reports-q2-results?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-11T09:00:51+00:00", "published_display": "11 Aug 2026 09:00", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 46, "tone_signals": ["Beat expectations", "Missed expectations", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.050111, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 71.4, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Bitcoin", "Data Centers", "Earnings", "Earnings News", "Mining Revenue"], "evidence_basis": "", "score_included": true}, {"title": "This AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?", "summary": "Key Points Most large organizations rely on the cloud divisions at Amazon, Microsoft, and Alphabet to deploy artificial intelligence software. DigitalOcean recently launched a new platform called AI-Native Cloud, where small and midsized businesses can tap into data centers, frontier models, and more. DigitalOcean stock has more than tripled over the past year, but the company's revenue growth might justify even more upside. 10 stocks we like better than DigitalOcean \u203a The cloud computing industry is dominated by Amazon Web Services, Microsoft Azure, and Alphabet's Google Cloud, and all three ", "url": "https://www.nasdaq.com/articles/ai-cloud-stock-obliterating-amazon-microsoft-and-alphabet-1-year-return-275-it-still-buy", "source_link": "https://www.nasdaq.com/articles/ai-cloud-stock-obliterating-amazon-microsoft-and-alphabet-1-year-return-275-it-still-buy", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T08:55:00+00:00", "published_display": "11 Aug 2026 08:55", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 79, "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": 0.080144, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 71.4, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Cloud Computing", "Earnings", "Growth Rate", "Markets", "Price To Sales"], "evidence_basis": "", "score_included": true}, {"title": "3 Dividend-Paying Industrial Stocks to Buy in August", "summary": "Key Points The semiconductor sector recently saw a $1.3 trillion wipeout, leaving many investors vulnerable. Diversification helps make portfolios more robust, especially by owning the companies with the financial strength to keep boosting their dividend payouts. Stanley Black & Decker, Emerson Electric, and Illinois Tool Works have each increased their payouts for more than 50 consecutive years. 10 stocks we like better than Stanley Black & Decker \u203a The summer investing months are typically known for their sleepiness, with action picking up again in the final months to close out the year. But", "url": "https://www.nasdaq.com/articles/3-dividend-paying-industrial-stocks-buy-august", "source_link": "https://www.nasdaq.com/articles/3-dividend-paying-industrial-stocks-buy-august", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T08:25:00+00:00", "published_display": "11 Aug 2026 08:25", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Operating growth", "Capital returned", "Negative market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054035, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 71.2, "age_days": 2.5, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Dividends", "Earnings", "Earnings Report", "Markets", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "AI\u2019s biggest buildout is here. These stocks offer a way to invest in the data center boom", "summary": "The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of dollars to compete. The money taps remain turned on full-blast even in the face of a choppy stock market and persistent fears over whether AI stocks are in a bubble. \"Hyperscalers are going to spend maybe between $750 and $800 billion [a year]. Some forecasts even have it up to a trillion, and that would put it at 2.5 to 3% of U.S. GDP, which is ju", "url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T06:59:00+00:00", "published_display": "11 Aug 2026 06:59", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 74, "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": 0.046831, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 70.6, "age_days": 2.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings Growth", "Net Income", "Reits", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Intel upsizes stock offering to $20B, prices at $95", "summary": "[Intel Headquarters] JasonDoiy Intel (INTC [https://seekingalpha.com/symbol/INTC]) announced Tuesday the pricing of its upsized $20B public stock offering, selling over 210 million shares at $95 per share, according to a statement [https://seekingalpha.com/pr/20613961-intel-announces-upsize-and-pricing-of-20-billion-common-stock-offering]. The chipmaker has granted to the underwriters a 30-day option to purchase up to 31,578,947 additional shares of common stock at the public offering price, less underwriting discounts. The offering was upsized to $20 billion from the previously announced offe", "url": "https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-11T06:45:56+00:00", "published_display": "11 Aug 2026 06:45", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "negative", "sentiment_pct": 41, "tone_signals": ["Dilution risk", "Negative market reaction"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.017753, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 41.7, "age_days": 2.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Chipmaking", "Semiconductors", "Stock Offering"], "evidence_basis": "", "score_included": true}, {"title": "Riot Platforms Inc (RIOT) (Q2 2026) Earnings Call Highlights: Strategic Pivot to AI Data ...", "summary": "This article first appeared on GuruFocus. Total Revenue: $174 million, a 14% increase year-over-year. GAAP Net Loss: $237 million, or $0.68 per diluted share. Adjusted EBITDA Loss: $70 million. Data Center Segment Revenue: $23 million, including $4.9 million in operating lease revenue. Operating Lease Gross Margin: 84%. Bitcoin Mining Revenue: $113.7 million. Bitcoin Production: 1,587 Bitcoin in the quarter, or 17.4 Bitcoin per day. Deployed Hash Rate: 44.4 Exahash per second, accounting for approximately 4.6% of the global network. Net Cost of Power: $0.06 per kilowatt-hour. Direct Cost to Mi", "url": "https://finance.yahoo.com/technology/ai/articles/riot-platforms-inc-riot-q2-050324704.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/riot-platforms-inc-riot-q2-050324704.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T05:03:24+00:00", "published_display": "11 Aug 2026 05:03", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Margin expansion", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.044053, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 69.8, "age_days": 2.6, "influence_label": "Low", "duplicate_count": 1, "topics": ["Balance Sheet", "Bitcoin", "Crypto Mining", "Data Centers", "Earnings", "Financing"], "evidence_basis": "", "score_included": true}, {"title": "MiTAC Computing Technology USA Corporation Announces Grand Opening of Expanded Newark Office to Drive U.S. Infrastructure Growth", "summary": "NEWARK, Calif., Aug. 10, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TWSE:3706), announced the grand opening of its expanded Newark, California operations facility for MiTAC Computing Technology USA Corporation. The strategic expansion reinforces MiTAC's investment in North American technology infrastructure, customer co-innovation, and long-term enterprise growth.MiTAC Computing Technology USA Corporation Announces Grand Opening of Expanded Newark Office to D", "url": "https://finance.yahoo.com/technology/articles/mitac-computing-technology-usa-corporation-033000526.html", "source_link": "https://finance.yahoo.com/technology/articles/mitac-computing-technology-usa-corporation-033000526.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T03:30:00+00:00", "published_display": "11 Aug 2026 03:30", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 63, "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": 0.01578, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 39.8, "age_days": 2.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Adeia (ADEA) Q2 2026 Earnings Call Transcript", "summary": "Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and Investor Relations - Chris ChaneyPresident and Chief Executive Officer - Paul DavisChief Financial Officer - Keith Jones TAKEAWAYS Revenue -- $96.1 million, driven by the execution of six license agreements across over-the-top, e-commerce, consumer electronics, and Pay-TV sectors.Non-GAAP Diluted EPS -- $0.34, compared to $0.25 in the same period last year.Adjusted EBITDA -- $56.4 million, representing an adjusted EBITDA margin of 58.7% for the quarter.Cash from Operations -- $54.6 millio", "url": "https://www.nasdaq.com/articles/adeia-adea-q2-2026-earnings-call-transcript", "source_link": "https://www.nasdaq.com/articles/adeia-adea-q2-2026-earnings-call-transcript", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T01:58:35+00:00", "published_display": "11 Aug 2026 01:58", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 67, "tone_signals": ["Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.051592, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 68.6, "age_days": 2.7, "influence_label": "Low", "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Earnings Release", "Financial Results", "Fourth Quarter", "Guidance"], "evidence_basis": "", "score_included": true}, {"title": "What Does Super Micro Computer (SMCI) Winning A Gigawatt AI Data Center Mean?", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned as a major step in Super Micro Computer's AI infrastructure plans and deepens its ties with leading AI customers. The company indicates this initiative is distinct from recent product launches and reflects a broader push into large scale AI deployments. For readers tracking how large AI data center build outs are reshaping", "url": "https://finance.yahoo.com/technology/ai/articles/does-super-micro-computer-smci-010919812.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/does-super-micro-computer-smci-010919812.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T01:09:19+00:00", "published_display": "11 Aug 2026 01:09", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 77, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.072362, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 68.2, "age_days": 2.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Revenue Guidance", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "Anthropic Strikes $9 Billion Cloud Deal With Riot Platforms", "summary": "(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker's efforts to secure enough computing to meet its customers' demand. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' GameStop's Ryan Cohen Weighs Pulling $56 Billion EBay Offer A $20 Million Wedd", "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-strikes-9-billion-cloud-001720559.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/anthropic-strikes-9-billion-cloud-001720559.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T00:17:20+00:00", "published_display": "11 Aug 2026 00:17", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 54, "tone_signals": ["Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.030326, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 67.9, "age_days": 2.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Bitcoin", "Cloud Computing", "Crypto", "Revenue"], "evidence_basis": "", "score_included": true}, {"title": "Stock Screening Made Simple: A Guide", "summary": "Stock screening is commonly deployed by investors to 'cut through the noise.' The approach is especially useful when considering the thousands of options to choose from, which can often overwhelm investors. Taking a different angle, screening is essentially the same idea as constructing a grocery list. A list helps you easily navigate a store, allowing you to quickly find what you're looking for without wasting a chunk of time. Still, screening is often seen as overwhelming and confusing, particularly when investors are unsure what to look for in a company. In addition, it's not as simple as a", "url": "https://finance.yahoo.com/markets/stocks/articles/stock-screening-made-simple-guide-225800443.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/stock-screening-made-simple-guide-225800443.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T22:58:00+00:00", "published_display": "10 Aug 2026 22:58", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Beat expectations", "Operating growth", "Growth forecast"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.032906, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 37.3, "age_days": 2.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["Growth Rate", "Growth Investing", "Income Investing", "Momentum Investing", "Value Investing"], "evidence_basis": "", "score_included": true}, {"title": "Intel (INTC) Tripled This Year, But Can a $15B Share Sale Stop the Momentum?", "summary": "Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index's nearly 75% climb. On August 10, the company said it would sell $15 billion of new stock to fund its push into contract chip manufacturing, and shares fell more than 4% in early trading. That marked a significant shift for a company experiencing a notable operational turnaround in the semiconductor sector.Intel (INTC) Tripled This Year, But Can a $15B Share Sale Stop the Momentum? Bull Case: The AI Boom Finally Shows Up In The Numbers Intel's da", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-intc-tripled-15b-share-213517317.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intel-intc-tripled-15b-share-213517317.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:35:17+00:00", "published_display": "10 Aug 2026 21:35", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Negative market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.072776, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 66.9, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Earnings", "Foundry", "Net Income", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Advanced Micro Devices (NASDAQ:AMD) Shares Down 2.9% - Should You Sell?", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+%28NASDAQ%3AAMD%29+Shares+Down+2.9%25+-+Should+You+Sell%3F%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-08-10T21:23:08+00:00", "published_display": "10 Aug 2026 21:23", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.019483, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 36.4, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 2, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Why AMD Stock Tumbled 18% in July", "summary": "Key Points The world's largest semiconductor stocks lost a collective $1 trillion in market capitalization last month. AMD investors were worried that tech companies were spending too much on AI.10 stocks we like better than Advanced Micro Devices \u203a Shares of the semiconductor company Advanced Micro Devices (NASDAQ: AMD) fell sharply last month as a sectorwide sell-off among semiconductor stocks weighed on AMD and its peers amid fears of AI overspending. AMD shareholders were also concerned about a report that said AI company DeepSeek is developing its own AI processor. Missed Nvidia in 2009? ", "url": "https://www.nasdaq.com/articles/why-amd-stock-tumbled-18-july", "source_link": "https://www.nasdaq.com/articles/why-amd-stock-tumbled-18-july", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-10T20:39:00+00:00", "published_display": "10 Aug 2026 20:39", "source_kind": "publisher", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Negative financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070186, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 66.5, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Competition", "Consensus Estimate", "Earnings", "Earnings Per Share", "Financial Results"], "evidence_basis": "archived_article", "score_included": true}, {"title": "AMD Brings Meta's New AI Model to PCs", "summary": "This article first appeared on GuruFocus. Advanced Micro Devices Inc. (AMD, Financials), the chipmaker competing with Nvidia in AI computing, is bringing Meta's new Muse Glimmer 30B model directly to supported PCs and workstations. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator. The model can run on AMD Ryzen AI Max+ processors and Radeon AI PRO R9700 graphics cards, giving developers another way to use advanced AI without sending every workload to the cloud. That is the real appeal. Running models locally can reduc", "url": "https://finance.yahoo.com/technology/ai/articles/amd-brings-metas-ai-model-194558831.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-brings-metas-ai-model-194558831.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:45:58+00:00", "published_display": "10 Aug 2026 19:45", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.024296, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 35.6, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chipmaker", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "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", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.009655, "evidence_share": 0.1, "evidence_share_display": "0.1", "freshness_pct": 35.1, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders", "summary": "In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro Cloud and Supermicro on Instinct MI325X GPUs. Together with its planned acquisition of AI inference startup Taalas and large-scale data center capacity partnership with Core Scientific, AMD is intensifying its push to offer full-stack AI hardware and software for cloud and enterprise customers. Now we'll", "url": "https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-instinct-181151722.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-instinct-181151722.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:11:51+00:00", "published_display": "10 Aug 2026 18:11", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.047188, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 65.6, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Guidance", "Net Income", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Schwab Trading Activity Index\u2122: STAX Score Increases Modestly in July", "summary": "Schwab Trading Activity Index vs. S&P 500 (Graphic: Charles Schwab) Schwab clients were net buyers, using late-month dips to add exposure across individual stocks, ETFs, and options Key Takeaways: The Schwab Trading Activity Index\u2122 (STAX) increased to 59.80 in July, up slightly from its score of 59.12 in June. Clients remained net buyers in July, using late-month dips to add exposure across individual stocks, ETFs, and options. The strongest buying interest came from two clear groups: Gen X clients, who continued to lead net buying by age cohort, and self-directed traders, whose bullish activi", "url": "https://finance.yahoo.com/markets/stocks/articles/schwab-trading-activity-index-stax-163000571.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/schwab-trading-activity-index-stax-163000571.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:30:00+00:00", "published_display": "10 Aug 2026 16:30", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 86, "tone_signals": ["Improving financial comparison"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.021073, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 34.0, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Etfs", "Options", "Rates", "Technology", "Trading Activity"], "evidence_basis": "", "score_included": true}, {"title": "Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL", "summary": "Advanced Micro Devices AMD announced on Thursday (Aug. 6) that it has entered into a definitive agreement to acquire Taalas, a Toronto-based developer of specialized AI inference silicon, as the company looks to strengthen its position in the rapidly expanding AI inference market. Taalas' technology is designed to optimize inference dataflows and reduce the compute and memory bottlenecks associated with more general-purpose architectures. AMD plans to incorporate the technology into its accelerator roadmap and develop system-level solutions that combine Taalas' capabilities with AMD Instinct G", "url": "https://finance.yahoo.com/technology/ai/articles/taalas-buyout-boosts-amds-ai-161600425.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/taalas-buyout-boosts-amds-ai-161600425.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:16:00+00:00", "published_display": "10 Aug 2026 16:16", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 43, "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": 0.018619, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 33.8, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Competition", "M A", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?", "summary": "Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 million in the first quarter of 2026. The consensus mark for loss has been steady at 21 cents per share over the past 30 days. Cerebras reported a loss of 4 cents per share in the first quarter of 2026, 71.43% narrower than the Zacks Consensus Estimate of a loss of 14 cents. Consensus Estimate T", "url": "https://finance.yahoo.com/markets/stocks/articles/cerebras-q2-earnings-loom-buy-160700843.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/cerebras-q2-earnings-loom-buy-160700843.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:07:00+00:00", "published_display": "10 Aug 2026 16:07", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Beat expectations", "Improving financial comparison", "Deteriorating financial comparison", "Margin expansion"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.049645, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 64.8, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Inference", "Cloud Computing", "Earnings", "Earnings Release", "Price Target", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "OTLK Up More Than 300% in 3 Months: Here's What You Should Know", "summary": "Shares of Outlook Therapeutics OTLK have witnessed a significant surge over the past three months, primarily driven by growing investor optimism related to the company's sole product, Lytenava, which is approved for the treatment of patients with wet age-related macular degeneration (wet AMD). OTLK's Price Performance Shares of Outlook Therapeutics have skyrocketed 311.8% in the past three months compared with the industry's increase of 6.9%.Zacks Investment Research Image Source: Zacks Investment Research Last month, the FDA approved Lytenava for the treatment of neovascular age-related macul", "url": "https://finance.yahoo.com/healthcare/articles/otlk-more-300-3-months-152700954.html", "source_link": "https://finance.yahoo.com/healthcare/articles/otlk-more-300-3-months-152700954.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:27:00+00:00", "published_display": "10 Aug 2026 15:27", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Beat expectations", "Missed expectations", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.07412, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 64.5, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Earnings", "Earnings Per Share", "Fda Approval"], "evidence_basis": "", "score_included": true}, {"title": "AI Workload Evolution Is Creating a New Growth Catalyst for Arm Holdings plc (ARM)", "summary": "Sands Capital, an investment management company, released its \"Sands Capital Technology Innovators Fund\" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The port", "url": "https://finance.yahoo.com/technology/articles/ai-workload-evolution-creating-growth-150103838.html", "source_link": "https://finance.yahoo.com/technology/articles/ai-workload-evolution-creating-growth-150103838.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:01:03+00:00", "published_display": "10 Aug 2026 15:01", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Improving financial comparison", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.078592, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 64.4, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cpu", "Investor Letter", "Semiconductors", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "Intel Corporation\u2019s (INTC) Role in AI Infrastructure Shift", "summary": "Sands Capital, an investment management company, released its \"Sands Capital Technology Innovators Fund\" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The port", "url": "https://finance.yahoo.com/technology/ai/articles/intel-corporation-intc-role-ai-145837411.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/intel-corporation-intc-role-ai-145837411.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:58:37+00:00", "published_display": "10 Aug 2026 14:58", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Improving financial comparison", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.065415, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 64.3, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cpu Demand", "Investment Ideas", "Semiconductors", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "Broadcom\u2019s Brilliant Positioning is Why I Am Loading Up Over and Over", "summary": "Quick Read Broadcom holds a near-monopoly on high-speed AI Ethernet switching, collecting revenue regardless of which hyperscaler wins the custom silicon race. AVGO guides Q3 AI semiconductor revenue to $16 billion, a 200%+ year-over-year jump, while NVDA competes with the very customers Broadcom serves. Hock Tan projects over $100 billion in fiscal 2027 AI revenue, backed by a booking backlog extending visibility through 2028. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yoursel", "url": "https://finance.yahoo.com/markets/stocks/articles/broadcom-brilliant-positioning-why-am-144924907.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/broadcom-brilliant-positioning-why-am-144924907.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:49:24+00:00", "published_display": "10 Aug 2026 14:49", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Beat expectations", "Improving financial comparison", "Capital returned"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.084355, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 64.3, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Dividends", "Earnings", "Networking", "Ratings"], "evidence_basis": "", "score_included": true}, {"title": "Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD", "summary": "Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cutting the time it takes to turn a chip specification into working silicon. The announcement lands as investors weigh whether Synopsys deserves its premium for owning so much of the AI buildout's tooling.Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD Bull Case: Agents Doing The Engineering, Not ", "url": "https://finance.yahoo.com/technology/ai/articles/synopsys-snps-unleashes-agentic-ai-143945738.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/synopsys-snps-unleashes-agentic-ai-143945738.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:39:45+00:00", "published_display": "10 Aug 2026 14:39", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.053402, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 72.9, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Chip Design", "Class Action", "Free Cash Flow", "Guidance"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Why AMD (AMD) Could Benefit as AI Shifts From Training to Inference", "summary": "Sands Capital, an investment management company, released its \"Sands Capital Technology Innovators Fund\" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The port", "url": "https://finance.yahoo.com/technology/ai/articles/why-amd-amd-could-benefit-143635913.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/why-amd-amd-could-benefit-143635913.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:36:35+00:00", "published_display": "10 Aug 2026 14:36", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 77, "tone_signals": ["Improving financial comparison", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070817, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 64.2, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cpu", "Gpu", "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", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.00809, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 32.8, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Tech"], "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", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.061167, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 63.9, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["Earnings"], "evidence_basis": "", "score_included": true}, {"title": "Is Advanced Micro (AMD) a Buy as Wall Street Analysts Look Optimistic?", "summary": "The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Advanced Micro Devices (AMD). Advanced Micro currently has an average brokerage recommendation (ABR) of 1.39, on a scale of 1 to 5 (Strong Buy to Strong", "url": "https://finance.yahoo.com/markets/stocks/articles/advanced-micro-amd-buy-wall-133004464.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/advanced-micro-amd-buy-wall-133004464.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:30:04+00:00", "published_display": "10 Aug 2026 13:30", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.079001, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 63.8, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Consensus Estimate", "Earnings", "Earnings Estimate", "Price Target", "Price Target", "Ratings"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Silicon Motion Rides on Solid Revenue Growth: Time to Buy the Stock?", "summary": "Silicon Motion Technology Corporation SIMO is benefiting from strong momentum across its storage-controller portfolio, driven by market-share gains, new product ramps and growing exposure to enterprise and artificial intelligence (AI)-related storage applications. The company's rapidly expanding embedded storage business, strength in SSD controllers and increasing contribution from enterprise and automotive storage solutions are driving robust top-line growth. These factors position Silicon Motion well to sustain its growth trajectory through the remainder of 2026. Robust Revenue Growth Bodes ", "url": "https://finance.yahoo.com/markets/stocks/articles/silicon-motion-rides-solid-revenue-132500635.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/silicon-motion-rides-solid-revenue-132500635.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:25:00+00:00", "published_display": "10 Aug 2026 13:25", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 89, "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": 0.078879, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 63.8, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Surprise", "Market Share", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Prediction: Micron and Taiwan Semiconductor Manufacturing Stocks Will Both Rebound to Fresh Highs Before 2026 Ends", "summary": "Micron Technology (NASDAQ: MU) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are two of the hottest stocks in the market. They've each had strong years, with Micron rising 213% and Taiwan Semiconductor increasing 36%. While those are fantastic one-year runs, the reality is that each of them is off its high. Taiwan Semiconductor is down around 15% while Micron is off about 25%. By the end of 2026, I think each of these stocks could etch a fresh all-time high, making them great buys today. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for", "url": "https://finance.yahoo.com/markets/stocks/articles/prediction-micron-taiwan-semiconductor-manufacturing-132000633.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/prediction-micron-taiwan-semiconductor-manufacturing-132000633.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:20:00+00:00", "published_display": "10 Aug 2026 13:20", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 78, "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": 0.070344, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 63.7, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chipmakers", "Earnings", "Fourth Quarter", "Investments", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Intel Falls 5% on Proposed $15B Share Sale as AMD, NVIDIA, Broadcom Hold Steady", "summary": "Quick Read Intel dropped 5% after announcing a $15B stock offering, as management capitalizes on a 175% year-to-date rally to fund its foundry buildout. NVDA and SOXX are flat on the day, confirming traders treat Intel's selloff as an isolated capital-structure event with no sector-wide read-through. Tesla is confirmed as a 14A foundry customer, and Wall Street's $115 consensus INTC price target sits well above today's trading level. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for y", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-falls-5-proposed-15b-131920887.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intel-falls-5-proposed-15b-131920887.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:19:20+00:00", "published_display": "10 Aug 2026 13:19", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Guidance raised", "Operating growth", "Dilution risk"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.024428, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 47.2, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Demand", "Balance Sheet", "Capital Structure", "Foundry", "Price Target", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Revenue Surges as AI Chip Demand Hold", "summary": "TSMC Revenue Surges as AI Chip Demand Hold - Moby BREAKING NEWS Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. The company that makes the AI trade tactile is having a nice start to the week. TSMC never says anything about its monthly revenue. There's no call, no commentary, no chairman walking anyone through it. The company just posts a number, and the entire semiconductor complex reads it like scripture, because TSMC is the shop that machines Nvidia's chips and Google's custom silicon. TS", "url": "https://finance.yahoo.com/technology/ai/articles/tsmc-revenue-surges-ai-chip-130445040.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/tsmc-revenue-surges-ai-chip-130445040.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:04:45+00:00", "published_display": "10 Aug 2026 13:04", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.065032, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 63.6, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Semiconductors", "Tech"], "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", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.083148, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 63.3, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Semiconductors", "Share Buyback", "Shareholder", "Stock Sale"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Who Really Benefits as Sovereign AI Infrastructure Spending Explodes?", "summary": "Quick Read Nvidia leads with $91B Q2 guidance and 75% margins, while AMD's 107% data center growth drives sovereign wins in India, Korea, and UAE. Vertiv's Americas segment grew 29% and Eaton's electrical orders surged 41% organically as every new AI gigawatt demands more power and cooling infrastructure. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Sovereign AI infrastructure is emerging as one of the largest capital cycles of the decade. Governments and hyper", "url": "https://finance.yahoo.com/technology/ai/articles/really-benefits-sovereign-ai-infrastructure-115543024.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/really-benefits-sovereign-ai-infrastructure-115543024.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:55:43+00:00", "published_display": "10 Aug 2026 11:55", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 86, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.098669, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 72.1, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Growth Rate", "Semiconductors", "Sovereign AI", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Anthropic Locks In $10B European Compute Bet With a Seven-Month-Old Startup", "summary": "Anthropic is establishing its first dedicated European AI compute footprint, marking a significant geographic expansion in the race for sovereign-grade processing power. The company has reportedly entered into a six-year, $10 billion compute capacity agreement centered on a 133 MW data center in Norway. This deployment, operated by Bitdeer Technologies Group at its Tydal campus in Tr\u00f8ndelag, is designed to house Nvidia's advanced Vera Rubin chips, signaling a strategic pivot toward high-density, renewable-powered infrastructure in the Nordic region. The deal structure reveals the sophisticated", "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-locks-10b-european-compute-091730304.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/anthropic-locks-10b-european-compute-091730304.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T09:17:30+00:00", "published_display": "10 Aug 2026 09:17", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.012141, "evidence_share": 0.1, "evidence_share_display": "0.1", "freshness_pct": 30.6, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Infrastructure", "IPO", "Renewable Energy"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Top economist warns that the AI math doesn\u2019t make sense: \u2018Profits are currently being funded by investors rather than earned from customers\u2019", "summary": "\"Is there an AI bubble?\" is such a tired thought. Here's something altogether more wired: The AI boom is paying off, but not in a way that the current equities market has accounted for. The success of the technology in one area of the economy could make the bubble real in another, more precisely. In a blog post published on Friday, Apollo Chief Economist Torsten Slok highlighted that the parts of the AI value chain with the highest profit margins\u2014companies making AI models and applications\u2014actually have the lowest levels of profitability, a departure from the standard business model of, well b", "url": "https://finance.yahoo.com/technology/ai/articles/top-economist-warns-ai-math-070000978.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/top-economist-warns-ai-math-070000978.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T07:00:00+00:00", "published_display": "10 Aug 2026 07:00", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Margin expansion"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.038863, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 70.6, "age_days": 3.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Boom", "Debt", "Free Cash Flow", "Profit Margins", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Nvidia, Eli Lilly, and Disney Show It\u2019s Time to Back the Top Dogs", "summary": "Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now. Continue Reading", "url": "https://finance.yahoo.com/m/bd14b29c-18a2-3bb0-930e-e50923390400/nvidia%2C-eli-lilly%2C-and-disney.html", "source_link": "https://finance.yahoo.com/m/bd14b29c-18a2-3bb0-930e-e50923390400/nvidia%2C-eli-lilly%2C-and-disney.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T05:00:00+00:00", "published_display": "10 Aug 2026 05:00", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 62, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.006912, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 28.8, "age_days": 3.6, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "5-star analyst resets AMD stock price target", "summary": "Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note reviewed by TradingView. Sur ranks number 15 out of 12,453 Wall Street analysts tracked by TipRanks, with a 71% success rate and an average return of 43.40% per rating. Sur maintained his \"Neutral\" rating on the stock even as he raised the stock price target. He told investors that AMD delivered anot", "url": "https://finance.yahoo.com/markets/stocks/articles/5-star-analyst-resets-amd-210300850.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-star-analyst-resets-amd-210300850.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T21:03:00+00:00", "published_display": "09 Aug 2026 21:03", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.037546, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 58.0, "age_days": 3.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Fourth Quarter", "Price Target", "Price Target"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them?", "summary": "Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker's ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading. The agreement is more substantial than the initial announcement suggested. Core Scientific's earnings release described 15-year agreements covering approximately 530 megawatts across five sites, with more than $14 billion of potential base contrac", "url": "https://finance.yahoo.com/markets/stocks/articles/core-scientific-corz-shareholders-rejected-203304503.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/core-scientific-corz-shareholders-rejected-203304503.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T20:33:04+00:00", "published_display": "09 Aug 2026 20:33", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 45, "tone_signals": ["Contract or approval lost", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.058229, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 57.8, "age_days": 3.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Colocation", "Data Centers", "Earnings Release", "Infrastructure", "Partnerships"], "evidence_basis": "archived_article", "score_included": true}, {"title": "A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028", "summary": "Key Points TSMC doesn't care which company wins the AI revolution, as long as it buys chips from it. Taiwan Semiconductor is heavily investing in capabilities to ensure it can meet demand. 10 stocks we like better than Taiwan Semiconductor Manufacturing \u203a Taiwan Semiconductor(NYSE: TSM) is one of the biggest beneficiaries of the artificial intelligence revolution that nobody talks about. It's making chips for major players, including Nvidia, Broadcom, and Advanced Micro Devices. All of these companies are competing to secure more space in data centers. Yet one company stands to benefit regardl", "url": "https://www.nasdaq.com/articles/10000-investment-taiwan-semiconductor-today-will-be-worth-much-2028", "source_link": "https://www.nasdaq.com/articles/10000-investment-taiwan-semiconductor-today-will-be-worth-much-2028", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-09T19:50:00+00:00", "published_display": "09 Aug 2026 19:50", "source_kind": "publisher", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.03837, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 57.6, "age_days": 4.0, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Artificial Intelligence", "Growth", "Growth Rate", "Markets", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Billionaire investor shorting SpaceX says one possible fix won't work", "summary": "The bearish case against SpaceX keeps finding new voices. I've now tracked short theses from Doug Kass, warnings from the former Nasdaq CEO, my colleague's piece on Michael Burry walking away from the trade, and Jim Cramer urging patience before the lockup expiration. Now add Peter Andersen of Boston-based Andersen Capital Management to that list. Andersen has managed money across separate accounts, mutual funds, and world asset classes since 1993. He isn't just skeptical of SpaceX (SPCX). He's actively shorting it. And when asked whether a Tesla-SpaceX merger would change his mind, his answer", "url": "https://finance.yahoo.com/markets/stocks/articles/billionaire-investor-shorting-spacex-says-183300515.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/billionaire-investor-shorting-spacex-says-183300515.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T18:33:00+00:00", "published_display": "09 Aug 2026 18:33", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Beat expectations", "Improving financial comparison", "Loss narrowed"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.079735, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 67.1, "age_days": 4.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Free Cash Flow", "IPO", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Datadog coverage update: BofA stays bullish on weakness", "summary": "Datadog Inc. (DDOG) spent last summer defending itself against one accusation: that its biggest customer was quietly building its way out the door. In July 2025, Guggenheim downgraded the stock to sell, warning that OpenAI was developing in-house monitoring tools that could carve a $150 million hole in Datadog's revenue. The stock brushed it off and nearly doubled over the following year. On August 6, the warning arrived anyway, delivered not by a bearish analyst but by Datadog's own management. The company beat second-quarter revenue and earnings estimates and raised its full-year guidance fo", "url": "https://finance.yahoo.com/markets/stocks/articles/datadog-coverage-bofa-stays-bullish-164700611.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/datadog-coverage-bofa-stays-bullish-164700611.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T16:47:00+00:00", "published_display": "09 Aug 2026 16:47", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 72, "tone_signals": ["Guidance raised", "Improving financial comparison", "Analyst downgrade"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.062642, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 56.6, "age_days": 4.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Release", "Earnings Report", "Growth Rate"], "evidence_basis": "", "score_included": true}, {"title": "Key deals this week: Bending Spoons, Advanced Micro Devices, Visa, Prologis, and more", "summary": "Here's a list of key deals reported across sectors this week: DoubleVerify (DV [https://seekingalpha.com/symbol/DV]) agreed to be acquired [https://seekingalpha.com/pr/20611211-nielsen-to-acquire-doubleverify-creating-a-leading-independent-media-intelligence-platform#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews] by Nielsen in an all-cash transaction valued at ~$2.15B. DV shareholders will receive $13.60 per share in cash, representing a 30% premium to the 60-day volume-weighted average price as of August 5. Advanced Micro Devices (AMD [https://seekingalpha.com/sy", "url": "https://seekingalpha.com/news/4629666-key-deals-this-week-bending-spoons-advanced-micro-devices-visa-prologis-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4629666-key-deals-this-week-bending-spoons-advanced-micro-devices-visa-prologis-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-09T14:46:31+00:00", "published_display": "09 Aug 2026 14:46", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.04668, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 66.0, "age_days": 4.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisitions", "Dividends", "Financials", "M&a", "M A", "Mergers"], "evidence_basis": "archived_article", "score_included": true}, {"title": "3 Artificial Intelligence (AI) Stocks to Load Up On in August", "summary": "Key Points Nvidia has a major catalyst arriving in the latter half of August. Micron is benefiting from soaring memory chip prices. Amazon is seeing significant growth in cloud computing thanks to AI workloads. 10 stocks we like better than Nvidia \u203a August has just begun, but the events in late July and early August have really shaken up the artificial intelligence (AI) investing landscape. Several winners and losers have appeared, and even though earnings season isn't over yet, there are plenty of stocks worth considering right now. A few stocks that top my list are Nvidia(NASDAQ: NVDA), Micr", "url": "https://www.nasdaq.com/articles/3-artificial-intelligence-ai-stocks-load-august", "source_link": "https://www.nasdaq.com/articles/3-artificial-intelligence-ai-stocks-load-august", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-09T12:30:00+00:00", "published_display": "09 Aug 2026 12:30", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Guidance raised", "Improving financial comparison", "Deteriorating financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.038365, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 55.2, "age_days": 4.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Markets", "Operating Income", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Street Calls of the Week", "summary": "Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Fair Isaac Corp. What's the full story? Wolfe Research downgrades Fair Isaac Corporation (NYSE:FICO) to Peer Perform with a $1,100\u2013$1,350 fair value range. The core engine is fracturing: lenders actively game FICO Classic against VantageScore 4.0 to give borrowers lower rates. Over 20% of the mortgage market faces this score arbitrage. Until regulators approve FICO 10T, FICO bleeds market sh", "url": "https://finance.yahoo.com/markets/stocks/articles/street-calls-week-103502997.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/street-calls-week-103502997.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:35:02+00:00", "published_display": "09 Aug 2026 10:35", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 82, "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating growth"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.033992, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 36.5, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Downgrade", "Earnings", "Earnings Growth", "Fourth Quarter", "Free Cash Flow", "Gene Therapy"], "evidence_basis": "", "score_included": true}, {"title": "AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge", "summary": "Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock's price. On August 6, AMD confirmed a deal to buy Taalas, a Toronto-based startup building specialized silicon for AI inference, a move aimed squarely at the first problem even as the second has been driving the stock's swings all week.AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge Bull Case: A Full Stack Getting Fuller Taalas, founded in 2023, has built technolo", "url": "https://finance.yahoo.com/technology/ai/articles/amd-amd-buys-inference-chip-102614063.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-amd-buys-inference-chip-102614063.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:26:14+00:00", "published_display": "09 Aug 2026 10:26", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.035648, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 64.9, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI", "Earnings", "Growth Rate", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "My 3 Favorite Value Stocks to Buy Right Now", "summary": "Key Points Amazon's P/E ratio keeps falling despite a surging stock price. It is not too late to capitalize on Target's stock price recovery. Nvidia's stock price has not risen in proportion to the company's growth in recent years.10 stocks we like better than Amazon \u203a The state of today's stock market might make some investors nervous. As they ponder the implications of the indexes selling close to all-time highs, they might become anxious. However, despite such conditions, many top names remain value stocks. Consequently, investors can still find bargains in this market, and knowing that, in", "url": "https://www.nasdaq.com/articles/my-3-favorite-value-stocks-buy-right-now", "source_link": "https://www.nasdaq.com/articles/my-3-favorite-value-stocks-buy-right-now", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-09T08:35:00+00:00", "published_display": "09 Aug 2026 08:35", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.062725, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 54.0, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Growth Rate", "Markets", "Net Income", "Tech", "Value Stocks"], "evidence_basis": "", "score_included": true}, {"title": "Humanoids are as much a compute story as a robotics one", "summary": "Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain. Investor attention has largely focused on visible hardware such as motors, actuators, sensors and batteries. Yet the biggest near-term constraint is intelligence, as humanoids must perceive their surroundings, reason and adjust their behaviour in unpredictable environments. The required computing stack has three main lay", "url": "https://finance.yahoo.com/technology/ai/articles/humanoids-much-compute-story-robotics-063038029.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/humanoids-much-compute-story-robotics-063038029.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T06:30:38+00:00", "published_display": "09 Aug 2026 06:30", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.007113, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 20.8, "age_days": 4.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Robotics", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points", "summary": "Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% year to date. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. The VanEck Semiconductor ETF (NASDAQ:SMH) is the most popular way to bet on chips. SMH is the default semiconductor ETF for most brokerage accounts, prized for its concentrated exposure to the largest", "url": "https://finance.yahoo.com/markets/stocks/articles/forget-smh-chip-fund-owns-224106943.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/forget-smh-chip-fund-owns-224106943.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T22:41:06+00:00", "published_display": "08 Aug 2026 22:41", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 61, "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": 0.013713, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 32.5, "age_days": 4.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["ETF", "Fees", "Price Performance", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "AMD just made bold move to challenge Nvidia", "summary": "Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup with a radical idea about how AI chips should be built. The deal will not move AMD's revenue this quarter, and it will not dent Nvidia's lead right away. But it points to where the next phase of the AI buildout is heading, and it could matter a great deal for the cloud companies that are running out of chea", "url": "https://finance.yahoo.com/technology/ai/articles/amd-just-made-bold-move-220700266.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-just-made-bold-move-220700266.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T22:07:00+00:00", "published_display": "08 Aug 2026 22:07", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.007306, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 18.4, "age_days": 4.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Energy Efficiency", "M A", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft Shows the &quot;Magnificent Seven&quot; What AI Investment Looks Like", "summary": "In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: Meta and Microsoft\u2019s earnings reports.The best \u201cMagnificent Seven\u201d stock to buy now.Hidden Gems earning highlights.Maibag: Buy single stocks or bet on several companies in the same industry? To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little", "url": "https://www.nasdaq.com/articles/microsoft-shows-magnificent-seven-what-ai-investment-looks", "source_link": "https://www.nasdaq.com/articles/microsoft-shows-magnificent-seven-what-ai-investment-looks", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-08T21:01:02+00:00", "published_display": "08 Aug 2026 21:01", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Operating growth", "Negative market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.02639, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 50.5, "age_days": 4.9, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Capex Reduction", "Cloud Computing", "Defense", "Earnings", "Earnings Report"], "evidence_basis": "", "score_included": true}, {"title": "AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia?", "summary": "Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been disclosed. The company plans to integrate Taalas' technology into its accelerator roadmap and develop system-level solutions combining it with AMD Instinct graphics processing units (GPUs). \"AMD is building a full-stack AI platform that gives ", "url": "https://finance.yahoo.com/technology/ai/articles/amd-amd-buys-taalas-ai-194609482.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-amd-buys-taalas-ai-194609482.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T19:46:09+00:00", "published_display": "08 Aug 2026 19:46", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.033555, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 61.1, "age_days": 5.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI", "Gpu", "Inference", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Grindr CEO makes stunning AI reveal that changes the dating game", "summary": "Grindr (GRND) just told investors that artificial intelligence (AI) now runs through everything it builds. On August 6, CEO George Arison walked through second-quarter results with a claim that stood out even in a market full of AI announcements. He said the dating platform now works as an AI-native company, from the code up. The numbers behind that claim are big, and so is the plan tied to them. Grindr is charging as much as $350 a month for a new AI companion feature. Arison says the technology is already paying for itself. For anyone who owns the stock, or is watching the dating app sector,", "url": "https://finance.yahoo.com/technology/ai/articles/grindr-ceo-makes-stunning-ai-173300577.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/grindr-ceo-makes-stunning-ai-173300577.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T17:33:00+00:00", "published_display": "08 Aug 2026 17:33", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Beat expectations", "Missed expectations", "Guidance raised", "Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.048134, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 49.5, "age_days": 5.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Dating Apps", "Earnings", "Earnings Report", "Guidance", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Trending stocks this week as SpaceX, Palantir earnings and jobs data drive markets", "summary": "[Wall Street New York stock exchange stock market] alexsl Wall Street ended the week higher, with the Dow Jones Industrial Average (DJI [https://seekingalpha.com/symbol/DJI]) and the S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) closing at record highs as investors weighed a deluge of corporate earnings, including results from SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) and Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]), alongside weaker-than-expected U.S. payrolls data. U.S. nonfarm payrolls fell by 23,000 in July, missing economists' expectations for a", "url": "https://seekingalpha.com/news/4629310-trending-stocks-this-week-as-spacex-palantir-earnings-and-jobs-data-drive-markets?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4629310-trending-stocks-this-week-as-spacex-palantir-earnings-and-jobs-data-drive-markets?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-08T17:12:36+00:00", "published_display": "08 Aug 2026 17:12", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Beat expectations", "Missed expectations", "Guidance raised", "Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.049439, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 49.4, "age_days": 5.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Earnings Per Share", "Earnings Report", "Fourth Quarter"], "evidence_basis": "", "score_included": true}, {"title": "Xanadu Accelerates Chip Production as Investors Await Next Catalyst in Race to Scalable Quantum Computing \u2013 Quarterly Update Report", "summary": "Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Optical-Loss Progress and Higher Wafer Throughput Advance Hardware Roadmap as Growth Investment Accelerates Key Takeaways: XNDU advanced hardware execution, achieving 0.085 dB edge-coupling loss while increasing thin-film lithium niobate and silicon nitride fabrication by 75% and 50%. Higher wafer throughput accelerates qubit-factory iteration, with the aggregate optical-loss gap reduced by up to 200x and 5-10x remaining. PennyLane expanded through QROM, Frontier, Lockheed Martin training, and bank engagements, strengthening ", "url": "https://finance.yahoo.com/technology/ai/articles/xanadu-accelerates-chip-production-investors-164143794.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/xanadu-accelerates-chip-production-investors-164143794.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T16:41:43+00:00", "published_display": "08 Aug 2026 16:41", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 58, "tone_signals": ["Loss narrowed"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.023708, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 30.7, "age_days": 5.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Balance Sheet", "Funding", "Hardware Progress", "Manufacturing", "Price Target", "Quantum Computing"], "evidence_basis": "archived_article", "score_included": true}, {"title": "16 out of 16 technology stocks deliver EPS wins this week: Earnings Scorecard", "summary": "The technology sector was in focus this week after investors assessed earnings reports from companies including Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]) and Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]). The technology sector (XLK [https://seekingalpha.com/symbol/XLK]) gained over 30% so far this year, compared to the nearly 13% rise in the broader S&P 500 Index. In this week's earnings recap, 16 tickers reported results, out of which all reported earnings beats. On the revenue side, 15 companies exceeded revenue expectations, while one company t", "url": "https://seekingalpha.com/news/4629254-16-out-of-16-technology-stocks-deliver-eps-wins-this-week-earnings-scorecard?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4629254-16-out-of-16-technology-stocks-deliver-eps-wins-this-week-earnings-scorecard?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-08T15:45:06+00:00", "published_display": "08 Aug 2026 15:45", "source_kind": "publisher", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.095172, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 49.0, "age_days": 5.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings News", "Fourth Quarter", "Guidance", "Quarterly Results", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "AMD Tops Q2 Estimates, but Investors Still Hit the Sell Button. What's Next for AMD Stock.", "summary": "Wall Street has developed an expensive habit when it comes to artificial intelligence (AI) stocks. Every quarter has to be bigger than the previous one. Simply beating expectations no longer earns applause. Investors now want results that shatter forecasts, raise long-term expectations, and justify sky-high valuations. Anything less can send shares lower. Advanced Micro Devices (AMD) learned that lesson the hard way after reporting its second-quarter results for fiscal 2026 on Aug. 4 after the market closed. The chipmaker edged past analysts' expectations on both top and bottom lines and even ", "url": "https://finance.yahoo.com/markets/stocks/articles/amd-tops-q2-estimates-investors-151502222.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amd-tops-q2-estimates-investors-151502222.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T15:15:02+00:00", "published_display": "08 Aug 2026 15:15", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 66, "tone_signals": ["Beat expectations"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.06214, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 48.8, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Data Centers", "Earnings", "Earnings Report", "Fourth Quarter"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Is AMD Stock a Buy on the Dip as AI Revenue Surges?", "summary": "Key Points AMD is seeing strong growth, but its larger growth opportunities are still in front of it. Its new Helios AI server racks should be a strong growth driver in the year ahead.10 stocks we like better than Advanced Micro Devices \u203a Advanced Micro Devices (NASDAQ: AMD) shares sank despite the semiconductor company reporting a surge in AI data center revenue in the second quarter and projecting that the segment will see revenue more than double in 2027. While the stock is well off its high, it is still up around 125% on the year. Let's dig into the company's earnings results and prospects", "url": "https://www.nasdaq.com/articles/amd-stock-buy-dip-ai-revenue-surges", "source_link": "https://www.nasdaq.com/articles/amd-stock-buy-dip-ai-revenue-surges", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-08T14:50:00+00:00", "published_display": "08 Aug 2026 14:50", "source_kind": "publisher", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.118654, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 48.7, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Data Centers", "Earnings", "Earnings Per Share", "Earnings Results", "Markets"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. Multi-year commitments from these customers are channeling significant capital expenditure into Broadcom's AI infrastructure hardware, even as some of that spend bypasses GPU market leader Nvidia. The agreements increase Broadcom's visibility on future AI related revenue tied to large scale data center buildouts. Broadcom", "url": "https://finance.yahoo.com/technology/ai/articles/does-broadcom-avgo-now-lead-141116363.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/does-broadcom-avgo-now-lead-141116363.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T14:11:16+00:00", "published_display": "08 Aug 2026 14:11", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.045225, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 48.5, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Data Centers", "Networking", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next.", "summary": "Advanced Micro Devices' (AMD) data center business just delivered one of the clearest structural shifts in the company's modern history. In the second quarter of 2026, AMD reported data center revenue of $6.7 billion. That's more than double the $3.2 billion recorded a year earlier. The segment now accounts for 58% of total company revenue, up from roughly 42% in the year-ago period. More News from Barchart Billionaire Jensen Huang Says That When America Goes to War He Would Rather Not Be Asked About His Own Technology: 'I Would Really Appreciate Not Getting a Phone Call\u2026' SanDisk Just Unveile", "url": "https://finance.yahoo.com/markets/stocks/articles/amd-just-reported-data-center-134502782.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amd-just-reported-data-center-134502782.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T13:45:02+00:00", "published_display": "08 Aug 2026 13:45", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 70, "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": 0.068049, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 48.4, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Earnings", "Earnings Report", "Price Target", "Price Target"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Earnings Scoreboard: 86% of S&P 500 reporting firms top EPS estimates as 79% post Y/Y profit growth", "summary": "[Rolled newspaper with the headline Quarterly Results] Zerbor S&P 500 earnings activity accelerated this week, with more than 130 index members reporting quarterly results that provided key insights into corporate margin health, spending trends, and overall macroeconomic strength. EARNINGS ROUNDUP: * BOTTOM LINE (EPS): Out of 133 reporting companies, 114 topped consensus estimates, 15 fell short, and 4 met expectations, with 105 firms posting year-over-year earnings growth. * TOP LINE (REVENUE): Sales performance remained robust, with 97 companies beating revenue projections and 36 missing, wh", "url": "https://seekingalpha.com/news/4628903-earnings-scoreboard-86-of-sp-500-reporting-firms-top-eps-estimates-as-79-post-yy-profit-growth?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4628903-earnings-scoreboard-86-of-sp-500-reporting-firms-top-eps-estimates-as-79-post-yy-profit-growth?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-08T13:30:44+00:00", "published_display": "08 Aug 2026 13:30", "source_kind": "publisher", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Beat expectations", "Missed expectations", "Guidance raised", "Beat Expectations"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.039185, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 48.4, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Growth", "Earnings News", "Financial Results", "Free Cash Flow", "Guidance"], "evidence_basis": "", "score_included": true}, {"title": "Advanced Micro Devices (AMD) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031", "summary": "Quick Read AMD's Data Center revenue jumped 57% YoY, driving a base-case projection of $7,657 from a $5,000 investment by 2031. Export controls already cost AMD roughly $800 million in inventory charges, while a P/E of 206 leaves little room for execution stumbles. Lisa Su noted MI450 and Helios customer forecasts exceed initial expectations, with Meta, OpenAI, and Oracle running major GPU deployments. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Advanced Micro", "url": "https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-amd-price-130011101.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-amd-price-130011101.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T13:00:11+00:00", "published_display": "08 Aug 2026 13:00", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.149741, "evidence_share": 1.7, "evidence_share_display": "1.7", "freshness_pct": 48.2, "age_days": 5.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Price Target", "Share Price", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Should You Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Return of 200%?", "summary": "Key Points Advanced Micro Devices has become one of Nvidia's fiercest competitors in the market for artificial intelligence data center chips. The company's data center revenue more than doubled during the 2026 second quarter. Whether investors should buy AMD stock might depend entirely on their time horizon. 10 stocks we like better than Advanced Micro Devices \u203a Advanced Micro Devices(NASDAQ: AMD) is one of the world's leading suppliers of graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) training and inference workloads. In fa", "url": "https://www.nasdaq.com/articles/should-you-buy-advanced-micro-devices-amd-stock-after-its-12-month-return-200", "source_link": "https://www.nasdaq.com/articles/should-you-buy-advanced-micro-devices-amd-stock-after-its-12-month-return-200", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-08T12:05:00+00:00", "published_display": "08 Aug 2026 12:05", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "positive", "sentiment_pct": 70, "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": 0.086688, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 48.0, "age_days": 5.3, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Data Centers", "Earnings", "Earnings Growth", "Markets", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "AMD's Data Center Business Is Skyrocketing. The Stock Is Falling. Here's Why.", "summary": "Key Points AMD's Q2 was going up against weak year-over-year comparisons. Nvidia is still the king in the AI computing space. 10 stocks we like better than Advanced Micro Devices \u203a AMD(NASDAQ: AMD) has been on an absolute tear this year. The stock has more than doubled, although it's showing signs of weakness following the company's second-quarter earnings. This may be shocking to some investors, as AMD is doing exactly what investors hoped it would do. So, why is the stock falling? I think it has nothing to do with the success of the business. Instead, it has more to do with how the market va", "url": "https://www.nasdaq.com/articles/amds-data-center-business-skyrocketing-stock-falling-heres-why", "source_link": "https://www.nasdaq.com/articles/amds-data-center-business-skyrocketing-stock-falling-heres-why", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-08T10:20:00+00:00", "published_display": "08 Aug 2026 10:20", "source_kind": "publisher", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 43, "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": 0.046473, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 47.5, "age_days": 5.4, "influence_label": "Low", "duplicate_count": 2, "topics": ["Data Centers", "Earnings", "Growth Rate", "Markets", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Intel Quashed Its Dividend in 2024. Now the Stock's Up 389% and Investors Want It Back.", "summary": "An Intel sign out front of a corporate office by wolterke via Adobe Stock Dividend tech stocks are a rare breed. I mean, technically NVIDIA (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) pay dividends, but the yields barely reach 1%. That's why finding a decent tech company that pays reasonable yields while offering ample room for capital growth is like finding a golden needle in a haystack. And a few short years ago, Intel (NASDAQ: INTC) fit that description to a T. The company paid yields that averaged around 2% for more than three decades and increased payouts for eight straight years. Even better", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-quashed-dividend-2024-now-230002940.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intel-quashed-dividend-2024-now-230002940.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T23:00:02+00:00", "published_display": "07 Aug 2026 23:00", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 73, "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": 0.039887, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 44.5, "age_days": 5.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["Dividend Payments", "Dividends", "Earnings", "Foundry", "Free Cash Flow", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "A Volatile Week for Tech Revealed New Stock Narratives\u2014and 1 Bargain", "summary": "For most tech earnings, good wasn\u2019t good enough. But it\u2019s still possible to impress skeptical investors and flip a negative narrative. Continue Reading", "url": "https://finance.yahoo.com/m/a25b582f-1b54-3eb0-aff1-04998e15ce34/a-volatile-week-for-tech.html", "source_link": "https://finance.yahoo.com/m/a25b582f-1b54-3eb0-aff1-04998e15ce34/a-volatile-week-for-tech.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T21:05:00+00:00", "published_display": "07 Aug 2026 21:05", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 47, "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": 0.015086, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 44.0, "age_days": 5.9, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Nvidia ends week up more than 10% as AI chip fears ease", "summary": "Nvidia (NVDA) closed out the week on a hot streak, climbing more than 10% as concerns over the broader AI trade seemed to subside for the time being. The Philadelphia Semiconductor Index (^SOX) also rose for the week, rising more than 8% over the last five trading days. Semis took a bruising in the prior week over fears about the ongoing AI build-out and whether the companies' lofty valuations were supported by their fundamentals, but recovered as traders turned more positive on the sector. Nvidia also got a boost from SpaceX (SPCX) when Elon Musk announced during the company's first earnings ", "url": "https://finance.yahoo.com/technology/article/nvidia-ends-week-up-more-than-10-as-ai-chip-fears-ease-205751147.html", "source_link": "https://finance.yahoo.com/technology/article/nvidia-ends-week-up-more-than-10-as-ai-chip-fears-ease-205751147.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T20:57:51+00:00", "published_display": "07 Aug 2026 20:57", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.040685, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 43.9, "age_days": 5.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Results", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Ocular Therapeutix\u2122 Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)", "summary": "BEDFORD, Mass., Aug. 07, 2026 (GLOBE NEWSWIRE) -- Ocular Therapeutix, Inc. (NASDAQ: OCUL, \u201cOcular\u201d or the \u201cCompany\u201d), an integrated biopharmaceutical company committed to redefining the retina experience, today announced that it has granted inducement equity awards to eight newly hired non-executive employees. The awards were made as an inducement material to each recipient\u2019s acceptance of employment with Ocular under Ocular\u2019s 2019 Inducement Stock Incentive Plan in accordance with Nasdaq Listing Rule 5635(c)(4). The inducement equity awards were granted effective as of August 3, 2026, and con", "url": "https://www.globenewswire.com/news-release/2026/08/07/3341380/0/en/ocular-therapeutix-reports-inducement-grants-under-nasdaq-listing-rule-5635-c-4.html", "source_link": "https://www.globenewswire.com/news-release/2026/08/07/3341380/0/en/ocular-therapeutix-reports-inducement-grants-under-nasdaq-listing-rule-5635-c-4.html", "source_link_is_lookup": false, "source_name": "globenewswire.com", "published_at": "2026-08-07T20:05:00+00:00", "published_display": "07 Aug 2026 20:05", "source_kind": "press_release", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.005426, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 12.6, "age_days": 6.0, "influence_label": "Low", "duplicate_count": 2, "topics": ["Biopharmaceutical", "Biopharmaceuticals", "Changes In Company's Own Shares", "Clinical Trials", "Equity Awards", "Inducement Awards"], "evidence_basis": "", "score_included": true}, {"title": "Jim Cramer Shares Reasons Behind Why NVIDIA Corporation (NASDAQ:NVDA)\u2019s Shares Are Finally Rising", "summary": "NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it's unclear whether he's as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)'s shares are up by 17.5% year-to-date, fueled primarily by a 16.8% jump since July 29th. In a brief couple of tweets, Cramer first commented on t/he shares and then on Elon Musk's announcement that he would exclusively buy the firm's AI products: \"you get a couple of re", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-shares-reasons-behind-182404118.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-shares-reasons-behind-182404118.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T18:24:04+00:00", "published_display": "07 Aug 2026 18:24", "source_kind": "aggregator", "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "sentiment": "neutral", "sentiment_pct": 51, "tone_signals": ["Margin Pressure", "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": 0.018085, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 43.3, "age_days": 6.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "AMD Falls As Musk Picks Nvidia: BofA Says Ignore The Noise - Advanced Micro Devices (NASDAQ:AMD), NVIDIA", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22AMD+Falls+As+Musk+Picks+Nvidia%3A+BofA+Says+Ignore+The+Noise+-+Advanced+Micro+Devices+%28NASDAQ%3AAMD%29%2C+NVIDIA%22+%22Benzinga%22", "source_link_is_lookup": true, "source_name": "Benzinga", "published_at": "2026-08-06T03:13:45.272639+00:00", "published_display": "06 Aug 2026 03:13", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "negative", "sentiment_pct": 43, "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": 0.006062, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 7.0, "age_days": 7.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "AMD Stock Is Sinking Wednesday: What's Going On? - Advanced Micro Devices (NASDAQ:AMD)", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22AMD+Stock+Is+Sinking+Wednesday%3A+What%27s+Going+On%3F+-+Advanced+Micro+Devices+%28NASDAQ%3AAMD%29%22+%22Benzinga%22", "source_link_is_lookup": true, "source_name": "Benzinga", "published_at": "2026-08-05T18:29:54.275803+00:00", "published_display": "05 Aug 2026 18:29", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.003854, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 6.2, "age_days": 8.0, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Keel Point LLC Reduces Stock Position in Advanced Micro Devices, Inc. $AMD", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Keel+Point+LLC+Reduces+Stock+Position+in+Advanced+Micro+Devices%2C+Inc.+%24AMD%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-08-03T13:19:55.898967+00:00", "published_display": "03 Aug 2026 13:19", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.001533, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 2.9, "age_days": 10.2, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices Stock (AMD) Opinions on AI Event and Analyst Upgrades", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+Stock+%28AMD%29+Opinions+on+AI+Event+and+Analyst+Upgrades%22+%22Quiver+Quantitative%22", "source_link_is_lookup": true, "source_name": "Quiver Quantitative", "published_at": "2026-08-02T08:35:23.540623+00:00", "published_display": "02 Aug 2026 08:35", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.004675, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 7.1, "age_days": 11.4, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices (AMD) to Post Earnings on Tuesday", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+%28AMD%29+to+Post+Earnings+on+Tuesday%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-31T21:29:10.119545+00:00", "published_display": "31 Jul 2026 21:29", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.013742, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 16.7, "age_days": 12.9, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Why is Advanced Micro Devices stock sliding today?", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Why+is+Advanced+Micro+Devices+stock+sliding+today%3F%22+%22Investing.com%22", "source_link_is_lookup": true, "source_name": "Investing.com", "published_at": "2026-07-29T19:49:25.242207+00:00", "published_display": "29 Jul 2026 19:49", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.000407, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.6, "age_days": 15.0, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices (AMD) Stock Falls Amid Market Uptick: What Investors Need to Know", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+%28AMD%29+Stock+Falls+Amid+Market+Uptick%3A+What+Investors+Need+to+Know%22", "source_link_is_lookup": true, "source_name": "Market source", "published_at": "2026-07-28T06:11:33.199391+00:00", "published_display": "28 Jul 2026 06:11", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Negative market reaction"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.000283, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.3, "age_days": 16.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices, Inc. $AMD Stock Holdings Trimmed by Castleark Management LLC", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices%2C+Inc.+%24AMD+Stock+Holdings+Trimmed+by+Castleark+Management+LLC%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-27T13:19:10.243664+00:00", "published_display": "27 Jul 2026 13:19", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.000135, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.3, "age_days": 17.2, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "The Divergent Paths Priced Into Advanced Micro Devices Stock", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22The+Divergent+Paths+Priced+Into+Advanced+Micro+Devices+Stock%22+%22Trefis%22", "source_link_is_lookup": true, "source_name": "Trefis", "published_at": "2026-07-23T11:00:00.735504+00:00", "published_display": "23 Jul 2026 11:00", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 3.3e-05, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.1, "age_days": 21.3, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Why Advanced Micro Devices (AMD) Stock Is Up Today", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Why+Advanced+Micro+Devices+%28AMD%29+Stock+Is+Up+Today%22+%22Quiver+Quantitative%22", "source_link_is_lookup": true, "source_name": "Quiver Quantitative", "published_at": "2026-07-21T18:49:13.213048+00:00", "published_display": "21 Jul 2026 18:49", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 1.8e-05, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 23.0, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "AMD Stock Alert: What to Know Ahead of Advanced Micro Devices' AI Event This Week", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22AMD+Stock+Alert%3A+What+to+Know+Ahead+of+Advanced+Micro+Devices%27+AI+Event+This+Week%22", "source_link_is_lookup": true, "source_name": "Market source", "published_at": "2026-07-20T22:49:08.094241+00:00", "published_display": "20 Jul 2026 22:49", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 1.3e-05, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 23.9, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Noesis Capital Mangement Corp Has $19.68 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Noesis+Capital+Mangement+Corp+Has+%2419.68+Million+Stock+Holdings+in+Advanced+Micro+Devices%2C+Inc.+%24AMD%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-19T00:34:14.183547+00:00", "published_display": "19 Jul 2026 00:34", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 7e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 25.8, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices (NASDAQ:AMD) Shares Down 5.3% - Should You Sell?", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+%28NASDAQ%3AAMD%29+Shares+Down+5.3%25+-+Should+You+Sell%3F%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-16T22:39:10.882628+00:00", "published_display": "16 Jul 2026 22:39", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 27.9, "influence_label": "Low", "duplicate_count": 2, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices, Inc. $AMD Shares Purchased by Archer Investment Corp", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices%2C+Inc.+%24AMD+Shares+Purchased+by+Archer+Investment+Corp%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-15T08:12:06.822575+00:00", "published_display": "15 Jul 2026 08:12", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "positive", "sentiment_pct": 58, "tone_signals": ["Institutional or insider buying"], "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": 29.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Celcuity Announces FDA Approval of REVTORPYK\u2122 (gedatolisib) for the Treatment of HR+/HER2-, PIK3CA Wild-Type Locally Advanced or Metastatic Breast Cancer", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Celcuity+Announces+FDA+Approval+of+REVTORPYK%E2%84%A2+%28gedatolisib%29+for+the+Treatment+of+HR%2B%2FHER2-%2C+PIK3CA+Wild-Type+Locally+Advanced+or+Metastatic+Breast+Cancer%22+%22GlobeNewswire%22", "source_link_is_lookup": true, "source_name": "GlobeNewswire", "published_at": "2026-07-14T20:59:11.269367+00:00", "published_display": "14 Jul 2026 20:59", "source_kind": "press_release", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "regulatory", "event_label": "Regulatory and legal", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.005536, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 5.2, "age_days": 29.9, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}], "by_tier": {"direct": [{"title": "AMD Gets a Bigger AI Opportunity as CPU Market Expands", "summary": "This article first appeared on GuruFocus. Advanced Micro Devices Inc. (AMD, Financials), the chipmaker competing across CPUs and GPUs, could benefit from a much larger server processor market as agentic artificial intelligence drives new demand inside data centers. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator. Bank of America raised its estimate for the 2030 server CPU market to more than $210 billion from about $170 billion. The firm now expects the market to grow at a 36% annual rate from roughly $35 billion in ", "url": "https://finance.yahoo.com/technology/ai/articles/amd-gets-bigger-ai-opportunity-185429681.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-gets-bigger-ai-opportunity-185429681.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T18:54:29+00:00", "published_display": "13 Aug 2026 18:54", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a625a5c790e804a192166acf0a36c5e5697d7006c0a1dc9f71e4004c5eaec393", "target_scope": "Advanced Micro Devices Inc.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.424, "provider_directional_mass": 0.159, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.5, "sentiment": "neutral", "sentiment_pct": 45, "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": 0.047558, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 99.4, "age_days": 0.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "CBRS Q2 Earnings Beat Estimates as Cloud Revenues Surge 287%", "summary": "Cerebras Systems CBRS reported a second-quarter 2026 loss of 4 cents per share, narrower than the Zacks Consensus Estimate, delivering an 80.95% earnings surprise. Core revenues of $209.87 million rose 103% year over year and topped the consensus estimate by 8.09%. The upside was led by rapid adoption of fast inference services. Core cloud and other services revenues surged 287% year over year to $127.7 million, while remaining performance obligations reached $25.4 billion. CBRS Cloud Business Drives Revenue Growth Core cloud and other services revenues nearly quadrupled from $33 million a yea", "url": "https://finance.yahoo.com/technology/ai/articles/cbrs-q2-earnings-beat-estimates-180000299.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/cbrs-q2-earnings-beat-estimates-180000299.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T18:00:00+00:00", "published_display": "13 Aug 2026 18:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "2097e3568f69b16f8a83ab7ad1616eea6cb65549ef2c407cba16da5cdf8a2a85", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.752, "provider_directional_mass": 0.1578, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.445, "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Margin expansion"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.098655, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 99.2, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Business Services", "Cloud Services", "Consensus Estimate", "Earnings"], "evidence_basis": "", "score_included": true}, {"title": "S&P 500 tags an all-time high and these 20 names have helped fuel the rally", "summary": "[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up 13.5% year-to-date. Broad participation has supported the advance, with 350 of the index\u2019s 500 constituents trading higher in 2026. Leadership has been highly concentrated, however, as a select group of stocks has driven much of the gains. SanDisk Corp. has stood out at the forefront, soaring 559.7% year-t", "url": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-13T17:40:24+00:00", "published_display": "13 Aug 2026 17:40", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "a48ab79e6d2911cf966c7ec605e452f2fa0e149f2592963120a961f03de7d20b", "target_scope": "The benchmark advanced 0.6% for the session and is now up 13.5% year-to-date.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.497, "provider_directional_mass": 0.087, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 65, "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": 0.075721, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 97.7, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Energy", "ETF", "On The Move", "Semiconductors", "Sp500", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sector Update: Tech Stocks Gain Thursday Afternoon", "summary": "Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-thursday-173236999.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-thursday-173236999.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:32:36+00:00", "published_display": "13 Aug 2026 17:32", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "627a10f5c25cdf398f64ed6b659fae082e91be6941ae4bed6531716737a0d8fa", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.53, "provider_directional_mass": 0.0, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 65, "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": 0.047278, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 98.3, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Bit Digital Q2 Earnings Miss Despite Revenue Beat on Cloud Growth", "summary": "Bit Digital, Inc. BTBT reported a second-quarter 2026 loss of 6 cents per share, wider than the year-ago loss of 3 cents and missing the Zacks Consensus Estimate of a 5-cent loss. Rising costs affected the bottom line. Revenues rose 25.1% year over year to $32.11 million and beat the consensus mark by 47.9%. Growth was led by cloud and colocation services, while remaining performance obligations stood at approximately $1 billion at quarter-end. Bit Digital, Inc. Price, Consensus and EPS SurpriseBit Digital, Inc. Price, Consensus and EPS Surprise Bit Digital, Inc. price-consensus-eps-surprise-c", "url": "https://finance.yahoo.com/markets/stocks/articles/bit-digital-q2-earnings-miss-173100564.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/bit-digital-q2-earnings-miss-173100564.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:31:00+00:00", "published_display": "13 Aug 2026 17:31", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "007956bc71fca8f35ec624f4577810d631cc7f285e69270831cfe983cb208825", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.718, "provider_directional_mass": 0.185, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.692, "sentiment": "negative", "sentiment_pct": 41, "tone_signals": ["Beat expectations", "Missed expectations", "Improving financial comparison", "Operating deterioration"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070588, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 99.0, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Balance Sheet", "Cloud Services", "Crypto", "Earnings", "Mining"], "evidence_basis": "", "score_included": true}, {"title": "CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?", "summary": "The rapid expansion of AI infrastructure has created a strong opportunity for the companies that supply computing and networking systems required to develop AI models. Arista Networks, Inc. ANET offers Ethernet switches, routing platforms and EOS software engineered for high bandwidth, low latency and traffic-management requirements of AI data centers. Celestica, Inc. CLS focuses on providing design, engineering, manufacturing and systems capabilities for AI infrastructure. Per a report from Precedence Research, the AI infrastructure market, which was valued at $72.2 billion in 2025, is projec", "url": "https://finance.yahoo.com/technology/ai/articles/cls-vs-anet-ai-stock-172300275.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/cls-vs-anet-ai-stock-172300275.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:23:00+00:00", "published_display": "13 Aug 2026 17:23", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9a6575f2d76e08e942bcbc021efb4d35ae859874ee57cd0c5b2e73f7e43efeaa", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.754, "provider_directional_mass": 0.184, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 87, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.078668, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 97.3, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Hyperscalers", "Networking", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "BofA picks AMD and Nvidia as AI chip winners in massive CPU market", "summary": "This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by 2030. The revised forecast marks a sizable increase from its previous estimate of roughly $170 billion. Analyst Vivek Arya also lifted the expected annual growth rate to 36% from 30%, pointing to changing AI workloads as a key factor. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our ", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:08:30+00:00", "published_display": "13 Aug 2026 17:08", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a643a757b5baea2cc3a7665d034f51b421b4c41072a0ac6b76794b810b0a9bee", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.468, "provider_directional_mass": 0.146, "relevance_score": 0.33920100000000003, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.5, "sentiment": "neutral", "sentiment_pct": 51, "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": 0.041825, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 99.1, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Growth Rate", "Processors", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "BofA Reveals Its AI Stocks To Buy List", "summary": "This article first appeared on GuruFocus. Bank of America is turning more bullish on the next leg of AI infrastructure, naming Advanced Micro Devices (NASDAQ:AMD) its top CPU pick and Nvidia (NASDAQ:NVDA) its overall semiconductor pick as agentic AI drives a potentially dramatic increase in server-processor demand. Analyst Vivek Arya now expects the server CPU market to exceed $210 billion by 2030, up from roughly $170 billion previously, suggesting AI spending could broaden well beyond GPUs. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis wit", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-reveals-ai-stocks-buy-170300116.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/bofa-reveals-ai-stocks-buy-170300116.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T17:03:00+00:00", "published_display": "13 Aug 2026 17:03", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "d7b0a7398f8bafad74a0e6aeced64b3bb2b6751e600bf235bc4e5727f3467153", "target_scope": "Bank of America is turning more bullish on the next leg of AI infrastructure, naming Advanced Micro Devices (NASDAQ:AMD) its top CPU pick and Nvidia (NASDAQ:NVDA) its overall semiconductor pick as agentic AI drives a potentially dramatic increase in server-processor demand.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.611, "provider_directional_mass": 0.105, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.382, "sentiment": "positive", "sentiment_pct": 65, "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": 0.134026, "evidence_share": 1.5, "evidence_share_display": "1.5", "freshness_pct": 98.7, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Growth Rate", "Semiconductors", "Server Market"], "evidence_basis": "archived_article", "score_included": true}, {"title": "IREN\u2019s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage", "summary": "Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No wonder one Wall Street firm believes compute scarcity and higher prices could validate the company's capex-heavy neo-cloud strategy. On August 13, Bernstein SocGen Group analyst Gautam Chhugani reiterated an Outperform rating on IREN with a $100.00 price target. This target implies roughly 12", "url": "https://finance.yahoo.com/technology/ai/articles/iren-100-bull-case-hinges-162631786.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/iren-100-bull-case-hinges-162631786.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T16:26:31+00:00", "published_display": "13 Aug 2026 16:26", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "f33d11299b5252ca809ee3a6f57c83ec47340b5d62e5aff0ec26596f29695f17", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.601, "provider_directional_mass": 0.117, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.871, "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Positive valuation view", "Negative valuation view"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.040736, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 97.3, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here\u2019s What Shatters That Illusion", "summary": "Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set to formalize GPU cash flows. Andy Jassy said Amazon's Trainium business already runs at a $20 billion annual rate and could approach $50 billion, offering AI customers an escape from Nvidia hardware. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all", "url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T15:42:55+00:00", "published_display": "13 Aug 2026 15:42", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "af75e7d60303f5bde642ccb8d73b9fe681ce974852fbde83e6cf128cfe127cbf", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.532, "provider_directional_mass": 0.215, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 44, "tone_signals": ["Negative financial language"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.031832, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 94.9, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Compute Futures", "Gpu Market", "Hardware", "Rental Prices"], "evidence_basis": "", "score_included": true}, {"title": "Cerebras Systems Poised to See More Upside From Capacity, AI Demand, Morgan Stanley Says", "summary": "Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new inference products with AMD (AMD) and Amazon (AMZN) Web Services, as well as gains more hyperscaler business, Morgan Stanley said in a note Thursday.The company expects core 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/cerebras-systems-poised-see-more-153213925.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/cerebras-systems-poised-see-more-153213925.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T15:32:13+00:00", "published_display": "13 Aug 2026 15:32", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a659c7769695c0b3f15afb7200caf48db3823aecffa5260af33fb1d75fb1c8c5", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.572, "provider_directional_mass": 0.16, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 79, "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": 0.111149, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 98.5, "age_days": 0.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Data Centers", "Expansion", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "AMD to Raise as Much as $5 Billion From Debt Offering", "summary": "(Bloomberg) -- Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker's biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Anthropic Said in Talks to Buy Startup Decart for $6 Billion Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost No final decision has been ma", "url": "https://finance.yahoo.com/technology/ai/articles/amd-raise-much-5-billion-151416792.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-raise-much-5-billion-151416792.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T15:14:16+00:00", "published_display": "13 Aug 2026 15:14", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "f6ecfcd09fd98e3178f7a04fce45d969b180449c0676f46807c225bda109d66a", "target_scope": "(Bloomberg) -- Advanced Micro Devices Inc.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": 0.1391, "relevance_score": 0.9, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 57, "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": 0.109425, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 98.3, "age_days": 0.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["Artificial Intelligence", "Bond Sale", "Debt", "Debt Offering", "Investment Grade", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle", "summary": "Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price the risk. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Corporate America is expected to pour some $770 billion into AI infrastructure in 2026, and", "url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sounds-alarm-again-144154784.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sounds-alarm-again-144154784.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T14:41:54+00:00", "published_display": "13 Aug 2026 14:41", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9d471b3bb369bc1e52a8ce5fba6ad111559c3986d026bb87dbe661f8cf4bd5ab", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.581, "provider_directional_mass": 0.2052, "relevance_score": 0.318195, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.558, "sentiment": "positive", "sentiment_pct": 59, "tone_signals": ["Improving financial comparison"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.059286, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 98.1, "age_days": 0.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Credit Markets", "Free Cash Flow", "Hyperscalers", "Off Balance Sheet"], "evidence_basis": "", "score_included": true}, {"title": "Insulet Corporation\u2019s (PODD) Wearable Pod Tech Finds New Frontier", "summary": "Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the \"Insiders Fund\". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500's -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive postur", "url": "https://finance.yahoo.com/healthcare/articles/insulet-corporation-podd-wearable-pod-130437669.html", "source_link": "https://finance.yahoo.com/healthcare/articles/insulet-corporation-podd-wearable-pod-130437669.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T13:04:37+00:00", "published_display": "13 Aug 2026 13:04", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "627655aaef2ff927e3ded200aca76be0526bafd2af9b4cfcf1b6643417140ea2", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.712, "provider_directional_mass": 0.152, "relevance_score": 0.249615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.683, "sentiment": "neutral", "sentiment_pct": 49, "tone_signals": ["Operating growth", "Dilution risk", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.046343, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 96.5, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Insider Buying", "Medical Devices", "Semiconductors", "Share Price", "Stock Offering"], "evidence_basis": "", "score_included": true}, {"title": "The Fund Mounts Against Alphabet\u2019s (GOOG) Aggressive AI Spending", "summary": "Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the \"Insiders Fund\". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500's -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive postur", "url": "https://finance.yahoo.com/markets/stocks/articles/fund-mounts-against-alphabet-goog-130143350.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/fund-mounts-against-alphabet-goog-130143350.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T13:01:43+00:00", "published_display": "13 Aug 2026 13:01", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "cb574e0937bea489da9bf50cea38690f62db100b8c0b5c827f2988f7951eba48", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.747, "provider_directional_mass": 0.147, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.442, "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Dilution risk", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.076666, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 96.4, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Semiconductors", "Shareholder", "Stock Offering"], "evidence_basis": "", "score_included": true}, {"title": "Tech Stock Forecasts \u2013 NVDA, AMD, and ORCL Test Key 50-Day EMA Support", "summary": "NVDA Technical AnalysisNVIDIA trades at $224.09, holding above both EMAs and testing resistance near its earlier 2026 highs. Source: TradingView The pre-market trading of Nvidia is at the top of the range it's been in for a couple of days now, showing signs of bullish pressure as we head towards the earnings call that comes out on the 26th. All things being equal, this is a market that gapped and has been consolidating since. That's a fairly strong sign, as we have not felt the need to give back that gap. And of course, the market always seems to have at least one eye on Nvidia. It's been the ", "url": "https://finance.yahoo.com/markets/stocks/articles/tech-stock-forecasts-nvda-amd-123656565.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tech-stock-forecasts-nvda-amd-123656565.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T12:36:56+00:00", "published_display": "13 Aug 2026 12:36", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "b20378c9e4c922627215d5cda9e15803fe0d14ff7cacba681f54939ac0e7ad17", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.486, "provider_directional_mass": 0.088, "relevance_score": 0.649521, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.778, "sentiment": "neutral", "sentiment_pct": 56, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054484, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 96.2, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "BofA lifts server CPU TAM to $210bn+ on the rise of AI agents", "summary": "Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers. Analyst Vivek Arya lifted the firm's 2030 server CPU total addressable market to more than $210 billion, from around $170 billion, following second-quarter earnings and strong AI compute and memory demand trends. BofA said the new figure implies \"nearly 5x growth off the ~$35bn CY25 level,\" with the market now expected to grow at a 36% compound annual rate, up from 30% previously. Central to the call is a shift i", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-lifts-server-cpu-tam-120133825.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/bofa-lifts-server-cpu-tam-120133825.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T12:01:33+00:00", "published_display": "13 Aug 2026 12:01", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "0e5ae0c1e1b2b28622ea52921acf92b9e8c4b1637a9776f9af6fbbaab5f8ec2c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.682, "provider_directional_mass": 0.113, "relevance_score": 0.16713, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.191, "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.064817, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 95.9, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cpu Market", "Data Centers", "Earnings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Belite Bio Q2 Net Loss Widens; FDA Sets PDUFA Date For Tinlarebant In February 2027", "summary": "(RTTNews) - Belite Bio, Inc (BLTE), a clinical-stage drug development company, announced its financial results for the second quarter, reflecting a wider net loss. The company also provided an update on its New Drug Application (NDA) for tinlarebant for the treatment of Stargardt disease type 1 (STGD1), an inherited macular dystrophy condition. Company Profile Belite Bio focuses on degenerative retinal diseases such as Stargardt disease type 1 (STGD1) and geographic atrophy in advanced dry age-related macular degeneration (AMD), in addition to specific metabolic diseases. Belite Bio's lead can", "url": "https://www.nasdaq.com/articles/belite-bio-q2-net-loss-widens-fda-sets-pdufa-date-tinlarebant-february-2027", "source_link": "https://www.nasdaq.com/articles/belite-bio-q2-net-loss-widens-fda-sets-pdufa-date-tinlarebant-february-2027", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-13T09:42:05+00:00", "published_display": "13 Aug 2026 09:42", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "afbf5d008ecccdccac40554e7eabb7b3bdce63203f7c11b48842a8b2ca9fd76e", "target_scope": "Company Profile Belite Bio focuses on degenerative retinal diseases such as Stargardt disease type 1 (STGD1) and geographic atrophy in advanced dry age-related macular degeneration (AMD), in addition to specific metabolic diseases.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.598, "provider_directional_mass": 0.036, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 27, "tone_signals": ["Loss widened"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.160014, "evidence_share": 1.8, "evidence_share_display": "1.8", "freshness_pct": 94.6, "age_days": 0.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Clinical Trials", "Earnings", "Fda Approval", "Financial Results"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Stock Plummets 17% Despite Solid Earnings", "summary": "Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-stock-plummets-17%25.html", "source_link": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-stock-plummets-17%25.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:49:00+00:00", "published_display": "13 Aug 2026 08:49", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "dfd3feb9da34a7674e829d416438719277521339d58b08e5e351e5bd7853af2c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.56, "provider_directional_mass": 0.081, "relevance_score": 0.218286, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.738, "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.043102, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 94.1, "age_days": 0.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"], "evidence_basis": "", "score_included": true}, {"title": "Outlook Therapeutics slides after pricing $55M securities offering", "summary": "Outlook Therapeutics (OTLK [https://seekingalpha.com/symbol/OTLK]) shares fell nearly 15% in premarket trading Thursday after the company priced a public offering of 55.6M shares and warrants for gross proceeds of about $55M. The combined offering price is $0.99 per share and accompanying warrant, with the warrants exercisable immediately at $1.10 per share and expiring five years after issuance. Outlook also granted underwriters a 30-day option to purchase up to an additional 8.3M shares and/or warrants. The offering [https://seekingalpha.com/pr/20617656-outlook-therapeutics-announces-pricing", "url": "https://seekingalpha.com/news/4632095-outlook-therapeutics-slides-after-pricing-55m-securities-offering?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4632095-outlook-therapeutics-slides-after-pricing-55m-securities-offering?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-13T08:17:30+00:00", "published_display": "13 Aug 2026 08:17", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "6b9f0fc08e23c3b490970fb38b0223ba84c4d908772c041df0c0b22bb5c98750", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.485, "provider_directional_mass": 0.145, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.65, "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Negative market reaction"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.068137, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 95.6, "age_days": 0.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Fda Approval", "On The Move", "Public Offering", "Retinal Diseases"], "evidence_basis": "", "score_included": true}, {"title": "Amid NEC's Rollout of AI-Driven Open RAN and Private 5G Solutions in Industrial DX, New Report Outlines Japan Local 5G Market Expansion", "summary": "Company Logo Rapid commercial maturity across the country's industrial and enterprise sectors highlighted by NTT DATA's recognition as a 2026 Leader in private mobile networks, Fujitsu's expanding subscription-based Local 5G models, and NEC's Open RAN smart factory deployments is accelerating dedicated private spectrum adoption across Japanese manufacturing, logistics, healthcare, and smart cities. This detailed study delivers an in-depth analysis of spectrum licensing frameworks, equipment sales versus subscription offerings, vertical adoption trends, and regional growth projections. Dublin, ", "url": "https://finance.yahoo.com/technology/ai/articles/amid-necs-rollout-ai-driven-080500312.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amid-necs-rollout-ai-driven-080500312.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:05:00+00:00", "published_display": "13 Aug 2026 08:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "504784cbea0a75d7799b46b8ccfb3f6a0662e097b50fda978730f47f35966def", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.438, "provider_directional_mass": 0.0, "relevance_score": 0.20647800000000002, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.014992, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 85.0, "age_days": 0.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "US Dollar Price Forecast: Can PPI Revive DXY as EUR/USD and GBP/USD Retreat?", "summary": "US Dollar News: PPI and UK GDP Reshape FX Outlook Today's main driver of the US dollar is the reassessment of FED policy after the soft US consumer inflation numbers for July. The headline CPI increased by only 0.1% (month on month) and annual inflation slowed down to 3.4%, further dampening expectations for an FED rate hike in September. The focus now is on the release of the PPI (Production Price Index) scheduled for Thursday. Another soft reading will support the FED's decision to pause. The FED will be more relaxed with higher inflation concerns if the PPI numbers show persistence in pipel", "url": "https://finance.yahoo.com/markets/currencies/articles/us-dollar-price-forecast-ppi-073806684.html", "source_link": "https://finance.yahoo.com/markets/currencies/articles/us-dollar-price-forecast-ppi-073806684.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T07:38:06+00:00", "published_display": "13 Aug 2026 07:38", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6336ff6d07c850fa2a7a3bfeac4b8e4e056a6ef1eadb7f6bf41c817498708ae2", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.599, "provider_directional_mass": 0.184, "relevance_score": 0.284607, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.579, "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Operating deterioration"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.065144, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 95.3, "age_days": 0.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Fx", "Inflation", "Ppi", "Rates"], "evidence_basis": "", "score_included": true}, {"title": "Outlook Therapeutics Prices $55 Mln Offering To Support LYTENAVA Launch; Stock Down", "summary": "(RTTNews) - Outlook Therapeutics, Inc. (OTLK), a biopharmaceutical company, priced a public offering of 55.56 million shares and accompanying warrants to purchase up to 55.56 million shares at a combined public offering price of $0.99 for each share of common stock and accompanying warrant. The aggregate gross proceeds from the offering are expected to be approximately $55.0 million. Outlook Therapeutics intends to use the net proceeds from the offering to support the commercial launch of LYTENAVA in the United States, as well as for working capital and general corporate purposes. Outlook Ther", "url": "https://www.nasdaq.com/articles/outlook-therapeutics-prices-55-mln-offering-support-lytenava-launch-stock-down", "source_link": "https://www.nasdaq.com/articles/outlook-therapeutics-prices-55-mln-offering-support-lytenava-launch-stock-down", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-13T07:37:58+00:00", "published_display": "13 Aug 2026 07:37", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "8fc2ba8195a8580bba7576f1914d6f099673ff1dc7cb14b924c97c748faa2ca2", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.447, "provider_directional_mass": 0.104, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 56, "tone_signals": [], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.064262, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 95.3, "age_days": 0.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Ophthalmology", "Secondary Offering"], "evidence_basis": "", "score_included": true}, {"title": "Belite Bio Reports Unaudited Second Quarter 2026 Financial Results and Provides a Corporate Update", "summary": "Belite Bio, Inc U.S. Food and Drug Administration (FDA) accepted the New Drug Application (NDA) with Priority Review for tinlarebant for the treatment of Stargardt disease type 1 (STGD1); Prescription Drug User Fee Act (PDUFA) target action date of February 12, 2027 Company presented additional positive secondary endpoint data from the Phase 3 DRAGON trial of tinlarebant at the American Society of Retina Specialists (ASRS) Annual Meeting with quantitative autofluorescence (qAF) showing a marked divergence between treatment groups Conference call and webcast on Thursday, August 13, 2026, at 4:3", "url": "https://finance.yahoo.com/healthcare/articles/belite-bio-reports-unaudited-second-014500110.html", "source_link": "https://finance.yahoo.com/healthcare/articles/belite-bio-reports-unaudited-second-014500110.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T01:45:00+00:00", "published_display": "13 Aug 2026 01:45", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "7e4e36d0c2a5863abe67e312c64f08ca68bfcc12f6b0656789ce2e0e4b7d1d3d", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.541, "provider_directional_mass": 0.125, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.073517, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 90.4, "age_days": 0.7, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Clinical Trials", "Fda Approval", "Financial Results", "Growth Rate", "Shares Outstanding"], "evidence_basis": "", "score_included": true}, {"title": "The 5 Most Interesting Analyst Questions From AMD\u2019s Q2 Earnings Call", "summary": "AMD's second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter's results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up nearly 60% of total revenue. CEO Lisa Su highlighted \"record server CPU revenue\" and noted that sales were powered by cloud and enterprise demand, as well as broader adoption across industries ranging from healthcare to financial services. Declines in gaming revenue partially offset these gains,", "url": "https://finance.yahoo.com/markets/stocks/articles/5-most-interesting-analyst-questions-002900646.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-most-interesting-analyst-questions-002900646.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T00:29:00+00:00", "published_display": "13 Aug 2026 00:29", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "389a68c4a367f9f81ddc8e0dec74db419ea808268ba380fc4fd101e5479dd80a", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.782, "provider_directional_mass": 0.163, "relevance_score": 0.367425, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.25, "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Beat expectations", "Improving financial comparison", "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": 0.10194, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 89.7, "age_days": 0.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Free Cash Flow", "Guidance", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Adobe vs. Advanced Micro Devices: Which Technology Stock Is a Better Buy in 2026?", "summary": "Key Points Adobe maintains high profitability with a software ecosystem that serves creative and marketing professionals. Advanced Micro Devices is rapidly expanding its presence in the data center market with high-performance AI accelerators. Which of these technology leaders is the better fit for your growth-oriented portfolio?10 stocks we like better than Adobe \u203a Investors often choose between established software giants and high-growth hardware manufacturers when building a long-term portfolio. Choosing between Adobe(NASDAQ:ADBE) and Advanced Micro Devices(NASDAQ:AMD) involves weighing ste", "url": "https://www.nasdaq.com/articles/adobe-vs-advanced-micro-devices-which-technology-stock-better-buy-2026", "source_link": "https://www.nasdaq.com/articles/adobe-vs-advanced-micro-devices-which-technology-stock-better-buy-2026", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T22:09:44+00:00", "published_display": "12 Aug 2026 22:09", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "ed4005d90aaf2756b19fd8ce169c91d10c3712c43edd8f6dc9a2200d753b829e", "target_scope": "Advanced Micro Devices: Which Technology Stock Is a Better Buy in 2026? Advanced Micro Devices is rapidly expanding its presence in the data center market with high-performance AI accelerators. Choosing between Adobe(NASDAQ:ADBE) and Advanced Micro Devices(NASDAQ:AMD) involves weighing ste", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.173, "relevance_score": 0.72, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.037613, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 73.7, "age_days": 0.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Hardware", "Balance Sheet", "Data Centers", "Growth Stocks", "Markets", "Net Income"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.", "summary": "Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-systems-reports.html", "source_link": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-systems-reports.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:20:00+00:00", "published_display": "12 Aug 2026 21:20", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "89596d71eea6dba9763a18f525f1acaf04df5c12000cff85b9a35dc90b5aca4f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.56, "provider_directional_mass": 0.081, "relevance_score": 0.201249, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.738, "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.039427, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 88.1, "age_days": 0.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"], "evidence_basis": "", "score_included": true}, {"title": "AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It", "summary": "Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm's analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target. According to the firm, AMD's client and gaming business faces softer demand due to higher memory costs, but rising MI450 and Venice demand support the longer-term buy thesis. Raising FY27 AI Expectations Despite an expected cyclical downturn in the client and gaming business, Phillip Securi", "url": "https://finance.yahoo.com/technology/ai/articles/amd-amd-trades-premium-phillip-210833641.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-amd-trades-premium-phillip-210833641.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:08:33+00:00", "published_display": "12 Aug 2026 21:08", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3bbacc79e0942b7c138ba8727169041045914585fc0f2b2bf5ea7705bedf261f", "target_scope": "Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.2292, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "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": 0.053716, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 88.0, "age_days": 0.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Price Target", "Price Target", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "GF Securities Revisits AI Stock Rebound", "summary": "This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI spending returns. The call favors GPUs, CPUs and optical-networking suppliers over the broader semiconductor sector, suggesting investors should be increasingly selective as the AI rebound enters its next phase. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fair", "url": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:38:20+00:00", "published_display": "12 Aug 2026 19:38", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "06f3856a669e08233defdb50ec5014362264c063e6bfbc396bc9679f3fd3b523", "target_scope": "GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI spending returns.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.493, "provider_directional_mass": 0.211, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 37, "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": 0.091604, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 87.2, "age_days": 1.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Price Target", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Nvidia (NVDA) Stock Trades Down, Here Is Why", "summary": "What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial firms, including Apollo Global and Blackstone, to fund the data centers and power generation needed for the AI boom. This has raised questions about the company's reliance on external funding for growth. Adding to investor unease, billionaire Mark Cuban warned that Nvidia's financing effort", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nvda-stock-trades-down-180522894.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nvda-stock-trades-down-180522894.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:05:22+00:00", "published_display": "12 Aug 2026 18:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "c063b26acf31461f240ebb91af24c87e1dcb5c7b4c9e69f85324cd1c9b3dbd0f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.717, "provider_directional_mass": 0.161, "relevance_score": 0.259812, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 80, "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": 0.078143, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 86.4, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Competition", "Earnings", "Market Share", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Bank of America sends blunt message to Nvidia stock investors", "summary": "Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace from slowing down. Bank of America thinks it can. And the note behind that view is worth reading before the earnings date arrives. Bank of America Nvidia earnings preview and $350 price target In a note shared with TheStreet on August 7, Bank of America analyst Vivek Arya called Nvidia (NVDA) his top se", "url": "https://finance.yahoo.com/markets/stocks/articles/bank-america-sends-blunt-message-174700491.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/bank-america-sends-blunt-message-174700491.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:47:00+00:00", "published_display": "12 Aug 2026 17:47", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "8595fff0ee27a865be5d662e578301430d68cfde227ff74ed1dfa3fefbc0f4f0", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.658, "provider_directional_mass": 0.081, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.123, "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Operating growth"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.064457, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 78.2, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Datacenter", "Earnings", "Earnings Report", "Free Cash Flow", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Microsoft Stock Drops While Maia Chip Ambitions Expand", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as early as September. Microsoft has not confirmed that timeline, so September remains speculation rather than a firm launch date. But forget the exact month for a second. The real story is bigger. Microsoft is pouring tens of billions of dollars into AI infrastructure, and it does not want to writ", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-stock-drops-while-maia-172305223.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-stock-drops-while-maia-172305223.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:23:05+00:00", "published_display": "12 Aug 2026 17:23", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9b992c43c730682136f78164b98415a941270d85c61b56575f4b2024af4288ab", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.603, "provider_directional_mass": 0.1652, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.473, "sentiment": "neutral", "sentiment_pct": 46, "tone_signals": ["Negative market reaction"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.026554, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 68.8, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Azure", "Capital Expenditure", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday", "summary": "Quick Read NVIDIA guided $91 billion next quarter at 75% gross margins as AMD's Data Center revenue doubled to $6.7 billion year over year. Lam Research surged 82% year to date on five straight earnings beats; Qualcomm's automotive segment delivered its 23rd consecutive quarter of double-digit growth. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is runnin", "url": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:14:41+00:00", "published_display": "12 Aug 2026 17:14", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "644c6127feba9357d4760066b90369a8c35400ba400cad7c47663e800c366c5b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.773, "provider_directional_mass": 0.177, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.213, "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Record Revenue"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.09726, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 86.0, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Earnings Per Share", "Operating Income", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "AMD Rises 3% as AI Server Demand Stays Strong", "summary": "This article first appeared on GuruFocus. Shares of chipmaker Advanced Micro Devices Inc. (AMD, Financials), a rival to Nvidia in artificial intelligence, gained nearly 2.6% after good earnings and forecast from Super Micro Computer Inc. fueled hopes for ongoing demand for AI servers.Super Micro announced adjusted earnings of $1.70 a share. That was significantly ahead of Wall Street's estimate of $0.96. Its prospects were even better.The company forecast quarterly revenue of $14.5 billion to $15.5 billion, well above the roughly $12.9 billion analysts had projected. It also anticipated revenu", "url": "https://finance.yahoo.com/technology/ai/articles/amd-rises-3-ai-server-170547690.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-rises-3-ai-server-170547690.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:05:47+00:00", "published_display": "12 Aug 2026 17:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a53464e31a900baa4956ece99b47f175170b6471085cdd3976e1cf6d828cfc2e", "target_scope": "Shares of chipmaker Advanced Micro Devices Inc.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": 0.192, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.072761, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 86.0, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Broadcom is Overvalued at 23.8X P/E: Should You Still Buy the Stock?", "summary": "Broadcom AVGO shares are overvalued, as suggested by a Value Score of D. In terms of the forward 12-month price/earnings (P/E), AVGO is trading at 23.8X, higher than the broader Zacks Computer and Technology sector's 21.53X. Broadcom is trading at a higher multiple as compared with NVIDIA's NVDA 19.91X but at a discount compared with Marvell Technology's MRVL 41.5X and Advanced Micro Devices' AMD 41.61X. AVGO Shares Are OvervaluedZacks Investment Research Image Source: Zacks Investment Research Broadcom shares are trading above the 50 and 200-day moving averages (SMAs), indicating a bullish tr", "url": "https://finance.yahoo.com/markets/stocks/articles/broadcom-overvalued-23-8x-p-165400587.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/broadcom-overvalued-23-8x-p-165400587.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:54:00+00:00", "published_display": "12 Aug 2026 16:54", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3dcba8af75629a7ef4ec84f9f677f6e9f6bfa724a33c6301b0b7a79460c75bd8", "target_scope": "Broadcom is trading at a higher multiple as compared with NVIDIA's NVDA 19.91X but at a discount compared with Marvell Technology's MRVL 41.5X and Advanced Micro Devices' AMD 41.61X.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.415, "provider_directional_mass": 0.2238, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.812, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054382, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 85.9, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Price Target", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "U.S. Dollar Gains Ground As Inflation Rate Meets Expectations: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY", "summary": "U.S. Dollar Moves Higher As Inflation Rate Drops To 3.4%DXY 120826 4h Chart U.S. Dollar Index gains some ground as traders focus on CPI report. The report indicated that Inflation Rate declined from 3.5% in June to 3.4% in July, in line with analyst estimates. Core Inflation Rate decreased from 2.6% to 2.5%. Core Inflation Rate has also met analyst expectations. Currently, U.S. Dollar Index is trying to settle above the resistance level at 99.85 \u2013 100.00. In case U.S. Dollar Index manages to settle above the 100.00 level, it will head towards the next resistance, which is located in the 100.50", "url": "https://finance.yahoo.com/markets/currencies/articles/u-dollar-gains-ground-inflation-164911473.html", "source_link": "https://finance.yahoo.com/markets/currencies/articles/u-dollar-gains-ground-inflation-164911473.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:49:11+00:00", "published_display": "12 Aug 2026 16:49", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6deee99bf1a38f948069663c44f6784e49d8e7f2e874b5563223af5683c1f7ac", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.511, "provider_directional_mass": 0.126, "relevance_score": 0.240534, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.684, "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Positive financial language"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.020394, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 68.2, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Forex", "Inflation", "Rates", "Treasuries"], "evidence_basis": "", "score_included": true}, {"title": "A $9.1 billion AI deal just changed this Bitcoin miner\u2019s story", "summary": "Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal with Anthropic, the company behind Claude, to offer 191 megawatts of data-center capacity at its Rockdale, Texas, site, Barron's reported, in a deal worth about $9.1 billion for 20 years. There's a major caveat, however. Riot is not getting $9.1 billion up front, Bloomberg noted. That sum is estimated revenue over 20 years. The overall deal's worth may reach approximately $16.1 billion with two possib", "url": "https://finance.yahoo.com/technology/ai/articles/9-1-billion-ai-deal-163722592.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/9-1-billion-ai-deal-163722592.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:37:22+00:00", "published_display": "12 Aug 2026 16:37", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "7ad5ddba2b5f6b387a7fcaf8ca5066587afa6eee0ee3d8ee75534337ed96c009", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.708, "provider_directional_mass": 0.207, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 75, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.087261, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 85.7, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Bitcoin Mining", "Data Centers", "Energy Demand", "Long Term Contracts", "Total Revenue"], "evidence_basis": "", "score_included": true}, {"title": "Intel's $20B capital raise likely removes overhang, UBS says", "summary": "Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $20B capital raise announcement [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week likely removes any overhang from the stock, investment firm UBS said on Wednesday. \u201cWhen combined with pre-payments and financial commitments that we expect to accompany several forthcoming foundry deals (Google for EMIB-T, AAPL for M-Series, AMD, SPCX, and potentially a few more), we believe the raise will allow INTC to fund its foundry buildout,\u201d UBS analyst Timothy Arcuri wrote in a note to clients. \u201cOverall ", "url": "https://seekingalpha.com/news/4631657-intels-20b-capital-raise-likely-removes-overhang-ubs-says?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4631657-intels-20b-capital-raise-likely-removes-overhang-ubs-says?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-12T16:33:03+00:00", "published_display": "12 Aug 2026 16:33", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "2846ee1c83026e21fe130df9b3dea19984c3c789b87bef37bdfafc72a533a9e0", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.541, "provider_directional_mass": 0.1131, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.263, "sentiment": "positive", "sentiment_pct": 69, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.050391, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 77.3, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Capital Raise", "Fcf", "Foundry", "Price Target", "Price Target", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Advanced Micro Devices vs. Alphabet: Which Artificial Intelligence Stock Is a Better Buy in 2026?", "summary": "Key Points Advanced Micro Devices is rapidly expanding its footprint in the data center market through specialized artificial intelligence accelerators and high-performance computing solutions. Alphabet maintains a dominant position in global advertising while achieving significant revenue growth and high net margins in its cloud computing division. Which of these technology powerhouses deserves a spot in your portfolio for 2026?10 stocks we like better than Advanced Micro Devices \u203a In today\u2019s rapidly expanding artificial intelligence sector, investors have a choice between the high-growth pot", "url": "https://www.nasdaq.com/articles/advanced-micro-devices-vs-alphabet-which-artificial-intelligence-stock-better-buy-2026", "source_link": "https://www.nasdaq.com/articles/advanced-micro-devices-vs-alphabet-which-artificial-intelligence-stock-better-buy-2026", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T16:01:45+00:00", "published_display": "12 Aug 2026 16:01", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "17bb80cd1b064f68c93a8280fb1677fbf81b4f5a3e46c023efb7e44118d85910", "target_scope": "Advanced Micro Devices vs. Key Points Advanced Micro Devices is rapidly expanding its footprint in the data center market through specialized artificial intelligence accelerators and high-performance computing solutions. Which of these technology powerhouses deserves a spot in your portfolio for 2026?10 stocks we like better than Advanced Micro Devices \u203a In today\u2019s rapidly expanding artificial intelligence sector, investors have a choice between the high-growth pot", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.559, "provider_directional_mass": 0.1479, "relevance_score": 0.72, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 66, "tone_signals": ["Operating growth"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070493, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 67.4, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Artificial Intelligence", "Balance Sheet", "Cloud Computing", "Digital Advertising", "Growth Rate", "Markets"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Earnings Prediction Market Preview: What Will Andrew Feldman Say?", "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Cerebras Systems Inc.(NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars, up 88% from a year ago. On Kalshi, traders are betting on which words CEO Andrew Feldman and his team will say on the call. What Kalshi Predicts Cerebras Will Say \"AMD\" leads the board at 96%, with \"Disaggregated\" at 90% and \"Helios\" close behin", "url": "https://finance.yahoo.com/markets/stocks/articles/cerebras-earnings-prediction-market-preview-154128369.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/cerebras-earnings-prediction-market-preview-154128369.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:41:28+00:00", "published_display": "12 Aug 2026 15:41", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6c8129944500a9cc453f9f0dbf1e9a4153252395cbab15fe98a4fd849982e192", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.696, "provider_directional_mass": 0.072, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 28, "tone_signals": ["Deteriorating financial comparison", "Margin pressure"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.077043, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 85.3, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "summary": "Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year and 9% sequentially. Revenues also beat the Zacks Consensus Estimate by 1.09%. The strong performance reflected continued demand for AI infrastructure, as well as a sharp pickup in enterprise and channel activity. SMCI Sees Strong AI Demand Despite Customer Readiness Delays Super Micro Computer's fourth-quarter reven", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:56:00+00:00", "published_display": "12 Aug 2026 14:56", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6957cfe1ab3d5c752727296f62a98beb87ec4f77fa6c31460f6a683a45952b07", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.783, "provider_directional_mass": 0.174, "relevance_score": 0.340164, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.059, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Beat expectations", "Improving financial comparison", "Margin expansion", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.099511, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 84.9, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Enterprise", "Fourth Quarter", "Free Cash Flow", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "MYR Group and Turtle Beach have been highlighted as Zacks Bull and Bear of the Day", "summary": "For Immediate Release Chicago, IL \u2013 August 12, 2026 \u2013 Zacks Equity Research shares MYR Group Inc. MYRG as the Bull of the Day and Turtle Beach Corp. TBCH as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Intel Corp. INTC, Advanced Micro Devices, Inc. AMD and NVIDIA Corp. NVDA. Here is a synopsis of all five stocks: Bull of the Day: MYR Group Inc. is a great buy-and-hold stock to ride converging megatrends across AI, energy, electrification, and beyond. The specialty electrical contractor posted another strong beat-and-raise quarter at the end of July, with its bac", "url": "https://finance.yahoo.com/markets/stocks/articles/myr-group-turtle-beach-highlighted-142800158.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/myr-group-turtle-beach-highlighted-142800158.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:28:00+00:00", "published_display": "12 Aug 2026 14:28", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "15a91dd55c39169e03c6f6a506feaf2f481bc397feeab60eb0883056ee8af5ad", "target_scope": "INTC, Advanced Micro Devices, Inc.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": 0.167, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.071664, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 84.7, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Estimate", "Earnings Growth", "Energy", "Infrastructure"], "evidence_basis": "archived_article", "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"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9f29323002ea73428ec151a29a68c1eeb7f34f716de2149df746af9e31f62abd", "target_scope": "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.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.12, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.048613, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 88.5, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI", "Joint Venture", "Semiconductors", "Shareholder", "Split"], "evidence_basis": "archived_article", "score_included": true}, {"title": "NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?", "summary": "NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize more than $500 billion of third-party capital over time. The partnerships involve Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. The initiative could become an important growth catalyst because financing has emerged as a key hurdle for customers seeking to build large AI factories. By connecting customers with long-term capital, NVIDIA aims to make it easier for AI labs, enterprises", "url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500b-funding-push-unlock-132200572.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/nvidias-500b-funding-push-unlock-132200572.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:22:00+00:00", "published_display": "12 Aug 2026 13:22", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3c76388e03c94237657aff6a8125fb38b2bde6db7cb058c4e35871aedde1f433", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.745, "provider_directional_mass": 0.144, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.46, "sentiment": "positive", "sentiment_pct": 72, "tone_signals": ["Missed expectations", "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": 0.081367, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 84.1, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Financing", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T13:12:26+00:00", "published_display": "12 Aug 2026 13:12", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "3ee6926cc2d5f73f5a3648031001bcd59b91e35c94c7d3459e016c72d0254fb4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.687, "provider_directional_mass": 0.124, "relevance_score": 0.162, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.859, "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.038874, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 84.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 6, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Cpi", "Earnings", "Earnings Growth"], "evidence_basis": "", "score_included": true}, {"title": "ARKX vs. NASA ETF: Identical Fees, Different Space Strategies", "summary": "Key Points ARK Space & Defense Innovation ETF and Tema Space Innovators ETF both carry an identical 0.75% expense ratio. Tema's ETF manages $1.3 billion in assets under management (AUM) despite being the newer fund. The ARK ETF concentrates heavily on the industrials sector.10 stocks we like better than Tema ETF Trust - Tema Space Innovators ETF \u203a Comparing ARK Space & Defense Innovation ETF(NYSEMKT:ARKX) and Tema Space Innovators ETF(NYSEMKT:NASA) reveals two high-growth strategies with identical management fees but differing approaches to the burgeoning commercial space economy. The space in", "url": "https://www.nasdaq.com/articles/arkx-vs-nasa-etf-identical-fees-different-space-strategies", "source_link": "https://www.nasdaq.com/articles/arkx-vs-nasa-etf-identical-fees-different-space-strategies", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T13:05:01+00:00", "published_display": "12 Aug 2026 13:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "c586f83ee8abfed4910e90809e5ed729f262823771a7a948e909bd9ea6624e67", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.457, "provider_directional_mass": 0.219, "relevance_score": 0.284607, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.017339, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 64.6, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 2, "topics": ["Aerospace", "ETF", "Etfs", "Industrials", "Investment Strategy", "Markets"], "evidence_basis": "", "score_included": true}, {"title": "Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?", "summary": "Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Both are competing hard in the AI-powered PC processor market, with Intel pushing Xeon-based AI infrastructure and Qualcomm expanding its AI accelerator and data-center CPU roadmap, expanding its Snapdragon X lineup into Windows laptops and desktops. Intel is currently focusing on AI chips for data centers and PCs, which marks one of the largest architectural shifts for the company ", "url": "https://finance.yahoo.com/technology/articles/intel-vs-qualcomm-chip-stock-130500569.html", "source_link": "https://finance.yahoo.com/technology/articles/intel-vs-qualcomm-chip-stock-130500569.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:05:00+00:00", "published_display": "12 Aug 2026 13:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "93475e845c4fed18cd917e147cc1b1fa184e1816361356278926ff968d97f469", "target_scope": "Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.152, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "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": 0.051273, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 84.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["5g", "AI", "Data Centers", "Revenue Growth", "Semiconductors", "Valuation"], "evidence_basis": "archived_article", "score_included": true}, {"title": "PHOX Targets the AI Infrastructure Bottleneck Most Investors Miss", "summary": "Quick Read Broad semiconductor ETFs allocate only single-digit weight to photonics pure-plays, leaving optical interconnects nearly invisible in most portfolios even as they emerge as AI's key data center bottleneck. PHOX's 0.60% expense ratio beats mainstream semiconductor ETFs at 0.35% only if concentrated photonics holdings outperform the broader AI capex trade over time. Best sized as a 2% to 5% satellite position, PHOX demands that investors tolerate drawdowns of 30% or more, as this is a single-subsector bet with no track record. It sounds nuts, but SoFi1 is giving new Active Invest user", "url": "https://finance.yahoo.com/technology/ai/articles/phox-targets-ai-infrastructure-bottleneck-123858287.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/phox-targets-ai-infrastructure-bottleneck-123858287.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:38:58+00:00", "published_display": "12 Aug 2026 12:38", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "59eea7c33d8b3e1c85857a228eefb4077aa52ab579592dfc6f41ab49d7c3f3cf", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.491, "provider_directional_mass": 0.152, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.747, "sentiment": "neutral", "sentiment_pct": 50, "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": 0.040169, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 83.8, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings Report", "ETF", "Photonics", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Japanese self-driving startup Turing plans U.S. office, $10B IPO", "summary": "Turing, a Tokyo-based autonomous-driving startup, plans to open a U.S. office within the next year and is targeting a potential American stock listing within five years at a valuation of roughly $10 billion, according to The Wall Street Journal. Chief Executive Issei Yamamoto said the U.S. office will initially concentrate on data collection and research and development. \"The U.S. is our next major target market after Japan,\" Yamamoto said, pointing to the large American presence of Japanese automakers as a key factor. Instead of building cars or robotaxis, Turing focuses on developing the aut", "url": "https://finance.yahoo.com/technology/ai/articles/japanese-self-driving-startup-turing-122832285.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/japanese-self-driving-startup-turing-122832285.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:28:32+00:00", "published_display": "12 Aug 2026 12:28", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "d2f76f1261ab4139414480d57d7c7fae48dcc6f55041bbf0d8a750821153866a", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.507, "provider_directional_mass": 0.03, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.524, "sentiment": "positive", "sentiment_pct": 56, "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": 0.044034, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 83.7, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Autonomous Driving", "IPO", "Revenue Growth", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Four key things investors will watch in Nvidia\u2019s earnings next week", "summary": "Investing.com -- Goldman Sachs said in a note Wednesday that investors will focus on several key issues when Nvidia reports its latest quarterly results on August 26, from its newly announced financing platform to the shape of its Rubin product ramp. Analyst James Schneider reiterated a Buy rating and $285 price target on NVDA, expecting \"a solid quarter with meaningful upside to guidance supported by tight GPU supply/demand trends.\" He cautioned, however, that \"the bar for the stock is elevated given its +12% move in two weeks.\" The first area of focus is Nvidia's recently announced $500 bill", "url": "https://finance.yahoo.com/markets/stocks/articles/four-key-things-investors-watch-110302048.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/four-key-things-investors-watch-110302048.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:03:02+00:00", "published_display": "12 Aug 2026 11:03", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6e5d32a12df83aa40f93243c49008dea473488673b7bf90fc14934d2dfee2493", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.492, "provider_directional_mass": 0.0959, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.051845, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 83.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Gpu", "Margins", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "AMD Trades at 63x Forward Earnings, While Nvidia Trades at 24x. History Says This Is the Better Buy.", "summary": "In the rapidly expanding semiconductor ecosystem, Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) stand as pivotal players powering the compute backbone of artificial intelligence (AI). Nvidia dominates with its Blackwell and Rubin GPU architectures, which deliver industry-leading performance for large-scale training and inference workloads. Meanwhile, AMD contributes complementary technology via its Instinct MI-series accelerators and Epyc processors, offering high-performance CPUs and GPUs that hyperscalers integrate for cost-effective AI clusters. Missed Nvidia in 2009? This ", "url": "https://finance.yahoo.com/markets/stocks/articles/amd-trades-63x-forward-earnings-104000870.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amd-trades-63x-forward-earnings-104000870.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:40:00+00:00", "published_display": "12 Aug 2026 10:40", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3c71b8fcf8a8f43b10124c632c5e48a5d345e1720fa4fe9f2dbf50b31b280510", "target_scope": "In the rapidly expanding semiconductor ecosystem, Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) stand as pivotal players powering the compute backbone of artificial intelligence (AI).", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.465, "provider_directional_mass": 0.142, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 42, "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": 0.073626, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 82.8, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Financial Results", "Free Cash Flow", "Growth", "Growth Rate", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "River AI secures $1.1bn investment for full-stack AI development", "summary": "River AI, a full-stack AI company founded by xAI co-founder Igor Babuschkin, has raised $1.1bn in a round led by General Catalyst and AMP PBC, with strategic investment from Nvidia and AMD Ventures. Y Combinator and Temasek also took part in the investment round. River AI is based in Palo Alto, California, and works on personal, continually improving AI. The company said the funding will support its work on personal AI and on tools that let developers and companies train, tune and serve their own models. Its stated aim is to place ownership of AI with the people and organisations using it. Riv", "url": "https://finance.yahoo.com/technology/ai/articles/river-ai-secures-1-1bn-095328944.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/river-ai-secures-1-1bn-095328944.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:53:28+00:00", "published_display": "12 Aug 2026 09:53", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "2ea386e5afb63a51851cc74ac09d6dd2e3e7fe940114b299d738cfdcebf046de", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.442, "provider_directional_mass": 0.054, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.020954, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 61.7, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Development", "Machine Learning", "Personalization"], "evidence_basis": "", "score_included": true}, {"title": "Better AI Infrastructure Stock: Vertiv vs. Eaton", "summary": "Key Points Microsoft, Meta, Amazon, Alphabet and other tech giants are projected to spend as much as $1 trillion on AI in 2027. Vertiv specializes in AI infrastructure with essential data center products, such as power management and cooling solutions Eaton is a legacy electrical supplier and has transitioned to a comprehensive chip-to-grid infrastructure provider.10 stocks we like better than Vertiv \u203a The amount of capital being invested by artificial intelligence (AI) hyperscalers is mind-blowing. During recent earnings calls, Microsoft, Meta Platforms, Amazon, and Alphabet revealed plans to", "url": "https://www.nasdaq.com/articles/better-ai-infrastructure-stock-vertiv-vs-eaton", "source_link": "https://www.nasdaq.com/articles/better-ai-infrastructure-stock-vertiv-vs-eaton", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T09:40:00+00:00", "published_display": "12 Aug 2026 09:40", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "eaee083ffd862bd0ff132cf4d120327eba44ced43ba0d2e7a83f388d22e43d03", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.778, "provider_directional_mass": 0.1231, "relevance_score": 0.271359, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.075, "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Improving financial comparison", "Record Revenue", "Strong Demand", "Operating growth"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.090406, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 87.0, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI Infrastructure", "Data Centers", "Earnings", "Earnings Per Share", "Growth Rate"], "evidence_basis": "", "score_included": true}, {"title": "Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now", "summary": "Key Points As the AI chip leader, Nvidia is a great stock to play booming AI capex. AMD is riding two powerful AI trends that are just getting started. Micron could be one of the biggest beneficiaries from higher-than-expected AI infrastructure spending. 10 stocks we like better than Nvidia \u203a Artificial intelligence (AI) capital expenditures are on the rise, and Morgan Stanley thinks the final number could come in even stronger than expected. The market is currently forecasting AI infrastructure spending to reach $1.2 trillion next year, but the investment firm thinks that figure may be too lo", "url": "https://www.nasdaq.com/articles/wall-street-analyst-predicts-14-trillion-ai-boom-2027-3-stocks-buy-now", "source_link": "https://www.nasdaq.com/articles/wall-street-analyst-predicts-14-trillion-ai-boom-2027-3-stocks-buy-now", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T08:35:00+00:00", "published_display": "12 Aug 2026 08:35", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "ee4591a314bbf39980c7adf020f6c7d091b72cfce20c4652a7f54f7ee18a935a", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.523, "provider_directional_mass": 0.161, "relevance_score": 0.299997, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.333, "sentiment": "neutral", "sentiment_pct": 47, "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": 0.024822, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 71.6, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Chips", "Data Centers", "Inference", "Markets", "Memory"], "evidence_basis": "", "score_included": true}, {"title": "MiTAC Computing Showcases Diversified Infra for Agentic Workloads at OCP APAC Summit", "summary": "TAIPEI, Aug. 12, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TSE:3706), today showcased its diversified rack-scale infrastructure engineered for Agentic AI workloads at the OCP APAC Summit. Highlighting the event is the world premiere of MiTAC's latest OCP-compliant HPC servers\u2014the C2810Z6 and C2610Z6\u2014developed in collaboration with AMD to harness the all-new 6th Gen AMD EPYC\u2122 Server CPUs on the advanced SP7/SP8 platforms with PCIe Gen 6 connectivity. To meet ", "url": "https://finance.yahoo.com/technology/ai/articles/mitac-computing-showcases-diversified-infra-073300330.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/mitac-computing-showcases-diversified-infra-073300330.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T07:33:00+00:00", "published_display": "12 Aug 2026 07:33", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "5145237300e50e7f53416c571de55e3354e490795123d5bfe483874c008ec774", "target_scope": "Highlighting the event is the world premiere of MiTAC's latest OCP-compliant HPC servers\u2014the C2810Z6 and C2610Z6\u2014developed in collaboration with AMD to harness the all-new 6th Gen AMD EPYC\u2122 Server CPUs on the advanced SP7/SP8 platforms with PCIe Gen 6 connectivity.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.09, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.02368, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 59.7, "age_days": 1.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud", "Data Centers", "Hpc", "Servers"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Set to Report Earnings as AI Chips Enter a New Era", "summary": "Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era. Continue Reading", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-set-to-report.html", "source_link": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-set-to-report.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:30:00+00:00", "published_display": "12 Aug 2026 06:30", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9230a7922010a932127aba17c6f0877c6d22d5b079c9c49ab0fbddb1e6320b0c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.446, "provider_directional_mass": 0.095, "relevance_score": 0.183708, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 58, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.02684, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 80.8, "age_days": 1.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction", "summary": "Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street's estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even higher pressure to deliver. Why a Clean Beat Still Wasn't Enough AMD's revenue rose to $11.54 billion, beating the $11.28 billion analysts expected, and adjusted earnings came in at $1.66 a share versus $1.62 expected. Data Center revenue, the heart of AM", "url": "https://finance.yahoo.com/technology/articles/advanced-micro-devices-inc-amd-224249942.html", "source_link": "https://finance.yahoo.com/technology/articles/advanced-micro-devices-inc-amd-224249942.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T22:42:49+00:00", "published_display": "11 Aug 2026 22:42", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "5b7aee443db4d3950794568db2130d17fa0ddef5bca58c1876e4ed19b2763db8", "target_scope": "Advanced Micro Devices, Inc. Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street's estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.789, "provider_directional_mass": 0.087, "relevance_score": 0.72, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.33, "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Beat expectations", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.184088, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 77.3, "age_days": 1.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Guidance", "Price Target", "Price Target", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Financial Giants Jump Amid Nvidia AI Funding Deal; 1 Eyes Breakout", "summary": "Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks. Continue Reading", "url": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/financial-giants-jump-amid.html", "source_link": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/financial-giants-jump-amid.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:04:32+00:00", "published_display": "11 Aug 2026 20:04", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "d82beec20f29c472a93ba84a8e2b37fe0151990369b2b4a156e63eb0661dac2b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.557, "provider_directional_mass": 0.126, "relevance_score": 0.162, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 66, "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": 0.03555, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 82.3, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["Artificial Intelligence"], "evidence_basis": "", "score_included": true}, {"title": "Belite Bio Announces U.S. Food and Drug Administration Acceptance and Priority Review of New Drug Application for Tinlarebant for the Treatment of Stargardt Disease Type 1", "summary": "Belite Bio, Inc Prescription Drug User Fee Act target action date is February 12, 2027 If approved, tinlarebant would be the first-ever approved treatment for Stargardt Disease Type 1 SAN DIEGO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Belite Bio, Inc (NASDAQ: BLTE) (\"Belite Bio\u00ae\" or the \"Company\"), a clinical-stage drug development company focused on advancing novel therapeutics targeting degenerative retinal diseases that have significant unmet medical needs, today announced that the U.S. Food and Drug Administration (FDA) has accepted and granted Priority Review designation of the New Drug Applica", "url": "https://finance.yahoo.com/healthcare/articles/belite-bio-announces-u-food-200100791.html", "source_link": "https://finance.yahoo.com/healthcare/articles/belite-bio-announces-u-food-200100791.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:01:00+00:00", "published_display": "11 Aug 2026 20:01", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "1f59396929a89d09f5c36d05abb0a14a7b0d6a1ca5333d882ef38c01ce4764b4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.557, "provider_directional_mass": 0.127, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 39, "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": 0.036711, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 63.4, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Clinical Trials", "Fda Approval", "Growth Rate", "Pharma"], "evidence_basis": "", "score_included": true}, {"title": "NovelMed Advances NM5072 for Multiple Ocular Disorders", "summary": "NovelMed Therapeutics Inc Key Highlights Multi-indication precedent: Biogen's approximately $5.6 billion acquisition of Apellis added EMPAVELI for PNH and SYFOVRE for GA, both of which contain pegcetacoplan. Primate proof of concept: A single intravitreal dose of NM5072 reduced CNV, hemorrhage, and retinal fibrosis in a rhesus monkey model. Phase I clinical experience: NM5072 completed a Phase I study in 48 healthy volunteers and received FDA Orphan Drug Designation for PNH. Potential extended durability: Rabbit PK/PD data estimated an ocular half-life of seven days. Translational modeling pro", "url": "https://finance.yahoo.com/healthcare/articles/novelmed-advances-nm5072-multiple-ocular-192700904.html", "source_link": "https://finance.yahoo.com/healthcare/articles/novelmed-advances-nm5072-multiple-ocular-192700904.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:27:00+00:00", "published_display": "11 Aug 2026 19:27", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "662045fab58afd12d39202fb4b73b01ddf3d851fe5ff4d19fa66e5567a78b418", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.444, "provider_directional_mass": 0.0781, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 56, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.030273, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 82.1, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Cerebras Stock Gets a Boost. Wedbush Sees More Upside Ahead of Earnings", "summary": "This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) is heading into its quarterly results with Wedbush maintaining a positive view, while investors also await potential product news at the company's Supernova event next week. Wedbush kept its Outperform rating and $280 price target. Analyst Matt Bryson said data-center capacity remains a key limitation for Cerebras, which has secured about 215 megawatts for 2026 but still relies on rented infrastructure to meet some OpenAI demand. Warning! GuruFocus has detected 3 Warning Signs with CBRS. Is CBRS fairly valued? Test your t", "url": "https://finance.yahoo.com/markets/stocks/articles/cerebras-stock-gets-boost-wedbush-191815420.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/cerebras-stock-gets-boost-wedbush-191815420.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:18:15+00:00", "published_display": "11 Aug 2026 19:18", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9e2f6fac871bbb624925dd1add2246690504da6719f98886cca6c45634cbad94", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.515, "provider_directional_mass": 0.175, "relevance_score": 0.271359, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.556, "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.022712, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 63.0, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Price Target", "Quarterly Results", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Wedbush Flags Surprise AMD Catalyst From Anthropic", "summary": "This article first appeared on GuruFocus. AMD Gets Fresh AI Demand Signal From Anthropic Data Center Deal Advanced Micro Devices (NASDAQ:AMD) is getting another potentially important signal that its Anthropic partnership could translate into substantial real-world AI infrastructure demand. Wedbush says Anthropic's reported 191-megawatt data center agreement with Riot Platforms (NASDAQ:RIOT) reinforces the durability of AI spending and could prove particularly positive for AMD as the chipmaker prepares to supply Anthropic with its next-generation AI accelerators. Warning! GuruFocus has detected", "url": "https://finance.yahoo.com/technology/ai/articles/wedbush-flags-surprise-amd-catalyst-174133908.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/wedbush-flags-surprise-amd-catalyst-174133908.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:41:33+00:00", "published_display": "11 Aug 2026 17:41", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "16d5a187699f614e1aabfc4f76f091eb3140fe5e49eaeaaa282ab19f65ba79de", "target_scope": "AMD Gets Fresh AI Demand Signal From Anthropic Data Center Deal Advanced Micro Devices (NASDAQ:AMD) is getting another potentially important signal that its Anthropic partnership could translate into substantial real-world AI infrastructure demand.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.363, "provider_directional_mass": 0.173, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.65, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.040635, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 81.5, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "General Catalyst leads $1.1B round into 2-month-old River AI", "summary": "River AI, an AI startup founded by xAI co-founder Igor Babuschkin, has secured $1.1 billion in funding in a seed/Series A round led by General Catalyst and AMP PBC, with participation from Nvidia, AMD Ventures, Y Combinator, and Temasek. (AMP PBC is an AI-focused investment firm founded in 2026 by former Andreessen Horowitz general partner Anjney Midha, backer of companies at a16z like Black Forest Labs, Mistral AI, LMArena and OpenRouter.) River came out of stealth in June with a fascinating mission. Babuschkin, whose resume includes AI roles at DeepMind and OpenAI, intends to reinvent AI fro", "url": "https://finance.yahoo.com/technology/ai/articles/general-catalyst-leads-1-1b-174122061.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/general-catalyst-leads-1-1b-174122061.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:41:22+00:00", "published_display": "11 Aug 2026 17:41", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "ca60f594c91c205faf15eb3d629dbfc334443cc5e306dcd46bf6de20a763f3cd", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.446, "provider_directional_mass": 0.095, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.015488, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 48.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Hardware", "Reinforcement Learning", "Startups"], "evidence_basis": "", "score_included": true}, {"title": "Intel makes another $15 billion vital move as AI demand accelerates", "summary": "Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of the puzzle has been pointing in the same direction: Artificial Intelligence (AI). These are just a few of the moves Intel has made. Recently, we saw Intel raise its 2026 capital expenditure estimates to more than $20 billion, from around $18 billion, to meet rising demand. August 10, Intel revealed how it intends to fund the next chap", "url": "https://finance.yahoo.com/technology/ai/articles/intel-makes-another-15-billion-170700635.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/intel-makes-another-15-billion-170700635.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:07:00+00:00", "published_display": "11 Aug 2026 17:07", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "da02cdbf74ab9039a939a9f1f0a6bea6f8fd50d596d2f120909eedc3f071b3c7", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.696, "provider_directional_mass": 0.1049, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.791, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Improving financial comparison", "Operating growth", "Operational disruption"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.055428, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Capital Raise", "Earnings", "Financial Results", "Foundry"], "evidence_basis": "", "score_included": true}, {"title": "AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027", "summary": "Key Points Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD expects data center revenue to grow by much more than 100% in 2027, driven by rising AI inference demand and agentic AI workloads. Its server business already grew more than 70% in the second quarter, with cloud and enterprise revenue increasing at a similar pace. AI inference is increasing demand for both accelerators and high-core-count CPUs, as agents must retrieve data, execute code and manage diverse workloads. AMD's upcoming Venice CPUs, with configurations reaching 256 cores and 512 threads, ", "url": "https://finance.yahoo.com/technology/ai/articles/amd-sees-ai-inference-fueling-170431397.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-sees-ai-inference-fueling-170431397.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:04:31+00:00", "published_display": "11 Aug 2026 17:04", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "2891dd33d41792c3b47304b072eefcb4d899c2297fe742d98d7f21e822fbbbc2", "target_scope": "Key Points Interested in Advanced Micro Devices, Inc.?", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.701, "provider_directional_mass": 0.11, "relevance_score": 0.9, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.174781, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Fourth Quarter", "Semiconductors", "Server Market", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Analyst predicts 55% rally for surging stock on $9B Anthropic deal", "summary": "Riot Platforms (Nasdaq: RIOT), the data infrastructure company well-known for its Bitcoin (BTC) mining and artificial intelligence (AI) operations, signed a 20-year lease with a leading AI lab on Aug. 10. Bloomberg identified the AI lab as Anthropic. Riot announced the data center lease with Anthropic for 191 MW of critical IT capacity at its Rockdale campus. The deal is expected to generate approximately $9.1 billion in total contract revenue over the initial 20-year term, the firm said. Related: What is Bitcoin mining? Explained The lease also includes two five-year extension options at the ", "url": "https://finance.yahoo.com/markets/stocks/articles/analyst-predicts-55-rally-surging-170143405.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/analyst-predicts-55-rally-surging-170143405.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:01:43+00:00", "published_display": "11 Aug 2026 17:01", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "df4b0ed069a74810b2836dee41425dff405da3d1ff046dc58a8065765b4604c5", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.603, "provider_directional_mass": 0.139, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.397, "sentiment": "negative", "sentiment_pct": 35, "tone_signals": ["Operating deterioration"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.057518, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Bitcoin", "Data Centers", "Earnings", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "DigitalOcean (DOCN) Q2 2026 Earnings Call Transcript", "summary": "Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Padmanabhan SrinivasanChief Financial Officer - Matt SteinfortHead of Investor Relations - Radu Patrichi Need a quote from a Motley Fool analyst? Email pr@fool.com TAKEAWAYS Revenue -- $281 million, growing 29% year over year and exceeding the high end of management's guidance.Annual Run-Rate Revenue (ARR) -- $1.13 billion at quarter end, representing 29% growth compared to the prior year.Incremental ARR -- $93 million, the highest quarterly addition in company history and near", "url": "https://www.nasdaq.com/articles/digitalocean-docn-q2-2026-earnings-call-transcript", "source_link": "https://www.nasdaq.com/articles/digitalocean-docn-q2-2026-earnings-call-transcript", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T16:58:44+00:00", "published_display": "11 Aug 2026 16:58", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "4764eae31842c8e35cd297998d028b1fcd2cfe602b2cd647429272d6ff83d159", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.769, "provider_directional_mass": 0.15, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.148, "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Guidance raised", "Improving financial comparison", "Balance sheet strengthened", "Dilution risk"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.111444, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI Infrastructure", "Balance Sheet", "Biotech", "Clinical Trials", "Cloud Computing", "Debt Reduction"], "evidence_basis": "", "score_included": true}, {"title": "Rackspace outlines 30-megawatt AMD AI deployment by end of 2028, targeting $450M-$600M annual revenue", "summary": "Earnings Call Insights: Rackspace Technology (RXT) Q2 2026 MANAGEMENT VIEW * \"I want to start by reviewing our progress toward a clear strategic goal, becoming the accountable provider and operator of the full enterprise AI stack from core to cloud to edge\" (CEO & Director Gajen Kandiah). * \"This quarter, we entered into partnership with AMD and strengthened our partnership with Palantir as we build out our enterprise AI solutions\" (CEO & Director Kandiah). * \"As we build out our AI infrastructure capabilities, I am excited to welcome Pranav Nambiar as SVP and GM for AI Infrastructure\" (CEO & ", "url": "https://seekingalpha.com/news/4630911-rackspace-outlines-30-megawatt-amd-ai-deployment-by-end-of-2028-targeting-450m-600m-annual?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4630911-rackspace-outlines-30-megawatt-amd-ai-deployment-by-end-of-2028-targeting-450m-600m-annual?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-11T16:58:09+00:00", "published_display": "11 Aug 2026 16:58", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "c28c6c330b2a87c1627f8cfb5bfb50aa6f7132d3a24dcc93a4a03687567a272d", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.491, "provider_directional_mass": 0.127, "relevance_score": 0.795492, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.706, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.053734, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 74.8, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Cloud Computing", "Earnings", "Enterprise AI", "Free Cash Flow", "Guidance", "Partnerships"], "evidence_basis": "", "score_included": true}, {"title": "Why Anthropic\u2019s $9 Billion Deal With Riot Is a Watershed Moment for Bitcoin Miners", "summary": "Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron\u2019s. Continue Reading", "url": "https://finance.yahoo.com/m/c7d897c5-535a-3803-b373-2aeef2f869d4/why-anthropic%E2%80%99s-%249-billion.html", "source_link": "https://finance.yahoo.com/m/c7d897c5-535a-3803-b373-2aeef2f869d4/why-anthropic%E2%80%99s-%249-billion.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:49:00+00:00", "published_display": "11 Aug 2026 16:49", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "ec58ef8605abbc94ad46857522953b17f92277b61960c122ec8db7c3b4cb8ae6", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.457, "provider_directional_mass": 0.228, "relevance_score": 0.259812, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 40, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.028808, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 81.2, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Riot Platforms $9.1B AI deal fuels speculation around Anthropic IPO", "summary": "Riot Platforms Inc (NASDAQ:RIOT) shares rose about 4% on Tuesday after the bitcoin mining company announced a 20-year data center lease with a leading frontier AI lab in a deal valued at approximately $9.1 billion over its initial term. The tenant was not identified by Riot, but the deal has been widely reported to be with Anthropic. The agreement covers 191 megawatts of critical IT capacity at Riot's Rockdale campus and is expected to generate approximately $9.1 billion in total contract revenue through June 2048. The lease includes two five-year extension options that could bring the total p", "url": "https://finance.yahoo.com/technology/ai/articles/riot-platforms-9-1b-ai-160500276.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/riot-platforms-9-1b-ai-160500276.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:05:00+00:00", "published_display": "11 Aug 2026 16:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "f40659ca9e277c2be932a4cdc326a882c4ecb388bab8caf9a53fd893de5c7d49", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.413, "provider_directional_mass": 0.147, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.812, "sentiment": "neutral", "sentiment_pct": 51, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.027258, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 80.9, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Bitcoin", "Data Centers", "Initial Public Offering", "IPO", "Operating Income"], "evidence_basis": "", "score_included": true}, {"title": "Lion Finance Group Q2 Earnings Call Highlights", "summary": "Key Points Interested in Lion Finance Group PLC? Here are five stocks we like better. Strong Q2 performance: Revenue rose 23.4% year over year, profit increased 20.6%, and loans and deposits grew 23% and 26.8%, respectively. The 0.6% quarterly cost of risk was below guidance, while return on equity reached about 27%. Armenia drove rapid expansion: Ameriabank's profit climbed roughly 50% in the quarter, with loans and deposits increasing about 37% and market share gains in both areas. Digital engagement, fee income and acquiring volumes also posted strong growth. Shareholder returns and outlook", "url": "https://finance.yahoo.com/markets/stocks/articles/lion-finance-group-q2-earnings-160432507.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lion-finance-group-q2-earnings-160432507.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:04:32+00:00", "published_display": "11 Aug 2026 16:04", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "5189eaa323d5ec774ecf8916886e00de9866d3e08d7a145dc5c6eceec218447f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.785, "provider_directional_mass": 0.2, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.061, "sentiment": "positive", "sentiment_pct": 87, "tone_signals": ["Beat expectations", "Improving 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": 0.108362, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 74.4, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Banking", "Digital Engagement", "Dividends", "Earnings", "Ratings", "Return On Equity"], "evidence_basis": "", "score_included": true}, {"title": "Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?", "summary": "Intel Corporation INTC appears to be gaining momentum, with improving revenues highlighting a significant turnaround in the chipmaker's fortunes. Strength across the data center and client computing businesses, growing AI-related demand and improving manufacturing execution are helping revive the company's growth trajectory. The company reported second-quarter 2026 revenues of $16.1 billion, up 25% year over year. The solid top-line improvement reflects strengthening demand across Intel's product portfolio and indicates that its restructuring and technology investments are beginning to bear fr", "url": "https://finance.yahoo.com/markets/stocks/articles/does-intels-revenue-growth-signal-154600264.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/does-intels-revenue-growth-signal-154600264.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:46:00+00:00", "published_display": "11 Aug 2026 15:46", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "f5e37a253c05c7ffddb1b95d01c6a31c235698e507d376d512ad640338fd1530", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.758, "provider_directional_mass": 0.23, "relevance_score": 0.271359, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Margin Expansion", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.077669, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 74.3, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "China", "Earnings", "Manufacturing", "Semiconductors", "Total Revenue"], "evidence_basis": "", "score_included": true}, {"title": "KOD Begins Late-Stage Study of KSI-501 in Diabetic Macular Edema", "summary": "Kodiak Sciences KOD announced that it initiated a global late-stage ALTO study evaluating KSI-501 in patients with diabetic macular edema (DME). KSI-501 is an investigational bispecific therapy that targets IL-6 and VEGF for the treatment of retinal vascular diseases. Patient enrollment is ongoing. DME is a complex, multi-factorial condition in which vascular leakage, disruption of the blood-retinal barrier, and chronic inflammatory signaling collectively contribute to retinal edema and vision loss. Year to date, Kodiak's shares have risen 55.2% compared with the industry's 6% growth.Zacks Inv", "url": "https://finance.yahoo.com/healthcare/articles/kod-begins-stage-study-ksi-151500677.html", "source_link": "https://finance.yahoo.com/healthcare/articles/kod-begins-stage-study-ksi-151500677.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:15:00+00:00", "published_display": "11 Aug 2026 15:15", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "53cc432f14abb35ffed3db91463a6293235493ffceb9c8726e1f81b504292231", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.779, "provider_directional_mass": 0.127, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.066, "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating growth"], "event_type": "regulatory", "event_label": "Regulatory and legal", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.112487, "evidence_share": 1.2, "evidence_share_display": "1.2", "freshness_pct": 80.7, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Clinical Trials", "Earnings", "Earnings Per Share", "Retinal Diseases"], "evidence_basis": "", "score_included": true}, {"title": "RIOT Q2 Earnings Call Centers on AI Leasing and Funding", "summary": "Riot Platforms, Inc. RIOT used its Q2 earnings call to frame 2026 around data center execution, led by a new 191-megawatt Rockdale lease with a leading frontier AI lab and a full-site Corsicana letter of intent. Financially, RIOT posted a loss of 68 cents per share compared with the Zacks Consensus Estimate of a loss of 39 cents, a -74.40% surprise. Revenues of $174.20 million beat the $148.70 million consensus by 17.20%. Riot Platforms, Inc. Price, Consensus and EPS SurpriseRiot Platforms, Inc. Price, Consensus and EPS Surprise Riot Platforms, Inc. price-consensus-eps-surprise-chart | Riot Pl", "url": "https://finance.yahoo.com/technology/ai/articles/riot-q2-earnings-call-centers-151500409.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/riot-q2-earnings-call-centers-151500409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:15:00+00:00", "published_display": "11 Aug 2026 15:15", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "548eaea071b3d7f16f794bad92a3b9c04353aa3bf9a922d9bca30f44020e8464", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.607, "provider_directional_mass": 0.1598, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.941, "sentiment": "neutral", "sentiment_pct": 48, "tone_signals": ["Beat expectations", "Deteriorating financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.041894, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 74.0, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Data Centers", "Earnings", "Earnings Estimate", "Leasing"], "evidence_basis": "", "score_included": true}, {"title": "Rackspace Technology Q2 Earnings Call Highlights", "summary": "Key Points Interested in Rackspace Technology, Inc.? Here are five stocks we like better. Rackspace reported Q2 revenue of $670 million, up 1% year over year, while maintaining 2026 guidance and forecasting positive full-year free cash flow of $50 million to $70 million. The company is expanding its enterprise AI infrastructure strategy, including an AMD-backed plan to deploy 30 megawatts of compute capacity by 2028. Rackspace expects the initiative to generate $450 million to $600 million in annual revenue at full capacity, with enterprise AI EBITDA margins above 50%. Private Cloud revenue ro", "url": "https://finance.yahoo.com/technology/ai/articles/rackspace-technology-q2-earnings-call-150535773.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/rackspace-technology-q2-earnings-call-150535773.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:05:35+00:00", "published_display": "11 Aug 2026 15:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a7b67ee0ea0b12a40cd24cafd0d24e9785409f2ef5819bf568d60f587d84d4a4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.772, "provider_directional_mass": 0.118, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.29, "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Beat expectations", "Margin expansion", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.102604, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 74.0, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Cloud Computing", "Earnings", "Enterprise AI", "Free Cash Flow", "Infrastructure", "Revenue Guidance"], "evidence_basis": "", "score_included": true}, {"title": "Nvidia Rises Amid Massive Wall Street Partnership; Is Nvidia A Buy Now?", "summary": "Nvidia rises in a base on Tuesday after the company announced a partnership with large investment banks to raise $500 billion. Continue Reading", "url": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-rises-amid-massive.html", "source_link": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-rises-amid-massive.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:42:50+00:00", "published_display": "11 Aug 2026 14:42", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "c152c9cbbeeec6b866070b074c6d181f5fd3e03ba453350474b5405712a15c32", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.438, "provider_directional_mass": 0.0, "relevance_score": 0.201249, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.01951, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 80.5, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Bitcoin's Biggest Rival Isn't Ethereum. It's the AI Trade", "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Bitcoin's biggest rival for investor attention may no longer be Ethereum(CRYPTO: ETH) or any other cryptocurrency. Increasingly, it's the AI trade. Bitcoin(CRYPTO: BTC) trades near $64,000, well below its October record above $126,000, while Advanced Micro Devices(NASDAQ:AMD) and the broader semiconductor complex have posted crypto-style gains this year. Kalshi traders give Bitcoin a 58% chance of falling below $55,000 before year-end and just an 11% chance of reclaiming $100,000 before 2027, s", "url": "https://finance.yahoo.com/markets/crypto/articles/bitcoins-biggest-rival-isnt-ethereum-143917597.html", "source_link": "https://finance.yahoo.com/markets/crypto/articles/bitcoins-biggest-rival-isnt-ethereum-143917597.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:39:17+00:00", "published_display": "11 Aug 2026 14:39", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "cce1ad937f53e7c699a3d8d1191c1b71c31b06915b20831f87210dadfe6ab41c", "target_scope": "Bitcoin(CRYPTO: BTC) trades near $64,000, well below its October record above $126,000, while Advanced Micro Devices(NASDAQ:AMD) and the broader semiconductor complex have posted crypto-style gains this year.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.497, "provider_directional_mass": 0.126, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 65, "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": 0.033225, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 46.8, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Crypto", "Semiconductors", "Speculative Trade"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Nvidia Confirms $500 Bil AI Funding Deal. These Stocks Jump.", "summary": "Nvidia confirmed late Monday that it will work with six of the world's largest financial companies to secure $500 billion in funding for artificial intelligence infrastructure. The financial stocks jumped on Tuesday. Continue Reading", "url": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/nvidia-confirms-%24500-bil-ai.html", "source_link": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/nvidia-confirms-%24500-bil-ai.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:38:29+00:00", "published_display": "11 Aug 2026 14:38", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "74ae297be780effa12d7ac0e5ef837a311447d23370b52f99bc01126e2134192", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.45, "provider_directional_mass": 0.147, "relevance_score": 0.201249, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 59, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.025449, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 80.5, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Artificial Intelligence", "Financials"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_link": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T14:29:36+00:00", "published_display": "11 Aug 2026 14:29", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "2ace62dd95f4fdcf62a10f630e11d9827862ff6e1d705e817babdeb9f4dd3504", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.704, "provider_directional_mass": 0.144, "relevance_score": 0.162, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.312, "sentiment": "positive", "sentiment_pct": 70, "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": 0.052736, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 73.7, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 4, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Fed", "Inflation"], "evidence_basis": "", "score_included": true}, {"title": "Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?", "summary": "Marvell Technology MRVL and NVIDIA NVDA are collaborating on advanced networking and optical technologies. Their expanded partnership includes silicon photonics and advanced optical interconnect solutions, areas in which MRVL has established capabilities in optical DSPs, silicon photonics and high-speed connectivity, and NVIDIA has NVLink Fusion. Initially in 2025, Marvell Technology and NVIDIA collaborated to give hyperscalers and other customers greater flexibility in developing custom AI computing infrastructure while allowing them to leverage NVIDIA's broader rack-scale architecture, netwo", "url": "https://finance.yahoo.com/markets/stocks/articles/mrvls-nvda-alliance-help-challenge-141500187.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/mrvls-nvda-alliance-help-challenge-141500187.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:15:00+00:00", "published_display": "11 Aug 2026 14:15", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a380c022d3332b2c08066773ad37b764568134c5f2f7260328f073bbe73a30a6", "target_scope": "Marvell Technology MRVL and NVIDIA NVDA are collaborating on advanced networking and optical technologies. Their expanded partnership includes silicon photonics and advanced optical interconnect solutions, areas in which MRVL has established capabilities in optical DSPs, silicon photonics and high-speed connectivity, and NVIDIA has NVLink Fusion.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.122, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.044145, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 80.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Networking", "Partnership", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "The Crown Keeps Switching Hands: Apple Inc. (AAPL) vs NVIDIA Corporation (NVDA)", "summary": "Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) have traded the title of world's most valuable company more than once in the past two weeks. Apple first edged ahead on Friday, July 17, at $4.88 trillion versus Nvidia's roughly $4.86 trillion after Nvidia shares fell 3.5%. Nvidia returned to the top spot, then lost it again Monday, July 27, when a 5% drop pulled its value to about $4.77 trillion, below Apple's $4.95 trillion. Apple briefly touched $5 trillion Tuesday, July 28, a milestone Nvidia had reached first, back in October. Apple's stock then fell two straight days and drop", "url": "https://finance.yahoo.com/markets/stocks/articles/crown-keeps-switching-hands-apple-133234263.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/crown-keeps-switching-hands-apple-133234263.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:32:34+00:00", "published_display": "11 Aug 2026 13:32", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3a84386417064d8a6f97fc1571a0e62035a40a32d20e7a091e20c7683bc74930", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.719, "provider_directional_mass": 0.099, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.603, "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Beat expectations", "Missed expectations", "Operating growth", "Negative market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.060195, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 73.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Guidance", "Hedge Funds", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Forex Market Forecast \u2013 Euro, Pound, and Yen Test Support as US Yields Drift", "summary": "EUR/USD Technical AnalysisEUR/USD sits at 1.1540 near the 50-period EMA, pulling back from the 1.1580 spike with the 1.1550 level as near-term resistance. Source: TradingView The Euro has bounced a bit during the early part of the trading session here on Tuesday as we are sitting just above a short-term support level that has been important a couple of times. It'll be interesting to see if the Euro can continue to climb. The 1.1550 level above could be a little bit of a psychological barrier, but as we drift through the day, and that's the big key here- we're drifting, I'll be watching the int", "url": "https://finance.yahoo.com/markets/currencies/articles/forex-market-forecast-euro-pound-133208907.html", "source_link": "https://finance.yahoo.com/markets/currencies/articles/forex-market-forecast-euro-pound-133208907.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:32:08+00:00", "published_display": "11 Aug 2026 13:32", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "86bbdeb1d22c07dc07f0283f3b129d14ed52b5b76b7026ac43a099744650cd9d", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.413, "provider_directional_mass": 0.145, "relevance_score": 0.284607, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.812, "sentiment": "neutral", "sentiment_pct": 56, "tone_signals": [], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.03205, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 80.1, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Forex", "Interest Rates", "Technical Analysis"], "evidence_basis": "", "score_included": true}, {"title": "The AI Trade Has a New Battleground and One Stock is Emerging as a Winner", "summary": "Quick Read After peaking near $309 and pulling back to $208, MRVL earns a BUY rating with a $273 price target implying 31% upside. AVGO trades at a far cheaper 23x forward earnings versus MRVL's 54x, but Marvell's smaller revenue base supports faster percentage growth. Marvell's $75 billion custom silicon pipeline and 18 ramping XPU sockets target a $94 billion data center market by 2028. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Marvell Technology (NASDAQ:M", "url": "https://finance.yahoo.com/markets/stocks/articles/ai-trade-battleground-one-stock-133037935.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/ai-trade-battleground-one-stock-133037935.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:30:37+00:00", "published_display": "11 Aug 2026 13:30", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "edde672f88032f609064e414add71cb7331defa4750dee6f18a47072639aa6e0", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.698, "provider_directional_mass": 0.1562, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.356, "sentiment": "positive", "sentiment_pct": 70, "tone_signals": ["Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.071989, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 73.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Free Cash Flow", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "XAI co-founder's startup River AI raises $1.1 billion to expand custom AI tools", "summary": "Aug 11 (Reuters) - Startup River AI, founded by xAI co-founder Igor Babuschkin, said on \u200cTuesday it has raised $1.1 billion, looking to \u200cexpand tools that help clients build personalized AI models on \u200btheir own data. The fundraise was led by General Catalyst and AMP PBC, with strategic investment from Nvidia and AMD Ventures. Additional investors included Y Combinator \u200cand Temasek. \u2022 River \u2060AI said it is betting that enterprise AI will shift from companies using \u2060general-purpose models from large labs to customizing and owning their own models, using open-weight models. \u2022 The \u200bcompany added \u200bt", "url": "https://finance.yahoo.com/technology/ai/articles/xai-co-founders-startup-river-131404060.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/xai-co-founders-startup-river-131404060.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:14:04+00:00", "published_display": "11 Aug 2026 13:14", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "b551ab0fcec1e421b7f1cda337db61db8d22c02a83b68d3180e0cd8416be4791", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.488, "provider_directional_mass": 0.053, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 62, "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": 0.019296, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 45.8, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Fundraising", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Riot Platforms Stock Surges on $9.1 Billion AI Compute Supply Deal With Anthropic", "summary": "Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron\u2019s. Continue Reading", "url": "https://finance.yahoo.com/m/c7d897c5-535a-3803-b373-2aeef2f869d4/riot-platforms-stock-surges.html", "source_link": "https://finance.yahoo.com/m/c7d897c5-535a-3803-b373-2aeef2f869d4/riot-platforms-stock-surges.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:13:00+00:00", "published_display": "11 Aug 2026 13:13", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "105dd12afd454848fdd32d60c1b1d1f73720aca53abb36c38c5061c72c98e67c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.566, "provider_directional_mass": 0.228, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 47, "tone_signals": ["Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.039701, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 73.2, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 3, "topics": ["Bitcoin", "Crypto", "Data Centers", "Earnings", "Earnings Release", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?", "summary": "NVIDIA Corporation NVDA is taking a bigger step into the CPU (Central Processing Unit) market with its Vera processor, designed specifically for agentic artificial intelligence (AI) workloads. The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel Corporation INTC and Advanced Micro Devices, Inc. AMD. NVIDIA's Vera CPU is up to 1.8 times faster than x86 processors on workloads. The Vera CPU is designed to work closely with NVIDIA GPUs (graphics processing units), networking and software, allowing customers to build complete AI systems", "url": "https://finance.yahoo.com/technology/articles/nvidias-vera-cpu-challenge-intel-130000719.html", "source_link": "https://finance.yahoo.com/technology/articles/nvidias-vera-cpu-challenge-intel-130000719.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:00:00+00:00", "published_display": "11 Aug 2026 13:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "32e649730ddfabd123ac2e77ce87f5363c72c1c4f8bcc5f51eb091cf59100f1b", "target_scope": "The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel Corporation INTC and Advanced Micro Devices, Inc.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.153, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.018115, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 45.6, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Riot Stock Soars as It Lands a $9.1 Billion AI Cloud Deal", "summary": "This article first appeared on GuruFocus. Riot Platforms (NASDAQ:RIOT), a Bitcoin miner that has moved into selling AI data-center capacity, rose 18.87% premarket after striking a 20-year deal to supply 191 megawatts of computing to Anthropic from its Rockdale, Texas campus, according to Bloomberg, which cited people familiar with the matter. Riot said it expects the contract to generate $9.1 billion in revenue through June 2048, and that two five-year extension options could lift total sales to as much as $16.1 billion. The deal fits a growing shift. Bitcoin miners, sitting on cheap power and", "url": "https://finance.yahoo.com/technology/ai/articles/riot-stock-soars-lands-9-124810203.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/riot-stock-soars-lands-9-124810203.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:48:10+00:00", "published_display": "11 Aug 2026 12:48", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "e947054af8c18dbad8c357265c9ac4d4565a7fad46bad2dbd452b9c3fbd049a9", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.687, "provider_directional_mass": 0.119, "relevance_score": 0.367425, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 70, "tone_signals": ["Improving financial comparison", "Positive market reaction"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.059492, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 79.9, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Bitcoin", "Crypto", "Data Centers"], "evidence_basis": "", "score_included": true}, {"title": "Anthropic signs $9.1 billion data center deal with Riot Platforms", "summary": "Anthropic has struck a $9.1 billion agreement with Riot Platforms, a bitcoin mining company that has been building out AI data center capacity, according to Bloomberg. Riot disclosed the deal on Monday, describing the counterparty only as a \"leading frontier AI lab.\" Riot's Rockdale, Texas, campus will supply 191 megawatts of IT capacity under the terms of the 20-year lease, which extends through June 2048, the company said. Two five-year extension options could raise the total contract value to $16.1 billion. Riot plans to bring capacity online in stages, reaching 96 megawatts by December 202", "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-signs-9-1-billion-113731732.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/anthropic-signs-9-1-billion-113731732.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:37:31+00:00", "published_display": "11 Aug 2026 11:37", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "d186e0fdf000ae7f70db1d632f5af95257477942c6504c2438ff49a441063b7c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.601, "provider_directional_mass": 0.14, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.62, "sentiment": "neutral", "sentiment_pct": 46, "tone_signals": ["Loss widened", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.042919, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 72.5, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Bitcoin", "Earnings", "Financial Results", "Net Income", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "River AI Raises $1.1B Led by General Catalyst and AMP PBC to Build Open AI Stack", "summary": "Founded by xAI co-founder Igor Babuschkin, River AI gives developers and enterprises the tools to train, tune, and own custom AI models PALO ALTO, Calif., August 11, 2026--(BUSINESS WIRE)--River AI, the full-stack AI company founded by xAI co-founder Igor Babuschkin, today announced $1.1 billion in funding, led by General Catalyst and AMP PBC with strategic investment from NVIDIA and AMD Ventures. Additional investors include Y Combinator and Temasek. The round will accelerate River AI's mission to build powerful personal AI and to give developers and companies the tools to train, tune, and se", "url": "https://finance.yahoo.com/technology/ai/articles/river-ai-raises-1-1b-113000606.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/river-ai-raises-1-1b-113000606.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:30:00+00:00", "published_display": "11 Aug 2026 11:30", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "4e9c11ef4293cf0a1941c65163a98cd9457166affe8ff783676a9a63988b9f2e", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.489, "provider_directional_mass": 0.063, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 61, "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": 0.018442, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 44.7, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Funding", "Open Source", "Reinforcement Learning", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Anthropic\u2019s $965B IPO Path Runs Through Seven Compute Corridors Across Three Continents", "summary": "Anthropic's $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms \u2014 effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud dependencies. The portfolio maps a global footprint. In North America, the core relies on a multi-billion dollar agreement with AWS for Trainium chips and Project Rainier clusters, alongsi", "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-965b-ipo-path-runs-111808539.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/anthropic-965b-ipo-path-runs-111808539.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:18:08+00:00", "published_display": "11 Aug 2026 11:18", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "d1734f3d1b30803784b91c3016794f2305ffb822e86ac99781be311a160a0c9e", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.446, "provider_directional_mass": 0.092, "relevance_score": 0.187659, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 54, "tone_signals": [], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.008729, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 44.5, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Cloud Computing", "Investment Grade", "IPO", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "I\u2019m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think", "summary": "Quick Read NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure. AMD's MI-series and AVGO's custom silicon both lack NVDA's full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross margin. China's export restrictions erased roughly $4.6B per quarter in H20 sales, yet management still guided Q2 revenue to $91B. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. I keep buying NVIDIA (NASDAQ:NVDA) shares, and the Au", "url": "https://finance.yahoo.com/markets/stocks/articles/m-buying-nvidia-ahead-aug-111254789.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/m-buying-nvidia-ahead-aug-111254789.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:12:54+00:00", "published_display": "11 Aug 2026 11:12", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "7079006fa59e0bdea16f40bd8e3b448687301780c4f05904654731b00ad93fe8", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.615, "provider_directional_mass": 0.144, "relevance_score": 0.340164, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Capital returned"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054901, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 72.3, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Dividends", "Earnings", "Earnings Report", "Free Cash Flow"], "evidence_basis": "", "score_included": true}, {"title": "Intel's huge rally is helping pay for its AI comeback: Chart of the Day", "summary": "Intel's (INTC) AI ambitions are getting more expensive. Its 165% rally this year is helping foot the bill. The chipmaker said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and other needs. That comes with a cost for existing shareholders. Selling new stock causes dilution, meaning each share represents a slightly smaller piece of the company. Intel's rally has dramatically reduced that cost. At Monday's close of roughly $98, Intel would need to sell about 153 million shares to raise $15 billion. At", "url": "https://finance.yahoo.com/markets/article/intels-huge-rally-is-helping-pay-for-its-ai-comeback-chart-of-the-day-100000146.html", "source_link": "https://finance.yahoo.com/markets/article/intels-huge-rally-is-helping-pay-for-its-ai-comeback-chart-of-the-day-100000146.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:00:00+00:00", "published_display": "11 Aug 2026 10:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "72dfd19e13069d5f5e9578d1eaa1de31a31e31fa8e420b15fe8cb132b4b23ee9", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.57, "provider_directional_mass": 0.122, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.909, "sentiment": "neutral", "sentiment_pct": 56, "tone_signals": ["Operating growth", "Dilution risk"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.053705, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 78.9, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Dilution", "Semiconductors", "Share Price", "Stock Sale", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Hiltzik: The Trump administration's investments in corporate stocks raise fears of 'crony capitalism'", "summary": "It was about one year ago that the Trump administration announced a truly eye-opening transaction: In return for an $8.9-billion investment in the chipmaker already authorized under the Biden-era CHIPS Act, the government would take a roughly 10% stake in Intel shares \u2014 making the government Intel's largest shareholder. Was this a good deal? For the U.S. taxpayer, the answer is yes \u2014 from the standpoint of paper profits. The 443.3 million Intel shares the government acquired for $8.9 billion are currently worth nearly $44 billion on the open market. The Trump administration's 'strategic stakes", "url": "https://finance.yahoo.com/economy/policy/articles/hiltzik-trump-administrations-investments-corporate-100000904.html", "source_link": "https://finance.yahoo.com/economy/policy/articles/hiltzik-trump-administrations-investments-corporate-100000904.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:00:00+00:00", "published_display": "11 Aug 2026 10:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "497737b8f2cf0e9de46d5a5674e3d3c41f22cedd88f9bf290f8b89a11fa1aa89", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.45, "provider_directional_mass": 0.147, "relevance_score": 0.367425, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 53, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.026242, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 78.9, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Crony Capitalism", "Government Investment", "Semiconductors", "Shareholder"], "evidence_basis": "", "score_included": true}, {"title": "Biggest stock movers Tuesday: PLUG, RKLB, and more", "summary": "[Close-up of male professional hands using mobile phone] Luis Alvarez Stock futures edged lower Tuesday morning as investors braced for crucial U.S. inflation data later this week while weighing lingering uncertainties surrounding the Strait of Hormuz. Here are some of Tuesday's biggest stock movers: BIGGEST STOCK GAINERS * BABCOCK & WILCOX ENTERPRISES (BW [https://seekingalpha.com/symbol/BW]) +41% - Shares surged after the power-generation equipment company reported Q2 results that topped Wall Street expectations and raised its FY2026 profitability target, as demand for electricity generation", "url": "https://seekingalpha.com/news/4630498-biggest-stock-movers-tuesday-plug-rklb-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4630498-biggest-stock-movers-tuesday-plug-rklb-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-11T09:01:49+00:00", "published_display": "11 Aug 2026 09:01", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "32182a6d9e16f5ba12120b147c6897bc33b36b3f31dbcf49bece2e282a90345c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.703, "provider_directional_mass": 0.176, "relevance_score": 0.367425, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.779, "sentiment": "positive", "sentiment_pct": 61, "tone_signals": ["Beat expectations", "Missed expectations", "Beat Expectations", "Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054854, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 71.4, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Earnings", "Guidance", "On The Move", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Riot Platforms reports Q2 results", "summary": "* Riot Platforms press release [https://seekingalpha.com/pr/20607036-riot-reschedules-second-quarter-2026-earnings-conference-call] (RIOT [https://seekingalpha.com/symbol/RIOT]): Q2 GAAP EPS of -$0.68 misses by $0.39. * Revenue of $174.2M (+13.9% Y/Y) beats by $21.32M. * Data Center revenue of $23.2 million for the quarter, comprised of $4.9 million in operating lease revenue and $18.3 million in tenant fit-out services revenue, reflecting the Company\u2019s second quarter of Data Center segment revenue and the completed delivery of the initial 25 MW to AMD. * Produced 1,587 bitcoin, as compared to", "url": "https://seekingalpha.com/news/4630496-riot-platforms-reports-q2-results?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4630496-riot-platforms-reports-q2-results?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-11T09:00:51+00:00", "published_display": "11 Aug 2026 09:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "93a7d1386f6307e873bd37b08c537727ec922c7656dff75ea5f84ee13557adae", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.653, "provider_directional_mass": 0.125, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.908, "sentiment": "neutral", "sentiment_pct": 46, "tone_signals": ["Beat expectations", "Missed expectations", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.050111, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 71.4, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Bitcoin", "Data Centers", "Earnings", "Earnings News", "Mining Revenue"], "evidence_basis": "", "score_included": true}, {"title": "This AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?", "summary": "Key Points Most large organizations rely on the cloud divisions at Amazon, Microsoft, and Alphabet to deploy artificial intelligence software. DigitalOcean recently launched a new platform called AI-Native Cloud, where small and midsized businesses can tap into data centers, frontier models, and more. DigitalOcean stock has more than tripled over the past year, but the company's revenue growth might justify even more upside. 10 stocks we like better than DigitalOcean \u203a The cloud computing industry is dominated by Amazon Web Services, Microsoft Azure, and Alphabet's Google Cloud, and all three ", "url": "https://www.nasdaq.com/articles/ai-cloud-stock-obliterating-amazon-microsoft-and-alphabet-1-year-return-275-it-still-buy", "source_link": "https://www.nasdaq.com/articles/ai-cloud-stock-obliterating-amazon-microsoft-and-alphabet-1-year-return-275-it-still-buy", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T08:55:00+00:00", "published_display": "11 Aug 2026 08:55", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "a6e4f7ca353946f210c1c14b9a886a26e39bc01215b35b2760ff99c50f293f47", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.731, "provider_directional_mass": 0.1588, "relevance_score": 0.367425, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.133, "sentiment": "positive", "sentiment_pct": 79, "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": 0.080144, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 71.4, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Cloud Computing", "Earnings", "Growth Rate", "Markets", "Price To Sales"], "evidence_basis": "", "score_included": true}, {"title": "3 Dividend-Paying Industrial Stocks to Buy in August", "summary": "Key Points The semiconductor sector recently saw a $1.3 trillion wipeout, leaving many investors vulnerable. Diversification helps make portfolios more robust, especially by owning the companies with the financial strength to keep boosting their dividend payouts. Stanley Black & Decker, Emerson Electric, and Illinois Tool Works have each increased their payouts for more than 50 consecutive years. 10 stocks we like better than Stanley Black & Decker \u203a The summer investing months are typically known for their sleepiness, with action picking up again in the final months to close out the year. But", "url": "https://www.nasdaq.com/articles/3-dividend-paying-industrial-stocks-buy-august", "source_link": "https://www.nasdaq.com/articles/3-dividend-paying-industrial-stocks-buy-august", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T08:25:00+00:00", "published_display": "11 Aug 2026 08:25", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "86dfb5f404a1a103d5e9f5844bbfc444ae983b67c45814f79a84385c549164c6", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.711, "provider_directional_mass": 0.137, "relevance_score": 0.367425, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.68, "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Operating growth", "Capital returned", "Negative market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.054035, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 71.2, "age_days": 2.5, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Dividends", "Earnings", "Earnings Report", "Markets", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "AI\u2019s biggest buildout is here. These stocks offer a way to invest in the data center boom", "summary": "The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of dollars to compete. The money taps remain turned on full-blast even in the face of a choppy stock market and persistent fears over whether AI stocks are in a bubble. \"Hyperscalers are going to spend maybe between $750 and $800 billion [a year]. Some forecasts even have it up to a trillion, and that would put it at 2.5 to 3% of U.S. GDP, which is ju", "url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T06:59:00+00:00", "published_display": "11 Aug 2026 06:59", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "837c1a374b13bb2c9107befdaa08b07dcdb065529f25d6b5290ff949e6bfa95c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.623, "provider_directional_mass": 0.159, "relevance_score": 0.20647800000000002, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 74, "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": 0.046831, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 70.6, "age_days": 2.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings Growth", "Net Income", "Reits", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Intel upsizes stock offering to $20B, prices at $95", "summary": "[Intel Headquarters] JasonDoiy Intel (INTC [https://seekingalpha.com/symbol/INTC]) announced Tuesday the pricing of its upsized $20B public stock offering, selling over 210 million shares at $95 per share, according to a statement [https://seekingalpha.com/pr/20613961-intel-announces-upsize-and-pricing-of-20-billion-common-stock-offering]. The chipmaker has granted to the underwriters a 30-day option to purchase up to 31,578,947 additional shares of common stock at the public offering price, less underwriting discounts. The offering was upsized to $20 billion from the previously announced offe", "url": "https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-11T06:45:56+00:00", "published_display": "11 Aug 2026 06:45", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "9afa4bf605ae7d2099feee78fcc971f6e43638c1f114c552d2814ba9e0612f49", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.647, "provider_directional_mass": 0.091, "relevance_score": 0.340164, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 41, "tone_signals": ["Dilution risk", "Negative market reaction"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.017753, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 41.7, "age_days": 2.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Chipmaking", "Semiconductors", "Stock Offering"], "evidence_basis": "", "score_included": true}, {"title": "Riot Platforms Inc (RIOT) (Q2 2026) Earnings Call Highlights: Strategic Pivot to AI Data ...", "summary": "This article first appeared on GuruFocus. Total Revenue: $174 million, a 14% increase year-over-year. GAAP Net Loss: $237 million, or $0.68 per diluted share. Adjusted EBITDA Loss: $70 million. Data Center Segment Revenue: $23 million, including $4.9 million in operating lease revenue. Operating Lease Gross Margin: 84%. Bitcoin Mining Revenue: $113.7 million. Bitcoin Production: 1,587 Bitcoin in the quarter, or 17.4 Bitcoin per day. Deployed Hash Rate: 44.4 Exahash per second, accounting for approximately 4.6% of the global network. Net Cost of Power: $0.06 per kilowatt-hour. Direct Cost to Mi", "url": "https://finance.yahoo.com/technology/ai/articles/riot-platforms-inc-riot-q2-050324704.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/riot-platforms-inc-riot-q2-050324704.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T05:03:24+00:00", "published_display": "11 Aug 2026 05:03", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "4de1ff63f6426c164d0f42b7a451d9005e0a63d615841923490ad77974c1b853", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.677, "provider_directional_mass": 0.127, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.923, "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Margin expansion", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.044053, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 69.8, "age_days": 2.6, "influence_label": "Low", "duplicate_count": 1, "topics": ["Balance Sheet", "Bitcoin", "Crypto Mining", "Data Centers", "Earnings", "Financing"], "evidence_basis": "", "score_included": true}, {"title": "MiTAC Computing Technology USA Corporation Announces Grand Opening of Expanded Newark Office to Drive U.S. Infrastructure Growth", "summary": "NEWARK, Calif., Aug. 10, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TWSE:3706), announced the grand opening of its expanded Newark, California operations facility for MiTAC Computing Technology USA Corporation. The strategic expansion reinforces MiTAC's investment in North American technology infrastructure, customer co-innovation, and long-term enterprise growth.MiTAC Computing Technology USA Corporation Announces Grand Opening of Expanded Newark Office to D", "url": "https://finance.yahoo.com/technology/articles/mitac-computing-technology-usa-corporation-033000526.html", "source_link": "https://finance.yahoo.com/technology/articles/mitac-computing-technology-usa-corporation-033000526.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T03:30:00+00:00", "published_display": "11 Aug 2026 03:30", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "39d50333aa410dcec07ff1d9cd44929de5b03a49b661b59d0f0ffbd0178abc59", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.499, "provider_directional_mass": 0.1852, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 63, "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": 0.01578, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 39.8, "age_days": 2.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Adeia (ADEA) Q2 2026 Earnings Call Transcript", "summary": "Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and Investor Relations - Chris ChaneyPresident and Chief Executive Officer - Paul DavisChief Financial Officer - Keith Jones TAKEAWAYS Revenue -- $96.1 million, driven by the execution of six license agreements across over-the-top, e-commerce, consumer electronics, and Pay-TV sectors.Non-GAAP Diluted EPS -- $0.34, compared to $0.25 in the same period last year.Adjusted EBITDA -- $56.4 million, representing an adjusted EBITDA margin of 58.7% for the quarter.Cash from Operations -- $54.6 millio", "url": "https://www.nasdaq.com/articles/adeia-adea-q2-2026-earnings-call-transcript", "source_link": "https://www.nasdaq.com/articles/adeia-adea-q2-2026-earnings-call-transcript", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T01:58:35+00:00", "published_display": "11 Aug 2026 01:58", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "e437c47e06e42cbfbcb530d3d48fe3aa9c8e064a2338b05486d6a66343f706ef", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.584, "provider_directional_mass": 0.133, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.295, "sentiment": "positive", "sentiment_pct": 67, "tone_signals": ["Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.051592, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 68.6, "age_days": 2.7, "influence_label": "Low", "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Earnings Release", "Financial Results", "Fourth Quarter", "Guidance"], "evidence_basis": "", "score_included": true}, {"title": "What Does Super Micro Computer (SMCI) Winning A Gigawatt AI Data Center Mean?", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned as a major step in Super Micro Computer's AI infrastructure plans and deepens its ties with leading AI customers. The company indicates this initiative is distinct from recent product launches and reflects a broader push into large scale AI deployments. For readers tracking how large AI data center build outs are reshaping", "url": "https://finance.yahoo.com/technology/ai/articles/does-super-micro-computer-smci-010919812.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/does-super-micro-computer-smci-010919812.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T01:09:19+00:00", "published_display": "11 Aug 2026 01:09", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "ed54d61a9c807a10e0f8faefcd727353d6bee16fd89d7846ffdbd958617c63da", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.713, "provider_directional_mass": 0.132, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.133, "sentiment": "positive", "sentiment_pct": 77, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.072362, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 68.2, "age_days": 2.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Revenue Guidance", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "Anthropic Strikes $9 Billion Cloud Deal With Riot Platforms", "summary": "(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker's efforts to secure enough computing to meet its customers' demand. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' GameStop's Ryan Cohen Weighs Pulling $56 Billion EBay Offer A $20 Million Wedd", "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-strikes-9-billion-cloud-001720559.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/anthropic-strikes-9-billion-cloud-001720559.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T00:17:20+00:00", "published_display": "11 Aug 2026 00:17", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "0a8eea8a050c5ea145a31e8af6d8ae07101779e7ecef33fc0f55a5a21e3c51e6", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.546, "provider_directional_mass": 0.131, "relevance_score": 0.340164, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.394, "sentiment": "neutral", "sentiment_pct": 54, "tone_signals": ["Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.030326, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 67.9, "age_days": 2.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Bitcoin", "Cloud Computing", "Crypto", "Revenue"], "evidence_basis": "", "score_included": true}, {"title": "Stock Screening Made Simple: A Guide", "summary": "Stock screening is commonly deployed by investors to 'cut through the noise.' The approach is especially useful when considering the thousands of options to choose from, which can often overwhelm investors. Taking a different angle, screening is essentially the same idea as constructing a grocery list. A list helps you easily navigate a store, allowing you to quickly find what you're looking for without wasting a chunk of time. Still, screening is often seen as overwhelming and confusing, particularly when investors are unsure what to look for in a company. In addition, it's not as simple as a", "url": "https://finance.yahoo.com/markets/stocks/articles/stock-screening-made-simple-guide-225800443.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/stock-screening-made-simple-guide-225800443.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T22:58:00+00:00", "published_display": "10 Aug 2026 22:58", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "e2e2a50ee37ecbd81dc2cd20f07d23b6cc0ac0b273eb733549e505fad9231999", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.776, "provider_directional_mass": 0.1732, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Beat expectations", "Operating growth", "Growth forecast"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.032906, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 37.3, "age_days": 2.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["Growth Rate", "Growth Investing", "Income Investing", "Momentum Investing", "Value Investing"], "evidence_basis": "", "score_included": true}, {"title": "Intel (INTC) Tripled This Year, But Can a $15B Share Sale Stop the Momentum?", "summary": "Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index's nearly 75% climb. On August 10, the company said it would sell $15 billion of new stock to fund its push into contract chip manufacturing, and shares fell more than 4% in early trading. That marked a significant shift for a company experiencing a notable operational turnaround in the semiconductor sector.Intel (INTC) Tripled This Year, But Can a $15B Share Sale Stop the Momentum? Bull Case: The AI Boom Finally Shows Up In The Numbers Intel's da", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-intc-tripled-15b-share-213517317.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intel-intc-tripled-15b-share-213517317.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:35:17+00:00", "published_display": "10 Aug 2026 21:35", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "f6b11c4e32efda4647cecb27d6d6846da3d5a694bd779ee5ae040bc80762e423", "target_scope": "Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index's nearly 75% climb.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.545, "provider_directional_mass": 0.146, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Negative market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.072776, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 66.9, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Earnings", "Foundry", "Net Income", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Advanced Micro Devices (NASDAQ:AMD) Shares Down 2.9% - Should You Sell?", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+%28NASDAQ%3AAMD%29+Shares+Down+2.9%25+-+Should+You+Sell%3F%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-08-10T21:23:08+00:00", "published_display": "10 Aug 2026 21:23", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["MarketBeat"], "source_kind": "publisher", "story_key": "c5615f584ea9509fccad2c8ef17c8be54d7a6d80fa35fc141bdf4a75eaa23432", "target_scope": "Advanced Micro Devices (NASDAQ:AMD) Shares Down 2.9% - Should You Sell?", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.019483, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 36.4, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 2, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Why AMD Stock Tumbled 18% in July", "summary": "Key Points The world's largest semiconductor stocks lost a collective $1 trillion in market capitalization last month. AMD investors were worried that tech companies were spending too much on AI.10 stocks we like better than Advanced Micro Devices \u203a Shares of the semiconductor company Advanced Micro Devices (NASDAQ: AMD) fell sharply last month as a sectorwide sell-off among semiconductor stocks weighed on AMD and its peers amid fears of AI overspending. AMD shareholders were also concerned about a report that said AI company DeepSeek is developing its own AI processor. Missed Nvidia in 2009? ", "url": "https://www.nasdaq.com/articles/why-amd-stock-tumbled-18-july", "source_link": "https://www.nasdaq.com/articles/why-amd-stock-tumbled-18-july", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-10T20:39:00+00:00", "published_display": "10 Aug 2026 20:39", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "f8a6d34f949a654d6fcb553bf26a355dfdf63886583b70569115c602fc2bcfc1", "target_scope": "AMD investors were worried that tech companies were spending too much on AI.10 stocks we like better than Advanced Micro Devices \u203a Shares of the semiconductor company Advanced Micro Devices (NASDAQ: AMD) fell sharply last month as a sectorwide sell-off among semiconductor stocks weighed on AMD and its peers amid fears of AI overspending.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": 0.144, "relevance_score": 0.9, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Negative financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070186, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 66.5, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Competition", "Consensus Estimate", "Earnings", "Earnings Per Share", "Financial Results"], "evidence_basis": "archived_article", "score_included": true}, {"title": "AMD Brings Meta's New AI Model to PCs", "summary": "This article first appeared on GuruFocus. Advanced Micro Devices Inc. (AMD, Financials), the chipmaker competing with Nvidia in AI computing, is bringing Meta's new Muse Glimmer 30B model directly to supported PCs and workstations. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator. The model can run on AMD Ryzen AI Max+ processors and Radeon AI PRO R9700 graphics cards, giving developers another way to use advanced AI without sending every workload to the cloud. That is the real appeal. Running models locally can reduc", "url": "https://finance.yahoo.com/technology/ai/articles/amd-brings-metas-ai-model-194558831.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-brings-metas-ai-model-194558831.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:45:58+00:00", "published_display": "10 Aug 2026 19:45", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "e9c0d0201526c83faf77916b1cce815a8420cf7fc642e722598befc250e6e87b", "target_scope": "Advanced Micro Devices Inc. The model can run on AMD Ryzen AI Max+ processors and Radeon AI PRO R9700 graphics cards, giving developers another way to use advanced AI without sending every workload to the cloud.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.493, "provider_directional_mass": 0.155, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.024296, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 35.6, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chipmaker", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "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"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "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": 0.340164, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.009655, "evidence_share": 0.1, "evidence_share_display": "0.1", "freshness_pct": 35.1, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders", "summary": "In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro Cloud and Supermicro on Instinct MI325X GPUs. Together with its planned acquisition of AI inference startup Taalas and large-scale data center capacity partnership with Core Scientific, AMD is intensifying its push to offer full-stack AI hardware and software for cloud and enterprise customers. Now we'll", "url": "https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-instinct-181151722.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-instinct-181151722.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:11:51+00:00", "published_display": "10 Aug 2026 18:11", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "8014671a8e7e78799e1160f7f164ebc5b8a484ec7b207d13b7109b5de8000b5a", "target_scope": "What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro Cloud and Supermicro on Instinct MI325X GPUs.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.1842, "relevance_score": 0.72, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.047188, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 65.6, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Guidance", "Net Income", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Schwab Trading Activity Index\u2122: STAX Score Increases Modestly in July", "summary": "Schwab Trading Activity Index vs. S&P 500 (Graphic: Charles Schwab) Schwab clients were net buyers, using late-month dips to add exposure across individual stocks, ETFs, and options Key Takeaways: The Schwab Trading Activity Index\u2122 (STAX) increased to 59.80 in July, up slightly from its score of 59.12 in June. Clients remained net buyers in July, using late-month dips to add exposure across individual stocks, ETFs, and options. The strongest buying interest came from two clear groups: Gen X clients, who continued to lead net buying by age cohort, and self-directed traders, whose bullish activi", "url": "https://finance.yahoo.com/markets/stocks/articles/schwab-trading-activity-index-stax-163000571.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/schwab-trading-activity-index-stax-163000571.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:30:00+00:00", "published_display": "10 Aug 2026 16:30", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "e87140970ab68dde9ad775c233ebb4ae93cae450495c28ebcad494890a4e10f0", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.682, "provider_directional_mass": 0.1359, "relevance_score": 0.271359, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 86, "tone_signals": ["Improving financial comparison"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.021073, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 34.0, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Etfs", "Options", "Rates", "Technology", "Trading Activity"], "evidence_basis": "", "score_included": true}, {"title": "Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL", "summary": "Advanced Micro Devices AMD announced on Thursday (Aug. 6) that it has entered into a definitive agreement to acquire Taalas, a Toronto-based developer of specialized AI inference silicon, as the company looks to strengthen its position in the rapidly expanding AI inference market. Taalas' technology is designed to optimize inference dataflows and reduce the compute and memory bottlenecks associated with more general-purpose architectures. AMD plans to incorporate the technology into its accelerator roadmap and develop system-level solutions that combine Taalas' capabilities with AMD Instinct G", "url": "https://finance.yahoo.com/technology/ai/articles/taalas-buyout-boosts-amds-ai-161600425.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/taalas-buyout-boosts-amds-ai-161600425.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:16:00+00:00", "published_display": "10 Aug 2026 16:16", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a98ba71f4092c972631f8afb1725cbb4b85971c7a8c73c00a974cc6e8076f40a", "target_scope": "Advanced Micro Devices AMD announced on Thursday (Aug.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": 0.1532, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 43, "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": 0.018619, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 33.8, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Competition", "M A", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?", "summary": "Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 million in the first quarter of 2026. The consensus mark for loss has been steady at 21 cents per share over the past 30 days. Cerebras reported a loss of 4 cents per share in the first quarter of 2026, 71.43% narrower than the Zacks Consensus Estimate of a loss of 14 cents. Consensus Estimate T", "url": "https://finance.yahoo.com/markets/stocks/articles/cerebras-q2-earnings-loom-buy-160700843.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/cerebras-q2-earnings-loom-buy-160700843.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:07:00+00:00", "published_display": "10 Aug 2026 16:07", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "456e23445be878f6af37f2c00154e7ce8c3dc7b9ff61f04b9032b51d5b85e327", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.705, "provider_directional_mass": 0.1978, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.779, "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Beat expectations", "Improving financial comparison", "Deteriorating financial comparison", "Margin expansion"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.049645, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 64.8, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Inference", "Cloud Computing", "Earnings", "Earnings Release", "Price Target", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "OTLK Up More Than 300% in 3 Months: Here's What You Should Know", "summary": "Shares of Outlook Therapeutics OTLK have witnessed a significant surge over the past three months, primarily driven by growing investor optimism related to the company's sole product, Lytenava, which is approved for the treatment of patients with wet age-related macular degeneration (wet AMD). OTLK's Price Performance Shares of Outlook Therapeutics have skyrocketed 311.8% in the past three months compared with the industry's increase of 6.9%.Zacks Investment Research Image Source: Zacks Investment Research Last month, the FDA approved Lytenava for the treatment of neovascular age-related macul", "url": "https://finance.yahoo.com/healthcare/articles/otlk-more-300-3-months-152700954.html", "source_link": "https://finance.yahoo.com/healthcare/articles/otlk-more-300-3-months-152700954.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:27:00+00:00", "published_display": "10 Aug 2026 15:27", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "309a178a2358e7c2ec9d2d38e6fcc539aec61c9c4573c893f484a450ee88e629", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.773, "provider_directional_mass": 0.186, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.323, "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Beat expectations", "Missed expectations", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.07412, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 64.5, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Biotech", "Earnings", "Earnings Per Share", "Fda Approval"], "evidence_basis": "", "score_included": true}, {"title": "AI Workload Evolution Is Creating a New Growth Catalyst for Arm Holdings plc (ARM)", "summary": "Sands Capital, an investment management company, released its \"Sands Capital Technology Innovators Fund\" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The port", "url": "https://finance.yahoo.com/technology/articles/ai-workload-evolution-creating-growth-150103838.html", "source_link": "https://finance.yahoo.com/technology/articles/ai-workload-evolution-creating-growth-150103838.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:01:03+00:00", "published_display": "10 Aug 2026 15:01", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "eb57dcd1b4250519487e947240e6e661b8dee641ce5c4047c2f7967974d88974", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.78, "provider_directional_mass": 0.147, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.182, "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Improving financial comparison", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.078592, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 64.4, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cpu", "Investor Letter", "Semiconductors", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "Intel Corporation\u2019s (INTC) Role in AI Infrastructure Shift", "summary": "Sands Capital, an investment management company, released its \"Sands Capital Technology Innovators Fund\" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The port", "url": "https://finance.yahoo.com/technology/ai/articles/intel-corporation-intc-role-ai-145837411.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/intel-corporation-intc-role-ai-145837411.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:58:37+00:00", "published_display": "10 Aug 2026 14:58", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "c5cb02075584d4c0612d3a4d6876ebdbbaacbcb67d58855ab4fd85c3682aa8e6", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.782, "provider_directional_mass": 0.1632, "relevance_score": 0.340164, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.182, "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Improving financial comparison", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.065415, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 64.3, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cpu Demand", "Investment Ideas", "Semiconductors", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "Broadcom\u2019s Brilliant Positioning is Why I Am Loading Up Over and Over", "summary": "Quick Read Broadcom holds a near-monopoly on high-speed AI Ethernet switching, collecting revenue regardless of which hyperscaler wins the custom silicon race. AVGO guides Q3 AI semiconductor revenue to $16 billion, a 200%+ year-over-year jump, while NVDA competes with the very customers Broadcom serves. Hock Tan projects over $100 billion in fiscal 2027 AI revenue, backed by a booking backlog extending visibility through 2028. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yoursel", "url": "https://finance.yahoo.com/markets/stocks/articles/broadcom-brilliant-positioning-why-am-144924907.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/broadcom-brilliant-positioning-why-am-144924907.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:49:24+00:00", "published_display": "10 Aug 2026 14:49", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "83f89be9bb3b581ed6653edf7b04ad08f60279f126576145b41e6a8bcd533c22", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.779, "provider_directional_mass": 0.136, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Beat expectations", "Improving financial comparison", "Capital returned"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.084355, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 64.3, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Dividends", "Earnings", "Networking", "Ratings"], "evidence_basis": "", "score_included": true}, {"title": "Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD", "summary": "Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cutting the time it takes to turn a chip specification into working silicon. The announcement lands as investors weigh whether Synopsys deserves its premium for owning so much of the AI buildout's tooling.Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD Bull Case: Agents Doing The Engineering, Not ", "url": "https://finance.yahoo.com/technology/ai/articles/synopsys-snps-unleashes-agentic-ai-143945738.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/synopsys-snps-unleashes-agentic-ai-143945738.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:39:45+00:00", "published_display": "10 Aug 2026 14:39", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "cb41a0d270bffca3b36d69f0716ddeeb754bf990ad91432e031541c63c003253", "target_scope": "Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.141, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.053402, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 72.9, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Chip Design", "Class Action", "Free Cash Flow", "Guidance"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Why AMD (AMD) Could Benefit as AI Shifts From Training to Inference", "summary": "Sands Capital, an investment management company, released its \"Sands Capital Technology Innovators Fund\" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The port", "url": "https://finance.yahoo.com/technology/ai/articles/why-amd-amd-could-benefit-143635913.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/why-amd-amd-could-benefit-143635913.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:36:35+00:00", "published_display": "10 Aug 2026 14:36", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "b4995d0d9673b61f3fe4196b161dac01369db55101a3e11479ddfcb2796c77be", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.783, "provider_directional_mass": 0.174, "relevance_score": 0.397746, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.182, "sentiment": "positive", "sentiment_pct": 77, "tone_signals": ["Improving financial comparison", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070817, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 64.2, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cpu", "Gpu", "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"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "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": 0.284607, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.00809, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 32.8, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Tech"], "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"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "63e0f9fd3d3d574f21e49730fcd22c1f63d94e9298e945346dc7eb1bd90fd239", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.69, "provider_directional_mass": 0.148, "relevance_score": 0.299997, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.061167, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 63.9, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["Earnings"], "evidence_basis": "", "score_included": true}, {"title": "Is Advanced Micro (AMD) a Buy as Wall Street Analysts Look Optimistic?", "summary": "The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Advanced Micro Devices (AMD). Advanced Micro currently has an average brokerage recommendation (ABR) of 1.39, on a scale of 1 to 5 (Strong Buy to Strong", "url": "https://finance.yahoo.com/markets/stocks/articles/advanced-micro-amd-buy-wall-133004464.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/advanced-micro-amd-buy-wall-133004464.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:30:04+00:00", "published_display": "10 Aug 2026 13:30", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "ef24c40b2f907c1c5c55972e865e1b87ad324688dd8540968a303a9d04119902", "target_scope": "Is Advanced Micro (AMD) a Buy as Wall Street Analysts Look Optimistic? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Advanced Micro Devices (AMD). Advanced Micro currently has an average brokerage recommendation (ABR) of 1.39, on a scale of 1 to 5 (Strong Buy to Strong", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.493, "provider_directional_mass": 0.169, "relevance_score": 0.72, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 63, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.079001, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 63.8, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Consensus Estimate", "Earnings", "Earnings Estimate", "Price Target", "Price Target", "Ratings"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Silicon Motion Rides on Solid Revenue Growth: Time to Buy the Stock?", "summary": "Silicon Motion Technology Corporation SIMO is benefiting from strong momentum across its storage-controller portfolio, driven by market-share gains, new product ramps and growing exposure to enterprise and artificial intelligence (AI)-related storage applications. The company's rapidly expanding embedded storage business, strength in SSD controllers and increasing contribution from enterprise and automotive storage solutions are driving robust top-line growth. These factors position Silicon Motion well to sustain its growth trajectory through the remainder of 2026. Robust Revenue Growth Bodes ", "url": "https://finance.yahoo.com/markets/stocks/articles/silicon-motion-rides-solid-revenue-132500635.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/silicon-motion-rides-solid-revenue-132500635.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:25:00+00:00", "published_display": "10 Aug 2026 13:25", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "96340a11192cd973e85ba98ad520c56bfe91ba0ad73b75b19658d7f96c595dce", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.757, "provider_directional_mass": 0.218, "relevance_score": 0.367425, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 89, "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": 0.078879, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 63.8, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Surprise", "Market Share", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Prediction: Micron and Taiwan Semiconductor Manufacturing Stocks Will Both Rebound to Fresh Highs Before 2026 Ends", "summary": "Micron Technology (NASDAQ: MU) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are two of the hottest stocks in the market. They've each had strong years, with Micron rising 213% and Taiwan Semiconductor increasing 36%. While those are fantastic one-year runs, the reality is that each of them is off its high. Taiwan Semiconductor is down around 15% while Micron is off about 25%. By the end of 2026, I think each of these stocks could etch a fresh all-time high, making them great buys today. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for", "url": "https://finance.yahoo.com/markets/stocks/articles/prediction-micron-taiwan-semiconductor-manufacturing-132000633.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/prediction-micron-taiwan-semiconductor-manufacturing-132000633.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:20:00+00:00", "published_display": "10 Aug 2026 13:20", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "2b4f070c932a0ef5f3a20c25a9fd2d9add15eb317fddd247b304e37ee0b2f58b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.73, "provider_directional_mass": 0.1429, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.137, "sentiment": "positive", "sentiment_pct": 78, "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": 0.070344, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 63.7, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chipmakers", "Earnings", "Fourth Quarter", "Investments", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Intel Falls 5% on Proposed $15B Share Sale as AMD, NVIDIA, Broadcom Hold Steady", "summary": "Quick Read Intel dropped 5% after announcing a $15B stock offering, as management capitalizes on a 175% year-to-date rally to fund its foundry buildout. NVDA and SOXX are flat on the day, confirming traders treat Intel's selloff as an isolated capital-structure event with no sector-wide read-through. Tesla is confirmed as a 14A foundry customer, and Wall Street's $115 consensus INTC price target sits well above today's trading level. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for y", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-falls-5-proposed-15b-131920887.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intel-falls-5-proposed-15b-131920887.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:19:20+00:00", "published_display": "10 Aug 2026 13:19", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a0cf5291640aa03705d811b5a73f9d6807e99a70e290eda2e8282c04c1c4606c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.687, "provider_directional_mass": 0.161, "relevance_score": 0.397746, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.853, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Guidance raised", "Operating growth", "Dilution risk"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.024428, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 47.2, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Demand", "Balance Sheet", "Capital Structure", "Foundry", "Price Target", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "TSMC Revenue Surges as AI Chip Demand Hold", "summary": "TSMC Revenue Surges as AI Chip Demand Hold - Moby BREAKING NEWS Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. The company that makes the AI trade tactile is having a nice start to the week. TSMC never says anything about its monthly revenue. There's no call, no commentary, no chairman walking anyone through it. The company just posts a number, and the entire semiconductor complex reads it like scripture, because TSMC is the shop that machines Nvidia's chips and Google's custom silicon. TS", "url": "https://finance.yahoo.com/technology/ai/articles/tsmc-revenue-surges-ai-chip-130445040.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/tsmc-revenue-surges-ai-chip-130445040.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:04:45+00:00", "published_display": "10 Aug 2026 13:04", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3a77323d5fb404e3e4a43d67705846a51dc82dd596896817488d78fcc6e6bb3b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.71, "provider_directional_mass": 0.113, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.065032, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 63.6, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Semiconductors", "Tech"], "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"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "633d16beff549053c6dafa45b463dbc6b501a5263f4a7bc5f0737703c632ac81", "target_scope": "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.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.699, "provider_directional_mass": 0.073, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.083148, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 63.3, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Semiconductors", "Share Buyback", "Shareholder", "Stock Sale"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Who Really Benefits as Sovereign AI Infrastructure Spending Explodes?", "summary": "Quick Read Nvidia leads with $91B Q2 guidance and 75% margins, while AMD's 107% data center growth drives sovereign wins in India, Korea, and UAE. Vertiv's Americas segment grew 29% and Eaton's electrical orders surged 41% organically as every new AI gigawatt demands more power and cooling infrastructure. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Sovereign AI infrastructure is emerging as one of the largest capital cycles of the decade. Governments and hyper", "url": "https://finance.yahoo.com/technology/ai/articles/really-benefits-sovereign-ai-infrastructure-115543024.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/really-benefits-sovereign-ai-infrastructure-115543024.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:55:43+00:00", "published_display": "10 Aug 2026 11:55", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "1a32a94b01d7102a7d7ef80f42f0a1530ea1e28c92bc29862a0461e732575e50", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.751, "provider_directional_mass": 0.152, "relevance_score": 0.340164, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 86, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.098669, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 72.1, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Growth Rate", "Semiconductors", "Sovereign AI", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Anthropic Locks In $10B European Compute Bet With a Seven-Month-Old Startup", "summary": "Anthropic is establishing its first dedicated European AI compute footprint, marking a significant geographic expansion in the race for sovereign-grade processing power. The company has reportedly entered into a six-year, $10 billion compute capacity agreement centered on a 133 MW data center in Norway. This deployment, operated by Bitdeer Technologies Group at its Tydal campus in Tr\u00f8ndelag, is designed to house Nvidia's advanced Vera Rubin chips, signaling a strategic pivot toward high-density, renewable-powered infrastructure in the Nordic region. The deal structure reveals the sophisticated", "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-locks-10b-european-compute-091730304.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/anthropic-locks-10b-european-compute-091730304.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T09:17:30+00:00", "published_display": "10 Aug 2026 09:17", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "7f959b22279302707562427ee22bfb269e522fcb553076a68c43643d8c6ce403", "target_scope": "This deployment, operated by Bitdeer Technologies Group at its Tydal campus in Tr\u00f8ndelag, is designed to house Nvidia's advanced Vera Rubin chips, signaling a strategic pivot toward high-density, renewable-powered infrastructure in the Nordic region.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.1219, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.012141, "evidence_share": 0.1, "evidence_share_display": "0.1", "freshness_pct": 30.6, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Infrastructure", "IPO", "Renewable Energy"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Top economist warns that the AI math doesn\u2019t make sense: \u2018Profits are currently being funded by investors rather than earned from customers\u2019", "summary": "\"Is there an AI bubble?\" is such a tired thought. Here's something altogether more wired: The AI boom is paying off, but not in a way that the current equities market has accounted for. The success of the technology in one area of the economy could make the bubble real in another, more precisely. In a blog post published on Friday, Apollo Chief Economist Torsten Slok highlighted that the parts of the AI value chain with the highest profit margins\u2014companies making AI models and applications\u2014actually have the lowest levels of profitability, a departure from the standard business model of, well b", "url": "https://finance.yahoo.com/technology/ai/articles/top-economist-warns-ai-math-070000978.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/top-economist-warns-ai-math-070000978.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T07:00:00+00:00", "published_display": "10 Aug 2026 07:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "7b5437a53811425cce2b6b1d6e1f2573f8099ac350795619f17a20ec76fcc1a1", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.532, "provider_directional_mass": 0.208, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.478, "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Margin expansion"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.038863, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 70.6, "age_days": 3.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Boom", "Debt", "Free Cash Flow", "Profit Margins", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Nvidia, Eli Lilly, and Disney Show It\u2019s Time to Back the Top Dogs", "summary": "Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now. Continue Reading", "url": "https://finance.yahoo.com/m/bd14b29c-18a2-3bb0-930e-e50923390400/nvidia%2C-eli-lilly%2C-and-disney.html", "source_link": "https://finance.yahoo.com/m/bd14b29c-18a2-3bb0-930e-e50923390400/nvidia%2C-eli-lilly%2C-and-disney.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T05:00:00+00:00", "published_display": "10 Aug 2026 05:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "c20b0243a7a167658a7d7be160907b68671f52652be55c611c118b9ae1841042", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.467, "provider_directional_mass": 0.342, "relevance_score": 0.162, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 62, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.006912, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 28.8, "age_days": 3.6, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "5-star analyst resets AMD stock price target", "summary": "Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note reviewed by TradingView. Sur ranks number 15 out of 12,453 Wall Street analysts tracked by TipRanks, with a 71% success rate and an average return of 43.40% per rating. Sur maintained his \"Neutral\" rating on the stock even as he raised the stock price target. He told investors that AMD delivered anot", "url": "https://finance.yahoo.com/markets/stocks/articles/5-star-analyst-resets-amd-210300850.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-star-analyst-resets-amd-210300850.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T21:03:00+00:00", "published_display": "09 Aug 2026 21:03", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "285b2078089ac6fc86de8f3c8e2333d36ff5497b3a0e8e5fbd16764a131d5434", "target_scope": "Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.0969, "relevance_score": 0.795492, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.037546, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 58.0, "age_days": 3.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Fourth Quarter", "Price Target", "Price Target"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them?", "summary": "Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker's ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading. The agreement is more substantial than the initial announcement suggested. Core Scientific's earnings release described 15-year agreements covering approximately 530 megawatts across five sites, with more than $14 billion of potential base contrac", "url": "https://finance.yahoo.com/markets/stocks/articles/core-scientific-corz-shareholders-rejected-203304503.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/core-scientific-corz-shareholders-rejected-203304503.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T20:33:04+00:00", "published_display": "09 Aug 2026 20:33", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "27f73d0a3fecdd44ca716060dc037cf8ae68dad7389feb4d2831678642ef5ffe", "target_scope": "(NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker's ecosystem access to more than 500 megawatts of U.S.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.569, "provider_directional_mass": 0.164, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.556, "sentiment": "neutral", "sentiment_pct": 45, "tone_signals": ["Contract or approval lost", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.058229, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 57.8, "age_days": 3.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Colocation", "Data Centers", "Earnings Release", "Infrastructure", "Partnerships"], "evidence_basis": "archived_article", "score_included": true}, {"title": "A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028", "summary": "Key Points TSMC doesn't care which company wins the AI revolution, as long as it buys chips from it. Taiwan Semiconductor is heavily investing in capabilities to ensure it can meet demand. 10 stocks we like better than Taiwan Semiconductor Manufacturing \u203a Taiwan Semiconductor(NYSE: TSM) is one of the biggest beneficiaries of the artificial intelligence revolution that nobody talks about. It's making chips for major players, including Nvidia, Broadcom, and Advanced Micro Devices. All of these companies are competing to secure more space in data centers. Yet one company stands to benefit regardl", "url": "https://www.nasdaq.com/articles/10000-investment-taiwan-semiconductor-today-will-be-worth-much-2028", "source_link": "https://www.nasdaq.com/articles/10000-investment-taiwan-semiconductor-today-will-be-worth-much-2028", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-09T19:50:00+00:00", "published_display": "09 Aug 2026 19:50", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "4c14f865abf72805cd2b155361f7a84471f12b474c53d8c320d93d680e0cc004", "target_scope": "It's making chips for major players, including Nvidia, Broadcom, and Advanced Micro Devices.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.165, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "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": 0.03837, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 57.6, "age_days": 4.0, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Artificial Intelligence", "Growth", "Growth Rate", "Markets", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Billionaire investor shorting SpaceX says one possible fix won't work", "summary": "The bearish case against SpaceX keeps finding new voices. I've now tracked short theses from Doug Kass, warnings from the former Nasdaq CEO, my colleague's piece on Michael Burry walking away from the trade, and Jim Cramer urging patience before the lockup expiration. Now add Peter Andersen of Boston-based Andersen Capital Management to that list. Andersen has managed money across separate accounts, mutual funds, and world asset classes since 1993. He isn't just skeptical of SpaceX (SPCX). He's actively shorting it. And when asked whether a Tesla-SpaceX merger would change his mind, his answer", "url": "https://finance.yahoo.com/markets/stocks/articles/billionaire-investor-shorting-spacex-says-183300515.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/billionaire-investor-shorting-spacex-says-183300515.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T18:33:00+00:00", "published_display": "09 Aug 2026 18:33", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "92654cf4b42caccc2de928f48b35d731dc368acea3ad032d98a0ba2862589d14", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.778, "provider_directional_mass": 0.123, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.08, "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Beat expectations", "Improving financial comparison", "Loss narrowed"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.079735, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 67.1, "age_days": 4.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Free Cash Flow", "IPO", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Datadog coverage update: BofA stays bullish on weakness", "summary": "Datadog Inc. (DDOG) spent last summer defending itself against one accusation: that its biggest customer was quietly building its way out the door. In July 2025, Guggenheim downgraded the stock to sell, warning that OpenAI was developing in-house monitoring tools that could carve a $150 million hole in Datadog's revenue. The stock brushed it off and nearly doubled over the following year. On August 6, the warning arrived anyway, delivered not by a bearish analyst but by Datadog's own management. The company beat second-quarter revenue and earnings estimates and raised its full-year guidance fo", "url": "https://finance.yahoo.com/markets/stocks/articles/datadog-coverage-bofa-stays-bullish-164700611.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/datadog-coverage-bofa-stays-bullish-164700611.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T16:47:00+00:00", "published_display": "09 Aug 2026 16:47", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "2fca4d4e4df5a1518d8da95bf6342d8c09599743963a1a0688ced886ce1cddfa", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.758, "provider_directional_mass": 0.137, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.397, "sentiment": "positive", "sentiment_pct": 72, "tone_signals": ["Guidance raised", "Improving financial comparison", "Analyst downgrade"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.062642, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 56.6, "age_days": 4.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Release", "Earnings Report", "Growth Rate"], "evidence_basis": "", "score_included": true}, {"title": "Key deals this week: Bending Spoons, Advanced Micro Devices, Visa, Prologis, and more", "summary": "Here's a list of key deals reported across sectors this week: DoubleVerify (DV [https://seekingalpha.com/symbol/DV]) agreed to be acquired [https://seekingalpha.com/pr/20611211-nielsen-to-acquire-doubleverify-creating-a-leading-independent-media-intelligence-platform#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews] by Nielsen in an all-cash transaction valued at ~$2.15B. DV shareholders will receive $13.60 per share in cash, representing a 30% premium to the 60-day volume-weighted average price as of August 5. Advanced Micro Devices (AMD [https://seekingalpha.com/sy", "url": "https://seekingalpha.com/news/4629666-key-deals-this-week-bending-spoons-advanced-micro-devices-visa-prologis-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4629666-key-deals-this-week-bending-spoons-advanced-micro-devices-visa-prologis-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-09T14:46:31+00:00", "published_display": "09 Aug 2026 14:46", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "1915d8ddba7397005e40740761b6b6b80f019852210f6933c665b285975d7c0f", "target_scope": "Key deals this week: Bending Spoons, Advanced Micro Devices, Visa, Prologis, and more Advanced Micro Devices (AMD [https://seekingalpha.com/sy", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.2092, "relevance_score": 0.72, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.04668, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 66.0, "age_days": 4.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisitions", "Dividends", "Financials", "M&a", "M A", "Mergers"], "evidence_basis": "archived_article", "score_included": true}, {"title": "3 Artificial Intelligence (AI) Stocks to Load Up On in August", "summary": "Key Points Nvidia has a major catalyst arriving in the latter half of August. Micron is benefiting from soaring memory chip prices. Amazon is seeing significant growth in cloud computing thanks to AI workloads. 10 stocks we like better than Nvidia \u203a August has just begun, but the events in late July and early August have really shaken up the artificial intelligence (AI) investing landscape. Several winners and losers have appeared, and even though earnings season isn't over yet, there are plenty of stocks worth considering right now. A few stocks that top my list are Nvidia(NASDAQ: NVDA), Micr", "url": "https://www.nasdaq.com/articles/3-artificial-intelligence-ai-stocks-load-august", "source_link": "https://www.nasdaq.com/articles/3-artificial-intelligence-ai-stocks-load-august", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-09T12:30:00+00:00", "published_display": "09 Aug 2026 12:30", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "6588e796d81d2d818ac0874df76048db94030ccf14f76030e8775385d195919c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.674, "provider_directional_mass": 0.171, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.945, "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Guidance raised", "Improving financial comparison", "Deteriorating financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.038365, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 55.2, "age_days": 4.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Markets", "Operating Income", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Street Calls of the Week", "summary": "Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Fair Isaac Corp. What's the full story? Wolfe Research downgrades Fair Isaac Corporation (NYSE:FICO) to Peer Perform with a $1,100\u2013$1,350 fair value range. The core engine is fracturing: lenders actively game FICO Classic against VantageScore 4.0 to give borrowers lower rates. Over 20% of the mortgage market faces this score arbitrage. Until regulators approve FICO 10T, FICO bleeds market sh", "url": "https://finance.yahoo.com/markets/stocks/articles/street-calls-week-103502997.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/street-calls-week-103502997.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:35:02+00:00", "published_display": "09 Aug 2026 10:35", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "ed7b423a2323643c2d166badf496e9b7afdef4e60e27261b7055ea17bab4b668", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.789, "provider_directional_mass": 0.242, "relevance_score": 0.367425, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.058, "sentiment": "positive", "sentiment_pct": 82, "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating growth"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.033992, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 36.5, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Downgrade", "Earnings", "Earnings Growth", "Fourth Quarter", "Free Cash Flow", "Gene Therapy"], "evidence_basis": "", "score_included": true}, {"title": "AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge", "summary": "Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock's price. On August 6, AMD confirmed a deal to buy Taalas, a Toronto-based startup building specialized silicon for AI inference, a move aimed squarely at the first problem even as the second has been driving the stock's swings all week.AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge Bull Case: A Full Stack Getting Fuller Taalas, founded in 2023, has built technolo", "url": "https://finance.yahoo.com/technology/ai/articles/amd-amd-buys-inference-chip-102614063.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-amd-buys-inference-chip-102614063.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:26:14+00:00", "published_display": "09 Aug 2026 10:26", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9e05525b9ce5f1e410e1531f40790b85955a763f6b1f627b54bca613e7a37f8e", "target_scope": "Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock's price.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.169, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.035648, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 64.9, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI", "Earnings", "Growth Rate", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "My 3 Favorite Value Stocks to Buy Right Now", "summary": "Key Points Amazon's P/E ratio keeps falling despite a surging stock price. It is not too late to capitalize on Target's stock price recovery. Nvidia's stock price has not risen in proportion to the company's growth in recent years.10 stocks we like better than Amazon \u203a The state of today's stock market might make some investors nervous. As they ponder the implications of the indexes selling close to all-time highs, they might become anxious. However, despite such conditions, many top names remain value stocks. Consequently, investors can still find bargains in this market, and knowing that, in", "url": "https://www.nasdaq.com/articles/my-3-favorite-value-stocks-buy-right-now", "source_link": "https://www.nasdaq.com/articles/my-3-favorite-value-stocks-buy-right-now", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-09T08:35:00+00:00", "published_display": "09 Aug 2026 08:35", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "37cadb389996ae52fc97c881645154ce2edbd4d27db13c0759c1193b7fbcd5d7", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.765, "provider_directional_mass": 0.1389, "relevance_score": 0.402489, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.346, "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.062725, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 54.0, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Growth Rate", "Markets", "Net Income", "Tech", "Value Stocks"], "evidence_basis": "", "score_included": true}, {"title": "Humanoids are as much a compute story as a robotics one", "summary": "Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain. Investor attention has largely focused on visible hardware such as motors, actuators, sensors and batteries. Yet the biggest near-term constraint is intelligence, as humanoids must perceive their surroundings, reason and adjust their behaviour in unpredictable environments. The required computing stack has three main lay", "url": "https://finance.yahoo.com/technology/ai/articles/humanoids-much-compute-story-robotics-063038029.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/humanoids-much-compute-story-robotics-063038029.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T06:30:38+00:00", "published_display": "09 Aug 2026 06:30", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "4fa175176fb20ec94916d1e7e6e692b1fbd712ebc7c0a156990e00833773b025", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.493, "provider_directional_mass": 0.1159, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Positive financial language"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.007113, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 20.8, "age_days": 4.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Robotics", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points", "summary": "Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% year to date. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. The VanEck Semiconductor ETF (NASDAQ:SMH) is the most popular way to bet on chips. SMH is the default semiconductor ETF for most brokerage accounts, prized for its concentrated exposure to the largest", "url": "https://finance.yahoo.com/markets/stocks/articles/forget-smh-chip-fund-owns-224106943.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/forget-smh-chip-fund-owns-224106943.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T22:41:06+00:00", "published_display": "08 Aug 2026 22:41", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "5b5095c1931d6658e3a222aa987f89eee05e09cf8c58d43438d912d40d4205e0", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.526, "provider_directional_mass": 0.18, "relevance_score": 0.367425, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 61, "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": 0.013713, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 32.5, "age_days": 4.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["ETF", "Fees", "Price Performance", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "AMD just made bold move to challenge Nvidia", "summary": "Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup with a radical idea about how AI chips should be built. The deal will not move AMD's revenue this quarter, and it will not dent Nvidia's lead right away. But it points to where the next phase of the AI buildout is heading, and it could matter a great deal for the cloud companies that are running out of chea", "url": "https://finance.yahoo.com/technology/ai/articles/amd-just-made-bold-move-220700266.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-just-made-bold-move-220700266.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T22:07:00+00:00", "published_display": "08 Aug 2026 22:07", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "f010f47c575f93384ccaaae0a178fb533a17fca2228cb7c4a63b3bfcd7f7cec3", "target_scope": "Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.098, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "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": 0.007306, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 18.4, "age_days": 4.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Energy Efficiency", "M A", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft Shows the &quot;Magnificent Seven&quot; What AI Investment Looks Like", "summary": "In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: Meta and Microsoft\u2019s earnings reports.The best \u201cMagnificent Seven\u201d stock to buy now.Hidden Gems earning highlights.Maibag: Buy single stocks or bet on several companies in the same industry? To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little", "url": "https://www.nasdaq.com/articles/microsoft-shows-magnificent-seven-what-ai-investment-looks", "source_link": "https://www.nasdaq.com/articles/microsoft-shows-magnificent-seven-what-ai-investment-looks", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-08T21:01:02+00:00", "published_display": "08 Aug 2026 21:01", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "bd3e5aa6c14971a1385cbb6977267441231c96ac50fbbcc10e1464446681c564", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.585, "provider_directional_mass": 0.1742, "relevance_score": 0.318195, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.974, "sentiment": "neutral", "sentiment_pct": 55, "tone_signals": ["Operating growth", "Negative market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.02639, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 50.5, "age_days": 4.9, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Capex Reduction", "Cloud Computing", "Defense", "Earnings", "Earnings Report"], "evidence_basis": "", "score_included": true}, {"title": "AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia?", "summary": "Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been disclosed. The company plans to integrate Taalas' technology into its accelerator roadmap and develop system-level solutions combining it with AMD Instinct graphics processing units (GPUs). \"AMD is building a full-stack AI platform that gives ", "url": "https://finance.yahoo.com/technology/ai/articles/amd-amd-buys-taalas-ai-194609482.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-amd-buys-taalas-ai-194609482.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T19:46:09+00:00", "published_display": "08 Aug 2026 19:46", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "5932cd0ceca02a514420ece82811a9aaa91c315c08cca6b35629c9375fd46362", "target_scope": "Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": 0.176, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.033555, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 61.1, "age_days": 5.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI", "Gpu", "Inference", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Grindr CEO makes stunning AI reveal that changes the dating game", "summary": "Grindr (GRND) just told investors that artificial intelligence (AI) now runs through everything it builds. On August 6, CEO George Arison walked through second-quarter results with a claim that stood out even in a market full of AI announcements. He said the dating platform now works as an AI-native company, from the code up. The numbers behind that claim are big, and so is the plan tied to them. Grindr is charging as much as $350 a month for a new AI companion feature. Arison says the technology is already paying for itself. For anyone who owns the stock, or is watching the dating app sector,", "url": "https://finance.yahoo.com/technology/ai/articles/grindr-ceo-makes-stunning-ai-173300577.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/grindr-ceo-makes-stunning-ai-173300577.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T17:33:00+00:00", "published_display": "08 Aug 2026 17:33", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "f569ec3307d3db3a542070fbb61e1aeefaf394f25b9f27754504a16973e32881", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.718, "provider_directional_mass": 0.1329, "relevance_score": 0.519615, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.66, "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Beat expectations", "Missed expectations", "Guidance raised", "Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.048134, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 49.5, "age_days": 5.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Dating Apps", "Earnings", "Earnings Report", "Guidance", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Trending stocks this week as SpaceX, Palantir earnings and jobs data drive markets", "summary": "[Wall Street New York stock exchange stock market] alexsl Wall Street ended the week higher, with the Dow Jones Industrial Average (DJI [https://seekingalpha.com/symbol/DJI]) and the S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) closing at record highs as investors weighed a deluge of corporate earnings, including results from SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) and Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]), alongside weaker-than-expected U.S. payrolls data. U.S. nonfarm payrolls fell by 23,000 in July, missing economists' expectations for a", "url": "https://seekingalpha.com/news/4629310-trending-stocks-this-week-as-spacex-palantir-earnings-and-jobs-data-drive-markets?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4629310-trending-stocks-this-week-as-spacex-palantir-earnings-and-jobs-data-drive-markets?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-08T17:12:36+00:00", "published_display": "08 Aug 2026 17:12", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "3de5b53e39642d63ea3e66b9431f8d6721c947cda34a3c65a2fb2f0d754c1b1a", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.77, "provider_directional_mass": 0.132, "relevance_score": 0.240534, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.284, "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Beat expectations", "Missed expectations", "Guidance raised", "Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.049439, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 49.4, "age_days": 5.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Earnings Per Share", "Earnings Report", "Fourth Quarter"], "evidence_basis": "", "score_included": true}, {"title": "Xanadu Accelerates Chip Production as Investors Await Next Catalyst in Race to Scalable Quantum Computing \u2013 Quarterly Update Report", "summary": "Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Optical-Loss Progress and Higher Wafer Throughput Advance Hardware Roadmap as Growth Investment Accelerates Key Takeaways: XNDU advanced hardware execution, achieving 0.085 dB edge-coupling loss while increasing thin-film lithium niobate and silicon nitride fabrication by 75% and 50%. Higher wafer throughput accelerates qubit-factory iteration, with the aggregate optical-loss gap reduced by up to 200x and 5-10x remaining. PennyLane expanded through QROM, Frontier, Lockheed Martin training, and bank engagements, strengthening ", "url": "https://finance.yahoo.com/technology/ai/articles/xanadu-accelerates-chip-production-investors-164143794.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/xanadu-accelerates-chip-production-investors-164143794.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T16:41:43+00:00", "published_display": "08 Aug 2026 16:41", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "60400e8919c7cef9f2f70aaea8a418432f17de779aae4b4b3402243472898d96", "target_scope": "Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Optical-Loss Progress and Higher Wafer Throughput Advance Hardware Roadmap as Growth Investment Accelerates Key Takeaways: XNDU advanced hardware execution, achieving 0.085 dB edge-coupling loss while increasing thin-film lithium niobate and silicon nitride fabrication by 75% and 50%.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.514, "provider_directional_mass": 0.1878, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.394, "sentiment": "positive", "sentiment_pct": 58, "tone_signals": ["Loss narrowed"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.023708, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 30.7, "age_days": 5.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Balance Sheet", "Funding", "Hardware Progress", "Manufacturing", "Price Target", "Quantum Computing"], "evidence_basis": "archived_article", "score_included": true}, {"title": "16 out of 16 technology stocks deliver EPS wins this week: Earnings Scorecard", "summary": "The technology sector was in focus this week after investors assessed earnings reports from companies including Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]) and Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]). The technology sector (XLK [https://seekingalpha.com/symbol/XLK]) gained over 30% so far this year, compared to the nearly 13% rise in the broader S&P 500 Index. In this week's earnings recap, 16 tickers reported results, out of which all reported earnings beats. On the revenue side, 15 companies exceeded revenue expectations, while one company t", "url": "https://seekingalpha.com/news/4629254-16-out-of-16-technology-stocks-deliver-eps-wins-this-week-earnings-scorecard?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4629254-16-out-of-16-technology-stocks-deliver-eps-wins-this-week-earnings-scorecard?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-08T15:45:06+00:00", "published_display": "08 Aug 2026 15:45", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "9087aef73b58dc3b37f029fb39c926198aee7dbb951dbe90b8fcabd89da95b0c", "target_scope": "The technology sector was in focus this week after investors assessed earnings reports from companies including Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]) and Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]).", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.621, "provider_directional_mass": 0.1199, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.095172, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 49.0, "age_days": 5.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings News", "Fourth Quarter", "Guidance", "Quarterly Results", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "AMD Tops Q2 Estimates, but Investors Still Hit the Sell Button. What's Next for AMD Stock.", "summary": "Wall Street has developed an expensive habit when it comes to artificial intelligence (AI) stocks. Every quarter has to be bigger than the previous one. Simply beating expectations no longer earns applause. Investors now want results that shatter forecasts, raise long-term expectations, and justify sky-high valuations. Anything less can send shares lower. Advanced Micro Devices (AMD) learned that lesson the hard way after reporting its second-quarter results for fiscal 2026 on Aug. 4 after the market closed. The chipmaker edged past analysts' expectations on both top and bottom lines and even ", "url": "https://finance.yahoo.com/markets/stocks/articles/amd-tops-q2-estimates-investors-151502222.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amd-tops-q2-estimates-investors-151502222.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T15:15:02+00:00", "published_display": "08 Aug 2026 15:15", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "71cf42dc9ecdb66cfda6a98cfb1112b7cfaec2d783b0680604078ccc2e14f7b1", "target_scope": "Advanced Micro Devices (AMD) learned that lesson the hard way after reporting its second-quarter results for fiscal 2026 on Aug.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.567, "provider_directional_mass": 0.1439, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.29, "sentiment": "positive", "sentiment_pct": 66, "tone_signals": ["Beat expectations"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.06214, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 48.8, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Data Centers", "Earnings", "Earnings Report", "Fourth Quarter"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Is AMD Stock a Buy on the Dip as AI Revenue Surges?", "summary": "Key Points AMD is seeing strong growth, but its larger growth opportunities are still in front of it. Its new Helios AI server racks should be a strong growth driver in the year ahead.10 stocks we like better than Advanced Micro Devices \u203a Advanced Micro Devices (NASDAQ: AMD) shares sank despite the semiconductor company reporting a surge in AI data center revenue in the second quarter and projecting that the segment will see revenue more than double in 2027. While the stock is well off its high, it is still up around 125% on the year. Let's dig into the company's earnings results and prospects", "url": "https://www.nasdaq.com/articles/amd-stock-buy-dip-ai-revenue-surges", "source_link": "https://www.nasdaq.com/articles/amd-stock-buy-dip-ai-revenue-surges", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-08T14:50:00+00:00", "published_display": "08 Aug 2026 14:50", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "e5912398833ddd0d7db03f4d31a7a4b8d4dc203945215dc27ec13bc456c41c99", "target_scope": "Its new Helios AI server racks should be a strong growth driver in the year ahead.10 stocks we like better than Advanced Micro Devices \u203a Advanced Micro Devices (NASDAQ: AMD) shares sank despite the semiconductor company reporting a surge in AI data center revenue in the second quarter and projecting that the segment will see revenue more than double in 2027.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.661, "provider_directional_mass": 0.153, "relevance_score": 0.9, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.118654, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 48.7, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Data Centers", "Earnings", "Earnings Per Share", "Earnings Results", "Markets"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. Multi-year commitments from these customers are channeling significant capital expenditure into Broadcom's AI infrastructure hardware, even as some of that spend bypasses GPU market leader Nvidia. The agreements increase Broadcom's visibility on future AI related revenue tied to large scale data center buildouts. Broadcom", "url": "https://finance.yahoo.com/technology/ai/articles/does-broadcom-avgo-now-lead-141116363.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/does-broadcom-avgo-now-lead-141116363.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T14:11:16+00:00", "published_display": "08 Aug 2026 14:11", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "d829593f36a49074af2898d20dcd95a60ee583395347a5a529e23c29e09ff78c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.637, "provider_directional_mass": 0.0981, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "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": 0.045225, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 48.5, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Data Centers", "Networking", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next.", "summary": "Advanced Micro Devices' (AMD) data center business just delivered one of the clearest structural shifts in the company's modern history. In the second quarter of 2026, AMD reported data center revenue of $6.7 billion. That's more than double the $3.2 billion recorded a year earlier. The segment now accounts for 58% of total company revenue, up from roughly 42% in the year-ago period. More News from Barchart Billionaire Jensen Huang Says That When America Goes to War He Would Rather Not Be Asked About His Own Technology: 'I Would Really Appreciate Not Getting a Phone Call\u2026' SanDisk Just Unveile", "url": "https://finance.yahoo.com/markets/stocks/articles/amd-just-reported-data-center-134502782.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amd-just-reported-data-center-134502782.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T13:45:02+00:00", "published_display": "08 Aug 2026 13:45", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3d869cecae3fb98651e0b3312915384be113a51f65c4172921b35912c70b1725", "target_scope": "Advanced Micro Devices' (AMD) data center business just delivered one of the clearest structural shifts in the company's modern history.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.573, "provider_directional_mass": 0.0939, "relevance_score": 0.72, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 70, "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": 0.068049, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 48.4, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Earnings", "Earnings Report", "Price Target", "Price Target"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Earnings Scoreboard: 86% of S&P 500 reporting firms top EPS estimates as 79% post Y/Y profit growth", "summary": "[Rolled newspaper with the headline Quarterly Results] Zerbor S&P 500 earnings activity accelerated this week, with more than 130 index members reporting quarterly results that provided key insights into corporate margin health, spending trends, and overall macroeconomic strength. EARNINGS ROUNDUP: * BOTTOM LINE (EPS): Out of 133 reporting companies, 114 topped consensus estimates, 15 fell short, and 4 met expectations, with 105 firms posting year-over-year earnings growth. * TOP LINE (REVENUE): Sales performance remained robust, with 97 companies beating revenue projections and 36 missing, wh", "url": "https://seekingalpha.com/news/4628903-earnings-scoreboard-86-of-sp-500-reporting-firms-top-eps-estimates-as-79-post-yy-profit-growth?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4628903-earnings-scoreboard-86-of-sp-500-reporting-firms-top-eps-estimates-as-79-post-yy-profit-growth?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-08T13:30:44+00:00", "published_display": "08 Aug 2026 13:30", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "8be9931370d2e210759332e202c8f57305868080b67a9cd32da91dc8e1969f08", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.736, "provider_directional_mass": 0.146, "relevance_score": 0.18000000000000002, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.546, "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Beat expectations", "Missed expectations", "Guidance raised", "Beat Expectations"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.039185, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 48.4, "age_days": 5.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Growth", "Earnings News", "Financial Results", "Free Cash Flow", "Guidance"], "evidence_basis": "", "score_included": true}, {"title": "Advanced Micro Devices (AMD) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031", "summary": "Quick Read AMD's Data Center revenue jumped 57% YoY, driving a base-case projection of $7,657 from a $5,000 investment by 2031. Export controls already cost AMD roughly $800 million in inventory charges, while a P/E of 206 leaves little room for execution stumbles. Lisa Su noted MI450 and Helios customer forecasts exceed initial expectations, with Meta, OpenAI, and Oracle running major GPU deployments. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Advanced Micro", "url": "https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-amd-price-130011101.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-amd-price-130011101.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T13:00:11+00:00", "published_display": "08 Aug 2026 13:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "735e7d16d68e6c05f9a1a1ea6a83978c89148cc46c0935582a8cce3d0498a6ed", "target_scope": "Advanced Micro Devices (AMD) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031 It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Advanced Micro", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.733, "provider_directional_mass": 0.1509, "relevance_score": 0.9, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.149741, "evidence_share": 1.7, "evidence_share_display": "1.7", "freshness_pct": 48.2, "age_days": 5.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Price Target", "Share Price", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Should You Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Return of 200%?", "summary": "Key Points Advanced Micro Devices has become one of Nvidia's fiercest competitors in the market for artificial intelligence data center chips. The company's data center revenue more than doubled during the 2026 second quarter. Whether investors should buy AMD stock might depend entirely on their time horizon. 10 stocks we like better than Advanced Micro Devices \u203a Advanced Micro Devices(NASDAQ: AMD) is one of the world's leading suppliers of graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) training and inference workloads. In fa", "url": "https://www.nasdaq.com/articles/should-you-buy-advanced-micro-devices-amd-stock-after-its-12-month-return-200", "source_link": "https://www.nasdaq.com/articles/should-you-buy-advanced-micro-devices-amd-stock-after-its-12-month-return-200", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-08T12:05:00+00:00", "published_display": "08 Aug 2026 12:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "aeebfff6eb69718d8dc6913176cf53510faa9e9ce865eef7d23eb9105d76abdf", "target_scope": "Should You Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Return of 200%? Key Points Advanced Micro Devices has become one of Nvidia's fiercest competitors in the market for artificial intelligence data center chips. 10 stocks we like better than Advanced Micro Devices \u203a Advanced Micro Devices(NASDAQ: AMD) is one of the world's leading suppliers of graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) training and inference workloads.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.573, "provider_directional_mass": 0.1429, "relevance_score": 0.72, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 70, "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": 0.086688, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 48.0, "age_days": 5.3, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Data Centers", "Earnings", "Earnings Growth", "Markets", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "AMD's Data Center Business Is Skyrocketing. The Stock Is Falling. Here's Why.", "summary": "Key Points AMD's Q2 was going up against weak year-over-year comparisons. Nvidia is still the king in the AI computing space. 10 stocks we like better than Advanced Micro Devices \u203a AMD(NASDAQ: AMD) has been on an absolute tear this year. The stock has more than doubled, although it's showing signs of weakness following the company's second-quarter earnings. This may be shocking to some investors, as AMD is doing exactly what investors hoped it would do. So, why is the stock falling? I think it has nothing to do with the success of the business. Instead, it has more to do with how the market va", "url": "https://www.nasdaq.com/articles/amds-data-center-business-skyrocketing-stock-falling-heres-why", "source_link": "https://www.nasdaq.com/articles/amds-data-center-business-skyrocketing-stock-falling-heres-why", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-08T10:20:00+00:00", "published_display": "08 Aug 2026 10:20", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "773288066fcff53b1c2b7770755a13fa75919185186e5bc847c44dc364a6c72f", "target_scope": "10 stocks we like better than Advanced Micro Devices \u203a AMD(NASDAQ: AMD) has been on an absolute tear this year.", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": 0.184, "relevance_score": 0.795492, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 43, "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": 0.046473, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 47.5, "age_days": 5.4, "influence_label": "Low", "duplicate_count": 2, "topics": ["Data Centers", "Earnings", "Growth Rate", "Markets", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Intel Quashed Its Dividend in 2024. Now the Stock's Up 389% and Investors Want It Back.", "summary": "An Intel sign out front of a corporate office by wolterke via Adobe Stock Dividend tech stocks are a rare breed. I mean, technically NVIDIA (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) pay dividends, but the yields barely reach 1%. That's why finding a decent tech company that pays reasonable yields while offering ample room for capital growth is like finding a golden needle in a haystack. And a few short years ago, Intel (NASDAQ: INTC) fit that description to a T. The company paid yields that averaged around 2% for more than three decades and increased payouts for eight straight years. Even better", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-quashed-dividend-2024-now-230002940.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intel-quashed-dividend-2024-now-230002940.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T23:00:02+00:00", "published_display": "07 Aug 2026 23:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "b9cdf8c5bc2c388e5d269e1768744da44ad32bb8cdccf5a9db302063665b4ed0", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.646, "provider_directional_mass": 0.243, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.204, "sentiment": "positive", "sentiment_pct": 73, "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": 0.039887, "evidence_share": 0.4, "evidence_share_display": "0.4", "freshness_pct": 44.5, "age_days": 5.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["Dividend Payments", "Dividends", "Earnings", "Foundry", "Free Cash Flow", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "A Volatile Week for Tech Revealed New Stock Narratives\u2014and 1 Bargain", "summary": "For most tech earnings, good wasn\u2019t good enough. But it\u2019s still possible to impress skeptical investors and flip a negative narrative. Continue Reading", "url": "https://finance.yahoo.com/m/a25b582f-1b54-3eb0-aff1-04998e15ce34/a-volatile-week-for-tech.html", "source_link": "https://finance.yahoo.com/m/a25b582f-1b54-3eb0-aff1-04998e15ce34/a-volatile-week-for-tech.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T21:05:00+00:00", "published_display": "07 Aug 2026 21:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "2138e617989cf60d86ada117581f79176677b48b87d77e14b880dc3c30f7766b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.527, "provider_directional_mass": 0.469, "relevance_score": 0.18000000000000002, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 47, "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": 0.015086, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 44.0, "age_days": 5.9, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "", "score_included": true}, {"title": "Nvidia ends week up more than 10% as AI chip fears ease", "summary": "Nvidia (NVDA) closed out the week on a hot streak, climbing more than 10% as concerns over the broader AI trade seemed to subside for the time being. The Philadelphia Semiconductor Index (^SOX) also rose for the week, rising more than 8% over the last five trading days. Semis took a bruising in the prior week over fears about the ongoing AI build-out and whether the companies' lofty valuations were supported by their fundamentals, but recovered as traders turned more positive on the sector. Nvidia also got a boost from SpaceX (SPCX) when Elon Musk announced during the company's first earnings ", "url": "https://finance.yahoo.com/technology/article/nvidia-ends-week-up-more-than-10-as-ai-chip-fears-ease-205751147.html", "source_link": "https://finance.yahoo.com/technology/article/nvidia-ends-week-up-more-than-10-as-ai-chip-fears-ease-205751147.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T20:57:51+00:00", "published_display": "07 Aug 2026 20:57", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "5973c7a6faf02d7b3988e4f4b381425ceab7808facc0fb0a006554ee0ee65fe9", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.633, "provider_directional_mass": 0.081, "relevance_score": 0.45, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.040685, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 43.9, "age_days": 5.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Results", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Ocular Therapeutix\u2122 Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)", "summary": "BEDFORD, Mass., Aug. 07, 2026 (GLOBE NEWSWIRE) -- Ocular Therapeutix, Inc. (NASDAQ: OCUL, \u201cOcular\u201d or the \u201cCompany\u201d), an integrated biopharmaceutical company committed to redefining the retina experience, today announced that it has granted inducement equity awards to eight newly hired non-executive employees. The awards were made as an inducement material to each recipient\u2019s acceptance of employment with Ocular under Ocular\u2019s 2019 Inducement Stock Incentive Plan in accordance with Nasdaq Listing Rule 5635(c)(4). The inducement equity awards were granted effective as of August 3, 2026, and con", "url": "https://www.globenewswire.com/news-release/2026/08/07/3341380/0/en/ocular-therapeutix-reports-inducement-grants-under-nasdaq-listing-rule-5635-c-4.html", "source_link": "https://www.globenewswire.com/news-release/2026/08/07/3341380/0/en/ocular-therapeutix-reports-inducement-grants-under-nasdaq-listing-rule-5635-c-4.html", "source_link_is_lookup": false, "source_name": "globenewswire.com", "published_at": "2026-08-07T20:05:00+00:00", "published_display": "07 Aug 2026 20:05", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["globenewswire.com"], "source_kind": "press_release", "story_key": "c93ec582c37ea5b814ab6bab40f41bf97070fd3689bafce7f423ef26ed5824be", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.452, "provider_directional_mass": 0.162, "relevance_score": 0.636399, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.005426, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 12.6, "age_days": 6.0, "influence_label": "Low", "duplicate_count": 2, "topics": ["Biopharmaceutical", "Biopharmaceuticals", "Changes In Company's Own Shares", "Clinical Trials", "Equity Awards", "Inducement Awards"], "evidence_basis": "", "score_included": true}, {"title": "Jim Cramer Shares Reasons Behind Why NVIDIA Corporation (NASDAQ:NVDA)\u2019s Shares Are Finally Rising", "summary": "NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it's unclear whether he's as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)'s shares are up by 17.5% year-to-date, fueled primarily by a 16.8% jump since July 29th. In a brief couple of tweets, Cramer first commented on t/he shares and then on Elon Musk's announcement that he would exclusively buy the firm's AI products: \"you get a couple of re", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-shares-reasons-behind-182404118.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-shares-reasons-behind-182404118.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T18:24:04+00:00", "published_display": "07 Aug 2026 18:24", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "52d9fedd94365e6cff7bb80d90c53e2bad5f94d29e13233cf3f0753f775ad275", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.679, "provider_directional_mass": 0.135, "relevance_score": 0.18000000000000002, "company_focus": 0.58, "company_focus_pct": 58, "company_focus_label": "Provider company match", "entity_mapped": true, "sentiment_conflict": 0.897, "sentiment": "neutral", "sentiment_pct": 51, "tone_signals": ["Margin Pressure", "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": 0.018085, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 43.3, "age_days": 6.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "AMD Falls As Musk Picks Nvidia: BofA Says Ignore The Noise - Advanced Micro Devices (NASDAQ:AMD), NVIDIA", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22AMD+Falls+As+Musk+Picks+Nvidia%3A+BofA+Says+Ignore+The+Noise+-+Advanced+Micro+Devices+%28NASDAQ%3AAMD%29%2C+NVIDIA%22+%22Benzinga%22", "source_link_is_lookup": true, "source_name": "Benzinga", "published_at": "2026-08-06T03:13:45.272639+00:00", "published_display": "06 Aug 2026 03:13", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["Benzinga"], "source_kind": "publisher", "story_key": "d0f4caa6b5a56cc17c79b9ffcd29c7b50f62d0226c72b8ddedf6222271c1978c", "target_scope": "AMD Falls As Musk Picks Nvidia: BofA Says Ignore The Noise - Advanced Micro Devices (NASDAQ:AMD), NVIDIA", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 43, "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": 0.006062, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 7.0, "age_days": 7.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "AMD Stock Is Sinking Wednesday: What's Going On? - Advanced Micro Devices (NASDAQ:AMD)", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22AMD+Stock+Is+Sinking+Wednesday%3A+What%27s+Going+On%3F+-+Advanced+Micro+Devices+%28NASDAQ%3AAMD%29%22+%22Benzinga%22", "source_link_is_lookup": true, "source_name": "Benzinga", "published_at": "2026-08-05T18:29:54.275803+00:00", "published_display": "05 Aug 2026 18:29", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["Benzinga"], "source_kind": "publisher", "story_key": "4f4cd1ebd5990c301a7e2d8cb5e46c3fe78b5e867471e0cabeb7c64074e70179", "target_scope": "- Advanced Micro Devices (NASDAQ:AMD)", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.003854, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 6.2, "age_days": 8.0, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Keel Point LLC Reduces Stock Position in Advanced Micro Devices, Inc. $AMD", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Keel+Point+LLC+Reduces+Stock+Position+in+Advanced+Micro+Devices%2C+Inc.+%24AMD%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-08-03T13:19:55.898967+00:00", "published_display": "03 Aug 2026 13:19", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["MarketBeat"], "source_kind": "publisher", "story_key": "f947cb266416056941f31d2f2ffb5588c42b3a31cc6cb0826fcf6aa66bfa30ff", "target_scope": "Keel Point LLC Reduces Stock Position in Advanced Micro Devices, Inc. $AMD", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.001533, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 2.9, "age_days": 10.2, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices Stock (AMD) Opinions on AI Event and Analyst Upgrades", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+Stock+%28AMD%29+Opinions+on+AI+Event+and+Analyst+Upgrades%22+%22Quiver+Quantitative%22", "source_link_is_lookup": true, "source_name": "Quiver Quantitative", "published_at": "2026-08-02T08:35:23.540623+00:00", "published_display": "02 Aug 2026 08:35", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["Quiver Quantitative"], "source_kind": "publisher", "story_key": "181a1b6d96d92efe366f6a9d8c4632a2d314f1c3fc0d59bbc1a8303ee0decd3f", "target_scope": "Advanced Micro Devices Stock (AMD) Opinions on AI Event and Analyst Upgrades", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.004675, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 7.1, "age_days": 11.4, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices (AMD) to Post Earnings on Tuesday", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+%28AMD%29+to+Post+Earnings+on+Tuesday%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-31T21:29:10.119545+00:00", "published_display": "31 Jul 2026 21:29", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["MarketBeat"], "source_kind": "publisher", "story_key": "b927ab9980b56b80d85c1b14f0410ed9974435ff84967833dd7fb8a87102a2b1", "target_scope": "Advanced Micro Devices (AMD) to Post Earnings on Tuesday", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "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": 0.013742, "evidence_share": 0.2, "evidence_share_display": "0.2", "freshness_pct": 16.7, "age_days": 12.9, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Why is Advanced Micro Devices stock sliding today?", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Why+is+Advanced+Micro+Devices+stock+sliding+today%3F%22+%22Investing.com%22", "source_link_is_lookup": true, "source_name": "Investing.com", "published_at": "2026-07-29T19:49:25.242207+00:00", "published_display": "29 Jul 2026 19:49", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["Investing.com"], "source_kind": "publisher", "story_key": "8d6bc4459c7cd2acc70c26db6002165ad45de545345b6439e13d324cc873d28e", "target_scope": "Why is Advanced Micro Devices stock sliding today?", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.000407, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.6, "age_days": 15.0, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices (AMD) Stock Falls Amid Market Uptick: What Investors Need to Know", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+%28AMD%29+Stock+Falls+Amid+Market+Uptick%3A+What+Investors+Need+to+Know%22", "source_link_is_lookup": true, "source_name": "Market source", "published_at": "2026-07-28T06:11:33.199391+00:00", "published_display": "28 Jul 2026 06:11", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["Market source"], "source_kind": "aggregator", "story_key": "8393325fda1a9ba3c3e0a24cb9ada2ecb1c1bef90d7743787c6e5644e2508ad9", "target_scope": "Advanced Micro Devices (AMD) Stock Falls Amid Market Uptick: What Investors Need to Know", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.545, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Negative market reaction"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.000283, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.3, "age_days": 16.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices, Inc. $AMD Stock Holdings Trimmed by Castleark Management LLC", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices%2C+Inc.+%24AMD+Stock+Holdings+Trimmed+by+Castleark+Management+LLC%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-27T13:19:10.243664+00:00", "published_display": "27 Jul 2026 13:19", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["MarketBeat"], "source_kind": "publisher", "story_key": "f8c39f04d452db67800331abb48d567bccd92fd555947e0a53815cf5a15c6070", "target_scope": "Advanced Micro Devices, Inc. $AMD Stock Holdings Trimmed by Castleark Management LLC", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 0.000135, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.3, "age_days": 17.2, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "The Divergent Paths Priced Into Advanced Micro Devices Stock", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22The+Divergent+Paths+Priced+Into+Advanced+Micro+Devices+Stock%22+%22Trefis%22", "source_link_is_lookup": true, "source_name": "Trefis", "published_at": "2026-07-23T11:00:00.735504+00:00", "published_display": "23 Jul 2026 11:00", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["Trefis"], "source_kind": "publisher", "story_key": "925f1c4fd35b64dc24a9a80a2ee62e34e3cca3dcc7e7ad10a0522d99b85d32cd", "target_scope": "The Divergent Paths Priced Into Advanced Micro Devices Stock", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 3.3e-05, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.1, "age_days": 21.3, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Why Advanced Micro Devices (AMD) Stock Is Up Today", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Why+Advanced+Micro+Devices+%28AMD%29+Stock+Is+Up+Today%22+%22Quiver+Quantitative%22", "source_link_is_lookup": true, "source_name": "Quiver Quantitative", "published_at": "2026-07-21T18:49:13.213048+00:00", "published_display": "21 Jul 2026 18:49", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["Quiver Quantitative"], "source_kind": "publisher", "story_key": "4894b0423ba75544e78325bcf3f415050be0bc14921703076594a9680d36094a", "target_scope": "Why Advanced Micro Devices (AMD) Stock Is Up Today", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 1.8e-05, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 23.0, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "AMD Stock Alert: What to Know Ahead of Advanced Micro Devices' AI Event This Week", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22AMD+Stock+Alert%3A+What+to+Know+Ahead+of+Advanced+Micro+Devices%27+AI+Event+This+Week%22", "source_link_is_lookup": true, "source_name": "Market source", "published_at": "2026-07-20T22:49:08.094241+00:00", "published_display": "20 Jul 2026 22:49", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["Market source"], "source_kind": "aggregator", "story_key": "8e7272138c74358d8a3dc08a05648559f68b4e91f170126e5a1a549a28a5095a", "target_scope": "AMD Stock Alert: What to Know Ahead of Advanced Micro Devices' AI Event This Week", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 1.3e-05, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 23.9, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Noesis Capital Mangement Corp Has $19.68 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Noesis+Capital+Mangement+Corp+Has+%2419.68+Million+Stock+Holdings+in+Advanced+Micro+Devices%2C+Inc.+%24AMD%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-19T00:34:14.183547+00:00", "published_display": "19 Jul 2026 00:34", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["MarketBeat"], "source_kind": "publisher", "story_key": "d66cdab7dcd157a99aa0e2487ff6c7564ed0f51921d95cd118e6efc699b49427", "target_scope": "Noesis Capital Mangement Corp Has $19.68 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 7e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 25.8, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices (NASDAQ:AMD) Shares Down 5.3% - Should You Sell?", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices+%28NASDAQ%3AAMD%29+Shares+Down+5.3%25+-+Should+You+Sell%3F%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-16T22:39:10.882628+00:00", "published_display": "16 Jul 2026 22:39", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["MarketBeat"], "source_kind": "publisher", "story_key": "eff4e15ff7269acdf04d72e40a2a4b61db9ed33735e14b7c819a5fabc6ff792d", "target_scope": "Advanced Micro Devices (NASDAQ:AMD) Shares Down 5.3% - Should You Sell?", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "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": 3e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 27.9, "influence_label": "Low", "duplicate_count": 2, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Advanced Micro Devices, Inc. $AMD Shares Purchased by Archer Investment Corp", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Advanced+Micro+Devices%2C+Inc.+%24AMD+Shares+Purchased+by+Archer+Investment+Corp%22+%22MarketBeat%22", "source_link_is_lookup": true, "source_name": "MarketBeat", "published_at": "2026-07-15T08:12:06.822575+00:00", "published_display": "15 Jul 2026 08:12", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["MarketBeat"], "source_kind": "publisher", "story_key": "958b2fbea74f3b2dace0bf2705bf026d15db14259a742dc5f2d74ff2a4890712", "target_scope": "Advanced Micro Devices, Inc. $AMD Shares Purchased by Archer Investment Corp", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.539, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 58, "tone_signals": ["Institutional or insider buying"], "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": 29.5, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Celcuity Announces FDA Approval of REVTORPYK\u2122 (gedatolisib) for the Treatment of HR+/HER2-, PIK3CA Wild-Type Locally Advanced or Metastatic Breast Cancer", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Celcuity+Announces+FDA+Approval+of+REVTORPYK%E2%84%A2+%28gedatolisib%29+for+the+Treatment+of+HR%2B%2FHER2-%2C+PIK3CA+Wild-Type+Locally+Advanced+or+Metastatic+Breast+Cancer%22+%22GlobeNewswire%22", "source_link_is_lookup": true, "source_name": "GlobeNewswire", "published_at": "2026-07-14T20:59:11.269367+00:00", "published_display": "14 Jul 2026 20:59", "provider": "archive", "providers": ["archive"], "provider_symbol": "", "provider_symbols": ["AMD.ARCHIVE"], "cross_listing": false, "source_names": ["GlobeNewswire"], "source_kind": "press_release", "story_key": "374a83baa94d5aa13238e93e09c7f92fe2a454b064bc2952447785dc60c2cf73", "target_scope": "Celcuity Announces FDA Approval of REVTORPYK\u2122 (gedatolisib) for the Treatment of HR+/HER2-, PIK3CA Wild-Type Locally Advanced or Metastatic Breast Cancer", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "regulatory", "event_label": "Regulatory and legal", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.005536, "evidence_share": 0.1, "evidence_share_display": "<0.1", "freshness_pct": 5.2, "age_days": 29.9, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}], "industry": [], "sector": []}, "total_fetched": 179, "total_unique": 179, "total_relevant": 179, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 186}, "provider_relevant_counts": {"eodhd": 163}, "provider_rejected_counts": {"eodhd": 23}, "provider_errors": {}, "raw_articles": 203, "unique_stories": 179, "duplicates_removed": 24, "relevant_stories": 179, "matched_archive_stories": 179, "current_evidence": 179, "direct_evidence": 179, "eodhd_articles": 163, "archive_articles": 16, "eodhd": {"configured": true, "status": "healthy", "calls_used": 475, "call_budget": 500, "budget_used_pct": 95.0, "requests_made": 95, "last_success_at": "2026-08-13T19:16:11.518675+00:00", "newest_seen_at": "2026-08-13T19:11:28+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3056, "unmapped_mentions": 1673}, "status": "healthy", "durable_evidence_used": true, "durable_collected_at": "2026-08-11T08:39:56.599581+00:00", "durable_newest_article_at": "2026-08-10T21:23:08+00:00", "durable_story_count": 1}, "sentiment_summary": {"positive": 94, "negative": 21, "neutral": 64, "score": 63, "raw_score": 64, "total": 179, "evidence_count": 179, "effective_articles": 122.54, "information_mass": 9.012, "direct_story_count": 179, "direct_source_count": 10, "industry_story_count": 0, "sector_story_count": 0, "story_count": 179, "source_count": 10, "source_concentration": 0.6313, "direct_share": 69, "dispersion": 16, "confidence": 74, "evidence_status": "measured", "score_version": "evidence-v8", "window_days": 30, "weighting_method": "event-aware exponential freshness decay", "newest_article_at": "2026-08-13T18:54:29+00:00", "label": "Constructive news tone", "tone": "positive"}, "classifier": {"primary_event": "earnings", "primary_label": "Earnings", "confidence": 78, "events": [{"event": "earnings", "label": "Earnings", "weight": 51.7, "count": 92}, {"event": "general", "label": "Market update", "weight": 22.25, "count": 38}, {"event": "deals", "label": "Deals and strategy", "weight": 8.9, "count": 16}, {"event": "analyst", "label": "Analyst action", "weight": 6.75, "count": 12}, {"event": "guidance", "label": "Guidance", "weight": 4.5, "count": 8}, {"event": "macro", "label": "Macro sensitivity", "weight": 3.3, "count": 6}], "positive_events": 94, "negative_events": 21, "pipeline": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 186}, "provider_relevant_counts": {"eodhd": 163}, "provider_rejected_counts": {"eodhd": 23}, "provider_errors": {}, "raw_articles": 203, "unique_stories": 179, "duplicates_removed": 24, "relevant_stories": 179, "matched_archive_stories": 179, "current_evidence": 179, "direct_evidence": 179, "eodhd_articles": 163, "archive_articles": 16, "eodhd": {"configured": true, "status": "healthy", "calls_used": 475, "call_budget": 500, "budget_used_pct": 95.0, "requests_made": 95, "last_success_at": "2026-08-13T19:16:11.518675+00:00", "newest_seen_at": "2026-08-13T19:11:28+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3056, "unmapped_mentions": 1673}, "status": "healthy", "durable_evidence_used": true, "durable_collected_at": "2026-08-11T08:39:56.599581+00:00", "durable_newest_article_at": "2026-08-10T21:23:08+00:00", "durable_story_count": 1}}, "market_context": {"has_market_context": true, "latest_close": 418.05, "latest_week": "2026-08-07", "one_week_move": -1.1, "four_week_move": -13.5, "twelve_week_move": 11.5, "trend_signal": "1", "trend_label": "Trend active", "trend_tone": "positive", "market_dynamics": 0.189973, "market_dynamics_buy_signal": false, "relative_strength": 40.878819, "fair_value_gap": 148.7, "fair_value_label": "Materially above fair value", "fair_value_tone": "negative", "expectation_direction": "positive", "expectation_probability": 57.0008, "reaction_label": "Price digesting", "reaction_tone": "neutral", "market_sentence": "-1.1% over one week, -13.5% over four weeks, trend active, and materially above fair value."}, "interpretation": {"label": "Positive news being faded", "tone": "negative", "classification": "positive_rejected", "summary": "Constructive headlines are not being rewarded by price, which raises a rejection flag.", "confidence": 72, "badges": ["Sentiment confirms active trend", "Positive but stretched"], "opportunities": ["Constructive tone aligns with the Sharemaestro trend signal."], "risks": ["Constructive tone is arriving with price materially above fair value."], "event_label": "Earnings", "sentiment_word": "constructive"}, "charts": {"sources": [{"label": "finance.yahoo.com", "count": 130}, {"label": "nasdaq.com", "count": 21}, {"label": "seekingalpha.com", "count": 11}, {"label": "MarketBeat", "count": 7}, {"label": "Benzinga", "count": 2}, {"label": "Quiver Quantitative", "count": 2}, {"label": "Market source", "count": 2}, {"label": "globenewswire.com", "count": 1}], "tiers": [{"label": "Direct company coverage", "count": 179}, {"label": "Industry context", "count": 0}, {"label": "Sector context", "count": 0}], "events": [{"label": "Earnings", "count": 92}, {"label": "Market update", "count": 38}, {"label": "Deals and strategy", "count": 16}, {"label": "Analyst action", "count": 12}, {"label": "Guidance", "count": 8}, {"label": "Macro sensitivity", "count": 6}, {"label": "Balance sheet", "count": 4}, {"label": "Regulatory and legal", "count": 2}]}, "insights": [{"label": "Weighted tone", "value": "63/100", "tone": "positive", "text": "Constructive news tone"}, {"label": "Evidence confidence", "value": "74/100", "tone": "positive", "text": "122.54 effective stories after overlap and weighting."}, {"label": "Market reaction", "value": "Positive news being faded", "tone": "negative", "text": "Constructive headlines are not being rewarded by price, which raises a rejection flag."}, {"label": "Primary event", "value": "Earnings", "tone": "positive", "text": "78/100 evidence concentration around this catalyst."}, {"label": "Company focus", "value": "179", "tone": "positive", "text": "69% of weighted evidence is company-specific."}, {"label": "Evidence agreement", "value": "16/100", "tone": "positive", "text": "lower dispersion means the independent stories agree more closely."}, {"label": "Trend context", "value": "Trend active", "tone": "positive", "text": "-1.1% over one week, -13.5% over four weeks, trend active, and materially above fair value."}, {"label": "Latest direct headline", "value": "Neutral", "tone": "neutral", "text": "AMD Gets a Bigger AI Opportunity as CPU Market Expands"}], "updated_at": "2026-08-11T08:39:56.599581+00:00", "detail_intelligence": {"headline": "Constructive news tone", "summary": "The score uses 179 current company stories from 10 publishers.", "status": "measured", "metrics": [{"label": "News score", "value": 63, "display": "63", "tone": "positive", "note": "Constructive news tone"}, {"label": "Confidence", "value": 74, "display": "74", "tone": "positive", "note": "solid confidence"}, {"label": "Company news", "value": 69, "display": "69%", "tone": "neutral", "note": "179 company stories"}, {"label": "Story agreement", "value": 84, "display": "84", "tone": "positive", "note": "16/100 difference"}], "confidence_drivers": [{"label": "Amount of evidence", "value": 100, "note": "9.012 after freshness weighting"}, {"label": "Source breadth", "value": 100, "note": "10 independent publishers"}, {"label": "Company relevance", "value": 69, "note": "share tied directly to this company"}, {"label": "Freshness", "value": 70, "note": "recency-weighted evidence"}, {"label": "Agreement", "value": 84, "note": "how closely stories agree"}, {"label": "Publisher mix", "value": 37, "note": "less reliance on one publisher"}], "freshness": 70, "source_independence": 37, "timeline": [{"date": "2026-07-15", "label": "15 Jul", "count": 1, "score": 58, "tone": "positive", "x": 42.0, "y": 120.4, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-07-16", "label": "16 Jul", "count": 1, "score": 50, "tone": "neutral", "x": 73.6, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-07-17", "label": "17 Jul", "count": 0, "score": null, "tone": "neutral", "x": 105.2, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-18", "label": "18 Jul", "count": 0, "score": null, "tone": "neutral", "x": 136.8, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-19", "label": "19 Jul", "count": 1, "score": 50, "tone": "neutral", "x": 168.3, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-07-20", "label": "20 Jul", "count": 1, "score": 50, "tone": "neutral", "x": 199.9, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-07-21", "label": "21 Jul", "count": 1, "score": 50, "tone": "neutral", "x": 231.5, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-07-22", "label": "22 Jul", "count": 0, "score": null, "tone": "neutral", "x": 263.1, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-23", "label": "23 Jul", "count": 1, "score": 50, "tone": "neutral", "x": 294.7, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-07-24", "label": "24 Jul", "count": 0, "score": null, "tone": "neutral", "x": 326.3, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-25", "label": "25 Jul", "count": 0, "score": null, "tone": "neutral", "x": 357.9, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-26", "label": "26 Jul", "count": 0, "score": null, "tone": "neutral", "x": 389.4, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-27", "label": "27 Jul", "count": 1, "score": 50, "tone": "neutral", "x": 421.0, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-07-28", "label": "28 Jul", "count": 1, "score": 40, "tone": "negative", "x": 452.6, "y": 153.2, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-07-29", "label": "29 Jul", "count": 1, "score": 50, "tone": "neutral", "x": 484.2, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-07-30", "label": "30 Jul", "count": 0, "score": null, "tone": "neutral", "x": 515.8, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-07-31", "label": "31 Jul", "count": 1, "score": 50, "tone": "neutral", "x": 547.4, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-08-01", "label": "01 Aug", "count": 0, "score": null, "tone": "neutral", "x": 579.0, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-02", "label": "02 Aug", "count": 1, "score": 50, "tone": "neutral", "x": 610.6, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-08-03", "label": "03 Aug", "count": 1, "score": 50, "tone": "neutral", "x": 642.1, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-08-04", "label": "04 Aug", "count": 0, "score": null, "tone": "neutral", "x": 673.7, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-05", "label": "05 Aug", "count": 1, "score": 50, "tone": "neutral", "x": 705.3, "y": 135.0, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-08-06", "label": "06 Aug", "count": 1, "score": 43, "tone": "neutral", "x": 736.9, "y": 147.7, "volume_height": 1.1, "volume_y": 264.9}, {"date": "2026-08-07", "label": "07 Aug", "count": 5, "score": 67, "tone": "positive", "x": 768.5, "y": 104.1, "volume_height": 5.4, "volume_y": 260.6}, {"date": "2026-08-08", "label": "08 Aug", "count": 16, "score": 72, "tone": "positive", "x": 800.1, "y": 95.0, "volume_height": 17.3, "volume_y": 248.7}, {"date": "2026-08-09", "label": "09 Aug", "count": 11, "score": 63, "tone": "positive", "x": 831.7, "y": 111.3, "volume_height": 11.9, "volume_y": 254.1}, {"date": "2026-08-10", "label": "10 Aug", "count": 28, "score": 67, "tone": "positive", "x": 863.2, "y": 104.1, "volume_height": 30.3, "volume_y": 235.7}, {"date": "2026-08-11", "label": "11 Aug", "count": 48, "score": 66, "tone": "positive", "x": 894.8, "y": 105.9, "volume_height": 52.0, "volume_y": 214.0}, {"date": "2026-08-12", "label": "12 Aug", "count": 31, "score": 60, "tone": "positive", "x": 926.4, "y": 116.8, "volume_height": 33.6, "volume_y": 232.4}, {"date": "2026-08-13", "label": "13 Aug", "count": 25, "score": 59, "tone": "positive", "x": 958.0, "y": 118.6, "volume_height": 27.1, "volume_y": 238.9}], "timeline_points": "42.0,120.4 73.6,135.0 168.3,135.0 199.9,135.0 231.5,135.0 294.7,135.0 421.0,135.0 452.6,153.2 484.2,135.0 547.4,135.0 610.6,135.0 642.1,135.0 705.3,135.0 736.9,147.7 768.5,104.1 800.1,95.0 831.7,111.3 863.2,104.1 894.8,105.9 926.4,116.8 958.0,118.6", "timeline_has_signal": true, "timeline_start": "15 Jul", "timeline_mid": "30 Jul", "timeline_end": "13 Aug", "momentum": {"label": "Deteriorating", "tone": "negative", "recent_score": 62, "prior_score": 70, "delta": -8, "recent_count": 109, "prior_count": 54, "volume_delta": 55, "reliable": true, "reliability_note": "Confirmed by at least two stories in both periods"}, "early_change": {"label": "New negative shift", "tone": "negative", "latest_score": 57, "baseline_score": 66, "delta": -9, "latest_count": 29, "baseline_count": 135, "confirmed": true, "note": "Supported by at least two new stories"}, "freshness_buckets": [{"label": "Last 24 hours", "count": 29, "share": 16}, {"label": "1 to 3 days", "count": 80, "share": 45}, {"label": "4 to 7 days", "count": 55, "share": 31}, {"label": "8 to 14 days", "count": 5, "share": 3}, {"label": "15 to 21 days", "count": 3, "share": 2}, {"label": "22 to 30 days", "count": 7, "share": 4}], "source_profile": [{"label": "finance.yahoo.com", "count": 130, "share": 73, "score": 65, "tone": "positive"}, {"label": "nasdaq.com", "count": 21, "share": 12, "score": 62, "tone": "positive"}, {"label": "seekingalpha.com", "count": 11, "share": 6, "score": 63, "tone": "positive"}, {"label": "MarketBeat", "count": 7, "share": 4, "score": 50, "tone": "neutral"}, {"label": "Market source", "count": 2, "share": 1, "score": 40, "tone": "negative"}, {"label": "Benzinga", "count": 2, "share": 1, "score": 46, "tone": "neutral"}, {"label": "Quiver Quantitative", "count": 2, "share": 1, "score": 50, "tone": "neutral"}], "event_profile": [{"label": "Earnings", "count": 92, "share": 51, "score": 65, "tone": "positive"}, {"label": "Market update", "count": 38, "share": 21, "score": 56, "tone": "neutral"}, {"label": "Deals and strategy", "count": 16, "share": 9, "score": 61, "tone": "positive"}, {"label": "Analyst action", "count": 12, "share": 7, "score": 62, "tone": "positive"}, {"label": "Guidance", "count": 8, "share": 4, "score": 66, "tone": "positive"}, {"label": "Macro sensitivity", "count": 6, "share": 3, "score": 73, "tone": "positive"}, {"label": "Balance sheet", "count": 4, "share": 2, "score": 57, "tone": "neutral"}], "topics": [{"label": "AI", "count": 81, "share": 45}, {"label": "Earnings", "count": 79, "share": 44}, {"label": "Semiconductors", "count": 61, "share": 34}, {"label": "Data Centers", "count": 39, "share": 22}, {"label": "Price Target", "count": 31, "share": 17}, {"label": "Tech", "count": 25, "share": 14}, {"label": "AI Infrastructure", "count": 17, "share": 9}, {"label": "Free Cash Flow", "count": 16, "share": 9}, {"label": "Balance Sheet", "count": 16, "share": 9}, {"label": "Growth Rate", "count": 15, "share": 8}], "supporting": [{"label": "Direct evidence", "text": "179 current stories are mapped specifically to AMD."}, {"label": "Source breadth", "text": "The score uses 10 publishers rather than depending on one outlet."}, {"label": "Story agreement", "text": "The current stories agree at 84/100."}], "tempering": [{"label": "Price disagreement", "text": "Constructive headlines are not being rewarded by price, which raises a rejection flag."}], "supporting_heading": "What supports the score", "tempering_heading": "What limits the score", "latest_observation": {"title": "AMD Gets a Bigger AI Opportunity as CPU Market Expands", "summary": "This article first appeared on GuruFocus. Advanced Micro Devices Inc. (AMD, Financials), the chipmaker competing across CPUs and GPUs, could benefit from a much larger server processor market as agentic artificial intelligence drives new demand inside data centers. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator. Bank of America raised its estimate for the 2030 server CPU market to more than $210 billion from about $170 billion. The firm now expects the market to grow at a 36% annual rate from roughly $35 billion in ", "url": "https://finance.yahoo.com/technology/ai/articles/amd-gets-bigger-ai-opportunity-185429681.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/amd-gets-bigger-ai-opportunity-185429681.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T18:54:29+00:00", "published_display": "13 Aug 2026 18:54", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 45, "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": 0.047558, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 99.4, "age_days": 0.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, "article_count": 179, "updated_at": "2026-08-11T08:39:56.599581+00:00"}, "price_sentiment_path": {"available": true, "price_points": [{"x": 42.0, "y": 202.0, "label": "13 Feb 2026", "close": 174.18, "index": 100.0}, {"x": 78.4, "y": 203.2, "label": "20 Feb 2026", "close": 171.74, "index": 98.6}, {"x": 114.9, "y": 204.1, "label": "27 Feb 2026", "close": 169.74, "index": 97.5}, {"x": 151.3, "y": 203.3, "label": "06 Mar 2026", "close": 171.4, "index": 98.4}, {"x": 187.7, "y": 204.2, "label": "13 Mar 2026", "close": 169.58, "index": 97.4}, {"x": 224.2, "y": 201.9, "label": "20 Mar 2026", "close": 174.34, "index": 100.1}, {"x": 260.6, "y": 201.9, "label": "27 Mar 2026", "close": 174.36, "index": 100.1}, {"x": 297.0, "y": 196.5, "label": "03 Apr 2026", "close": 185.8, "index": 106.7}, {"x": 333.5, "y": 184.7, "label": "10 Apr 2026", "close": 210.85, "index": 121.1}, {"x": 369.9, "y": 173.1, "label": "17 Apr 2026", "close": 235.3, "index": 135.1}, {"x": 406.3, "y": 143.9, "label": "24 Apr 2026", "close": 297.1, "index": 170.6}, {"x": 442.8, "y": 143.5, "label": "01 May 2026", "close": 298.0, "index": 171.1}, {"x": 479.2, "y": 109.7, "label": "08 May 2026", "close": 369.55, "index": 212.2}, {"x": 515.6, "y": 107.2, "label": "15 May 2026", "close": 374.8, "index": 215.2}, {"x": 552.0, "y": 92.5, "label": "22 May 2026", "close": 405.75, "index": 232.9}, {"x": 588.5, "y": 76.3, "label": "29 May 2026", "close": 440.0, "index": 252.6}, {"x": 624.9, "y": 85.2, "label": "05 Jun 2026", "close": 421.25, "index": 241.8}, {"x": 661.3, "y": 74.5, "label": "12 Jun 2026", "close": 444.0, "index": 254.9}, {"x": 697.8, "y": 64.4, "label": "19 Jun 2026", "close": 465.25, "index": 267.1}, {"x": 734.2, "y": 69.9, "label": "26 Jun 2026", "close": 453.55, "index": 260.4}, {"x": 770.6, "y": 63.1, "label": "03 Jul 2026", "close": 468.0, "index": 268.7}, {"x": 807.1, "y": 55.8, "label": "10 Jul 2026", "close": 483.45, "index": 277.6}, {"x": 843.5, "y": 83.4, "label": "17 Jul 2026", "close": 425.05, "index": 244.0}, {"x": 879.9, "y": 63.6, "label": "24 Jul 2026", "close": 466.9, "index": 268.1}, {"x": 916.4, "y": 84.5, "label": "31 Jul 2026", "close": 422.7, "index": 242.7}, {"x": 952.8, "y": 86.7, "label": "07 Aug 2026", "close": 418.05, "index": 240.0}], "sentiment_points": [{"at": "2026-06-26T23:59:59.999Z", "date": "2026-06-26", "label": "26 Jun 2026", "score": 50, "tone": "neutral", "raw_score": 48, "confidence": 25, "stories": 5, "close": 453.55, "price_change": -2.5, "x": 739.4, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-03T23:59:59.999Z", "date": "2026-07-03", "label": "03 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 52, "confidence": 23, "stories": 12, "close": 468.0, "price_change": 3.2, "x": 775.8, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-10T23:59:59.999Z", "date": "2026-07-10", "label": "10 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 51, "confidence": 25, "stories": 17, "close": 483.45, "price_change": 3.3, "x": 812.3, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-17T23:59:59.999Z", "date": "2026-07-17", "label": "17 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 52, "confidence": 25, "stories": 22, "close": 425.05, "price_change": -12.1, "x": 848.7, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-24T23:59:59.999Z", "date": "2026-07-24", "label": "24 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 50, "confidence": 21, "stories": 22, "close": 466.9, "price_change": 9.8, "x": 885.1, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-31T23:59:59.999Z", "date": "2026-07-31", "label": "31 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 49, "confidence": 26, "stories": 19, "close": 422.7, "price_change": -9.5, "x": 921.6, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-08-07T23:59:59.999Z", "date": "2026-08-07", "label": "07 Aug 2026", "score": 50, "tone": "neutral", "raw_score": 51, "confidence": 29, "stories": 24, "close": 418.05, "price_change": -1.1, "x": 958.0, "y": 130.0, "show_label": true, "label_y": 120.0}], "price_path": "42.0,202.0 78.4,203.2 114.9,204.1 151.3,203.3 187.7,204.2 224.2,201.9 260.6,201.9 297.0,196.5 333.5,184.7 369.9,173.1 406.3,143.9 442.8,143.5 479.2,109.7 515.6,107.2 552.0,92.5 588.5,76.3 624.9,85.2 661.3,74.5 697.8,64.4 734.2,69.9 770.6,63.1 807.1,55.8 843.5,83.4 879.9,63.6 916.4,84.5 952.8,86.7", "sentiment_path": "739.4,130.0 775.8,130.0 812.3,130.0 848.7,130.0 885.1,130.0 921.6,130.0 958.0,130.0", "score_version": "evidence-v8", "price_change": 140.0, "sentiment_change": 0, "recent_pairs": [{"at": "2026-08-07T23:59:59.999Z", "date": "2026-08-07", "label": "07 Aug 2026", "score": 50, "tone": "neutral", "raw_score": 51, "confidence": 29, "stories": 24, "close": 418.05, "price_change": -1.1, "x": 958.0, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-31T23:59:59.999Z", "date": "2026-07-31", "label": "31 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 49, "confidence": 26, "stories": 19, "close": 422.7, "price_change": -9.5, "x": 921.6, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-24T23:59:59.999Z", "date": "2026-07-24", "label": "24 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 50, "confidence": 21, "stories": 22, "close": 466.9, "price_change": 9.8, "x": 885.1, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-17T23:59:59.999Z", "date": "2026-07-17", "label": "17 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 52, "confidence": 25, "stories": 22, "close": 425.05, "price_change": -12.1, "x": 848.7, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-10T23:59:59.999Z", "date": "2026-07-10", "label": "10 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 51, "confidence": 25, "stories": 17, "close": 483.45, "price_change": 3.3, "x": 812.3, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-07-03T23:59:59.999Z", "date": "2026-07-03", "label": "03 Jul 2026", "score": 50, "tone": "neutral", "raw_score": 52, "confidence": 23, "stories": 12, "close": 468.0, "price_change": 3.2, "x": 775.8, "y": 130.0, "show_label": true, "label_y": 120.0}, {"at": "2026-06-26T23:59:59.999Z", "date": "2026-06-26", "label": "26 Jun 2026", "score": 50, "tone": "neutral", "raw_score": 48, "confidence": 25, "stories": 5, "close": 453.55, "price_change": -2.5, "x": 739.4, "y": 130.0, "show_label": true, "label_y": 120.0}], "reconstructed": true, "latest_close": 418.05, "start_label": "13 Feb", "mid_label": "15 May", "end_label": "07 Aug", "live_score_version": "evidence-v8", "comparable_to_live": true}, "sentiment_history": [{"label": "20 Jun 23:59", "short_label": "20 Jun", "collected_at": "2026-06-20T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": null, "score_change_display": "Start", "confidence_change": null, "article_change": null, "tone": "neutral", "height": 4, "articles": 1, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "22 Jun 23:59", "short_label": "22 Jun", "collected_at": "2026-06-22T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 2, "confidence": 27, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "23 Jun 23:59", "short_label": "23 Jun", "collected_at": "2026-06-23T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 3, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "24 Jun 23:59", "short_label": "24 Jun", "collected_at": "2026-06-24T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 4, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "25 Jun 23:59", "short_label": "25 Jun", "collected_at": "2026-06-25T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 5, "confidence": 27, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "28 Jun 23:59", "short_label": "28 Jun", "collected_at": "2026-06-28T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 2, "tone": "neutral", "height": 4, "articles": 7, "confidence": 27, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "29 Jun 23:59", "short_label": "29 Jun", "collected_at": "2026-06-29T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 2, "tone": "neutral", "height": 4, "articles": 9, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "30 Jun 23:59", "short_label": "30 Jun", "collected_at": "2026-06-30T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -2, "article_change": 1, "tone": "neutral", "height": 4, "articles": 10, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "01 Jul 23:59", "short_label": "01 Jul", "collected_at": "2026-07-01T23:59:59.999999+00:00", "score": 51, "delta": 1, "score_change": 1, "score_change_display": "+1", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 11, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "03 Jul 23:59", "short_label": "03 Jul", "collected_at": "2026-07-03T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": -1, "score_change_display": "-1", "confidence_change": -3, "article_change": 1, "tone": "neutral", "height": 4, "articles": 12, "confidence": 23, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "04 Jul 23:59", "short_label": "04 Jul", "collected_at": "2026-07-04T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 13, "confidence": 23, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "06 Jul 23:59", "short_label": "06 Jul", "collected_at": "2026-07-06T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 14, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "08 Jul 23:59", "short_label": "08 Jul", "collected_at": "2026-07-08T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 15, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "09 Jul 23:59", "short_label": "09 Jul", "collected_at": "2026-07-09T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 16, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "10 Jul 23:59", "short_label": "10 Jul", "collected_at": "2026-07-10T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 17, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "13 Jul 23:59", "short_label": "13 Jul", "collected_at": "2026-07-13T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 2, "tone": "neutral", "height": 4, "articles": 19, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "14 Jul 23:59", "short_label": "14 Jul", "collected_at": "2026-07-14T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 2, "article_change": 1, "tone": "neutral", "height": 4, "articles": 20, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "15 Jul 23:59", "short_label": "15 Jul", "collected_at": "2026-07-15T23:59:59.999999+00:00", "score": 51, "delta": 1, "score_change": 1, "score_change_display": "+1", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 21, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "16 Jul 23:59", "short_label": "16 Jul", "collected_at": "2026-07-16T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": -1, "score_change_display": "-1", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 22, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "19 Jul 23:59", "short_label": "19 Jul", "collected_at": "2026-07-19T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -4, "article_change": 1, "tone": "neutral", "height": 4, "articles": 23, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "20 Jul 23:59", "short_label": "20 Jul", "collected_at": "2026-07-20T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 0, "tone": "neutral", "height": 4, "articles": 23, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "21 Jul 23:59", "short_label": "21 Jul", "collected_at": "2026-07-21T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 24, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "23 Jul 23:59", "short_label": "23 Jul", "collected_at": "2026-07-23T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -2, "article_change": -1, "tone": "neutral", "height": 4, "articles": 23, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "27 Jul 23:59", "short_label": "27 Jul", "collected_at": "2026-07-27T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -1, "article_change": -1, "tone": "neutral", "height": 4, "articles": 22, "confidence": 23, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "28 Jul 23:59", "short_label": "28 Jul", "collected_at": "2026-07-28T23:59:59.999999+00:00", "score": 49, "delta": -1, "score_change": -1, "score_change_display": "-1", "confidence_change": 1, "article_change": -1, "tone": "neutral", "height": 4, "articles": 21, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "29 Jul 23:59", "short_label": "29 Jul", "collected_at": "2026-07-29T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 1, "score_change_display": "+1", "confidence_change": 2, "article_change": -1, "tone": "neutral", "height": 4, "articles": 20, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "31 Jul 23:59", "short_label": "31 Jul", "collected_at": "2026-07-31T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": -1, "tone": "neutral", "height": 4, "articles": 19, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "02 Aug 23:59", "short_label": "02 Aug", "collected_at": "2026-08-02T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 0, "tone": "neutral", "height": 4, "articles": 19, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "03 Aug 23:59", "short_label": "03 Aug", "collected_at": "2026-08-03T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 0, "tone": "neutral", "height": 4, "articles": 19, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "05 Aug 23:59", "short_label": "05 Aug", "collected_at": "2026-08-05T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -1, "article_change": 0, "tone": "neutral", "height": 4, "articles": 19, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "06 Aug 23:59", "short_label": "06 Aug", "collected_at": "2026-08-06T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 20, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "07 Aug 23:59", "short_label": "07 Aug", "collected_at": "2026-08-07T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 4, "article_change": 4, "tone": "neutral", "height": 4, "articles": 24, "confidence": 29, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "08 Aug 23:59", "short_label": "08 Aug", "collected_at": "2026-08-08T23:59:59.999999+00:00", "score": 60, "delta": 10, "score_change": 10, "score_change_display": "+10", "confidence_change": 22, "article_change": 15, "tone": "positive", "height": 20, "articles": 39, "confidence": 51, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "09 Aug 23:59", "short_label": "09 Aug", "collected_at": "2026-08-09T23:59:59.999999+00:00", "score": 58, "delta": 8, "score_change": -2, "score_change_display": "-2", "confidence_change": 2, "article_change": 10, "tone": "positive", "height": 16, "articles": 49, "confidence": 53, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "10 Aug 23:59", "short_label": "10 Aug", "collected_at": "2026-08-10T23:59:59.999999+00:00", "score": 57, "delta": 7, "score_change": -1, "score_change_display": "-1", "confidence_change": 8, "article_change": 28, "tone": "neutral", "height": 14, "articles": 77, "confidence": 61, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "11 Aug 23:59", "short_label": "11 Aug", "collected_at": "2026-08-11T23:59:59.999999+00:00", "score": 58, "delta": 8, "score_change": 1, "score_change_display": "+1", "confidence_change": 7, "article_change": 48, "tone": "positive", "height": 16, "articles": 125, "confidence": 68, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "12 Aug 23:59", "short_label": "12 Aug", "collected_at": "2026-08-12T23:59:59.999999+00:00", "score": 58, "delta": 8, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 29, "tone": "positive", "height": 16, "articles": 154, "confidence": 69, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "13 Aug 19:18", "short_label": "13 Aug", "collected_at": "2026-08-13T19:18:23.558561+00:00", "score": 59, "delta": 9, "score_change": 1, "score_change_display": "+1", "confidence_change": 2, "article_change": 25, "tone": "positive", "height": 18, "articles": 179, "confidence": 71, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}], "sentiment_history_insight": {"available": true, "series_version": "evidence-v8", "live_version": "evidence-v8", "comparable_to_live": true, "reconstructed": true, "observations": 38, "span_label": "54 days", "first_score": 50, "latest_score": 59, "net_change": 9, "net_change_display": "+9", "direction": "Strengthening", "high_score": 60, "low_score": 49, "latest_confidence": 71, "confidence_change": 43, "latest_articles": 179, "article_change": 178, "latest_label": "13 Aug 19:18", "latest_evidence_label": "Measured", "chart_rows": [{"label": "20 Jun 23:59", "short_label": "20 Jun", "collected_at": "2026-06-20T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": null, "score_change_display": "Start", "confidence_change": null, "article_change": null, "tone": "neutral", "height": 4, "articles": 1, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 42.0, "y": 135.0}, {"label": "22 Jun 23:59", "short_label": "22 Jun", "collected_at": "2026-06-22T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 2, "confidence": 27, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 66.8, "y": 135.0}, {"label": "23 Jun 23:59", "short_label": "23 Jun", "collected_at": "2026-06-23T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 3, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 91.5, "y": 135.0}, {"label": "24 Jun 23:59", "short_label": "24 Jun", "collected_at": "2026-06-24T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 4, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 116.3, "y": 135.0}, {"label": "25 Jun 23:59", "short_label": "25 Jun", "collected_at": "2026-06-25T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 5, "confidence": 27, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 141.0, "y": 135.0}, {"label": "28 Jun 23:59", "short_label": "28 Jun", "collected_at": "2026-06-28T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 2, "tone": "neutral", "height": 4, "articles": 7, "confidence": 27, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 165.8, "y": 135.0}, {"label": "29 Jun 23:59", "short_label": "29 Jun", "collected_at": "2026-06-29T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 2, "tone": "neutral", "height": 4, "articles": 9, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 190.5, "y": 135.0}, {"label": "30 Jun 23:59", "short_label": "30 Jun", "collected_at": "2026-06-30T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -2, "article_change": 1, "tone": "neutral", "height": 4, "articles": 10, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 215.3, "y": 135.0}, {"label": "01 Jul 23:59", "short_label": "01 Jul", "collected_at": "2026-07-01T23:59:59.999999+00:00", "score": 51, "delta": 1, "score_change": 1, "score_change_display": "+1", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 11, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 240.1, "y": 133.2}, {"label": "03 Jul 23:59", "short_label": "03 Jul", "collected_at": "2026-07-03T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": -1, "score_change_display": "-1", "confidence_change": -3, "article_change": 1, "tone": "neutral", "height": 4, "articles": 12, "confidence": 23, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 264.8, "y": 135.0}, {"label": "04 Jul 23:59", "short_label": "04 Jul", "collected_at": "2026-07-04T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 13, "confidence": 23, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 289.6, "y": 135.0}, {"label": "06 Jul 23:59", "short_label": "06 Jul", "collected_at": "2026-07-06T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 14, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 314.3, "y": 135.0}, {"label": "08 Jul 23:59", "short_label": "08 Jul", "collected_at": "2026-07-08T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 15, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 339.1, "y": 135.0}, {"label": "09 Jul 23:59", "short_label": "09 Jul", "collected_at": "2026-07-09T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 16, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 363.8, "y": 135.0}, {"label": "10 Jul 23:59", "short_label": "10 Jul", "collected_at": "2026-07-10T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 17, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 388.6, "y": 135.0}, {"label": "13 Jul 23:59", "short_label": "13 Jul", "collected_at": "2026-07-13T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 2, "tone": "neutral", "height": 4, "articles": 19, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 413.4, "y": 135.0}, {"label": "14 Jul 23:59", "short_label": "14 Jul", "collected_at": "2026-07-14T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 2, "article_change": 1, "tone": "neutral", "height": 4, "articles": 20, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 438.1, "y": 135.0}, {"label": "15 Jul 23:59", "short_label": "15 Jul", "collected_at": "2026-07-15T23:59:59.999999+00:00", "score": 51, "delta": 1, "score_change": 1, "score_change_display": "+1", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 21, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 462.9, "y": 133.2}, {"label": "16 Jul 23:59", "short_label": "16 Jul", "collected_at": "2026-07-16T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": -1, "score_change_display": "-1", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 22, "confidence": 28, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 487.6, "y": 135.0}, {"label": "19 Jul 23:59", "short_label": "19 Jul", "collected_at": "2026-07-19T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -4, "article_change": 1, "tone": "neutral", "height": 4, "articles": 23, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 512.4, "y": 135.0}, {"label": "20 Jul 23:59", "short_label": "20 Jul", "collected_at": "2026-07-20T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 0, "tone": "neutral", "height": 4, "articles": 23, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 537.1, "y": 135.0}, {"label": "21 Jul 23:59", "short_label": "21 Jul", "collected_at": "2026-07-21T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 1, "tone": "neutral", "height": 4, "articles": 24, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 561.9, "y": 135.0}, {"label": "23 Jul 23:59", "short_label": "23 Jul", "collected_at": "2026-07-23T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -2, "article_change": -1, "tone": "neutral", "height": 4, "articles": 23, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 586.6, "y": 135.0}, {"label": "27 Jul 23:59", "short_label": "27 Jul", "collected_at": "2026-07-27T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -1, "article_change": -1, "tone": "neutral", "height": 4, "articles": 22, "confidence": 23, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 611.4, "y": 135.0}, {"label": "28 Jul 23:59", "short_label": "28 Jul", "collected_at": "2026-07-28T23:59:59.999999+00:00", "score": 49, "delta": -1, "score_change": -1, "score_change_display": "-1", "confidence_change": 1, "article_change": -1, "tone": "neutral", "height": 4, "articles": 21, "confidence": 24, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 636.2, "y": 136.8}, {"label": "29 Jul 23:59", "short_label": "29 Jul", "collected_at": "2026-07-29T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 1, "score_change_display": "+1", "confidence_change": 2, "article_change": -1, "tone": "neutral", "height": 4, "articles": 20, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 660.9, "y": 135.0}, {"label": "31 Jul 23:59", "short_label": "31 Jul", "collected_at": "2026-07-31T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": -1, "tone": "neutral", "height": 4, "articles": 19, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 685.7, "y": 135.0}, {"label": "02 Aug 23:59", "short_label": "02 Aug", "collected_at": "2026-08-02T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 0, "tone": "neutral", "height": 4, "articles": 19, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 710.4, "y": 135.0}, {"label": "03 Aug 23:59", "short_label": "03 Aug", "collected_at": "2026-08-03T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 0, "tone": "neutral", "height": 4, "articles": 19, "confidence": 26, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 735.2, "y": 135.0}, {"label": "05 Aug 23:59", "short_label": "05 Aug", "collected_at": "2026-08-05T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": -1, "article_change": 0, "tone": "neutral", "height": 4, "articles": 19, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 759.9, "y": 135.0}, {"label": "06 Aug 23:59", "short_label": "06 Aug", "collected_at": "2026-08-06T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 20, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 784.7, "y": 135.0}, {"label": "07 Aug 23:59", "short_label": "07 Aug", "collected_at": "2026-08-07T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 4, "article_change": 4, "tone": "neutral", "height": 4, "articles": 24, "confidence": 29, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true, "x": 809.5, "y": 135.0}, {"label": "08 Aug 23:59", "short_label": "08 Aug", "collected_at": "2026-08-08T23:59:59.999999+00:00", "score": 60, "delta": 10, "score_change": 10, "score_change_display": "+10", "confidence_change": 22, "article_change": 15, "tone": "positive", "height": 20, "articles": 39, "confidence": 51, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true, "x": 834.2, "y": 116.8}, {"label": "09 Aug 23:59", "short_label": "09 Aug", "collected_at": "2026-08-09T23:59:59.999999+00:00", "score": 58, "delta": 8, "score_change": -2, "score_change_display": "-2", "confidence_change": 2, "article_change": 10, "tone": "positive", "height": 16, "articles": 49, "confidence": 53, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true, "x": 859.0, "y": 120.4}, {"label": "10 Aug 23:59", "short_label": "10 Aug", "collected_at": "2026-08-10T23:59:59.999999+00:00", "score": 57, "delta": 7, "score_change": -1, "score_change_display": "-1", "confidence_change": 8, "article_change": 28, "tone": "neutral", "height": 14, "articles": 77, "confidence": 61, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true, "x": 883.7, "y": 122.3}, {"label": "11 Aug 23:59", "short_label": "11 Aug", "collected_at": "2026-08-11T23:59:59.999999+00:00", "score": 58, "delta": 8, "score_change": 1, "score_change_display": "+1", "confidence_change": 7, "article_change": 48, "tone": "positive", "height": 16, "articles": 125, "confidence": 68, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true, "x": 908.5, "y": 120.4}, {"label": "12 Aug 23:59", "short_label": "12 Aug", "collected_at": "2026-08-12T23:59:59.999999+00:00", "score": 58, "delta": 8, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 29, "tone": "positive", "height": 16, "articles": 154, "confidence": 69, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true, "x": 933.2, "y": 120.4}, {"label": "13 Aug 19:18", "short_label": "13 Aug", "collected_at": "2026-08-13T19:18:23.558561+00:00", "score": 59, "delta": 9, "score_change": 1, "score_change_display": "+1", "confidence_change": 2, "article_change": 25, "tone": "positive", "height": 18, "articles": 179, "confidence": 71, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true, "x": 958.0, "y": 118.6}], "chart_points": "42.0,135.0 66.8,135.0 91.5,135.0 116.3,135.0 141.0,135.0 165.8,135.0 190.5,135.0 215.3,135.0 240.1,133.2 264.8,135.0 289.6,135.0 314.3,135.0 339.1,135.0 363.8,135.0 388.6,135.0 413.4,135.0 438.1,135.0 462.9,133.2 487.6,135.0 512.4,135.0 537.1,135.0 561.9,135.0 586.6,135.0 611.4,135.0 636.2,136.8 660.9,135.0 685.7,135.0 710.4,135.0 735.2,135.0 759.9,135.0 784.7,135.0 809.5,135.0 834.2,116.8 859.0,120.4 883.7,122.3 908.5,120.4 933.2,120.4 958.0,118.6", "changes": [{"label": "13 Aug 19:18", "short_label": "13 Aug", "collected_at": "2026-08-13T19:18:23.558561+00:00", "score": 59, "delta": 9, "score_change": 1, "score_change_display": "+1", "confidence_change": 2, "article_change": 25, "tone": "positive", "height": 18, "articles": 179, "confidence": 71, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "12 Aug 23:59", "short_label": "12 Aug", "collected_at": "2026-08-12T23:59:59.999999+00:00", "score": 58, "delta": 8, "score_change": 0, "score_change_display": "+0", "confidence_change": 1, "article_change": 29, "tone": "positive", "height": 16, "articles": 154, "confidence": 69, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "11 Aug 23:59", "short_label": "11 Aug", "collected_at": "2026-08-11T23:59:59.999999+00:00", "score": 58, "delta": 8, "score_change": 1, "score_change_display": "+1", "confidence_change": 7, "article_change": 48, "tone": "positive", "height": 16, "articles": 125, "confidence": 68, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "10 Aug 23:59", "short_label": "10 Aug", "collected_at": "2026-08-10T23:59:59.999999+00:00", "score": 57, "delta": 7, "score_change": -1, "score_change_display": "-1", "confidence_change": 8, "article_change": 28, "tone": "neutral", "height": 14, "articles": 77, "confidence": 61, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "09 Aug 23:59", "short_label": "09 Aug", "collected_at": "2026-08-09T23:59:59.999999+00:00", "score": 58, "delta": 8, "score_change": -2, "score_change_display": "-2", "confidence_change": 2, "article_change": 10, "tone": "positive", "height": 16, "articles": 49, "confidence": 53, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "08 Aug 23:59", "short_label": "08 Aug", "collected_at": "2026-08-08T23:59:59.999999+00:00", "score": 60, "delta": 10, "score_change": 10, "score_change_display": "+10", "confidence_change": 22, "article_change": 15, "tone": "positive", "height": 20, "articles": 39, "confidence": 51, "evidence_status": "measured", "evidence_label": "Measured", "score_version": "evidence-v8", "reconstructed": true}, {"label": "07 Aug 23:59", "short_label": "07 Aug", "collected_at": "2026-08-07T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 4, "article_change": 4, "tone": "neutral", "height": 4, "articles": 24, "confidence": 29, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}, {"label": "06 Aug 23:59", "short_label": "06 Aug", "collected_at": "2026-08-06T23:59:59.999999+00:00", "score": 50, "delta": 0, "score_change": 0, "score_change_display": "+0", "confidence_change": 0, "article_change": 1, "tone": "neutral", "height": 4, "articles": 20, "confidence": 25, "evidence_status": "provisional", "evidence_label": "Provisional", "score_version": "evidence-v8", "reconstructed": true}]}, "disclaimer": "Educational market research only. Not financial, investment, trading, tax, or legal advice."}