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Could not fetch row with primary-key sig_9a1b0439fd0d.
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Delete row isk_54ab245b7dc12144db24 from intel_memory
story_key
isk_54ab245b7dc12144db24
entity_key
equity:TSMC
theme_key
markets
latest_story_id
intel_4a32fe96b31bbb5f
first_seen_at
2026-04-16T14:15:11+00:00
last_seen_at
2026-04-16T14:15:11+00:00
last_alerted_at
NULL
last_digested_at
NULL
last_decision
digest
last_alert_class
none
continuity_state
developing
uncertainty_state
open
followup_status
none
followup_attempts
0
last_followup_at
NULL
last_verification_note
article_text_unavailable
last_confidence
0.7073
last_corroboration_score
0.7841
last_importance_score
0.8192
last_provenance_score
0.733
quality_delta
0.0021
latest_headline
TSMC, AMD, J.B. Hunt, Nvidia, Hims & Hers, and
TSMC, AMD, J.B. Hunt, Nvidia, Hims & Hers, and More Stock Market Movers - Barron's
...
latest_thesis
Multiple outlets reported market-moving developmen
Multiple outlets reported market-moving developments involving TSMC and other named companies (AMD, J.B. Hunt, Nvidia, Hims & Hers) in the context of stock-market coverage and/or post-earnings reactions. One specific item attributed to CNBC described TSMC and ASML post-earnings stock moves as potentially indicative of broader chip-industry direction. Another item attributed to Barron’s described TSMC stock slipping while the company flagged higher spending after an earnings beat.
...
latest_why_now
TSMC is a bellwether for semiconductor demand, sup
TSMC is a bellwether for semiconductor demand, supply-chain health, and capex intensity; therefore, post-earnings reactions and any indicated spending changes can influence expectations across the chip sector and related equities. Broad “stock market movers” coverage also reflects how investors are repricing risk and growth assumptions across multiple sectors.
...
unresolved_questions
["article_text_unavailable","source_su
["article_text_unavailable","source_summary_missing","Add at least one primary source confirmation before escalation.","Increase independent source coverage to reduce provenance risk.","Open and review the full CNBC article referenced in the timeline item to confirm the exact wording of the \u201csign of what\u2019s to come\u201d claim and what specific post-earnings metrics it cites.","Open and review the full Barron\u2019s article referenced in the timeline item to extract the exact higher-spending language (capex amount, guidance period, and management rationale).","Check whether the feed\u2019s other named companies (AMD, Nvidia, J.B. Hunt, Hims & Hers) are included due to earnings, guidance, macro news, or technical/flow-driven moves, by reviewing the corresponding source articles.","Verify whether any additional independent reports in the same time window attribute the moves to the same underlying drivers (earnings beat vs. spending flag) rather than alternative explanations."]
...
seen_timestamps_30d
["2026-04-16T14:15:11+00:00"]
surfaced_timestamps_30d
[]
alerted_timestamps_30d
[]
seen_count_total
1
surfaced_count_total
0
alert_count_total
0
updated_at
2026-04-16T15:40:15.130405+00:00
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