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Update row isk_5e263acb184777dccc8d in intel_memory
story_key
isk_5e263acb184777dccc8d
Primary key.
TEXT
entity_key
equity:TSMC
TEXT NOT NULL
theme_key
markets
TEXT NOT NULL
latest_story_id
intel_4a32fe96b31bbb5f
TEXT
first_seen_at
2026-04-16T13:41:00+00:00
TEXT
last_seen_at
2026-04-16T13:41:00+00:00
TEXT
last_alerted_at
NULL
TEXT
last_digested_at
NULL
TEXT
last_decision
digest
TEXT NOT NULL (default 'monitor'
last_alert_class
none
TEXT NOT NULL (default 'none'
continuity_state
persistent
TEXT NOT NULL (default 'new'
uncertainty_state
open
TEXT NOT NULL (default 'open'
followup_status
none
TEXT NOT NULL (default 'none'
followup_attempts
INTEGER NOT NULL (default 0
last_followup_at
NULL
TEXT
last_verification_note
article_text_unavailable
TEXT
last_confidence
REAL NOT NULL (default 0.0
last_corroboration_score
REAL NOT NULL (default 0.0
last_importance_score
REAL NOT NULL (default 0.0
last_provenance_score
REAL NOT NULL (default 0.0
quality_delta
REAL NOT NULL (default 0.0
latest_headline
TSMC, AMD, J.B. Hunt, Nvidia, Hims & Hers, and More Stock Market Movers - Barron's
TEXT
latest_thesis
Multiple outlets reported on TSMC’s latest earnings and related guidance/spending signals, including coverage that TSMC beat expectations and that it flagged higher spending after the earnings results. The same news cycle also included market-mover coverage referencing other companies (AMD, J.B. Hunt, Nvidia, Hims & Hers) in a “stock market movers” context.
TEXT
latest_why_now
TSMC is a key supplier to advanced semiconductor ecosystems. Earnings beats and guidance/spending changes can affect expectations for AI-related chip demand, capacity build-outs, and downstream supply chains—factors that can influence broader equity sentiment across major semiconductor and technology-linked names.
TEXT
unresolved_questions
["article_text_unavailable","source_summary_missing","Add at least one primary source confirmation before escalation.","Increase independent source coverage to reduce provenance risk.","Review TSMC\u2019s earnings release and investor presentation for the exact guidance changes and capex/spending outlook referenced by the headlines.","Check whether the \u201chigher spending\u201d flag is tied to specific nodes/capacity expansions (e.g., leading-edge processes) versus broader corporate spending categories.","Compare how other independent outlets (e.g., Reuters, Investing.com, Yahoo Finance) characterize the same earnings/guidance points to confirm consistency beyond headline framing.","For downstream read-through, verify whether Nvidia and Apple commentary in the coverage is based on explicit supply-chain linkage or on broader market sentiment correlations."]
TEXT
seen_timestamps_30d
["2026-04-16T13:41:00+00:00"]
TEXT
surfaced_timestamps_30d
[]
TEXT
alerted_timestamps_30d
[]
TEXT
seen_count_total
INTEGER NOT NULL (default 0
surfaced_count_total
INTEGER NOT NULL (default 0
alert_count_total
INTEGER NOT NULL (default 0
updated_at
2026-04-16T13:55:09.278083+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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