Among the surging terms this week, the AMD×Anthropic deal and Helios compute cluster carry clearly positive financial sentiment, while the Tesla earnings breakdown, Gemini 3.5 Pro coverage and the Hugging Face story are negative.
We ran 6 months of news and social media NLP data using our MarketPsych Radar MCP on gold, silver, and copper.
Positive and negative expectations are elevated simultaneously. The tone is polarized, not uniformly bullish or bearish.
Scores = MarketPsych index points x100.
Running AI is getting cheaper.
The emerging pattern appears to be that cheaper AI is framed as more business for the companies driving costs down, and as price pressure on memory and standard-server sellers.
-MarketPsych MCP for LSEG, News and Social Media, April to June 2026.
Common wisdom says social media is hype and professional news is more cautious, but we don’t see that for AI hardware stocks.
Please #comment for the full report.
Data Source: MarketPsych MCP for #LSEG MarketPsych Analytics, News and Social Media, April to June 2026.
Which AI hardware companies fell out of favor in June 2026?
This image is an analysis of 29 AI supply chain companies, using the MarketPsych MCP on news, social media, and transcripts.
#Comment below if you'd like to see the full report.
#AI#Semiconductors#Investing
What does a year of media coverage say about the AI hardware boom?
We analyzed news, social media, and earnings-call transcripts for 29 companies from chip designers to server builders and data centers using our #MCPs.
Request the full report in the #comments.
A much-anticipated and illuminating video on the MarketPsych and LSEG partnership and products.
Big thank you to LSEG Data & Analytics’ Matt Watson & Giulia Antonioli!
See the YouTube video here: https://t.co/RIKIMnunRA
The enthusiasm around the upcoming #SpaceX IPO may rekindle an old stock market pattern: buy on the rumor and sell on the news.
Our data was built to identify such patterns in markets, as described in our book.
#marketpsych
Excited to announce that our data feeds are available on Databricks! https://t.co/BMkSmekmRS
We have clients onboarded and using our MarketPsych Research Accelerator - testing 4 of our LSEG Data & Analytics datasets over the course of 12-months: https://t.co/8N8MB2pQhc
The US #Midterms#Election analysis done here with #Claude on our Radar #MCP. It shows more negativity towards Republicans than towards Democrats. This is across news and social media when looking at millions of messages daily.
Companies involved with #humanoid robotics. Claude integrates with our Radar MCP to create thematic baskets based on media commentary.
This is a great complement to our API-driven thematic search and basketing tool called Radar UI.
#thematic#MCP#Claude#themes
Using our Radar #MCP with #Claude to extract a timeline of #ESG#Controversies about a turnaround story: little known Australian company (Nuix Ltd). Traditional ESG data still has them in the penalty box.
In 2020, our then-intern Tiago Quevedo Teodoro had an idea: investing in the currencies of countries with the highest business media #Fear.
Borrowing from the bottom 20% of interest-rate currencies and deploying into high-fear markets produced higher and more stable returns.
MarketPsych's Bond "Fear" predicts U.S. Treasury bond risk premia with strong statistical support (22-30% out-of-sample R²) after controlling for traditional yield curve, macroeconomic, and sentiment predictors.
Read here:
🔗 https://t.co/RYKBds1GWT
Claude admitting it's easier to make up responses because it's "lazy." 🤦♂️
We asked Claude to give us links to academic papers citing our data. We gave it a list of 200+ academic paper titles and authors.
If you've got any suggestions to make this work, please comment.
#claude
The more anger expressed on #FAANG earnings calls, the higher next quarter stock returns.
We built a basic market-neutral strategy using FAANG stocks:
https://t.co/99IBTgn0Xu
Excited to announce our new launch: *MarketPsych Research Accelerator* in partnership with LSEG Data & Analytics 🚀
#AltData testing and integration can consume months of time.
Our new MarketPsych Research Accelerator solves this → https://t.co/8N8MB2pQhc
In media, spikes in "war" and "violence" references have consistently preceded oil price rallies: from Russia invading Ukraine, to Houthi attacks on Red Sea shipping, to the Iran conflict today.
Image below is from LSEG MarketPsych Analytics.
Claude's intuitive power is amazing here; despite a basic prompt, Claude created tools to expand the plot lines (attached) based on media volume and provided insightful commentary.
The most dramatic declines were in Oman, Bahrain, Kuwait, and the UAE.
#ai#claude#sentiment