WS #12182

The dominant signal in this window is TSMC's blockbuster Q2 earnings, which beat estimates by a wide margin (EPS $4.31 vs $3.77, revenue $40.2B vs $39.76B), driven by AI chip demand. This is corroborated by multiple sources (CNBC, Nikkei, Seeking Alpha, pro-wire, and social media). The strong TSMC result is bullish for the semiconductor sector and AI-related names (NVDA, AAPL). Separately, Hyundai's buyout of SoftBank's 10% stake in Boston Dynamics (Seeking Alpha) signals continued robotics investment. SpaceX short sellers have amassed $3.8B in mark-to-market gains as shares fall below IPO price (Seeking Alpha). Other notable items: UK government brings British Steel under public ownership (BBC), and Australia plans energy/water guardrails on data centers (NYT). The previous window's themes (US tariffs on Brazil, Iran oil disruption, BOK rate hike) are not refuted but also not updated in this window, so they carry forward as ongoing. The TSMC beat is the highest-signal development, with cross-source corroboration and direct implications for NVDA and AAPL.