Causal Reconstruction of Sentiment Signals from Sparse News Data

Sentiment signals derived from sparse news are commonly used in financial analysis and technology monitoring, yet transforming raw article-level observations into reliable temporal series remains a largely unsolved engineering problem. Rather than treating this as a classification challenge, we propose to frame it as a causal signal reconstruction problem: given probabilistic sentiment outputs from a fixed classifier, recover a stable latent sentiment series that is robust to the structural pathologies of news data such as sparsity, redundancy, and classifier uncertainty. We present a modular three-stage pipeline that (i) aggregates article-level scores onto a regular temporal grid with uncertainty-aware and redundancy-aware weights, (ii) fills coverage gaps through strictly causal projection rules, and (iii) applies causal smoothing to reduce residual noise. Because ground-truth longitudinal sentiment labels are typically unavailable, we introduce a label-free evaluation framework based on signal stability diagnostics, information preservation lag proxies, and counterfactual tests for causality compliance and redundancy robustness. As a secondary external check, we evaluate the consistency of reconstructed signals against stock-price data for a multi-firm dataset of AI-related news titles (November 2024 to February 2026). The key empirical finding is a three-week lead lag pattern between reconstructed sentiment and price that persists across all tested pipeline configurations and aggregation regimes, a structural regularity more informative than any single correlation coefficient. Overall, the results support the view that stable, deployable sentiment indicators require careful reconstruction, not only better classifiers.

Extending Czech Aspect-Based Sentiment Analysis with Opinion Terms: Dataset and LLM Benchmarks

This paper introduces a novel Czech dataset in the restaurant domain for aspect-based sentiment analysis (ABSA), enriched with annotations of opinion terms. The dataset supports three distinct ABSA tasks involving opinion terms, accommodating varying levels of complexity. Leveraging this dataset, we conduct extensive experiments using modern Transformer-based models, including large language models (LLMs), in monolingual, cross-lingual, and multilingual settings. To address cross-lingual challenges, we propose a translation and label alignment methodology leveraging LLMs, which yields consistent improvements. Our results highlight the strengths and limitations of state-of-the-art models, especially when handling the linguistic intricacies of low-resource languages like Czech. A detailed error analysis reveals key challenges, including the detection of subtle opinion terms and nuanced sentiment expressions. The dataset establishes a new benchmark for Czech ABSA, and our proposed translation-alignment approach offers a scalable solution for adapting ABSA resources to other low-resource languages.

Task Complexity Matters: An Empirical Study of Reasoning in LLMs for Sentiment Analysis

Large language models (LLMs) with reasoning capabilities have fueled a compelling narrative that reasoning universally improves performance across language tasks. We test this claim through a comprehensive evaluation of 504 configurations across seven model families--including adaptive, conditional, and reinforcement learning-based reasoning architectures--on sentiment analysis datasets of varying granularity (binary, five-class, and 27-class emotion). Our findings reveal that reasoning effectiveness is strongly task-dependent, challenging prevailing assumptions: (1) Reasoning shows task-complexity dependence--binary classification degrades up to -19.9 F1 percentage points (pp), while 27-class emotion recognition gains up to +16.0pp; (2) Distilled reasoning variants underperform base models by 3-18 pp on simpler tasks, though few-shot prompting enables partial recovery; (3) Few-shot learning improves over zero-shot in most cases regardless of model type, with gains varying by architecture and task complexity; (4) Pareto frontier analysis shows base models dominate efficiency-performance trade-offs, with reasoning justified only for complex emotion recognition despite 2.1x-54x computational overhead. We complement these quantitative findings with qualitative error analysis revealing that reasoning degrades simpler tasks through systematic over-deliberation, offering mechanistic insight beyond the high-level overthinking hypothesis.

Beyond the Star Rating: A Scalable Framework for Aspect-Based Sentiment Analysis Using LLMs and Text Classification

Customer-provided reviews have become an important source of information for business owners and other customers alike. However, effectively analyzing millions of unstructured reviews remains challenging. While large language models (LLMs) show promise for natural language understanding, their application to large-scale review analysis has been limited by computational costs and scalability concerns. This study proposes a hybrid approach that uses LLMs for aspect identification while employing classic machine-learning methods for sentiment classification at scale. Using ChatGPT to analyze sampled restaurant reviews, we identified key aspects of dining experiences and developed sentiment classifiers using human-labeled reviews, which we subsequently applied to 4.7 million reviews collected over 17 years from a major online platform. Regression analysis reveals that our machine-labeled aspects significantly explain variance in overall restaurant ratings across different aspects of dining experiences, cuisines, and geographical regions. Our findings demonstrate that combining LLMs with traditional machine learning approaches can effectively automate aspect-based sentiment analysis of large-scale customer feedback, suggesting a practical framework for both researchers and practitioners in the hospitality industry and potentially, other service sectors.

Tri-Subspaces Disentanglement for Multimodal Sentiment Analysis

Multimodal Sentiment Analysis (MSA) integrates language, visual, and acoustic modalities to infer human sentiment. Most existing methods either focus on globally shared representations or modality-specific features, while overlooking signals that are shared only by certain modality pairs. This limits the expressiveness and discriminative power of multimodal representations. To address this limitation, we propose a Tri-Subspace Disentanglement (TSD) framework that explicitly factorizes features into three complementary subspaces: a common subspace capturing global consistency, submodally-shared subspaces modeling pairwise cross-modal synergies, and private subspaces preserving modality-specific cues. To keep these subspaces pure and independent, we introduce a decoupling supervisor together with structured regularization losses. We further design a Subspace-Aware Cross-Attention (SACA) fusion module that adaptively models and integrates information from the three subspaces to obtain richer and more robust representations. Experiments on CMU-MOSI and CMU-MOSEI demonstrate that TSD achieves state-of-the-art performance across all key metrics, reaching 0.691 MAE on CMU-MOSI and 54.9% ACC-7 on CMU-MOSEI, and also transfers well to multimodal intent recognition tasks. Ablation studies confirm that tri-subspace disentanglement and SACA jointly enhance the modeling of multi-granular cross-modal sentiment cues.

LLM-as-an-Annotator: Training Lightweight Models with LLM-Annotated Examples for Aspect Sentiment Tuple Prediction

Training models for Aspect-Based Sentiment Analysis (ABSA) tasks requires manually annotated data, which is expensive and time-consuming to obtain. This paper introduces LA-ABSA, a novel approach that leverages Large Language Model (LLM)-generated annotations to fine-tune lightweight models for complex ABSA tasks. We evaluate our approach on five datasets for Target Aspect Sentiment Detection (TASD) and Aspect Sentiment Quad Prediction (ASQP). Our approach outperformed previously reported augmentation strategies and achieved competitive performance with LLM-prompting in low-resource scenarios, while providing substantial energy efficiency benefits. For example, using 50 annotated examples for in-context learning (ICL) to guide the annotation of unlabeled data, LA-ABSA achieved an F1 score of 49.85 for ASQP on the SemEval Rest16 dataset, closely matching the performance of ICL prompting with Gemma-3-27B (51.10), while requiring significantly lower computational resources.

Missing-by-Design: Certifiable Modality Deletion for Revocable Multimodal Sentiment Analysis

As multimodal systems increasingly process sensitive personal data, the ability to selectively revoke specific data modalities has become a critical requirement for privacy compliance and user autonomy. We present Missing-by-Design (MBD), a unified framework for revocable multimodal sentiment analysis that combines structured representation learning with a certifiable parameter-modification pipeline. Revocability is critical in privacy-sensitive applications where users or regulators may request removal of modality-specific information. MBD learns property-aware embeddings and employs generator-based reconstruction to recover missing channels while preserving task-relevant signals. For deletion requests, the framework applies saliency-driven candidate selection and a calibrated Gaussian update to produce a machine-verifiable Modality Deletion Certificate. Experiments on benchmark datasets show that MBD achieves strong predictive performance under incomplete inputs and delivers a practical privacy-utility trade-off, positioning surgical unlearning as an efficient alternative to full retraining.

Label-Consistent Data Generation for Aspect-Based Sentiment Analysis Using LLM Agents

We propose an agentic data augmentation method for Aspect-Based Sentiment Analysis (ABSA) that uses iterative generation and verification to produce high quality synthetic training examples. To isolate the effect of agentic structure, we also develop a closely matched prompting-based baseline using the same model and instructions. Both methods are evaluated across three ABSA subtasks (Aspect Term Extraction (ATE), Aspect Sentiment Classification (ATSC), and Aspect Sentiment Pair Extraction (ASPE)), four SemEval datasets, and two encoder-decoder models: T5-Base and Tk-Instruct. Our results show that the agentic augmentation outperforms raw prompting in label preservation of the augmented data, especially when the tasks require aspect term generation. In addition, when combined with real data, agentic augmentation provides higher gains, consistently outperforming prompting-based generation. These benefits are most pronounced for T5-Base, while the more heavily pretrained Tk-Instruct exhibits smaller improvements. As a result, augmented data helps T5-Base achieve comparable performance with its counterpart.

Beyond Polarity: Multi-Dimensional LLM Sentiment Signals for WTI Crude Oil Futures Return Prediction

Forecasting crude oil prices remains challenging because market-relevant information is embedded in large volumes of unstructured news and is not fully captured by traditional polarity-based sentiment measures. This paper examines whether multi-dimensional sentiment signals extracted by large language models improve the prediction of weekly WTI crude oil futures returns. Using energy-sector news articles from 2020 to 2025, we construct five sentiment dimensions covering relevance, polarity, intensity, uncertainty, and forwardness based on GPT-4o, Llama 3.2-3b, and two benchmark models, FinBERT and AlphaVantage. We aggregate article-level signals to the weekly level and evaluate their predictive performance in a classification framework. The best results are achieved by combining GPT-4o and FinBERT, suggesting that LLM-based and conventional financial sentiment models provide complementary predictive information. SHAP analysis further shows that intensity- and uncertainty-related features are among the most important predictors, indicating that the predictive value of news sentiment extends beyond simple polarity. Overall, the results suggest that multi-dimensional LLM-based sentiment measures can improve commodity return forecasting and support energy-market risk monitoring.

Evaluating the Usage of African-American Vernacular English in Large Language Models

In AI, most evaluations of natural language understanding tasks are conducted in standardized dialects such as Standard American English (SAE). In this work, we investigate how accurately large language models (LLMs) represent African American Vernacular English (AAVE). We analyze three LLMs to compare their usage of AAVE to the usage of humans who natively speak AAVE. We first analyzed interviews from the Corpus of Regional African American Language and TwitterAAE to identify the typical contexts where people use AAVE grammatical features such as ain't. We then prompted the LLMs to produce text in AAVE and compared the model-generated text to human usage patterns. We find that, in many cases, there are substantial differences between AAVE usage in LLMs and humans: LLMs usually underuse and misuse grammatical features characteristic of AAVE. Furthermore, through sentiment analysis and manual inspection, we found that the models replicated stereotypes about African Americans. These results highlight the need for more diversity in training data and the incorporation of fairness methods to mitigate the perpetuation of stereotypes.