Taiwan Semi’s $100 billion plan and housing is hot!
Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping.
Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping.
Tyler Crowe and Matt Frankel discuss:
- Taiwan Semiconductor’s most recent earnings report
- The torrid pace of AI spending
- Lower mortgage rates are taking the cork off existing home sales and refinancing
- Insulation contractor TopBuild now does roofs.
- Ferrero International acquires WK Kellogg
- Two stocks we’re watching this earnings season
Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD
Host: Tyler Crowe
Guest: Matt Frankel
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices