"Script Flipped" on A.I., Tariffs Outlier in Strong TSM Earnings
Schwab Network · Schwab Network
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Show Notes
TSMC (TSM) posted what Sylvia Jablonski considers great earnings that confirms a ramp-up in hyperscaler demand. The issue ahead: tariffs. Sylvia says there's plenty of investment opportunity as long as you brace for short-term volatility. Tyler Herriage maintains his bullishness on chip stocks but warns of price increases and innovation cutbacks as headwinds for the industry.
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