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TSM "Raising the Bar" for A.I., SPX Faces Pressure to Hold Key Support

TSM "Raising the Bar" for A.I., SPX Faces Pressure to Hold Key Support

Schwab Network · Schwab Network

October 16, 20255m 54s

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Show Notes

TSMC's (TSM) latest earnings is "raising the bar" for A.I. across the board, says Charles Schwab's Joe Mazzola. He says it's a sign that the chip trade remains intact while adding pressure to A.I.-adjacent names. Joe also talks about market optimism from retail investors seen in a boost of options call-side activity. However, he says market performance hinges on the SPX holding a key support level.


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