TSM Earnings Bullish Signal for All AI, "Putting Their Money Where Their Mouth Is"
Автор: Schwab Network
Загружено: 2026-01-18
Просмотров: 1417
TSMC's (TSM) record net profit in earnings is what Ben Bajarin calls a strong bullish signal for the AI trade. He sees the report giving a green light for other chipmakers to move higher, from Nvidia (NVDA) to Intel (INTC). Kim Forrest says the earnings dismiss any concerns for an AI bubble by "putting their money where their mouth is." As TSMC seeks to create smaller chips, Kim expects operating costs to increase.
Segment originally aired Thursday, January 15th, 2026.
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