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Engineering The Trade - October 16, 2025 - TSM Earnings Positive Despite Market's Reserved Response

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Manage episode 514063155 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
TSM reported strong earnings with optimistic AI outlook, though stock price movement remained underwhelming. This exemplifies the current pattern with chip stocks - stellar results but muted price reactions. TSM's positive guidance boosted related companies like NVIDIA, AVGO, AMD and Apple. CoreWeave announced a first-of-its-kind AI object storage service, positioning itself as a potential dark horse in the AI space. Regional banks Zions and Western Alliance warned of credit loan losses, signaling potential consumer struggles. This concerning trend, coupled with employment market issues, contributed to falling two-year yields as markets anticipate additional rate cuts. Gold and silver continue their meteoric rise, with gold approaching an unprecedented tenth consecutive weekly gain. Market participants are currently favoring precious metals over other investments including Bitcoin, cash, and bonds.
  continue reading

1614 episodes

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Manage episode 514063155 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
TSM reported strong earnings with optimistic AI outlook, though stock price movement remained underwhelming. This exemplifies the current pattern with chip stocks - stellar results but muted price reactions. TSM's positive guidance boosted related companies like NVIDIA, AVGO, AMD and Apple. CoreWeave announced a first-of-its-kind AI object storage service, positioning itself as a potential dark horse in the AI space. Regional banks Zions and Western Alliance warned of credit loan losses, signaling potential consumer struggles. This concerning trend, coupled with employment market issues, contributed to falling two-year yields as markets anticipate additional rate cuts. Gold and silver continue their meteoric rise, with gold approaching an unprecedented tenth consecutive weekly gain. Market participants are currently favoring precious metals over other investments including Bitcoin, cash, and bonds.
  continue reading

1614 episodes

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