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'Script Flipped' on A.I., Tariffs Outlier in Strong TSM Earnings

'Script Flipped' on A.I., Tariffs Outlier in Strong TSM Earnings

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.

Trading 360

17 Apr 2025

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