Name: NVDA & AAPL Aid TSM's Robust A.I. Demand, U.S. Question Marks Ahead
Uploaded: 2025-01-16T19:43:13.502-06:00
Duration: 8 min
Description: TSMC (TSM) became a market leader after posting a strong earnings beat and optimistic guidance. Caroline Woods attributes much of that success to its worldwide contracts, particularly with Nvidia (NVDA) and Apple (AAPL). However, U.S. export restrictions on A.I. chips and potential Trump tariffs could serve as headwinds for TSMC.

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TSMC (TSM) became a market leader after posting a strong earnings beat and optimistic guidance. Caroline Woods attributes much of that success to its worldwide contracts, particularly with Nvidia (NVDA) and Apple (AAPL). However, U.S. export restrictions on A.I. chips and potential Trump tariffs could serve as headwinds for TSMC.

NVDA & AAPL Aid TSM's Robust A.I. Demand, U.S. Question Marks Ahead

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.