HomeMarketsEarningsTSM 'Important' A.I. Businesses with NVDA Tie, AMD's Room to Run
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TSM 'Important' A.I. Businesses with NVDA Tie, AMD's Room to Run

TSM 'Important' A.I. Businesses with NVDA Tie, AMD's Room to Run

TSMC (TSM) rallied after posting a fourth-quarter earnings beat. James Demmert considers the company a core buy, noting its ties to Nvidia (NVDA) and the overall A.I. trade. He says not to discount AMD Inc. (AMD) in the industry despite recent weakness. Tom White offers example trades in TSMC and AMD.

Morning Trade Live

16 Jan 2025

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