Name: TSM 'Slower' Growth Still Holds 'Margin Driver,' NVDA & Tech Rallies on Shutdown Ending
Uploaded: 2025-11-10T15:29:49.669-06:00
Duration: 10 min 37 s

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Kevin Green turns to the big headline taking up the oxygen Monday morning of a potential end to the government shutdown. While the ACA is something he sees remaining a contentious issue, SNAP funding being issued through next September offers a counterbalance of support. On the tech trade, Kevin notes TSMC's (TSM) 17% revenue growth as "slower" than past metrics but one that doesn't slow the bull run. He explains how a new phone and hardware cycle led by Apple (AAPL) offers a "margin driver" for TSMC. He also talks about Nvidia (NVDA) CEO Jensen Huang "threading the needle" of international relations.

TSM 'Slower' Growth Still Holds 'Margin Driver,' NVDA & Tech Rallies on Shutdown Ending

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