Taiwan Semiconductor Manufacturing Company (TSM) stock is in focus after the chipmaker reported earnings that beat expectations and reiterated its revenue forecast despite ongoing tariff concerns.
Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead examines pat caputo the earnings report and discusses his outlook for TMSC and its competitors, such as Samsung (005930.KS) and Intel (INTC).
Also, Nvidia (NVDA) CEO Jensen Huang reportedly met with Chinese officials in Beijing after the chipmaker disclosed a $5.5 billion loss due to new US chip trade restrictions on exports to China, which sent the stock tumbling on Wednesday. Moorhead spoke with Madison and Brad about his expectations for the ongoing US–China trade war and the artificial intelligence (AI) chipmaker's position.
To watch more expert insights and analysis on the latest market action, check out more Morning Brief here:
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