AI Chip Cyclicality Concerns Linger Over TSM Despite Strong Earnings, Guidance

<p>Melissa Otto says TSMC (TSM) earnings were great but believes investors&#39; focus on CapEx and overall AI skepticism has hit the stock. Josh Kaplan shares concerns that cyclicality of the AI chipmaking space may expand as an overhang for the industry. Both guests address these headwinds and how they conflict with rising interest rates, another risk forming in the AI trade.</p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p><br></p><p>Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe</p><p>Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185</p><p>Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7</p><p>Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse</p><p>Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network</p><p>Watch on DistroTV - https://www.distro.tv/live/schwab-network/</p><p>Follow us on X – https://twitter.com/schwabnetwork</p><p>Follow us on Facebook – https://www.facebook.com/schwabnetwork</p><p>Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/</p><p>About Schwab Network: https://schwabnetwork.com/about</p><p><br></p>