KG on AI Concerns in TSM Earnings, CRWV Financing; PPI & Retail Sales Adding Fed Pressure

<p>TSMC (TSM) posted a 69% increase in year-over-year net profit as strong AI demand continues to back strong earnings quarter after quarter. However, as Kevin Green points out, CapEx spending remains a key concern for the company and the broader AI trade. He discusses how the earnings, paired with AI debt financing concerns in companies like CoreWeave (CRWV), add to doubts in the AI trade&#39;s outlook. KG adds that inflation woes remain a key overhang as well, pointing to a hot September PPI backing the trend CPI showed a day prior. </p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</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>