TheBitCast

TSMC Beats, Tech Breaks: The AI Debt Test

Podcast: Markets Daily · Jellypod

Opublikowano: 2026-10-15

Tech stocks sell off again despite TSMC’s strong results, as hotter-than-expected producer prices revive rate concerns and high borrowing costs put the AI data-center buildout under scrutiny. We weigh the bull and bear cases, track global markets and company earnings, and preview the economic reports that could shape the next move.