Record Profits, Falling Stocks: TSMC's Best Quarter and CoreWeave's Debt Scare

Podcast: The Circuit Brief · The Circuit Brief

Opublikowano: 2026-10-17

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Saturday edition, October 17, 2026. TSMC reported the best quarter in its history and said AI chip demand is still far above what it can supply, yet chip stocks had their worst week since June. Friday's close: S&P 500 7,659.44 (-1.1%), Nasdaq 26,140.03 (-2.1%, -4.5% on the week), Dow 52,002.41. Why a record quarter didn't help: rate-hike bets after hot inflation, China's CXMT advancing in memory chips, and CoreWeave's bonds trading at distressed yields of 14-16%. What to watch next week: Fed comments...