HomeIndustriesA.I.TSM Shows Modern Day A.I. Promise, Energy Buildout & China Future Headwinds

TSM Shows Modern Day A.I. Promise, Energy Buildout & China Future Headwinds

"A.I. is growing, " says Sylvia Jablonski, but she poses the question, "what is the future of this?" TSMC's (TSM) latest earnings show strong demand, though Sylvia points to headwinds in energy and infrastructure buildout as lasting headwinds. Trade tensions with China adds another wild card to the A.I. story. David Nicholson makes the case that there's more winners to see as investors realize "not all A.I. accelerators come from one company." He labels Qualcomm (QCOM) and Broadcom (AVGO) as strong competitors to Nvidia (NVDA).

The Watch List

17 Oct 2025

SHARE

ON AIR
6:00 pm
The Wrap
replay
education
12:00 am
Your First Trade
REPLAY
education
12:30 am
Your First Trade
REPLAY
education
1:00 am
Inside the Mind of a Trader
REPLAY
education
1:30 am
Inside the Mind of a Trader
REPLAY
education
2:00 am
Inside the Mind of a Trader
REPLAY
2:30 am
Market Overtime
REPLAY
3:00 am
The Wrap
REPLAY
4:00 am
Fast Market
REPLAY
5:00 am
Next Gen Investing
REPLAY
6:00 am
The Wrap
REPLAY
7:00 am
Market Overtime
REPLAY
8:00 am
Fast Market
REPLAY
9:00 am
Next Gen Investing
REPLAY
education
10:00 am
Your First Trade
REPLAY
education
10:30 am
Your First Trade
REPLAY
education
11:00 am
Your First Trade
REPLAY
education
11:30 am
Your First Trade
REPLAY
education
12:00 pm
Your First Trade
REPLAY
education
12:30 pm
Your First Trade
REPLAY
education
1:00 pm
Your First Trade
REPLAY
education
1:30 pm
Your First Trade
REPLAY
education
2:00 pm
Your First Trade
REPLAY
education
2:30 pm
Your First Trade
REPLAY
3:00 pm
Market Overtime
REPLAY
3:30 pm
Market Overtime
REPLAY
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
ON AIR
6:00 pm
The Wrap
REPLAY
7:00 pm
Market Overtime
REPLAY
7:30 pm
Market Overtime
REPLAY
8:00 pm
The Wrap
REPLAY
9:00 pm
Market Overtime
REPLAY
9:30 pm
Market Overtime
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY

Schwab Network's Newsletters

Daily insights for every investor