Episode
TSMC chips in $100B more
- Podcast
- Wall Street Breakfast
- Published
- Jul 16, 2026
- Duration seconds
- 291
- Processing state
not_requested
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Summary
TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea . (02:13) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, EOSE, ASTS, and more Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates Trump considers high-stakes military escalation in Iran - report SA Asks: Should Disney get out of the streaming business? SpaceX short sellers notch $3.8B in mark-to-market gains Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .