TSMC chips in $100B more

Wall Street Breakfast

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.
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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.
2026-07-16 4 min
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