Engineering The Trade - October 16, 2025 - TSM Earnings Positive Despite Market's Reserved Response
Update: 2025-10-16
Description
TSM reported strong earnings with optimistic AI outlook, though stock price movement remained underwhelming. This exemplifies the current pattern with chip stocks - stellar results but muted price reactions. TSM's positive guidance boosted related companies like NVIDIA, AVGO, AMD and Apple.
CoreWeave announced a first-of-its-kind AI object storage service, positioning itself as a potential dark horse in the AI space.
Regional banks Zions and Western Alliance warned of credit loan losses, signaling potential consumer struggles. This concerning trend, coupled with employment market issues, contributed to falling two-year yields as markets anticipate additional rate cuts.
Gold and silver continue their meteoric rise, with gold approaching an unprecedented tenth consecutive weekly gain. Market participants are currently favoring precious metals over other investments including Bitcoin, cash, and bonds.
CoreWeave announced a first-of-its-kind AI object storage service, positioning itself as a potential dark horse in the AI space.
Regional banks Zions and Western Alliance warned of credit loan losses, signaling potential consumer struggles. This concerning trend, coupled with employment market issues, contributed to falling two-year yields as markets anticipate additional rate cuts.
Gold and silver continue their meteoric rise, with gold approaching an unprecedented tenth consecutive weekly gain. Market participants are currently favoring precious metals over other investments including Bitcoin, cash, and bonds.
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