AI spending drives TSMC - Wall Street Breakfast

What this episode covers

TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU) flights. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HPE, RAIL, and moreIran says oil blockade will persist until attacks endJPMorgan sees 10% S&P 500 pullback on heightened war concernsTrump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?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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How long is this episode of Wall Street Breakfast?

This episode is 4 minutes long.

When was this Wall Street Breakfast episode published?

This episode was published on March 10, 2026.

What is this episode about?

TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU) flights. (02:26)Episode...

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