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Mar 10, 2026 4 min

AI spending drives TSMC

from Wall Street Breakfast Hosted by Seeking Alpha

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 more Iran says oil blockade will persist until attacks end JPMorgan sees 10% S&P 500 pullback on heightened war concerns Trump 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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AI spending drives TSMC

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