Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping.

Tyler Crowe and Matt Frankel discuss:

- Taiwan Semiconductor’s most recent earnings report

- The torrid pace of AI spending

- Lower mortgage rates are taking the cork off existing home sales and refinancing

- Insulation contractor TopBuild now does roofs.

- Ferrero International acquires WK Kellogg

- Two stocks we’re watching this earnings season

Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD

Host: Tyler Crowe

Guest: Matt Frankel

Engineer: Dan Boyd

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