Stock Movers TSMC Beat; United and HPE Decline; Salesforce Guidance
Oct 16, 2025
Taiwan Semiconductor impresses with an earnings beat, bolstered by AI chip demand. Meanwhile, United Airlines faces challenges with signs of market saturation despite a positive earnings forecast. Hewlett Packard struggles with tighter margins linked to costly AI hardware, resulting in job cuts. On a brighter note, Salesforce predicts a return to double-digit growth, igniting optimism among investors. The hosts delve into these market movers and their implications for the economy.
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TSMC Ups AI-Driven Revenue Outlook
- TSMC raised its 2025 revenue projection to the mid-30% range driven by AI chip demand.
- The company reported a 39% profit surge and is accelerating U.S. capacity expansion due to AI conviction.
United Shows Premium Demand But Signs Of Saturation
- United reported resilient demand, especially in premium cabins, and beat EPS estimates for Q4.
- Bloomberg Intelligence warns revenue signs hint at saturation in premium seats despite recent share gains.
HPE Margin Pressure From Costly AI Servers
- HPE issued a full‑year profit and cash‑flow forecast below expectations and its shares tumbled nearly 10%.
- The company faces margin compression partly from building servers with expensive AI chips that reduce profitability.