TSMC chips in $100B more

Wall Street Breakfast · Jul 16, 2026 · 4m

TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSM, EOSE, ASTS, and moreTaiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimatesTrump considers high-stakes military escalation in Iran - reportSA Asks: Should Disney get out of the streaming business?SpaceX short sellers notch $3.8B in mark-to-market gainsSign up for our daily newsletter here and…