Taiwan Semi’s $100 billion plan and housing is hot!

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 10 July 2025

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Taiwan Semiconductor's earnings say full steam ahead for AI, and the housing market is getting
0:10.5	some of its best news in a while. You're listening to Motley Fool Money.
0:20.7	Welcome to Motley Fool Money. I'm Tyler Crow, and joining me today is Motley Fool analyst Matt Frankel.
0:25.6	Matt, thanks for being here.
0:26.6	Yeah, thanks for having me. It's always fun to be on with you.
0:29.6	Yeah, we do a lot of conversations. Offline and doing one here is going to be great.
0:33.6	So, on today's show, the snacking industry is actually coming for the
0:37.8	breakfast aisle. The housing market saw its first green shoots in a while. There's merger talk
0:42.7	in the building supply industry, and Matt and I are going to give some earnings watches for
0:47.1	the upcoming quarter. But we're going to start today's show with Taiwan semiconductors because
0:50.9	they just released their second quarter or June earnings earlier today.
0:56.2	So Taiwan Semiconductor Manufacturing's revenue rose about 39% in the quarter.
1:01.4	And TSM CEO CCWA said that AI chip demand still, they think is outstripping the current
1:07.9	supply that they have. And the company has pledged to spend $100 billion ramping up manufacturing. Now, Matt, I'm probably not alone in being flabbergasted,
1:18.0	like every time I hear a projection about spending and CAPEX related to AI. I mean,
1:23.7	Nvidia just passed the $4 trillion market cap threshold a couple days ago, and I still hard
1:29.7	to wrap my head around.
1:30.8	I think the easy question is, will AI spend, like, continue to grow?
1:35.4	I think that's a little too easy.
1:36.6	So I want to ask you, do you see AI CAPEX spending continuing at this rate?
1:43.5	Well, I mean, a 40% year-over-year growth rate is only sustainable for about so long.
1:50.0	And this is an acceleration, it's worth mentioning. Last year, in 2024, Taiwan Semi reported
	...

Transcript will be available on the free plan in 17 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.