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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