VIDEO: Why We Like This Holding's New Acquisition
Plus, digging into Taiwan Semi’s December quarter results and what’s driving today’s market.
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In today’s Daily Rundown video, Chris Versace explains the forces that are pushing and pulling on the market today. That discussion includes December quarter results from Taiwan Semiconductor TSM and continued strong quarterly results from big banks, including our own Morgan Stanley MS and Bank of America BAC.
Chris also shares a very bullish comment from Morgan Stanley about M&A prospects and then shares why we’re fans of Trade Desk’s TTD latest acquisition announcement.
He also explains why we think comments from Fed Governor Christopher Waller are filled with some hopium following the string of recent economic data.
At the time of publication, TheStreet Pro Portfolio was long MS, BAC and TTD.
