Caroline Hyde
speaker
8,902 appearances
181 recordings
4 series
first heard Aug 2025
last heard 12 Jun
Caroline Hyde’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.
Appearances
With TSMC, for example, hardware, defying Middle East volatility with a 35% revenue increase.
As AI infrastructure demand just surges, but software stocks, just look what happened across Asia trading, for example.
They're continuing to struggle and they're sinking here in the US too.
Bloomberg's Yuh-Kyung Lee can talk us through it all.
Let's go to the glass half full TSMC numbers.
I mean, a very round number right now, 2,000 out of 45 points.
But then on the downside, same thing is happening here in the U.S.
People are selling off software.
What sparked it in Asia?
Absolutely.
We want to thank you, Yoke Young-mi, all over what's happening with the Asian trade.
Let's bring it back to the United States and more broadly, Sylvia Jablonski is with us, CEO at Defiance ETFs, saying the markets are being driven by two powerful forces right now as well.
On one side, it's AI growth.
On the other side, it's geopolitical tension.
And look, as we head towards a weekend where there will be discussions and Vice President Vance flying out at the moment to hopefully secure a more secure economy,
end or resolution to the conflict, how does that affect what you're seeing in terms of purchasing of the ETFs?
Yeah, so it's really interesting.
I think that what we've seen over the last couple of months or so is that a lot of the thematic ETFs that are in the AI space, whether it's AI power, whether it's AI infrastructure, whether it's like the straight chip names, you know, they've taken a hit very much like they have in other crisis scenes, whether it's, you know, Ukraine tension, whether it's COVID, things like this.
And
And lo and behold, we hear that a resolution could be on the way and all of these names start to rally again into the market.
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