TSMC Beat on Everything. The Stock Still Fell 5%.

A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at earnings.

When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what the economy does next.

A blown settlement meeting and a ticking fee make PSKY and WBD the week’s most asymmetric defined-risk opportunity.