In Episode 66 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides an updated analysis of Taiwan Semiconductor Manufacturing Company (TSM), a key holding in the GW Investment Institute’s portfolios and cornerstone of the global AI supply chain. Lake highlights the company’s exceptional gross margins at 59%, strong revenue growth at 39%, and a profit-driving manufacturing model. He also praises CEO Dr. C.C. Wei and the management team for maintaining operational excellence, investing heavily in manufacturing expansion in the U.S. and Japan, and preserving a robust $60 billion net cash position. While acknowledging that TSM’s valuation has risen amid growing investor enthusiasm, Lake concludes it remains a world-class business with enduring competitive advantages, strategic global positioning, and a vital role in powering the AI-driven economy.

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In Episode 65 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, shares market updates on the government shutdown, corporate earnings, and global trends. He highlights strong bank results from JPMorgan, Goldman Sachs, and Morgan Stanley, noting improved stability since 2008 and continued consolidation, including Capital One’s purchase of Discover. He discusses Coca-Cola’s “two-tiered economy” and use of AI to boost efficiency, then reviews TSMC’s standout earnings and central role in AI chip production for Apple and Nvidia, contrasting it with Intel’s challenges. Professor Lake also spotlights Apple’s strong iPhone 17 sales, the U.S.-Australia partnership to reduce reliance on China for rare earth materials, and Amazon Web Services’ recent outage—connecting themes of consumer strength, financial stability, and AI innovation as key market drivers.

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More from the “Market News with Rodney Lake” Podcast:
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Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

Follow the GW Investment Institute:
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X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 64 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers an analysis of Alibaba, one of China’s largest and most influential technology conglomerates. He examines the company’s structure, leadership under Eddie Wu and Jack Ma, and its expanding focus beyond retail into cloud computing and artificial intelligence—where Alibaba trails only AWS and Microsoft Azure. Drawing on insights from his recent trip to China, Lake emphasizes the nation’s economic energy and its parallel with the U.S. in driving AI innovation. He highlights Alibaba’s strong year-to-date performance, solid gross margins, growing free cash flow, and substantial $60 billion net cash position, while noting weaker net margins. Rodney frames the company as a key lens into China’s AI and cloud ambitions amid the country’s broader economic resurgence.

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

Follow the GW Investment Institute:
Instagram: https://www.instagram.com/gwinvestmentinstitute/
LinkedIn: https://www.linkedin.com/school/gwinvestmentinstitute/
X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.