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Schwab Network

TSM Leads Global AI Optimism, China's Trade Surplus & Europe Seeks Stimulus Boost

5 min16 januari 2026

Charles Schwab's Michelle Gibley talks about the state of global trading. He details surprising growth of China's trade surplus and optimism surrounding Chinese AI innovation. Michelle notes TSMC (TSM) as a key driver behind tech optimism across the globe. She also assesses the European market, particularly Germany, where fiscal stimulus aims to boost a lagging economy.


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