TSMC CEO says trade tariffs having some impact, but AI demand strong

Ann Bordetsky, a partner at venture firm NEA, argues that AI isn’t just transforming business software—it’s about to supercharge consumer tech, too. She predicts a fresh wave of innovation (think smarter apps, personalized services, and who-knows-what-else) that could deliver even juicier returns for investors than enterprise AI. Bordetsky shared her take on Bloomberg’s tech show, suggesting we’re on the brink of a consumer tech golden age powered by AI.

Editor’s Note: If Bordetsky’s right, AI won’t just be humming in the background of corporate tools—it’ll reshape how we shop, entertain ourselves, and interact with tech daily. For investors, it’s a heads-up: the next big payoff might come from apps and services you actually use, not just the ones your boss makes you log into. And for the rest of us? Buckle up for a potential flood of clever, maybe even delightful, new ways tech could slot into our lives.

Waystar, a healthcare payments company, just hit its one-year anniversary as a publicly traded company on the Nasdaq. Their IPO was one of the biggest deals of 2024, pulling in around $1 billion. CEO Matt Hawkin had big ambitions—building a fast-growing, AI-driven business to streamline healthcare payments. Now, he’s sitting down with Bloomberg’s Vonnie Quinn to reflect on the highs, lows, and lessons from Year One.

Editor’s Note: Going public is a huge milestone for any company, and Waystar’s first year is a litmus test for whether their vision—using AI to untangle healthcare payments—is gaining traction. For investors and industry watchers, this update offers clues about the company’s staying power in a notoriously complex sector. Plus, with healthcare costs always in the spotlight, any innovation here could ripple out to patients and providers.

HPE’s CEO, Antonio Neri, just dialed back concerns about how much tariffs might hurt the company’s bottom line. In a chat on Bloomberg Technology, he hinted that HPE has found ways to soften the blow—whether through supply chain adjustments, cost-cutting, or passing some costs to customers. The details are light, but it’s a sign the tech giant isn’t sweating tariffs as much as it once did.

Editor’s Note: Tariffs are usually a headache for big tech firms—they either eat the extra costs or risk ticking off customers with higher prices. Neri’s comments suggest HPE’s got a playbook to handle this, which could reassure investors. It’s also a peek into how global companies are adapting to trade tensions without panicking. If HPE’s approach works, others might copy it.

Dollar Tree is bracing for a tougher second quarter, warning investors that its profits might take a hit. The discount retailer is pointing the finger at unpredictable tariffs—basically, taxes on imported goods—which are making it harder to plan costs and pricing. Essentially, they're stuck in a waiting game, unsure how much more they'll have to pay for products they bring in from overseas.

Editor’s Note: This isn’t just about one store chain—it’s a sign of how broader trade policies ripple down to everyday businesses (and eventually, shoppers). If tariffs keep swinging unpredictably, discount retailers like Dollar Tree might have to raise prices or squeeze their own margins, which could mean fewer bargains for customers already feeling the pinch. It’s a reminder that even small price tags are tied to big economic forces.

The chief lending officer at Princeton Bancorp just sold off company shares worth $76,614. While insider sales can raise eyebrows, it doesn’t necessarily spell trouble—executives sell stock for all sorts of reasons, like personal financial planning or diversifying investments. Still, it’s something shareholders might want to keep an eye on.

Editor’s Note: Insider stock sales often get scrutinized because they can hint at a lack of confidence in the company’s future—but they’re also a totally normal part of executive compensation. For investors, it’s less about panic and more about staying informed. If more insiders start selling, that’s when the story might shift. For now, it’s just a routine blip on the radar.