TSMC Signals More AI Spending, Tesla Makes Changes to FSD

The Rundown · Jan 15, 2026 · 10m

Market update for January 15, 2026

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In today’s episode:

Investors drop tech and rotate to small caps

TSMC delivers blowout quarter and signals even more AI-driven spending in 2026

Goldman Sachs and Morgan Stanley post strong earnings as trading and deal activity surge

Oil prices slide as geopolitical tensions around Iran ease, pulling energy stocks lower

Tesla moves Full Self-Driving to a subscription-only model as it leans harder into software revenue