Spotify Sets Growth Record, TSMC Signals AI Demand Is Real

The Rundown · Feb 10, 2026 · 9m

Market update for Tuesday February 10, 2026

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In today’s episode:

Markets rebound as tech stocks lead the rally. International stocks outperform US so far in 2026

Spotify delivers blowout earnings, setting a record for user growth

TSMC posts strong January sales, easing concerns around AI chip demand and benefiting from potential tariff relief

AppLovin shares jump after a short seller retracts key allegations tied to a major…