TSMC Signals More AI Spending, Tesla Makes Changes to FSD
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TSMC Signals More AI Spending, Tesla Makes Changes to FSD
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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
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