TSMC Signals More AI Spending, Tesla Makes Changes to FSD
The Rundown15 Tammi

TSMC Signals More AI Spending, Tesla Makes Changes to FSD

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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