TSMC Revenue Mix and CapEx Plans

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