TSMC Signals More AI Spending, Tesla Makes Changes to FSD
Podcast: The RundownPublished On: Thu Jan 15 2026
Description: Market update for January 15, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Investors drop tech and rotate to small capsTSMC delivers blowout quarter and signals even more AI-driven spending in 2026Goldman Sachs and Morgan Stanley post strong earnings as trading and deal activity surgeOil prices slide as geopolitical tensions around Iran ease, pulling energy stocks lowerTesla moves Full Self-Driving to a subscription-only model as it leans harder into software revenue
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