Spotify Sets Growth Record, TSMC Signals AI Demand Is Real
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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 shareholder
Coca-Cola stock slides following mixed earnings and cautious outlook as consumers pull back on spending
Fun fact: MrBeast is getting into the banking business
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