Stocks

On January 15, 2026, TSMC shares climbed 5.76% in premarket trading to US$345.98 after the company reported record Q4 2025 results and raised its 2026 capex guidance to US$52–56 billion. The chipmaker posted net income of NT$505.74 billion, a 35% year-on-year increase, alongside strong revenue growth and margins supported by AI chip demand.

On 15 January 2026, Robinhood CEO Vlad Tenev warned the United States risks falling behind as Senate committees postponed action on a crypto market bill. He highlighted strong user interest in staking and tokenized equities, while Coinbase withdrew support over concerns about DeFi, tokenized stocks, stablecoin incentives, and SEC authority.

Bitwise's CLNK spot ETF launched on NYSE Arca on January 14 with about $2.59 million in first‑day inflows, while on‑chain whales moved LINK off exchanges. Despite accumulation, LINK eased from $14.36 to $13.90 on January 15, hovering below $14 as technicians watched $13.0–$13.2 support and the $14.20 pivot.

Spot Bitcoin ETFs logged $843.6 million in single-day inflows on Wednesday and amassed more than $1.7 billion over three sessions, reversing roughly $1.4 billion of outflows from Jan. 6–9. Bitcoin climbed above $97,000, with risk appetite improving as the Fear & Greed Index reached 61.

On January 15, 2026, London Stock Exchange Group introduced a Digital Settlement House, according to Bloomberg. The platform aims for instant settlement across independent payment networks while interoperating with traditional systems. Built on LSEG’s Digital Markets Infrastructure with Microsoft Azure, it targets the trade‑to‑settlement lag that typically spans one to three days.

New readings show inflation still above the Fed’s 2% goal, with November wholesale prices up 3% and December core CPI at 2.6%. Policymakers are assessing implications for 2026, and rates are widely expected to remain at 3.5%–3.75% later this month amid differing views on how quickly to cut without exacerbating pressures on lower‑income households.

BitMEX co-founder Arthur Hayes said Bitcoin's chance of setting new all-time highs in 2026 hinges on expanding dollar liquidity, not short-term price swings. He noted 2025's tight liquidity coincided with Bitcoin falling more than 14% while gold rose over 44%. On January 13, 2026, he also flagged a first-quarter trade idea in a tweet.

On January 14, 2026, Peter Schiff called Bitcoin’s surge to $97,000 a “huge sucker’s rally,” urging traders to favor mining stocks over Bitcoin and MSTR. Within the past 24 hours, BTC briefly crossed $97,000 before retracing to about $96,200, while U.S. spot Bitcoin ETFs saw roughly $1 billion in net inflows and MSTR gained over 3% then slipped more than 1% after-hours.

On January 15, 2026, TSMC reported fourth-quarter results with net income of NT$505.74 billion, up 35% year over year, topping LSEG SmartEstimates' NT$478.37 billion. Revenue reached NT$1.046 trillion (US$33.09 billion), and chips at 7nm or smaller made up 77% of wafer revenue.

China is drafting rules to cap domestic purchases of Nvidia's H200 AI chips, opting for quotas and approvals rather than a full ban. Local firms have ordered over two million units at about $27,000 each, while Nvidia's inventory is roughly 700,000. The U.S. has cleared H200 sales to China, and Beijing will determine which companies receive chips and in what quantities.