Stock Market Today: TSM Strength, GOOGL Bond Deal, SPOT Rally #shorts
•February 11, 2026
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Why It Matters
The moves signal how AI‑driven chip demand, massive tech capex, and streaming growth are reshaping investor focus, while upcoming earnings and payroll data could trigger market direction.
Key Takeaways
- •Nasdaq down 0.5%, S&P and Russell each slip 0.33%
- •TSMC shares rise ~2% after 37% YoY revenue growth
- •Alphabet raises $20B bonds, plans $175‑$185B 2026 capex
- •Spotify jumps 15% on earnings beat, user growth accelerates
- •Upcoming earnings: McDonald’s, Humana, Shopify; watch delayed payrolls
Summary
The Schwab Network’s daily market wrap highlighted a mixed close on Tuesday, with the Nasdaq slipping half a percent while the Dow eked out a modest gain. After two days of rally, the broader indices retreated, underscoring lingering volatility.
Technology remained the focal point. TSMC surged nearly 2% after reporting a 37% year‑over‑year revenue jump, yet Taiwanese officials dismissed the White House’s proposal to shift 40% of its chip supply chain to the United States as \"impossible\". Alphabet’s stock fell as the company tapped the bond market for $20 billion, earmarking the proceeds for a $175‑$185 billion capital‑expenditure program slated for 2026, with future Euro‑dollar issuances extending up to 100‑year maturities. Meanwhile, Spotify rallied 15% on an earnings beat, driven by an 11% rise in monthly active users and a 10% increase in premium subscriptions.
The transcript quoted officials labeling the U.S. relocation plan \"impossible\", highlighting geopolitical constraints on supply‑chain reshoring. Bloomberg reported Alphabet’s intention to issue century‑long bonds in Europe, a rare move that signals confidence in long‑term financing. Spotify’s performance, despite a 25% year‑over‑year decline, illustrates how user growth can temporarily offset broader market weakness.
Investors should watch the upcoming earnings from McDonald’s, Humana and Shopify, as well as the delayed non‑farm payroll data, which could reignite directional bias. The blend of strong chip revenue, aggressive capex funding, and resilient streaming metrics suggests sector‑specific opportunities amid overall market softness.
Original Description
TSMC (TSM) shows AI isn't slowing down with its year-over-year revenue growth. Alphabet (GOOGL) will raise $20 billion in a bond sale to fund its massive AI buildout. Spotify (SPOT) shares soared thanks to strong earnings. Marley Kayden takes investors through the top stories of the trading day.
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