TSMC Spurs Tech Revival, Gold Slides From Peak | The Opening Trade 1/15/2026

Posted on 01/15/2026
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Technology stocks bounced back on Thursday after TSMC revived confidence in the durability of artificial-intelligence demand. Nasdaq 100 futures swung from losses to a gain after the AI-bellwether said it would lift capital spending by at least a quarter to as much as $56 billion in 2026 and forecast faster-than-expected revenue growth. Tech also lifted Europe’s Stoxx 600 to a fresh record.

A rally that pushed precious metals to fresh peaks cooled on Thursday. Gold, Silver and platinum fell. The weakness spread to base metals, sending copper below $13,000 a ton.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.



Chapters:

00:00:00 - The Opening Trade

00:00:18 - Market Check

00:02:09 - TSMC Earnings Beat

00:03:57 - Trump Signals Iran Attack Hold, Oil

00:06:23 - Silver Price, Rally

00:07:15 - UK Economy Expanded in November

00:10:45 - Federal Office Shoots Person in Minneapolis

00:16:34 - US Retail Sales Rebound

00:26:14 - Germany Lead Military Buildup in Greenland

00:40:14 - Precious Metals Have Rallied Too Quickly: MLIV

00:47:15 - Stocks to Watch: Chip stocks, Richemont, Ericsson

01:05:15 - Silver Price, Gold

01:16:45 - HSBC Innovation Bank UK CEO

01:30:53 - Denmark, US Greenland Agreement

01:34:53 - Bank Earnings

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