Lana

That could push investors towards sectors best able to grow on their own, like always-needed utility companies and tech firms that sell internationally.

That's it for today.

I'm Lana.

I'll see you tomorrow.

Hey, I'm Lana with your Daily Brief for Wednesday, February 11th.

Coming up, TSMC outdid itself, setting the tone for an industry on track to break records this year.

And the U.S.

government planned its biggest ever regulatory rollback, a move that could bruise some stocks but hand others a lucky break.

We'll also check in with Carl to get his answers to your burning questions.

More on the way, but first, a word from Guy at Finimize HQ.

TSMC's sales were 37% higher this January than a year ago, although last year's figure was held back by 2025's Lunar New Year, landing in February this year.

Still, that bodes well for the contract chip maker to be able to deliver the roughly 30% sales growth it's aiming for in 2026.

Most of that jump came from demand for advanced AI data center chips, with TSMC supplying giants like NVIDIA and AMD.

To keep up and to hit that full year sales goal, the firm's planning to spend up to $56 billion expanding its capacity this year.

The US government seems willing to lend a hand too.

Officials said they're considering sparing major AI chip buyers from the next round of tariffs, easing some short-term supply chain risk for TSMC.

The global chip industry is on track to haul in a record-breaking $1 trillion in revenue this year, roughly 26% more than in 2025.

That's mainly down to seemingly insatiable demand for AI hardware.

Those data center chips are bringing in most of the cash, but memory chips are filling order books too, as ever-growing AI models require more space.

Amazon, Microsoft, Google, Meta, and Oracle are expected to spend 60% more on AI infrastructure this year versus last.