Tuesday, 10 February 2026
The Bank of Japan has commenced the sale of its 95 trillion yen ($610 billion) in exchange-traded funds, initiating a gradual divestment process expected to span a century. This move marks a significant step in unwinding the effects of the central bank's extensive monetary easing program.
Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 37% increase in revenue for January 2026, reaching NT$401.26 billion (approximately USD 12.71 billion), driven by strong global demand for artificial intelligence (AI) technologies. This figure marks a 19.8% rise from December 2025 and a 36.8% increase compared to January 2025. TSMC Chairman and CEO C.C. Wei projected nearly 30% sales growth for the year, significantly outpacing the broader global wafer foundry market's anticipated 14% growth.
Alphabet Inc. raised $20 billion in its largest-ever US dollar bond sale, surpassing the initial target of $15 billion, amid strong investor demand exceeding $100 billion in orders. The company is also planning to debut bond sales in Switzerland and the UK, including a rare issuance of 100-year bonds, marking a significant move for a tech company since the late 1990s.
OpenAI CEO Sam Altman announced that ChatGPT has returned to over 10% monthly growth, as reported by CNBC. The AI chatbot now boasts more than 800 million weekly active users and is set to launch an updated chat model this week. Altman also noted a 50% growth in OpenAI's coding product, Codex, amid increasing competition in the AI chatbot market.
Goldman Sachs analysts project that U.S. IPO proceeds will quadruple to a record $160 billion in 2026, driven by a rebound in dealmaking and an improving economic environment. The number of IPOs is expected to double to 120 this year, with major companies like SpaceX, OpenAI, and Anthropic anticipated to lead the market. Despite this optimistic outlook, analysts caution that ongoing volatility in share prices and the significant presence of software firms in the IPO backlog pose risks to their forecast.
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