1/ TSMC's chip capacity is fully booked and August revenue jumped 53%.
Google committed $15.1 billion to Finland in its largest-ever European bet.
And Coinbase's CEO called a bitcoin bottom on a day bitcoin kept falling.
Here's your Market Briefing 👇
Sep 10, 2026 · 1:24 PM UTC
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2/ TSMC JUST ANSWERED THE AI DEMAND QUESTION WITH REAL NUMBERS
August revenue: $16.35 billion, up 53.3% year over year and 10.1% from July.
Fourth straight month of growth.
Its 5nm, 4nm and 3nm capacity was fully booked last quarter.
robinhood:0x58ffe4a942d3885baa22d7520691f611ef09e7aa holds 72.5% of the global foundry market.
When the company that makes everyone's chips is maxed out, the demand is real.
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3/ GOOGLE IS PUTTING $15.1 BILLION INTO FINLAND
At least three new data centers plus an expansion of the Hamina facility across four sites through 2028.
It's Google's largest European investment ever.
The deal includes a 22-year extension of the Loviisa nuclear plant to power it.
One lawyer told CNBC Finland is now "the Texas of Europe."
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4/ COINBASE'S CEO CALLED A BITCOIN BOTTOM MID-SELLOFF
Brian Armstrong says bitcoin:native has already hit its cycle low and will trend up toward the next halving.
Bitcoin fell to $78,033 the same day on Iran escalation and elevated yields.
He also said the Clarity Act is "right on the finish line" in the Senate — and regulators will act even if it fails.
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5/ Here are the companies reporting earnings today:
$ORCL — Oracle. Cloud infrastructure growth and how its $638B backlog converts to revenue. After close.
$ADBE — Adobe. Creative Cloud growth and AI competitor pricing pressure. After close.
$M — Macy's. Beat on revenue. Comp sales up 2.7% with Bloomingdale's up 11.3%. Raised full-year guidance.
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6/ Chip demand. Data center capex. Crypto calls that don't match the tape. The details matter more than the headlines.
Market Briefing breaks it down every morning — in plain English, before the opening bell.
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