Brian Boyle

brian@thedailyupside.com

Brian Boyle (he/him) is Lead Reporter at The Daily Upside. His writing has previously appeared in outlets such as Vice, Slate, and The Los Angeles Times, where he was a contributing writer on the opinion section. He lives in Los Angeles.

Consumer

Kraft Heinz Wants to Win Back the Modern Eater

Photo via IMAGO/Francis Joseph Dean/IMAGO/Dean Pictures/Newscom

New products include protein-packed Jell-O, fiber-packed Crystal Light and cheesy Kraft Mac & Cheese ramen noodles.

2 min read
Industrials

Obscure Defense Tech Company Sees 1,550% Revenue Jump

Photo via Juliane Sonntag/IMAGO//Newscom

Ondas’ full year revenue is now expected to reach “at least” $550 million, which was the high end of its previous forecast range.

1 min read
Artificial Intelligence

Anthropic’s IPO Is Both Boom and Bust for Big Tech

Photo via Graeme Sloan/Sipa USA/Newscom

Google and Amazon stand as Anthropic’s two largest outside shareholders, collectively owning about a quarter of shares.

2 min read
Semiconductors

Jensen Huang’s Affair Renews Debate on Chips Export Controls

Photo via IMAGO/dts Nachrichtenagentur/Newscom

Congress is mulling three different export control measures to include in the annual defense authorization bill for fiscal year 2027.

2 min read
Private Equity

KKR Outdoes Berkshire With Its Berkshire Impression

Photo via Vernon Yuen/ZUMAPRESS/Newscom

KKR delivered a earnings beat in thanks in large part to the success of its self-styled “mini-Berkshire” strategic holdings segment.

2 min read
Inflation & Prices

Does a Hot Jobs Report Guarantee a December Rate Hike?

Photo via Xinhua/Sipa USA/Newscom

Experts say that new market realities, driven by a brand new political economy, may stop the Fed’s rate-hiking campaign in its tracks.

2 min read
Artificial Intelligence

Who Gets Hit in the Great Data Center Slowdown?

Photo via Bob Daemmrich/ZUMAPRESS/Newscom

Experts say the outcome is likely more gloom than doom, though some stakeholders are destined to feel the pain more acutely than others.

6 min read
Consumer

Marc Lore and the Wonder of IPOs

Photo via Richard B. Levine/Newscom

Wonder acquired meal kit company Blue Apron back in 2023, and acquired food delivery company GrubHub back in 2024.

1 min read
Consumer

Who Cares About Declining US Sales? The World Is McDonald’s McOyster

Photo via Kristina Eriksson/picture alliance / SZ Photo/Newscom

Same-store sales declined in the US, but increased overall for the company in the quarter due to strong international growth.

1 min read
Media & Entertainment

Disney Opts for Yet Another Round of Layoffs

Photo via IMAGO/VCG/Newscom

It’s the latest spate of layoffs in a long cost-cutting campaign that spanned Bob Iger’s entire second stint as CEO.

2 min read
Artificial Intelligence

Oracle Raises Another $20 Billion in Debt and Equity

Photo via Vincent Isore/ZUMAPRESS/Newscom

The software-giant-turned-hyperscaler has said it would only raise an additional $20 billion in funding through 2030, less than expected.

2 min read
Semiconductors

Broadcom Emerges as Anthropic IPO’s Big Winner

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

If buying up endless amounts of GPU was Act 1 of the AI infrastructure buildout, custom chips like Broadcom’s may be the star of Act 2.

2 min read
Artificial Intelligence

Amazon Suffers Untimely E-Commerce Slowdown

Photo via Kyodonews/ZUMAPRESS/Newscom

2 min read
Big Tech

Microsoft Remains the Adult in the AI Room

Photo via Sven Hoppe/dpa/picture-alliance/Newscom

The Windows-maker’s announced a smoking 48% year-over-year revenue growth for its Azure cloud computing division in its earnings call.

2 min read
Artificial Intelligence

Meta, SpaceX Detail New Financing Plans as Capital Squeeze Hits AI Industry

Photo via Annabelle Gordon – Pool via CNP/picture alliance / Consolidated News

The AI industry has raised $300 billion in high-grade debt so far this year, per Bloomberg, roughly triple the amount raised last year.

2 min read
Energy

Why Permian Drillers are Embracing ‘Chill Baby, Chill’

Photo via imageBROKER/Jim West/Newscom

As oil prices skyrocketed thanks to the Iran war, the Permian’s biggest players have hardly increased production at all. What gives?

1 min read
Artificial Intelligence

Anthropic’s IPO Stares Down a Wobbly AI Trade

Photo via Andrew Leyden/ZUMAPRESS/Newscom

Reports surfaced earlier this month that the frontier AI lab may lower its target valuation, from $2 trillion to $1.5 trillion.

2 min read
Big Tech

Meta’s Muse Is Everywhere and Nowhere in Latest Earnings Result

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Deutsche Bank analyst Benjamin Black recently predicted that Muse’s 2030 revenue could range anywhere from $2.4 billion to $36 billion.

2 min read
Artificial Intelligence

Another Neocloud Meltdown Means Little to Big Tech’s Big Plans

Photo via Kim Jae-Hwan/ZUMAPRESS/Newscom

Shares of South Korean “neocloud” data center builder Elice plummeted more than 30% following its debut on the KOSDAQ exchange on Tuesday.

2 min read
Industrials

Tariffs Are a Boon for Cleveland-Cliffs

Photo via Patrick Pleul/dpa/picture-alliance/Newscom

The steelmaking giant announced an adjusted earnings outlook for 2027 of $4 billion, well expectations on Wall Street.

1 min read

Sign In or Subscribe to The Daily Upside to read this article

Sharp news & analysis on finance, economics, and investing.