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.

Artificial Intelligence

Oracle Regains Its Footing amid SaaSpocalypse

Photo via CNP/AdMedia/Newscom

Filings this week also revealed that the value of Oracle’s roughly 15% stake in the new US edition of TikTok sits at about $2.2 billion.

2 min read
Energy

Wall Street Snubs Big Oil Stocks amid Crude Price Runup

Photo by Raymond Kotewicz via Unsplash

Some traders see a possible parallel to the spike and subsequent crash in oil prices in 2008 if the war drags on and threatens supplies.

2 min read
Media & Entertainment

Live Nation Settlement with DOJ Stirs ‘Bad Blood’ with State-Level Skeptics

Photo via Matteo Bazzi/ZUMAPRESS/Newscom

It’s hardly the first time the government has tried to modify the company’s behavior without tearing it apart.

2 min read
Healthcare

Eli Lilly Widens Access to Weight-Loss Injectable as Lower-Cost Pill Nears Approval

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

Just 20% of firms with 200 or more workers said they covered GLP-1 drugs for weight loss, according to the Peterson-KFF Health System Tracker.

2 min read
Markets

Iran War Turns Middle Eastern Tourist Hot Spots into Strike Zones

Photo by Getty Images via Unsplash

Shares in travel firms are plummeting as Iranian counter-attacks on the US and Israel target vacation spots such as Dubai and Abu Dhabi.

2 min read
Healthcare

Locking in Locks: Pharma Develops New Treatments to Prevent Hair Loss

Photo by DedMityay via iStock

As the GLP-1 drugs like Wegovy and Zepbound have proven, there’s a lot of money to be made in helping people look good and feel good.

2 min read
Energy

Power-Hungry AI Data Centers Electrify Utilities’ Capital Spending

Photo via David Becker/ZUMA Press/Newscom

2 min read
Real Estate

US Housing Market Doesn’t Have Much ‘Tailwind’: Lowe’s CEO

Photo by https://unsplash.com/photos/condo-neighborhood-in-the-suburbs-ROVuTYG_jso via Unsplash

The value of single-family US homes increased at the slowest rate in 14 years in December, according to the S&P Cotality Case-Shiller Index.

2 min read
Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

Photo via Lance Jording/ZUMAPRESS/Newscom

Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

2 min read
Media & Entertainment

What’s the Point of Buying Warner Bros., Anyway?

Photo by Julie May via Unsplash

Netflix, with its 325 million subscribers, swears its potential (if not likely) acquisition of Warner Bros amounts to vertical integration.

2 min read
Healthcare

Gilead Strikes $7.8 Billion Deal for Control of Cancer Biotech Arcellx

Photo via Yichuan Cao/Sipa USA/Newscom

The pharma giant already held an 11.5% stake as part of a 2022 effort to co-develop and co-commercialize the cancer treatment anito-cel.

2 min read
Media & Entertainment

Roku Is Quietly Becoming a Media Power Player

Photo via Richard B. Levine/Newscom

In its fourth-quarter earnings call last week, Roku announced its platform revenue grew 18% year-over-year to reach $1.2 billion.

2 min read
International Economics

Tariff Costs Triple for Midsized US Businesses: JPMorgan

Photo via Walter G. Arce Sr./ZUMAPRESS/Newscom

For mid-sized firms largely lack the ability to dictate trade terms or shuffle their supply chains, making tarriffs a major pain.

2 min read
Healthcare

Moderna Spikes After FDA’s About-Face on mRNA Flu Vaccine

Photo via Spencer Jones/Plexi Images/GHI/UCG/Universal Images Group/Newscom

Just last week, the agency rejected Moderna’s initial application, citing flaws in the company’s research design.

2 min read
Big Tech

Why Apple No Longer Trades Like a Tech Firm

Photo via Abaca Press/Lafargue Raphael/Abaca/Sipa USA/Newscom

As the rest of Big Tech embark on one of the greatest capex ventures in human history, Apple is practically spending pennies by comparison.

2 min read
Media & Entertainment

Warner Bros. Discovery Gives Paramount (Yet) Another Chance

Photo via Lev Radin/ZUMAPRESS/Newscom

Netflix retains the ability to match any Paramount offer moving forward, and WBD shareholders won’t vote on either bid until April.

2 min read
Energy

Deep Fission Wins Fresh Investor Backing for Nuclear Reactor Burial

Photo via Deep Fission, Inc.

Deep Fission wants to bury a small modular reactor a mile underground and scored $80 million in financing to help it get there.

1 min read
International Economics

Why China Is All-In On A ‘Polar Silk Road’

Photo via imageBROKER/alimdi / Arterra/Newscom

In a trade war running so hot it’s thawing shipping lanes across the Arctic, China is preparing to deploy a world-class icebreaking vessel.

2 min read
Energy

Utilities Soar On Surging Power Demand From Data Centers

Photo by Getty Images via Unsplash

The good times may not last as the dynamic between AI firms and utility companies draws bipartisan scrutiny.

2 min read
Media & Entertainment

DraftKings is Taking The Prediction Market Industry Head-On

Photo by Joe Hendrickson via iStock

In December, DraftKings launched a predictions market platform of its own, turning the disruptors like Kalshi into direct competitors.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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