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.

Semiconductors

With AI Bases Loaded, Nvidia Bats a Quarterly Earnings Home Run

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Nvidia faced “the tough task of meeting high earnings expectations and high skepticism around AI capex,” per analysts at Bank of America.

2 min read
Media & Entertainment

Callaway Unwinds Sub-Par Acquisition of Topgolf

Photo via Dirk Shadd/ZUMA Press/Newscom

The deal values Topgolf at $1.1 billion, roughly half of what Callaway paid for the entertainment brand in 2020.

2 min read
Healthcare

Johnson & Johnson Buys Prostate Cancer Treatment-Maker Halda for $3.1 Billion

Photo by SiyueSteuber via iStock

J&J this year lost its patent exclusivity for Stelara, its longtime top-selling drug that treats psoriasis and inflammatory bowel disease.

2 min read
Artificial Intelligence

Trillion-Dollar Questions Bubble to the Top for OpenAI

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Sam Altman has begun floating the idea that the company could hit $100 billion in revenue by 2027, ahead of previous projections.

2 min read
Economics

A December Rate Cut? Economists Still Expect One. Markets, Not so Much

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Just weeks ago viewed as all but certain, markets now figure the odds of an interest rate cut in December is no different than a coin flip.

2 min read
Markets

Russell 2000’s Good Fortune May Prove to Be a Bad Omen

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Through the last 100 days, the Russell 2000 has bested the rival S&P SmallCap 600 by 9%, good for the widest gap since 2010.

1 min read
Economics

Can the Fed Get Missing Economic Data in Time for Rate-Cut Decision?

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While a stop-gap funding deal is in place, the government still has some work to do to fill in its backlog of missing economic data.

2 min read
Finance

Visa, Mastercard Swipe Right on Fee Settlement. Will a Court Sign Off?

Photo by blinow61 via iStock

In 2024, the swipe fees generated $83 billion in payments from merchants to card issuers, according to trade publication Nilson Report.

2 min read
Artificial Intelligence

Apple’s Siri, Google’s Gemini and a $1B Hookup?

Photo via imageBROKER/Md Mamun Miah/Newscom

1 min read
Electric Vehicles

Tesla Votes to Make Elon Musk the $1 Trillion Man

Photo via Gage Skidmore/ZUMAPRESS/Newscom

For Musk to secure the full bag, Tesla must reach 20 million delivered EVs and a market cap of $8.5 trillion, up from $1.54 trillion today.

2 min read
Indicators

Private Employers Add 42,000 Jobs, Marking First Net Gain Since Summer

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Overall employment was likely roughly flat in October due to layoffs in the federal government amid the longest shutdown in history.

1 min read
M&A

Novo Nordisk’s $10 Billion Bid Ups the Ante in Bidding War for Obesity Biotech Metsera

Photo via Mads Claus Rasmussen/ZUMAPRESS/Newscom

Metsera on Tuesday called Novo Nordisk’s new $10 billion offer “superior” to rival Pfizer’s bid of $8 billion.

2 min read
Consumer

Kimberly-Clark Takeover Offers $48 Billion of Pain Relief to Tylenol-Maker Kenvue

Photo via Michele Eve Sandberg/Sipa USA/Newscom

The deal, expected to close in the second half of 2026, comes as Kenvue’s Tylenol political fight is heating up.

2 min read
Industries

Government Shutdown Disrupts Flight Schedules, Clouds Holiday Travel Plans

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Major US airlines are already quietly cutting routes in the first quarter of 2026, experts told The Daily Upside.

1 min read
International Economics

Trial Truce: US, China Negotiate Yearlong Trade Détente

Photo via Daniel Torok/WH / Polaris/Newscom

The United States agreed to reduce broad tariffs on Chinese imports by 10 percentage points, bringing them to 47%.

2 min read
Semiconductors

Wall Street GOAT: Nvidia Rides Deal Bonanza to $5 Trillion Market Cap

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The White House hinted early Wednesday morning that Nvidia may regain greater access to the massive Chinese market.

2 min read
Artificial Intelligence

Microsoft, OpenAI (Finally) Finalize Terms of Not-Quite Divorce

Photo via Mattie Neretin/Sipa USA/Newscom

After long deliberations, OpenAI is finally transforming from a non-profit entity into a for-profit company — with Microsoft still involved.

2 min read
Semiconductors

Qualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD

Photo via Pradeep Gaur/ZUMAPRESS/Newscom

Qualcomm, known for smartphone semiconductors, announced a pair of AI accelerator chips set to hit the market in 2026 and 2027.

2 min read
Artificial Intelligence

Alibaba Tackles American Tech Giants Head-On

Photo via Kobe Li/ZUMAPRESS/Newscom

Alibaba last week announced a new chatbot to challenge ChatGPT and new AI-powered smart glasses to challenge Meta.

2 min read
Finance

Stampeding Bull Market Will Keep Bears at Bay for Another Year, Investors Predict

Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

The S&P 500 has climbed 35% since its April low and roughly 90% since the beginning of its bull run in 2022.

2 min read

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