Geopolitics

Energy

Blockaded Gulf Oil Stockpiles Turbocharge Crude Prices

Photo by sasacvetkovic33 via iStock

Oil production in the Middle East may fall dramatically if the Iran conflict traps stockpiles from being shipped out of the region.

2 min read

Photo via Jeremy Hogan/Sipa USA/Newscom

Energy

Energy Market Disruption From Iran Conflict Flows into Gas Pumps

Oil prices are surging as Iran’s counterattacks on the US and Israel curbed shipments through the Strait of Hormuz.

2 min read
Photo by Getty Images via Unsplash

Markets

Iran War Turns Middle Eastern Tourist Hot Spots into Strike Zones

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
Photo via Andre M. Chang/ZUMAPRESS/Newscom

Industries

Users Ghost ChatGPT for Claude as OpenAI Strikes Deal with Pentagon

ChatGPT users are ghosting the OpenAI chatbot and sliding into the DM’s of Anthropic’s Claude after CEO Sam Altman’s Pentagon deal.

2 min read

Industries

Trump Bolsters Critical Minerals Pipeline with $1.6 Billion Stake in USA Rare Earth

Photo via USA Rare Earth

The Trump administration made another move towards shoring up a US rare earth supply chain by taking a stake in an Oklahoma-based miner.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Anna Zasimova via iStock

Markets

Gold’s Shining Moment: From Portfolio Fuddy-Duddy to Must-Have

The gold standard hasn’t made a comeback, but the precious metal’s price is breaking records as confidence in the US dollar fades.

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Tiero via iStock

Policy & Power

EUnomics in the Age of Trump: Defense and Crypto Edition

Berlin-based economist Jan Philipp Fritsche explains how the new NATO defense spending pledge and US crypto legislation could impact the EU.

6 min read
Photo by Hapabapa via iStock

Geopolitics

Cybersecurity Giant Palo Alto Networks Caught Between Opportunity and Maturity

Cybersecurity giant Palo Alto Networks has much to gain from a splintering geopolitics, but growth is slowing at its business matures.

2 min read

Industries

Drones Steal the Paris Air Show

Photo via IMAGO/Vincent Isore/IMAGO/IP3press/Newscom

A record number of drones are on display at the world’s largest aerospace event in Paris this week, marking a major industry milestone.

1 min read

Photo by Alexander 93 via CC BY-SA 4.0

Autos

Home-grown Chinese Carmakers Edge Past Luxury Brands BMW, Mercedes

Luxury carmakers BMW and Mercedes are slipping behind little-known, home-grown Seres in the all-important China market.

2 min read
Photo by BoliviaInteligente via Unsplash

Artificial Intelligence

Nvidia, ADM Buoyed by Saudi AI Deals, Softer US Export Controls

A change in US export controls on advanced semiconductors presaged a wave of AI deals between the US and Saudi Arabia this week.

2 min read
Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

International Economics

Optimism Overpowers Market Uncertainty Following US-China Trade Thaw

The US and China shocked the world in announcing a 90 day trade truce, turning weeks of uncertainty into a day of optimism.

3 min read

Economics

Fed Declines to Bet Economy on Outcome of US-China Trade Talks

Photo by Getty Images via Unsplash

A trace of optimism has emerged as US and Chinese representatives will meet in Switzerland over the weekend to talk tariffs.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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