Anthropic

Big Tech

Booming AWS Revenue Shields Amazon From Meta-Sized Backlash

Photo via Abaca Press/Jumeau Alexis/Abaca/Sipa USA/Newscom

CEO Andy Jassy hiked the company’s capex guidance about 10% to $220 billion, but investors loved a booming AWS business.

2 min read

Photo illustration by Connor Lin / The Daily Upside

Artificial Intelligence

‘Modelmaxxing’ Replaces ‘Tokenmaxxing’ for Firms Grappling With AI Costs

Faster, cheaper models from DeepSeek, Moonshot and other Chinese firms let users prioritize AI cost-effectiveness, undercutting US giants.

5 min read
Photo via Jens Schicke/picture alliance / SZ Photo/Newscom

Artificial Intelligence

OpenAI Doubles Agentic User Base as Cheaper Chinese Models Threaten US Dominance

Bloomberg reported that the mega AI startup is set to announce that its two agentic tools are now serving around 10 million users.

1 min read
Photo via LONG WEI/FEATURECHINA/Newscom

Artificial Intelligence

Moonshot, Alibaba Train Spotlight on AI’s Affordability

Both Chinese models were trained without the most expensive chips and are expected to be cheaper and more efficient to operate.

2 min read

Artificial Intelligence

Will Apple’s Lawsuit Crush OpenAI’s Smartphone Dreams?

Photo via Jens Schicke/picture alliance / SZ Photo/Newscom

Apple is accusing the ChatGPT developer of stealing trade secrets and hardware designs to bolster its development of an AI-fueled smartphone.

2 min read

Semiconductors

Memory Crunch Prompts Bets on Micron Earnings Blowout

Photo via Nexpher Images/NEXPHER/Vernon Yuen/Sipa USA/Newscom

Skeptics who point to the memory industry’s boom-and-bust history see bulls as being a little too high on their own chip supply.

2 min read

Finance

Move Over, SpaceX: Popular Companies from Lime to Oura Line Up for Market Debuts

Photo via IMAGO/Frank Hoermann/SVEN SIMON/IMAGO/Sven Simon/Newscom

After a dry spell amid high interest rates and inflation uncertainty Q1 saw 35 IPOs raise $9.9 billion, according to Renaissance Capital.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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