Artificial intelligence

Semiconductors

Can Nvidia’s Huang Hold On Through a Spy Scandal?

Photo via Soeren Stache/dpa/picture-alliance/Newscom

Huang admitted to an extramarital affair with a woman US intelligence officials suspect was a Chinese intelligence asset.

2 min read

Photo via Bob Daemmrich/ZUMAPRESS/Newscom

Artificial Intelligence

Who Gets Hit in the Great Data Center Slowdown?

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
Photo via Weston Hancock/ZUMAPRESS/Newscom

Finance

Schwab Shows No Wear from AI Agent Disruption in Robust Third quarter

Schwab reported $192.4 billion in net new assets, better than expected and 43% more than last year’s third quarter.

2 min read
Photo by Getty Images via Unsplash

Advisor Upside

RIA, M&A and AI: Acronyms with Something in Common

When it comes to dealmaking, AI implementation and other factors could eventually replace assets under management as a primary arbiter of value.

2 min read

Advisor Upside

Rise of the Machines? Not So Fast for Financial Advisory Jobs

Photo illustration by Connor Lin / The Daily Upside, Photos by Feedough and Henvry via iStock

Younger advisors regard AI with hope and trepidation, but some note that AI can’t hold a client’s hand. Still, earning a 1% fee may require more in the future.

3 min read

Advisor Upside

How Is China Changing the AI Game for Advisors?

Wealth managers explain the fundamental considerations for clients evaluating risks and opportunities in the shifting artificial intelligence market.

3 min read

Photo via Louis Grasse/ZUMAPRESS/Newscom

Artificial Intelligence

Meta May Be an AI Winner After All: Morgan Stanley

Morgan Stanley’s determination that Meta may win a large piece of the $30 trillion consumer AI pie buoys a firm viewed as an AI also-ran.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo via Chelsea Blair/Sipa USA/Newscom

Big Tech

Say Hello to the New CEO. Where Will John Ternus Lead Apple?

New Apple CEO John Ternus can leverage Steve Jobs’ legacy of design elegance and Tim Cook’s emphasis on premium pricing. What’s his next step?

5 min read
Photo via Fervo Energy

Artificial Intelligence

Bill Gates-Backed Fervo Energy Joins Firms Profiting From Data Center Buildout

AI data center buildouts can do wonders for unexpected companies, as shown by the experiences of Generac and HVAC firm Comfort Systems.

2 min read

Technology

Dell Buoys AI Trade Amid Looming Chip Shortages

Photo via Simon Shin / SOPA Images/Sipa USA/Newscom

Dell boosted its full-year 2027 revenue outlook by $25 billion to $192 billion — nearly $18 billion more than the Wall Street consensus.

2 min read

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