Artificial intelligence

Industrials

Can a Manufacturing Rebound Turn Fluor’s Fortunes Around?

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2 min read

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Industrials

Caterpillar’s Surging Growth, Fueled by AI, Faces Risks From Data-Center Pushback

Despite Caterpillar’s latest earnings beat, some analysts say the equipment giant faces mounting risks from data-center opposition.

2 min read
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Markets

S&P Hits Record High as 86% of Members Blow Past Wall Street Forecasts

About 86% of reporting S&P 500 companies exceeded consensus earnings-per-share estimates in Q2, but plenty of pitfalls may stymie performance.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Roberto Bucci via iStock

Artificial Intelligence

From iPads to XBoxes, Device Prices Soar as AI Hoards Memory Chips

A shortage of memory chips is one of the biggest challenges facing the AI buildout, fueling both selloffs and rallies in the past week alone.

6 min read

Big Tech

Booming AWS Revenue Shields Amazon From Meta-Sized Backlash

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

2 min read

Markets

Wall Street HALO Beckons Investors Trying to Ward Off AI-Driven Losses

Photo illustration by Connor Lin / The Daily Upside

As the AI bull run threatens formerly high-growth sectors like software, investors seek safety in HALO companies out of the tech’s reach.

5 min read

Artificial Intelligence

As Anthropic Files for IPO, AI Savings Disappoint America’s C-Suites

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40% of nearly 1,000 major companies surveyed by Bain & Company found cost reductions from AI use of just 10% or less.

2 min read

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