Meta

Artificial Intelligence

Meta May Be an AI Winner After All: Morgan Stanley

Photo via Louis Grasse/ZUMAPRESS/Newscom

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 by Emiliano Vittoriosi via Unsplash

Artificial Intelligence

OpenAI Notches $1 Billion Ad Milestone

OpenAI has been slowly introducing ads to users’ chat boxes since launching them less than a year ago, but the reaction has been mixed.

2 min read
Photo via 2026 Kathy Hutchins / Hutchins Photo/Newscom

Big Tech

Apple Enters Phase 2 of its AI Long Game

Apple’s returning to a familiar playbook in the AI age: leveraging a massive consumer reach to become Silicon Valley’s top rent collector.

2 min read
Photo via IMAGO/Louis Grasse/IMAGO/PxImages/Newscom

Artificial Intelligence

Zuck Wants to Hand AI Power to the People. That Makes More Sense for Meta Than Its Rivals

In an essay, the Meta CEO asks AI companies to open their gates so the tech’s top secrets won’t be restricted to a handful of institutions

2 min read

Energy

Vistra Earnings Offer Window Into Power Generation Ramp-Up for AI Data Centers

Photo via Doug Nicotera/ZUMAPRESS/Newscom

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

1 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
Photo via Abaca Press/Jumeau Alexis/Abaca/Sipa USA/Newscom

Big Tech

Booming AWS Revenue Shields Amazon From Meta-Sized Backlash

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 via Kathy Hutchins / Hutchins Photo/Newscom

Big Tech

With Apple Back on Top, CEO Tim Cook Preps for Earnings Curtain Call

Shares of Apple have risen 26% this year, enough to help it retake the market cap throne from momentary usurper Nvidia earlier this month.

2 min read

Semiconductors

China’s Making Memory with its New Biggest Company

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Changxin Technology Group, or CXMT for short, soared 466% in its debut yesterday on Shanghai’s STAR Market.

2 min read

Big Tech

With Cheaper Smart Glasses, Meta’s Playing to Win in Wearable AI

Photo via Christoph Schmidt/dpa/picture-alliance/Newscom

Users can ask the glasses to live-translate more than 20 languages, provide turn-by-turn walking directions, take calls, play music and more.

2 min read

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