Microsoft

Artificial Intelligence

Wall Street’s AI Anxiety-Induced Software Selloff Gets a Reality Check

Photo via Dylan Stewart/Image of Sport/Newscom

Among the gainers in the software sector Wednesday was ServiceNow, whose shares rose 1.8% thanks to a vote of confidence from top insiders.

2 min read

Photo via Tobias Hase/dpa/picture-alliance/Newscom

Big Tech

Google Doubles Down on AI with Moonshot Investment

Alphabet generated revenue of $113 billion, marking second-straight quarter topping the $100 billion revenue mark.

2 min read
Photo by Jean-Luc Ichard via iStock

Big Tech

Meta, Microsoft Confront AI Spending Concerns Head-On

Both companies announced capex projections that blew past consensus expectations, but only Meta seemed to rebuff the Wall Street wariness.

2 min read
Photo via World Economic Forum / Avalon/Newscom

Artificial Intelligence

Bubble or Boom? Answer Depends on AI Adoption, Microsoft CEO Says

In PwC’s recent Global CEO Survey, just 12% of top bosses said AI has delivered both cost and revenue benefits for their organizations.

1 min read

Semiconductors

AI Market Looks More Like Boom than Bubble After TSMC Earnings

Photo via Cheng-Chia Huang/ZUMAPRESS/Newscom

The foundry behind Nvidia’s and Apple’s chips predicted Thursday its capital spending would swell at least 27% this year.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Dragon Claws via iStock

Artificial Intelligence

Dan Ives: Trillions in AI Spending Are Just the Start of ‘Fourth Industrial Revolution’

Dan Ives has traveled more than 3 million miles over 25 years, touring data centers, and meeting CEOs and CIOs where AI is being built.

4 min read
Photo via imageBROKER/Christian Ohde/Newscom

Artificial Intelligence

Bubble Fears Not Spoiling Billion-Dollar AI Buildout Plans in ’26 … Yet

With an estimated half a million workers needed to fill the construction industry’s labor shortages, AI investments this year may get stalled.

2 min read
Photo via Vernon Yuen/ZUMAPRESS/Newscom

Media & Entertainment

Video Game Console Sales Lag Behind Previous Holiday High Scores

Holiday-season console sales haven’t been this soft since kids found original Sony Playstations under their Christmas trees back in 1995.

2 min read

Artificial Intelligence

Investors Brace for Revelations in New AI Bellwether Oracle’s Latest Report

Photo via imageBROKER/Joko/Newscom

Deals with Meta, Nvidia and Softbank underscore concerns that Oracle is overexposed to a possible AI bubble.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Nestea06 via iStock

Media & Entertainment

Indie Games Power Up as Big-Budget Rivals Sacrifice Creativity to Profit

The success of indie titles may help video game makers rely less on blockbusters and widen creative license, creating a 1UP for players.

5 min read
Photo via Sipa USA/Newscom

Big Tech

Can Google Conquer Its Nvidia Dependency?

Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.

2 min read
Photo by Getty Images via Unsplash

ETF Upside

Hungry Eyes for AI in ETFs

ETF investors can feel the magic between A and I. It’s why they say they’re loading up on funds.

2 min read

Artificial Intelligence

With Gemini 3, Google Gains Ground on OpenAI

Photo via Antoni Byszewski/Fotonews/ZUMAPRESS/Newscom

Executives are touting Gemini 3, which comes eight months after the chatbot’s 2.5 model, as a “massive jump” for AI.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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