Microsoft

Artificial Intelligence

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

Photo via World Economic Forum / Avalon/Newscom

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

Photo via Cheng-Chia Huang/ZUMAPRESS/Newscom

Semiconductors

AI Market Looks More Like Boom than Bubble After TSMC Earnings

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

Media & Entertainment

Video Game Console Sales Lag Behind Previous Holiday High Scores

Photo via Vernon Yuen/ZUMAPRESS/Newscom

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

Photo via imageBROKER/Joko/Newscom

Artificial Intelligence

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

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

ETF Upside

Hungry Eyes for AI in ETFs

Photo by Getty Images via Unsplash

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

OpenAI Teams Up With Amazon for Even More Computing Power

Photo via Leonie Asendorpf/dpa/picture-alliance/Newscom

The $38 billion deal with Amazon is somehow small potatoes compared to some of OpenAI’s other gigantic agreements.

2 min read

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

Advisor Upside

Worried About Record Stock Market Concentration? Us, Too

The 10 most valuable US companies had a market capitalization of nearly $24.4 trillion as of October

4 min read
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CIO Upside

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

As enterprise spending on cloud continues to skyrocket, some leaders are questioning when enough is enough and weighing alternatives.

4 min read
Photo via Aflo/ZUMAPRESS/Newscom

Semiconductors

Wall Street GOAT: Nvidia Rides Deal Bonanza to $5 Trillion Market Cap

The White House hinted early Wednesday morning that Nvidia may regain greater access to the massive Chinese market.

2 min read

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