NVIDIA

Artificial Intelligence

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

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

2 min read

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Artificial Intelligence

Behind Sam Altman’s ‘Code Red’ Response to OpenAI Competitors’ Gains

In memo this week, Altman promised the release of a new reasoning model next week that bests Google’s Gemini.

2 min read
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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
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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

Finance

Boom in Crypto Treasury Stocks Faces Inevitable Bust

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Digital asset treasury companies are grappling with the law of diminishing returns in the midst of a cryptocurrency swoon. What’s next?

4 min read

Artificial Intelligence

SoftBank Dumps $5.8B Nvidia Stake to Subsidize Other AI Bets

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CFO Yoshimitsu Goto said on an earnings call that SoftBank’s divestment had “nothing to do with Nvidia itself.”

2 min read

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Artificial Intelligence

Apple’s Siri, Google’s Gemini and a $1B Hookup?

1 min read
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Artificial Intelligence

OpenAI Teams Up With Amazon for Even More Computing Power

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

Semiconductors

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

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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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