NVIDIA

Semiconductors

Does Anyone Care About Nvidia’s CES Breakthroughs?

Photo via Kyodo/Newscom

The official unveiling of Nvidia’s new chip architecture, dubbed the Vera Rubin, wasn’t expected until later this spring.

2 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 by JESHOOTS.COM via Unsplash

Advisor Upside

Advisors Target Diversification in 2026 Strategies as Mag 7 Risk Rises

Reducing exposure to top tech stocks such as Alphabet, Nvidia and Tesla and keeping an eye on valuations are among advisors’ top priorities.

4 min read
Photo via Bill Clark/CQ Roll Call/Newscom

Semiconductors

Nvidia H200 Exports Boost Odds of a World That ‘Runs on Chinese AI’

The Chinese government has discouraged companies and government-funded data centers from buying Nvidia’s chips.

1 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

Finance

Boom in Crypto Treasury Stocks Faces Inevitable Bust

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

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

Photo via Koichi Mitsui/AFLO/Newscom

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

2 min read

Photo via imageBROKER/Md Mamun Miah/Newscom

Artificial Intelligence

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

1 min read
Photo via Leonie Asendorpf/dpa/picture-alliance/Newscom

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

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