NVIDIA

Electric Vehicles

Tesla Grapples With Threats on All Fronts

Photo via Stanislav Kogiku / AFLO Sports/Newscom

And yet, last week, Tesla scored a couple key brownie points from Wall Street analysts. So why the optimism?

2 min read

Photo via imageBROKER/Md Mamun Miah/Newscom

Semiconductors

Nvidia Gives Intel a $5 Billion Helping Hand

Unfortunately for Intel, the deal does not provide a direct lifeline to its floundering chipmaking foundry business.

2 min read
Photo via M. Chang/ZUMAPRESS/Newscom

Finance

Can a Fed Rate Cut Boost the Magnificent Seven to New Heights?

In a note last week, JPMorgan’s Andrew Tyler wrote that macro conditions could turn a widely-expected rate cut into a “sell the news” event.

2 min read
Photo by hapabapa via iStock

Markets

Everyone’s Joining Big Tech’s Market Rally

Through August, Wall Street began rotating into small cap companies and sectors outside the bounds of the AI trade.

2 min read

Semiconductors

Do China and Nvidia Still Need Each Other?

Photo via Jameson_Wu

Nvidia reported zero Q2 sales of the H20 chip to China. It’s the latest sign of China’s decreasing dependence on the company.

2 min read

Artificial Intelligence

China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Photo by Solen Feyissa via Unsplash

Seven months after DeepSeek’s debut, it appears the company needs some American rocket power to get its AI Sputnik off the ground.

2 min read

Artificial Intelligence

May AI Take Your Order, Please?

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

AI is moving into jobs in food services and retail traditionally best left to humans. Can the imperfect tech give customers what they want?

5 min read

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

Big Tech

Big Tech Pulls Off a Very Big Earnings Week

The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

2 min read
Photo via Uber/Lucid/Nuro

Autos

Uber Paying $300M Fare in Robotaxi Deal

A pact announced Thursday calls for Uber to invest $300 million in Lucid and buy at least 20,000 robotaxis from the company over six years.

2 min read
Photo by vzphotos via iStock

Semiconductors

Nvidia Cashes in on Looser Export Controls

Nvidia says the only way for the US to stay ahead of China in the Great AI Race is to keep selling AI-powering chips to China.

2 min read

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