S&P 500

Artificial Intelligence

Anthropic Claude’s Legal Plugin Poses AI Threat to Big Law’s Billable Hours

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Shares of legal data service provider Thomson Reuters fell roughly 16% on Tuesday, while shares of LexisNexis parent company RELX fell 14%.

2 min read

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Markets

Wall Street Gets Squeezed by Twin Global Crises

Yields on ultra-long 40-year Japanese Government Bonds (JGB) rose 0.26 percentage points Tuesday, reaching 4.2%, an all-time high.

2 min read
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International Economics

Europe Readies Its ‘Bazooka’ Defense Of Greenland

European investors are the single-largest foreign holders of US treasuries and equities by far, holding $8 trillion in assets.

2 min read
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Markets

Why Lower Interest Rates May Not Deliver the Affordability Washington Wants

In recent days the spread between the 10-year and two-year yields has been hovering near the highest levels since April.

2 min read

Advisor Upside

International Equities Performed Last Year. But What About 2026?

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1 min read

Markets

Big Tech’s Allure Fades as Wall Street Bets on Main Street Stock Rebound in ’26

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Bank of America analysts forecast S&P 500 earnings will grow 14% next year, and sees the index reaching 7,100.

2 min read

Electric Vehicles

Investors Throw Side-Eye at Tesla’s Optimus-tic $1.4T Market Cap

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Morgan Stanley cut its rating of Tesla for the first time in two years on Monday to “equal weight,” which is equivalent to a hold.

2 min read

Advisor Upside

How Advisors Are Weighing the Risks of an AI Bubble

While some advisors are sounding the alarm, others are making sense of the market rally.

4 min read
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Hedge Funds

Hedge Funds Start to Hedge Their AI Bets

Wall Street’s smart money is starting to take out some short positions on the AI trade, albeit mostly around the industry’s fringes.

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

Finance

Boom in Crypto Treasury Stocks Faces Inevitable Bust

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

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