S&P 500

Semiconductors

With AI Bases Loaded, Nvidia Bats a Quarterly Earnings Home Run

Photo via Yonhap News/YNA/Newscom

Nvidia faced “the tough task of meeting high earnings expectations and high skepticism around AI capex,” per analysts at Bank of America.

2 min read

Photo via Antoni Byszewski/Fotonews/ZUMAPRESS/Newscom

Artificial Intelligence

With Gemini 3, Google Gains Ground on OpenAI

Executives are touting Gemini 3, which comes eight months after the chatbot’s 2.5 model, as a “massive jump” for AI.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Liorpt via iStock and Chris Kleponis/ZUMAPRESS/Newscom

Advisor Upside

Tariff Turmoil Not ‘Rear View Mirror’ Yet: Schwab’s Liz Ann Sonders

The company’s chief investment strategist warned policy moves can take months or years to ripple through the broader economy.

5 min read
Photo via JOHN ANGELILLO/UPI/Newscom

Markets

Russell 2000’s Good Fortune May Prove to Be a Bad Omen

Through the last 100 days, the Russell 2000 has bested the rival S&P SmallCap 600 by 9%, good for the widest gap since 2010.

1 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

Technology

Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

Photo via Gage Skidmore/ZUMAPRESS/Newscom

The company has been one of the top beneficiaries of Trump administration policies, with US revenue climbing 68% year-over-year in Q2.

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
Photo via Daniel Torok/WH / Polaris/Newscom

International Economics

Trial Truce: US, China Negotiate Yearlong Trade Détente

The United States agreed to reduce broad tariffs on Chinese imports by 10 percentage points, bringing them to 47%.

2 min read
Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

Finance

Stampeding Bull Market Will Keep Bears at Bay for Another Year, Investors Predict

The S&P 500 has climbed 35% since its April low and roughly 90% since the beginning of its bull run in 2022.

2 min read

Finance

Good Omen, or Bad? Tesla Opens Mag 7 Earnings Season to Mixed Reviews

Photo by Bram van Oost via Unsplash

The all-powerful cohort continues to define the broader market, which has officially been placed on the “bubble watchlist.”

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.