Artificial Intelligence

Artificial Intelligence

Databricks Snags $4B in Funding as AI Keeps Investors Enthralled

Photo via Databricks

1 min read

Photo via Jimin Kim/ZUMAPRESS/Newscom

Markets

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

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

2 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
Photo via Disney/OpenAI

Media & Entertainment

Disney Licenses Play Dates for Mickey Mouse, ChatGPT in $1B OpenAI Deal

Some user-generated Sora videos will also make their way onto Disney+, and ChatGPT will become available to Disney employees.

2 min read

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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Electric Vehicles

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

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

Artificial Intelligence

When AI Hallucinations Amount to Defamation, Who’s Liable?

A handful of high-profile defamation-by-AI-chatbot allegations against big tech firms are already stacking up.

5 min read
Photo via Tom Williams/CQ Roll Call/Newscom

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

Big Tech

Can Google Conquer Its Nvidia Dependency?

Photo via Sipa USA/Newscom

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

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

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