NVIDIA

CIO Upside

Chipping Away at Big Tech’s Bottom Line

Photo by Đào Hiếu via Unsplash

How much trade chaos can enterprises weather?

2 min read

Photo by Köf3 via CC BY-SA 3.0

Artificial Intelligence

Chipmakers Reaffirm Winner Status in the AI Economy

Investors are showing a lot of love to the computer chip supply chain. Nvidia, Samsung, and TSMC are all clawing back gains this week.

2 min read
Photo by Anthony Quintano via CC BY 2.0

Big Tech

Silicon Valley Gears Up for Crucial Earnings Week

Apple, Amazon, Microsoft and Meta all report earnings this week. Wall Street is dying for any hint that heavy investment in AI is paying off.

2 min read
Photo by Ken Lund via CC BY-SA 2.0

Advisor Upside

Goldman’s $1T AI Problem

For all the money flooding into AI, it could tackle more pressing issues than teaching robots to flip burgers.

2 min read

Finance

Can the Magnificent Seven Ride Again?

Photo by Austin Hervias via Unsplash

After serving as the driving force for a blistering market rise, the so-called Magnificent Seven have taken an epic stumble in 2025.

2 min read

Semiconductors

Nvidia’s Situationship with Beijing Gets Even More Complicated

Photo via Nvidia Media Assets

CEO Jensen Huang is said to have traveled to Beijing, where the Financial Times reported he met with DeepSeek’s founder.

2 min read

Photo via Nvidia Media Assets

Semiconductors

Nvidia Is On its Way to the Top of the Market-Cap Leaderboard — Then What?

Despite the stock’s recent run, the chipmaker’s revenue and profit growth make talk of a bubble sound premature.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Markets

Midday Market Brief: Catch Your Breath

After a runup of nearly 8% in the past six weeks, the market and its Big Tech drivers appear to be taking a break.

1 min read
Photo illustration by Connor Lin / The Daily Upside

Markets

Midday Market Brief: Big Tech Takes Over

Nvidia is back to its winning ways, lifting tech stocks and pushing the broader S&P 500 index to another all-time high.

1 min read

CIO Upside

What’s The Point of Chasing Superintelligence?

Photo by Julien Tromeur via Unsplash

“Putting ‘safe’ next to ‘superintelligence’ is kind of an oxymoron.”

2 min read

Photo by Anthony Quintano via CC BY 2.0

Big Tech

Meta Begins Testing its Made In-House AI Chips

Unlike the other six companies in the so-called Magnificent Seven, Meta’s share price is actually up so far in 2025.

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

OP-ED | Advisor Upside

7 Deadly Investing Sins Clients Make

Never underestimate the all-too-human instinct to believe anything we want.

5 min read
Photo via Tencent

Artificial Intelligence

Tencent Touts that its Latest AI Model is Faster than DeepSeek

One point Chinese AI companies including Tencent and DeepSeek emphasize about their new models: efficiency.

2 min read

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