Brian Boyle

brian@thedailyupside.com

Brian Boyle (he/him) is Lead Reporter at The Daily Upside. His writing has previously appeared in outlets such as Vice, Slate, and The Los Angeles Times, where he was a contributing writer on the opinion section. He lives in Los Angeles.

Semiconductors

Can China Replace Lithography Powerhouse ASML?

Photo via Robin Utrecht/ANP/Newscom

Shares of ASML slid Tuesday, but experts and analysts cautioned that the panic behind the selloff is almost certainly overblown.

2 min read
Media & Entertainment

YouTube’s Peacock Partnership is a Streaming Bundle Breakthrough

Photo via Matthew Pearce/Icon Sportswire 169/Matthew Pearce/Icon Sportswire/Newscom

For YouTube, the partnership is the latest and greatest attempt to trounce Netflix as both seek to become all-in-one entertainment platforms.

2 min read
Private Equity

Blackstone’s AI Bet Fuels Blowout Growth While Rivals Grapple With “Zombie Funds”

Photo via Richard B. Levine/Newscom

Blackstone’s secret? Selling the one thing that’s hot: infrastructure for the vast artificial intelligence boom.

2 min read
Energy

Saudi Nuclear Deal Confusion Threatens Billions in Potential US Manufacturing Sales

Photo via Daniel Torok/White House/Newscom

Most likely to benefit is Westinghouse, whose AP1000 nuclear reactor, capable of powering small cities, is at the center of the deal.

1 min read
Markets

Kalshi Bets Election Fever Will Drive Platform Growth

Photo via Philemon Henry/SIPA/Newscom

Estimates from analytics firm Ticker Tracker say the company just processed $40 billion in sports bets overall during the World Cup.

2 min read
Artificial Intelligence

OpenAI Doubles Agentic User Base as Cheaper Chinese Models Threaten US Dominance

Photo via Jens Schicke/picture alliance / SZ Photo/Newscom

Bloomberg reported that the mega AI startup is set to announce that its two agentic tools are now serving around 10 million users.

1 min read
Artificial Intelligence

Moonshot, Alibaba Train Spotlight on AI’s Affordability

Photo via LONG WEI/FEATURECHINA/Newscom

Both Chinese models were trained without the most expensive chips and are expected to be cheaper and more efficient to operate.

2 min read
Regulation

In Trade War Déjà Vu, Retailers Rush Imports to Avoid New Trump Tariffs

Photo via Richard B. Levine/Newscom

US retailers have spent the summer importing as many goods as possible to capitalize on a small window before a new batch of tariffs arrive.

2 min read
Semiconductors

Wall Street Balks at TSMC’s $100 Billion Bet on Growing AI Demand

Photo via Jim West/UCG/Universal Images Group/Newscom

TSMC’s pledge to invest an extra $100 billion into its Arizona-based chip fab rekindled fears of overspending on artificial intelligence.

2 min read
Media & Entertainment

Netflix Worries Binge-Watching Era Is Over

Photo via Zeng Hui / Xinhua News Agency/Newscom

With its share price down some 20% so far this year and off more than 40% from a peak last summer, Netflix is hoping for a turnaround story.

2 min read
Technology

Budget Carrier Frontier Joins Fleet of Airlines Offering Starlink-Powered Wi-Fi

Photo by Brandon Karaca via Unsplash

In its IPO prospectus, SpaceX said that Starlink accounted for just over 60% of its $18.7 billion in revenue last year.

1 min read
Artificial Intelligence

Will Apple’s Lawsuit Crush OpenAI’s Smartphone Dreams?

Photo via Jens Schicke/picture alliance / SZ Photo/Newscom

Apple is accusing the ChatGPT developer of stealing trade secrets and hardware designs to bolster its development of an AI-fueled smartphone.

2 min read
Technology

Can SK Hynix Escape Chipmaking’s Cyclical Curse After Nasdaq Debut?

Photo via Yonhap News/YNA/Newscom

One big question remains: Can the company break free from the memory sector’s historically cyclical nature?

2 min read
Big Tech

Apple Edges Closer to Dethroning Nvidia After $30B Broadcom Chips Deal

Photo via Tom Williams/CQ Roll Call/Newscom

Apple shares climbed nearly 1% on the news, bringing it closer to reclaiming the throne as the biggest US company by market cap.

2 min read
Industrials

Bulls Dominate Wall Street’s Analysis of SpaceX

Photo by SpaceX via Unsplash

Opinions ranged from “bullish” to “extremely bullish” among the four big banks that led the SpaceX IPO, as each initiated coverage on Tuesday.

2 min read
Industrials

Lockheed Martin Places $3.5B Bet on Undersea Warfare Tech

Photo via Michael Brochstein/ZUMAPRESS/Newscom

On Monday, the defense contracting giant announced a $3.5 billion acquisition of naval-defense company Ultra Maritime.

2 min read
Electric Vehicles

Tesla’s Delivery Rebound Fails to Crush Negative Narrative

Photo via imageBROKER/Stefan Sutka/Newscom

Even with the big sales resurgence, Tesla likely won’t touch its annual deliveries peak set in 2023, when it sold 1.8 million cars.

2 min read
Healthcare

Psychedelic Nation? Psilocybin Treatments Offer New Hope for People Prozac Hasn’t Helped

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

Psychedelic medications, backed by the White House, may alter the prognosis for people with treatment-resistant depression, but risks remain.

5 min read
Banking

Morgan Stanley Weighs $1.3 Billion Dallas Bet

Photo via imageBROKER/Alex Grichenko/Newscom

The Dallas City Council approved an economic incentive package that would grant the bank up to $18.5 million in economic development grants.

1 min read
Banking

Who’s Ahead in JPMorgan’s Game of Thrones?

Photo via Yen Meng Jiin/The Business Times/Newscom

The race to succeeed Jamie Dimon at JPMorgan Chase has apparently narrowed to just two candidates, Doug Petno and Troy Rohrbaugh.

2 min read

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