Artificial intelligence

Markets

Wall Street HALO Beckons Investors Trying to Ward Off AI-Driven Losses

Photo illustration by Connor Lin / The Daily Upside

As the AI bull run threatens formerly high-growth sectors like software, investors seek safety in HALO companies out of the tech’s reach.

5 min read

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Semiconductors

Broadcom Selloff Shows Breaking Records Doesn’t Satisfy ‘Perfection’-Seeking AI Investors

Broadcom expects AI-related chip revenue to climb 200% to $16 billion in the current quarter, short of Wall Street’s most bullish forecasts.

2 min read
Photo via Richard B. Levine/Newscom

Advisor Upside

Robinhood’s New AI Trader Is Raising Red Flags for Advisors

2 min read
Photo via Abaca Press/Douliery Olivier/Abaca/Sipa USA/Newscom

Indicators

Don’t Blame AI for College-Grad Unemployment

The Federal Reserve Bank of New York says remote work is a driving force behind the rise in unemployment among young college graduates.

1 min read

Artificial Intelligence

As Anthropic Files for IPO, AI Savings Disappoint America’s C-Suites

Photo via Ibanez-Picciarella/ZUMAPRESS/Newscom

40% of nearly 1,000 major companies surveyed by Bain & Company found cost reductions from AI use of just 10% or less.

2 min read

Artificial Intelligence

Grads Get Rude Welcome from Job Market Battered by AI-Fueled Tech Layoffs

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Meta, Oracle, Amazon, and Coinbase have all made major layoffs as tech-sector job cuts surge past 111,000 for the year, per Layoffs.fyi.

2 min read

Photo by Curated Lifestyle via Unsplash

ETF Upside

New Leveraged ETFs to Target AI, Semiconductor Manufacturing

Two prominent providers are bringing 2x strategies to the world of software investing.

1 min read
Photo via Kendall Warner/TNS/Newscom

Energy

NextEra Energy Predicts Dominion Takeover Will Reduce Customers’ Power Bills

The smaller company in the deal, Dominion Energy, powers the world’s data center capital in northern Virginia.

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

Advisor Upside

Why Advisors Are Betting on AI Infrastructure Over Apps

Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.

5 min read

Enterprise AI

Corning Hits Record High After Signing Up AI Clients

Photo via Fan Peishen / Xinhua News Agency/Newscom

Corning, the company that invented Pyrex, is commanding Wall Street’s attention as a supplier of fiber optics for AI.

1 min read

Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

Advisor Upside

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

6 min watch
Photo by Solen Feyissa via Unsplash

Artificial Intelligence

China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Seven months after DeepSeek’s debut, it appears the company needs some American rocket power to get its AI Sputnik off the ground.

2 min read
Photo by Emily Bernal via Unsplash

Artificial Intelligence

Is There Life After AI for Big Software?

It’s not quite code-blooded murder, but shares of software companies like Adobe and Workday have been beaten to a bloody pulp.

2 min read

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