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Top thedailyupside.com News

Artificial IntelligenceMichael Burry is warning of an A.I. market bubble, drawing parallels to past booms as he launches a new Substack to share his market views.See the Story
After Shutting His Hedge Fund, Michael Burry Launches a Substack to Speak ‘Freely’ on the A.I. Bubble
83% Center coverage: 6 sources

Artificial IntelligenceSo far at least, the AI hype has been a rising tide that lifts all boats. But now? Google’s gain is suddenly Nvidia’s drain. The debut of Google’s flashy new Gemini 3 AI model impressed the industry with capabilities approaching rival products from OpenAI, Anthropic and Meta. Perhaps more importantly, however, is that Gemini was trained on Google’s in-house Tensor Processing Units (TPUs), which look like a cheaper and more efficient alternative …See the Story
Can Google Conquer Its Nvidia Dependency?
67% Center coverage: 3 sources

Donald Trump · UkraineThe defense sector was a casualty of potential peace on Monday. European arms-makers have been breadwinners all year for stock pickers, with the war in Ukraine motivating governments on the continent to upgrade their defensive capacity. Deal or no deal, that trend isn’t over, which is why some analysts found the selloff a head-scratcher. En Garde Europe’s STOXX 600 index has climbed 11.5% this year and, like the S&P 500 on the other side of th…See the Story
Ukraine Peace Talks Undermine European Defense Stocks
Coverage: 2 sources