The Daily Upside

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Texas Stock Exchange Gores NYSE, Nasdaq with New Ad Campaign

Photo by Daniel Lloyd Blunk-Fernández via Unsplash

2 min read
Something Doesn’t Sound Right: Advisors Grapple With AI ‘Vishing’ Scams

Photo by Julian Hochgesang via Unsplash

2 min read
Private Investments Are Coming for 401(k)s. There’s a Big Illiquidity Problem

Photo via Illia Uriadnikov/Newscom

2 min read

Artificial Intelligence

OpenAI Wins Pentagon Work as Altman Tries to Square Circular Deals after Raising $110B

Photo via Florian Gaertner/IMAGO/BMF/Newscom

Backing from Nvidia and Amazon made it the latest circular deal, in which money-losing AI startups are being financed by their own customers.

2 min read

Advisor Upside

Why the SEC Dropped Its Cash Sweep Investigation into LPL

Photo by Hapabapa via iStock

The Securities and Exchange Commission has entered into a deregulatory era.

2 min read

Industrials

Boeing Regains Its Swagger in Heated Rivalry with Airbus

Photo illustration by Connor Lin / The Daily Upside, Photos via © Boeing and Daniel Eledut via Unsplash

Beleagured Boeing won more plane orders in 2025 than rival Airbus for the first time in seven years but faces an uphill battle in deliveries.

5 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Leverage Is Almost Everything for These ETF Issuers
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SEC Lightens Up on Enforcement
Photo by Jon Tyson via Unsplash

SEC Pushes Back Fund Reporting Requirements
Photo via Richard B. Levine/Newscom

BlackRock Doubles Down on Ethereum With Latest Staked ETF Filing

Energy

Power-Hungry AI Data Centers Electrify Utilities’ Capital Spending

Photo via David Becker/ZUMA Press/Newscom

2 min read

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