The Daily Upside

Advisor Upside

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

Behind GeoWealth’s Latest $38M Funding Round

Photo by Shlok Jethwa via Unsplash

2 min read
Multigenerational Living Is On the Rise. Here’s How Advisors Can Help

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2 min read
Are Advisors Looking Abroad for New Business?

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1 min read

Consumer

Not Folding Yet: Vegas Looks Beyond an Epic Summer Slump

Photo by Julian Paefgen via Unsplash

Vegas has been dealing with the economic uncertainty caused by the Trump administration’s trade, tariff and immigration policies.

6 min read

Photo via Illia Uriadnikov/Newscom

Investments

Private Equity, Crypto Get Ready to Spice Up 401(k)s

President Trump signed an order to open up cryptocurrency and private equity to 401(k) plans, but there’s no guarantee they come rolling in.

2 min read
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Technology

The $5 Trillion Question: Nvidia, Microsoft Vie for Record High Valuation

Nvidia and Microsoft both topped $4 trillion in market cap last month. Now, they’re in a race for the symbolic $5 trillion barrier.

2 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Consumer

Earnings Show Fast-Food Giants Embroiled in a Game of Chicken

A bevy of results from fast food companies last week showed that chicken still reigns supreme over American taste buds.

2 min read

ETF Upside

Like Active Management? Odds of Outperformance Are Slim

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The past year hammered active funds, and while a few categories show long-term promise, success is out of reach for most, per Morningstar.

2 min read

Autos

Uber CEO Floats Major Robotaxi Expansion

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Uber users in Atlanta and Austin can already use the ride-hailing app to order robotaxis from Alphabet subsidiary Waymo.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via Mikhail Nilov

Fighting Fire with Fire: Can AI Be a Cyber-Defense Tool as Well as a Threat?
Photo via U.S. Patent and Trademark Office

Google’s Differential Privacy Patent Highlights AI Training Risks
Photo via Matthias Balk

Big Tech’s Bigger AI Investments May Lead to a ‘Winner Takes All’
Photo via U.S. Patent and Trademark Office

Microsoft Patent Highlights Weaknesses in Code Generators

Semiconductors

AMD Joins Chipmakers Struggling to Impress Traders With Upbeat Earnings

Photo by BoliviaInteligente via Unsplash

It’s not just AMD. Investors have generally been hard to please for most chipmakers so far this earnings season.

2 min read

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