The Daily Upside

Advisor Upside

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

Millennial Women Are Investing More Money Earlier, Says Schwab

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2 min read
Follow the Flows: Why Some Legacy Mutual Fund Firms Are Finally Exploring ETFs

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5 min read
Financial Uncertainty Spurs Anxiety and Depression

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2 min read

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Finance

BlackRock’s Virtual Investment Analyst ‘Asimov’ Ushers in AI Era on Wall Street

BlackRock rolled out an AI research platform called Asimov, escalating the intelligence and analysis arms race on Wall Street.

1 min read
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Technology

Can Blue Origin Fill NASA’s SpaceX Void?

NASA is looking to decrease its dependency on key contractor SpaceX, but Jeff Bezos’s Blue Origin is going nowhere at exactly the wrong time.

2 min read
Photo by Getty Images via Unsplash

Cryptocurrency

Act of GENIUS or Blockheaded Bill? Congress Considers Stablecoins

The Senate is set to vote this week on a bill that would introduce the first-ever regulatory framework for stablecoins.

2 min read

CIO Upside

Oracle Patent Keeps Large Language Models From Spilling Secrets

Photo via U.S. Patent and Trademark Office

Oracle’s patent highlights a key issue that AI developers are still reckoning with: Data privacy.

1 min read

Photo by Anna Dudkova via Unsplash

ETF Upside

Who Benefits Most from Dual-Share Class ETFs?

Mutual fund shareholders and retirement savers stand to benefit more than others from dual share class approval.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Autos

Can Elon Musk’s Pajama Party Brighten Up Tesla’s Tomorrow?

Elon Musk is again sleeping at Tesla’s offices again, but that may not be enough to restart the top US EV-maker’s engine.

4 min read
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ETF Upside

Single-Stock ETF Market Swells With Firehose of New Products

Dozens of single-stock ETFs using leverage have recently been filed with the Securities and Exchange Commission.

2 min read
Jake Loosararian, CEO of Gecko Robotics. Photo by World Economic Forum via CC BY-NC-SA 2.0

Artificial Intelligence

Gecko’s AI Robots Represent the ‘Boring’ Future of Bots

More than 70% of the $2.3 billion raised by robotics companies in Q1 2025 was directed towards task-centric tech like Gecko’s.

1 min read
Photo via Mark Black/ZUMA Press/Newscom

ETF Upside

Invesco Hires Crypto Product Leader from JPMorgan

The firm, which offers six digital assets ETFs, announced a new global product leadership team earlier this year.

1 min read
Ursula von der Leyen, President of the European Commission. Photo via Abaca Press/Monasse Thierry/ANDBZ/Abaca/Sipa USA/Newscom

Banking

Europe Delays Stricter Banking Rules to Keep ‘Level Playing Field’ With US Rivals

The new rules are part of the Basel III reforms that were introduced in 2017 and designed in response to the 2008 financial crisis.

2 min read

Inflation & Prices

Just How Much Data Does the Fed Need to Cut Rates?

Photo via Aaron Schwartz/CNP/ Polaris/Newscom

Despite new data this week showing inflation has cooled, Powell and the Federal Reserve are still expected to hold off on rate cuts.

2 min read

Photo via Connor Lin / The Daily Upside

ETF Upside

Vanguard Files for ETF Share Class Approval

The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

2 min read
Photo via Cfoto/ZUMAPRESS/Newscom

Consumer

Starbucks’ China Business May Need a Caffeine Jolt

In an interview with the Financial Times, Starbucks CEO Brian Niccol said the company is exploring a partial sale of its China business.

2 min read
Photo via Bruce Cotler/ZUMAPRESS/Newscom

Media & Entertainment

Switch 2 Becomes Nintendo’s Fastest-Selling Console

The Switch 2 sold 3.5 million units in its first four days, and Nintendo’s targeting 15 million units for this fiscal year.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

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Hallucinations Create Complications When AI Goes to Court
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Struggling to Navigate Thorny AI Contracts? Question Everything
Tom Zehren, CEO of Info-Tech. Photo via Info-Tech Research Group.

Does Agentic AI Have Staying Power?
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Ransomware Groups Use AI to Level Up

CIO Upside

Nvidia Safety Patent Signals Physical AI Push

Photo via U.S. Patent and Trademark Office

The goal of Nvidia’s tech is to help give autonomous systems more reliable memory, hazard detection and depth perception.

1 min read

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