The Daily Upside

Advisor Upside

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

Advisors Weigh In on the Best States to Retire

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2 min read
Microsoft Thinks AI Can Replace Wealth Managers. Advisors Say: Yeah, Right.

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2 min read
Advisors Include Kids in College-Financing Talks

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2 min read

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Consumer

Home Depot Predicts Pent-Up Home Improvement Demand

CFO Richard McPhail said that do-it-yourself customers have been pushing forward with smaller home improvement projects.

2 min read
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Industrials

Brokers Chafe Under Abrupt Expansion of Steel, Aluminum Tariffs

President Trump placed 25% tariffs on aluminum and steel imports in March via executive order, before hiking the rate to 50% on Tuesday.

2 min read
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Semiconductors

SoftBank Acquires a 2% Stake in Embattled Intel

The deal comes as the US government explores a deal to take as much as a 10% ownership stake in the Santa Clara, California, firm.

2 min read

ETF Upside

Harvard Owns IBIT. Is That Smart for Clients?

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Crypto assets are increasingly available as spot ETFs like IBIT, and investors may have a fear of missing out, despite the volatility.

2 min read

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ETF Upside

Why ETF Investors Persistently Miss 1%-2% of Potential Returns

ETF volatility plays a large role in the gap between returns for investors and for funds as a whole, Morningstar data show.

2 min read
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Healthcare

Novo Nordisk Soars After 50% Ozempic Discount, Liver Treatment Approval

Novo said cash-paying Americans can now buy Ozempic for $499 per month through various channels including its official website.

2 min read
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ETF Upside

Vanguard Bets ETF Buyers Willing to Pay Extra for Active

A set of Vanguard funds subadvised by Wellington will mark the first active stock-picking ETFs in the company’s fleet.

1 min read
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Big Tech

Meta Focuses on New Smart(er) Glasses

As Meta’s market cap hovers near the $2 trillion mark, a successful launch of its glasses could put the tech giant over the edge.

1 min read
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Real Estate

Homebuilders Offer Best Incentives Since COVID

A full 37% of homebuilders have slashed prices this month, down ever so slightly from a record 38% in July.

2 min read
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Energy

Oil Drilling Stuck Near 4-Year Lows, Thanks to Energy Policy Puzzle

The Trump administration’s “drill, baby, drill” ambitions have been hampered by the reality of the global oil market.

2 min read

Media & Entertainment

Advertising Confronts AI-xistential Crisis

Martin Sorrell, founder of S4 Capital. Photo via Rita Franca/ZUMAPRESS/Newscom.

Advertising companies are scrambling to make changes as their businesses get hammered by advances in artificial intelligence.

2 min read

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Technology

Can Robotaxis Take Over New York?

Tesla and Waymo are among the entrants trying to turn congested New York City, the home of the yellow cab, into a robotaxi hub.

2 min read
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ETF Upside

These ETFs Are Going Nuclear

Energy demand is rising globally, in part because of AI use, and a handful of ETFs focused on nuclear energy stand to benefit.

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

Social Media

Can Reddit Provide a Human-Centric Haven from AI Chatbots?

In our increasingly artificial digital age, sometimes internet denizens desire an actual human touch. Enter Reddit.

6 min read

CIO Upside

Empowering CIOs to drive innovation.

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Why Access Controls May Be AI’s Biggest Security Vulnerability
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Why AI Augmentation Tech Is More Than a ‘Cost-Cutting Tool’
Photo via U.S. Patent and Trademark Office

Walmart Patent Signals AI Transformation for Bricks-and-Mortar Retail
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Big Tech’s AGI Dreams Overshadowed by Smaller, In-Demand AI Advances

ETF Upside

Are Cyclical ETFs Worth the Boom and Bust?

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Cyclical industries can provide some regularity for ETF investors, but not without downsides.

2 min read

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ETF Upside

Trump Media Delays Registration for Bitcoin ETF

The filing marks President Trump’s latest move to bring his spot bitcoin strategy to the ETF market. Will advisors bite?

2 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.

3 min read
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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

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