The Daily Upside

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

Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

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2 min read
Art Might Be Beautiful, but Where Does it Fit in Portfolios?

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1 min read
How Advisors Can Keep More Clients When Changing Firms

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2 min read

Big Tech

Big Tech Pulls Off a Very Big Earnings Week

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The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

2 min read

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Energy

Exxon and Chevron, Rivals Turned Frenemies, Face Profit Pressure-Cooker

Rather than jockeying for an advantage in their weakened state, the two longtime rivals are set to work together more and more.

3 min read
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Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read
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M&A

Palo Alto Networks Broadens Cybersecurity Consolidation With $25B Deal

With CyberArk, Palo Alto enters into the “identity security” market, now at an “inflection point” due to the rise of agentic AI.

2 min read

CIO Upside

IBM Patent Leverages AI to Fix AI

Photo via U.S. Patent and Trademark Office

Throwing AI at problems might not always be the answer.

1 min read

ETF Upside

ETF Sales: A Tale of Bitcoin and the S&P 500

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BlackRock and Vanguard have raked in cash in very different places, highlighting some of the differences in their ETF customer bases.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

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Double Whammy: When Insecure Code Meets Burned-Out Cybersecurity Teams
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Demand for Cloud, Data and Cybersecurity Skills Outranks AI
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Google Patent Straightens Out AI Training Data
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White House Deregulation of AI Creates Fresh Pitfalls for Businesses

Advisor Upside

Maintaining Client Relationships During Off-Hours

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The growing expectation that clients should be able to get in touch with their advisors at a moment’s notice can disrupt vacations.

2 min read

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Electric Vehicles

Can Tesla and Samsung Find Salvation in Each Other?

For Samsung, it’s a chance to finally carve out some foundry industry market share from rival chipmaker TSMC.

2 min read
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Consumer

Is Nike Pulling Off Its Comeback Plan?

In its fiscal year 2025 earnings call, the company said it projects new tariffs will saddle it with $1 billion in additional costs this year.

2 min read
Photo via Wiktor Dabkowski/ZUMAPRESS/Newscom

International Economics

Trump’s ‘Biggest Deal Ever’ With EU Prompts Yawn From Wall Street

The deal sets 15% baseline tariffs on EU goods and commits the bloc to buy billions of dollars worth of US energy and defense products.

2 min read

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