The Daily Upside

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

Schwab Requires Customers to Update Login Credentials Shared with Third-Party Platforms

Photo via Jimin Kim/ZUMAPRESS/Newscom

2 min read
Tokens Are the Future. But How Soon Will We Get There?

Photo by Rodion Kutsaiev via Unsplash

2 min read
Advisors Are Adding More Services. Clients Aren’t Using Them

Photo by Getty Images via Unsplash

2 min read

Banking

Goldman May Feast on Biggest Piece of M&A Pie in Nearly a Quarter Century

Photo via Kobe Li/Nexpher Images/Sipa USA/Newscom

Goldman Sachs’ share price, up 35% so far year-to-date, set a record high closing price of $838.97 last week.

2 min read

Blockchain

Bitcoin Struggles to Bounce Back from Deleveraging Crisis

Photo via Vernon Yuen, Staff/ZUMAPRESS/Newscom

Bitcoin has so far fallen 20% from its 2025 peak this cycle; in previous bear markets, it fell as much as 30% to 40%.

2 min read

Photo via Florian Gaertner/picture alliance / BMF/photothek.de/Newscom

Artificial Intelligence

Trillion-Dollar Questions Bubble to the Top for OpenAI

Sam Altman has begun floating the idea that the company could hit $100 billion in revenue by 2027, ahead of previous projections.

2 min read
Photo by Art Rachen via Unsplash

ETF Upside

Investors Now Want Crypto Just as Much as ETFs

More people are planning to buy ETFs, and their biggest demands are exposure to stocks and digital assets, per BlackRock.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Nicolae Popescu, Willard via iStock and Francis Chung/UPI/Newscom

Industrials

US Seeks Rare Earths Outside China’s Control

As the US races to establish its own rare earth supply chains, a handful of companies stand to benefit enormously from government support.

5 min read
Photo by Daniel Lloyd Blunk-Fernández via Unsplash

ETF Upside

New ETFs Are Betting Big on Texas

No state income taxes and pro-business policies have attracted hundreds of companies to the Lone Star State.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Liorpt via iStock and Chris Kleponis/ZUMAPRESS/Newscom

Advisor Upside

Tariff Turmoil Not ‘Rear View Mirror’ Yet: Schwab’s Liz Ann Sonders

The company’s chief investment strategist warned policy moves can take months or years to ripple through the broader economy.

5 min read
Photo by Suzanne D. Williams via Unsplash

ETF Upside

Capital Group, Goldman, T. Rowe Hit ETF Milestones

Some of the biggest companies in the ETF business haven’t been in the game for very long but are quickly gathering assets.

2 min read

ETF Upside

There’s an ETF for Everything. Is That What Investors Really Want?

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About 900 ETFs launched this year, and dozens of highly leveraged and spot crypto products await approval. Not all of them will catch on.

4 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Ahmed via Unsplash

Tom Lee Lines Up More Granny Shots ETFs After Netting $3B AUM
Photo by Alessio Soggetti via Unsplash

Some Drone ETFs Are Soaring. Here’s What to Know
Photo by Jilbert Ebrahimi via Unsplash

ETF Launches Are Outpacing Closures. Can the Momentum Last?
Photo by Tim Mossholder via Unsplash

State Street Renames Dozens of ETFs Ahead of 401(k) Play

CIO Upside

Nvidia Wants to Balance Workloads Between GPUs

Photo via U.S. Patent and Trademark Office

The system Nvidia wants to patent would spread out and balancing GPUs’ capacity to help avoid problems as demand ramps up in AI data centers.

1 min read

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