The Daily Upside

Advisor Upside

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

Advisors Increasingly in Scramble Mode Over Fee Pressure

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4 min read
Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

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3 min read
Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

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2 min read

Industrials

America’s Anduril Among Potential Winners of NATO Breakthrough

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NATO chief Mark Rutte said last week that the new defense 5% of GDP spending target amounts to a “quantum leap.”

2 min read

CIO Upside

Reducing Data Security Risks from Model Context Protocol

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“If you compromise that AI, you compromise everything that it’s connected to.”

2 min read

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ETF Upside

Calamos Launches First Autocallable ETF

The fund enters into swap agreements with J.P. Morgan and tracks an index from MerQube.

2 min read
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Energy

Low Battery: ‘Heat Dome’ Exposes Cracks in America’s Decaying Power Grid

Rising temperatures and massive new data centers are providing a massive stress test for the US power grid.

6 min read
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ETF Upside

ETF Investors Lured to AI, Crypto, Fintech

People are also more informed than ever about their ETF investments, per a Nasdaq report.

1 min read
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Blockchain

Kraken Launches Crypto’s Attempt at a Venmo-Killer

Anyone who’s had to split a check with new hostel friends knows rivals Venmo and Zelle only support payments between US users.

1 min read
Photo via Walid Berrazeg / SOPA Images/Sip/Newscom

Semiconductors

After Reclaiming ‘World’s Most Valuable Company’ Crown, Nvidia Gilds the Tiara

In the past month, Nvidia shares have surged 18.8%, more than the rest of the Magnificent Seven, including Microsoft.

2 min read
Photo via John Angelillo/UPI/Newscom

Finance

Dwindling IPOs Reward Investors With Return Bonanza

New data compiled by Bloomberg found that shares in companies to debut on US exchanges this year have climbed by a weighted average of 53%.

2 min read

Advisor Upside

Family Offices Explore Private Credit as Private Equity Returns Stall

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Economic uncertainty and rising geopolitical tensions have family offices becoming more selective with their allocations, per BlackRock.

1 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via Kognitos

Kognitos Works to Remove the AI ‘Language Barrier’
Photo via U.S. Patent and Trademark Office

Coinbase Patent Tracks AI Contributions With Blockchain
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Is Meta Chasing a Superintelligence Pipe Dream?
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Location Bias: Why AI Data Centers Are Clustered in the North

CIO Upside

Amazon Patent May Stabilize Quantum Computers

Photo via U.S. Patent and Trademark Office

The stability of qubits has long posed a barrier to scaling quantum computers.

1 min read

Photo via ANNABELLE GORDON/UPI/Newscom

Economics

Jerome Powell is Finally Getting Specific

Simply put, Powell says he needs to wait and see June and July price data to know just how impactful and inflationary tariffs have been.

3 min read
Photo via Cfoto/ZUMAPRESS/Newscom

Healthcare

AstraZeneca and Daiichi Sankyo Treatment Wins First of Its Kind FDA Blessing to Treat Lung Cancer

Like many other major pharmaceutical companies, AstraZeneca is facing a series of patent cliffs for key treatments in its portfoilio.

2 min read
Photo via Dave Cullen/EEm/SIPA USA/SportPix/Sipa USA/Newscom

Industries

Carnival Cruises Past Market Expectations in Boon for Shares

The choppy waters predicted for the cruise industry this year were based on the very real risks of trade wars and real wars.

2 min read

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