The Daily Upside

CIO Upside

Kognitos Works to Remove the AI ‘Language Barrier’

Photo via Kognitos

“Humans must be steering AI, even if it becomes superhuman.”

2 min read
CIO Upside

Reducing Data Security Risks from Model Context Protocol

Photo via VCG/Newscom

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

2 min read
Electric Vehicles

BYD Downshifts Production into First Gear

Photo by Joshua Fernandez via Unsplash

BYD is now the EV pace-setter in Europe, too, according to a recent report from automotive firm JATO Dynamics.

2 min read
Regulation

SEC Seeks to Rev Up ‘Engine of Growth’ by Loosening Corporate Disclosure Rules

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SEC Chair Paul Atkins’s stance on financial regulation contrasts starkly with that of his predecessor, Gary Gensler.

2 min read

Industrials

America’s Anduril Among Potential Winners of NATO Breakthrough

Photo via Stan Sholik/ZUMAPRESS/Newscom

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

2 min read
ETF Upside

ETFs Built On Tax Advantage Draw Congressional Scrutiny

Photo via Douglas Christian/ZUMAPRESS/Newscom

Rich investors with large stock portfolios and capital gains get a tax bonus with 351 ETF exchanges.

2 min read
ETF Upside

Calamos Launches First Autocallable ETF

Photo via Kris Tripplaar/Sipa USA/Newscom

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

2 min read
ETF Upside

ETF Investors Lured to AI, Crypto, Fintech

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

1 min read

Energy

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

Photo by Aldward Castillo via Unsplash

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

6 min read
Advisor Upside

Advisors Increasingly in Scramble Mode Over Fee Pressure

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Advisors are getting creative with more services and non-traditional fee models.

4 min read
Blockchain

Kraken Launches Crypto’s Attempt at a Venmo-Killer

Photo via Kraken

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
Semiconductors

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

Photo via Walid Berrazeg / SOPA Images/Sip/Newscom

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

2 min read

Finance

Dwindling IPOs Reward Investors With Return Bonanza

Photo via John Angelillo/UPI/Newscom

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
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
CIO Upside

Location Bias: Why AI Data Centers Are Clustered in the North

Photo by Getty Images via Unsplash

1 min read
CIO Upside

Is Meta Chasing a Superintelligence Pipe Dream?

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

The risks may be greater than the payoff.

2 min read
Advisor Upside

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

Photo via Morningstar

Over the past eight years, Kapoor has helped the company expand its workforce to over 10,000 employees and boost its stock price more than threefold.

3 min read
Advisor Upside

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

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Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read
Advisor Upside

Family Offices Explore Private Credit as Private Equity Returns Stall

Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

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

1 min read
Social Media

Bumble Swipes Left on a Third of Its Workforce

Photo by Good Faces Agency via Unsplash

Bumble and Match both reported annual declines in revenue and the number of paying daters using their apps in 2025’s first quarter

1 min read

Advisor Upside

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

The ‘Everything App’: How Robinhood Grew From Trading Platform to Financial Ecosystem

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco, Comzeal, and CreativaImages via iStock

5 min read
Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

4 min read
What’s the Difference Between 351 Exchanges and Exchange Funds?

Photo by Ben Iwara via Unsplash

4 min read

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