The Daily Upside

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
ETF Upside

ETFs Built On Tax Advantage Draw Congressional Scrutiny

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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

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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

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
Energy

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

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

6 min read
Finance

Dwindling IPOs Reward Investors With Return Bonanza

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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
Semiconductors

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

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

2 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
CIO Upside

Is Meta Chasing a Superintelligence Pipe Dream?

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The risks may be greater than the payoff.

2 min read
CIO Upside

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

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1 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

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

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

1 min read
Real Estate

What Does Mamdani’s Primary Win Mean for New York Real Estate?

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To say housing is the defining issue in current New York City politics is likely a massive understatement.

2 min read
Energy

Shell Dismisses BP Takeover Talks as Mere ‘Speculation’

Photo via Karol Serewis/ZUMAPRESS/Newscom

A megamerger of this sort would vault Shell’s market cap closer to ExxonMobil’s $468 billion and likely beyond Chevron’s $248 billion.

2 min read
Social Media

Bumble Swipes Left on a Third of Its Workforce

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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
Economics

Jerome Powell is Finally Getting Specific

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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
Industries

Carnival Cruises Past Market Expectations in Boon for Shares

Photo via Dave Cullen/EEm/SIPA USA/SportPix/Sipa USA/Newscom

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

Advisor Upside

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

May AI Take Your Order, Please?

Photo illustration by Connor Lin / The Daily Upside, Photo by NewSaetiew via iStock

5 min read
Can Buffered ETFs Reshape Portfolio Management?

Photo illustration by Connor Lin / The Daily Upside

5 min read
Big Tech Pulls Off a Very Big Earnings Week

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2 min read

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