The Daily Upside

International Economics

Optimism Overpowers Market Uncertainty Following US-China Trade Thaw

Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

The US and China shocked the world in announcing a 90 day trade truce, turning weeks of uncertainty into a day of optimism.

2 min read
Advisor Upside

Inside the Interval Fund from Vanguard, Blackstone, Wellington

Photo by Roman Tiraspolsky via iStock

The announcement follows similar plans by prominent asset managers like State Street, Apollo, KKR and Capital Group.

2 min read
Advisor Upside

Clients are Getting Younger and Younger

Photo by Getty Images via Unsplash

When advisors start working with investors early, it can form strong relationships that last potentially decades.

2 min read
Advisor Upside

Emotions More Problematic for Retirement than Finances

Photo by Getty Images via Unsplash

But there is a big reason to be concerned: Long-term care.

2 min read

CIO Upside

Microsoft Patents Signal Demand for Explainable AI

Photo via U.S. Patent and Trademark Office

Because these models often operate in a so-called “black box,” many users have little to no understanding of them.

1 min read
CIO Upside

How Shadow IT Concocts Cybersecurity Nightmares

Photo by Matheus Bertelli via Pexels

2 min read
CIO Upside

Quantum Computing Race Isn’t Run ‘In a Vacuum’

Photo by Galina Nelyubova via Unsplash

“It is a technology that is emerging worldwide.”

2 min read
Artificial Intelligence

Google AI-ngst: Apple Deal May Disintegrate Even Without Court Intervention

Photo by Arkan Perdana via Unsplash

The future of traditional search engines got a rude awakening last week as an Apple executive predicted their eventual demise.

2 min read

International Economics

US Trade Truce With China Sends Stocks Surging Higher

Photo by Taro Ohtani via Unsplash

Some enterprising Chinese exporters have found ways to get around tariffs amid the standoff between Washington and Beijing.

2 min read
Private Equity

Private Equity, Sports and Games Sidestep Frozen M&A Pipelines

Photo by Getty Images via Unsplash

Dealmaking among private equity firms and in the sports and video games sectors has gone full steam ahead amid a global M&A freeze.

2 min read
ETF Upside

The Duel Over Dual Share Classes

Photo by Clay Banks via Unsplash

Broker-dealers have a big problem with ETFs: A lack of revenue-sharing to support commission-based compensation.

2 min read
ETF Upside

April Marks Worst Month of ETF Inflows in a Year

Photo by Maxim Hopman via Unsplash

ETFs attracted $58 billion in assets last month, the lowest since April 2024, according to Morningstar Direct.

1 min read

ETF Upside

Themes Preps 15 Leveraged Single-Stock ETFs

Photo by Omar Abascal via Unsplash

The category of leveraged single-stock ETFs is growing quickly as issuers crank out risky products designed for day traders.

2 min read
Bonds

Tariff War Transforms US Bond Market From Boring to ‘Yippy’

Photo by Ablokhin via iStock

US Treasurys have long been safe havens during financial market upheaval. President Trump’s sweeping import tariffs made them more volatile.

4 min read
Advisor Upside

Advisors Eye Up Instagram’s Millions of Users

Photo by Claudio Schwarz via Unsplash

With more than 100 million Americans users, Instagram is becoming a platform for advisors to connect with investors and secure new clients.

4 min read
International Economics

UK-US Strike Trade Deal Affirming ‘Special Relationship’

UK Prime Minister Keir Starmer. Photo by Simon Dawson / No 10 Downing Street via CC BY 2.0.

The UK and US announced a “historic” trade deal Thursday that does little to reduce Washington’s overall global trade war.

2 min read
Industries

Lab-Grown Diamonds? Turns Out They’re Not De Beers’ Best Friend

Photo by Tupungato via iStock

De Beers, the world’s largest diamond producer, said it plans to shutter its lab-grown jewelry brand LightBox.

2 min read
Cryptocurrency

Crypto on Track for M&A Record With Coinbase’s $2.9B Derebit Takeover

Brian Armstrong, CEO of Coinbase. Photo by TechCrunch via CC BY 2.0.

Coinbase is acquiring Derebit for $2.9 billion in the crypto industry’s biggest ever deal as it spars with rival Kraken.

2 min read
CIO Upside

DeepMind Patent Shrinks Model Size Without Compromise

Photo via U.S. Patent and Trademark Office

Small and energy-efficient models have garnered growing attention in recent months.

1 min read
CIO Upside

Isolating AI Agents May Be ‘Strangling’ Your Enterprise

Bill McDermott, CEO of ServiceNow, via ServiceNow.

“Nobody lives in a silo,” Nvidia CEO Jensen Huang said at ServiceNow’s Knowledge 2025.

2 min read

Advisor Upside

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

Oracle Patent Keeps Large Language Models From Spilling Secrets

Photo via U.S. Patent and Trademark Office

1 min read
Struggling to Navigate Thorny AI Contracts? Question Everything

Photo by Cottonbro Studio via Pexels

2 min read
Hallucinations Create Complications When AI Goes to Court

Photo by Katrin Bolovtsova via Pexels

2 min read

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