The Daily Upside

Advisor Upside

How to Help Clients After the $124T Great Wealth Transfer

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An advisor’s role doesn’t end after an inheritance.

2 min read
ETF Upside

Inflation Is Heating Up. So Are These TIPS Funds

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2 min read
ETF Upside

DRAM’s Success Leaves Investors Looking for the Next Bottleneck Trade

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1 min read
Banking

Revolut Develops Private Bank as More Euro Firms Pursue Wealth Management

Photo via Hugo Amaral/ZUMAPRESS/Newscom

European banks are navigating a tricky landscape due in part to strict capital rules that they say make it tough to compete with Wall Street.

1 min read

Blockchain

Zcash Surges on Nostalgia for Crypto’s Early Days

Photo via BeneathBlue

Ten-year-old Zcash is a near carbon-copy of bitcoin, with a supply that’ll never exceed 21 million tokens and a four-year halving cycle.

2 min read
Semiconductors

AI Market Braces for Bellwether Nvidia Earnings Report

Photo via Jeanne Accorsini/SIPA/Newscom

The US did approve 10 Chinese firms as buyers for the H200, Nvidia’s second-most powerful AI chip, though no purchases have yet been made.

2 min read
ETF Upside

BlackRock, State Street Launch Tokenized Stablecoin Products for Institutional Investors

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BlackRock filed for two tokenized money-market funds, while State Street debuted an onchain cash-management product.

2 min read
Advisor Upside

Why Advisors Are Betting on AI Infrastructure Over Apps

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

Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.

5 min read

Artificial Intelligence

In AI Chip Race, Nvidia’s Biggest Customers Become Competitors

Photo illustration by Connor Lin / The Daily Upside, Photos by Hapabapa via iStock and Vincent Isore, Florian Gaertner, imageBROKER/Mojahid Mottakin, Andrej Sokolow, Wladimir Bulgar/Science Photo Library, and Kyodo via Newscom

The types of chips that will keep AI’s momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

4 min read
Retirement Upside

How State Auto-IRAs Are Changing Retirement Savings

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Total assets in the programs reached more than $3 billion at the end of April.

2 min read
Retirement Upside

Is Late News, Bad News? What to Expect from Delayed Social Security Report

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The 2026 Social Security Trustees’ report may show the program becoming insolvent even sooner than expected.

2 min read
Healthcare

Natera’s Stronghold in Cancer Recurrence Tests Prompts Wood’s Ark to Expand Stake

Photo via Kris Tripplaar/Sipa USA/Newscom

Natera’s flagship product, Signatera is a personalized MRD blood test that detects cancer recurrence by identifying the unique DNA mutations.

2 min read

Consumer

Amazon, Walmart Wage Ultra-Fast Delivery War

Photo via Mark Hertzberg/ZUMAPRESS/Newscom

Both companies moved to expand their 30-minute-or-less ultra-fast delivery services across various US cities this past week.

1 min read
Autos

Building Batteries for Data Centers Re-Energizes Ford Stock

Photo via Jim West/UCG/Universal Images Group/Newscom

In a note to clients on Tuesday Morgan Stanley analysts flagged Ford Energy as having the potential to be a $10 billion business.

2 min read
Retirement Upside

Clients Flying Solo in Retirement Planning May Be Ahead of the Game

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New research suggests the stereotype that single people are more financially vulnerable than families or couples needs rethinking.

2 min read
Advisor Upside

Social Security COLA Projection Jumps on Hot Inflation Data

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Oil prices are only part of the equation adding up to higher costs for American consumers, retirees included.

2 min read
Advisor Upside

Josh Brown’s Porterhouse Bets Financial Planning Becomes Table Stakes

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The new separately managed account is exclusive to Ritholtz clients, putting a significant emphasis on investment strategy.

1 min read
Big Tech

Amazon Retires Shopping Chatbot Rufus, Handing Role to Alexa Instead

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Amazon put Rufus to work in 2024 and said more than 300 million shoppers were consulting the AI bot on their buys in 2025.

1 min read
Semiconductors

Citrini Finds Upside for AI Power Player Wolfspeed

Photo via Harald Tittel/dpa/picture-alliance/Newscom

In its Q3 earnings call earlier this month, Wolfspeed reported a net loss of roughly $120 million on revenue of around $150 million.

2 min read
International Economics

What Wall Street CEOs Want from Trump-Xi Summit

Photo via Xinhua/Sipa USA/Newscom

The combined net worth of the US CEOs who joined President Donald Trump for a two-day summit in China is nearly $1 trillion.

2 min read

Advisor Upside

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

‘Hawkish Hold’ in Interest Rates, Iran Turmoil Prompt Advisors to Rethink Second Half of 2026

5 min read
SpaceX’s Quest for Warp Speed Rattles Smaller Firms in Its Wake

Photo illustration by Connor Lin / The Daily Upside

4 min read
Clients Have Retirement Savings Plans. Withdrawal Plans? Not So Much

Photo by Kateryna Hliznitsova via Unsplash

2 min read

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