The Daily Upside

Advisor Upside

Digital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model

Photo via Altruist

The affiliate model itself is nothing new, but it’s novel for a custodian.

2 min read
Industrials

SpaceX Rocket Test Sets Stage for Record IPO

Photo via Scott Schilke/Sipa USA/Newscom

SpaceX is scheduled to hold a crucial flight test of its Starship rocket prototype, developed as part of NASA’s Artemis program.

1 min read
Energy

NextEra Energy Predicts Dominion Takeover Will Reduce Customers’ Power Bills

Photo via Kendall Warner/TNS/Newscom

The smaller company in the deal, Dominion Energy, powers the world’s data center capital in northern Virginia.

2 min read
Consumer

Retail Earnings Likely to Spotlight Inflation’s Bruising Grip on Low-Income Consumers

Photo via Michele Eve Sandberg/Sipa USA/Newscom

The reading on the University of Michigan’s consumer sentiment survey has recently plummeted to near all-time lows.

2 min read

Advisor Upside

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

Photo by Jacob Wackerhausen via Unsplash

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

2 min read
ETF Upside

Inflation Is Heating Up. So Are These TIPS Funds

Photo by Gaelle Marcel via Unsplash

2 min read
ETF Upside

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

Photo by Getty Images via Unsplash

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

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

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

Photo by Towfiqu barbhuiya via Unsplash

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

Photo by Getty Images via Unsplash

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

Photo by Tom Allport via Unsplash

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

Photo by Getty Images via Unsplash

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

2 min read

Advisor Upside

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

SEC Is Revamping Earnings Season. Will Companies Really Ditch Quarterly Reports?

Photo by Vitaly Gariev via Unsplash

2 min read
Inside Wall Street’s Leveraged ETF Frenzy

Photo by David Birozy via Unsplash

2 min read
Budget-Conscious Shoppers Splurge on General Mills’ Cat Treats While Skipping Cereal

Photo via Alexandra Buxbaum/Sipa USA/Newscom

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.