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Advisor Upside

AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round

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The estate and tax planning segment has become one of the fastest-growing tech categories in financial planning.

2 min read
Artificial Intelligence

GE Vernova, Vertiv Pull Powerhouse Profits from Hyperscalers’ Data Center Investments

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GE Vernova stock jumped nearly 14% Wednesday following the earnings report, widening the past year’s gains to 246%.

1 min read
Industrials

Boeing’s Delivery Win May Signal Clearer Skies Ahead

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Sales climbed 10% as Boeing narrowed its losses from $31 million in the same quarter last year to $7 million this go-round.

2 min read
Electric Vehicles

Time to Revoke Tesla’s Magnificent Seven Card?

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Tesla trades at around 183 times forward earnings, behind only Boeing and Warner Bros. Discovery on the S&P 500.

2 min read

Advisor Upside

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

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Photo via Scott Coleman/ZUMAPRESS/Newscom

2 min read
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

Photo by ün LIU via Unsplash

2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

Photo by Filip Andrejevic via Unsplash

2 min read

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