The Daily Upside

Finance

JPMorgan Hires Vaunted Berkshire Stockpicker as Buffett’s Exit Spurs C-Suite Shakeup

Photo via Dennis Van Tine/ZUMAPRESS/Newscom

On Monday Berkshire also announced that CFO Marc Hamburg, who has held the role for 40 years, plans to retire in June.

2 min read
Electric Vehicles

Investors Throw Side-Eye at Tesla’s Optimus-tic $1.4T Market Cap

Photo via Cfoto/ZUMAPRESS/Newscom

Morgan Stanley cut its rating of Tesla for the first time in two years on Monday to “equal weight,” which is equivalent to a hold.

2 min read
Media & Entertainment

Paramount Refuses to Take ‘No’ for an Answer on Warner Bros. Takeover Bid

Photo via Ted Soqui/Sipa USA/Newscom

The straight-to-shareholders pitch rests in part on the argument that a Paramount takeover is more appealing to regulators.

2 min read
Advisor Upside

Meep, Meep: Ocean Park CIO James St. Aubin talks AI Bubble, Regulatory Shifts and Looney Tunes

Photo via Ocean Park Asset Management

Even if protecting clients from downside means giving up some upside, Ocean Park is willing to make the trade.

4 min read

Advisor Upside

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

Vanguard, SEI Back $25M Funding Round in Wealth AI Startup Avantos

Photo via Connor Lin / The Daily Upside

2 min read
‘Clean’ Company Index Trounced Peers Over Past Decade

Photo by Tim van der Kuip via Unsplash

2 min read
TBIL Rang the Opening Bell on Dual Share Classes. What Comes Next?

Photo by Neil and Zulma Scott via Unsplash

2 min read

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