The Daily Upside

Electric Vehicles

Crowded by EV Rivals, Tesla Preps For Critical Earnings Report

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For what feels like the third or fourth time in a row, Tesla is gearing up for what may be the most important earnings call in its history.

2 min read
ETF Upside

Gimme an S&P 500 ETF, Hold the Dividends

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An ETF from Roundhill Investments trades out of S&P 500 ETFs before dividends are paid, thus avoiding the tax implications.

2 min read
ETF Upside

Why the SEC Delayed In-Kind Redemptions for Crypto ETFs

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It may be only a matter of time before the Securities and Exchange Commission lets crypto ETFs redeem their digital assets in kind.

2 min read
ETF Upside

ETF Wave Hasn’t Crested Yet, Tidal Co-Founder Says

Michael Venuto, cofounder of Tidal Financial Group. Photo via Tidal Financial Group.

The business Michael Venuto started over a decade ago has become one of the go-to places for small firms looking to launch ETFs.

3 min read

Blockchain

MicroStrategy Bolsters Its Bitcoin War Chest

Photo via Aloisio Mauricio/ZUMAPRESS/Newscom

The timing of Strategy’s latest Bitcoin gains was hardly a surprise: last week also marked “Crypto Week” on Capitol Hill.

1 min read
Finance

Block Stock Pops in S&P 500 Debut

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Block’s membership in the index comes as it transitions into an all-in-one finance platform that offers debit cards and loans to clients.

2 min read
Big Tech

Microsoft Stock Unfazed by Hack Threatening Thousands of Customers

Photo via Sven Hoppe/dpa/picture-alliance/Newscom

The vulnerability exploited by the attack only affects on-premise Sharepoint servers, meaning clients using the cloud version are unaffected.

2 min read
Advisor Upside

Apollo, Ares to Open Professional Sports Investments to Retail Clients

Photo by Sandro Schuh via Unsplash

The funds could open the world of sports investing to a brand new segment of customers.

2 min read

Advisor Upside

Bonsai With Clients? Here Are Advisors’ Favorite Pastimes

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Golfing and camping topped the list, according to a recent AdvizorPro survey.

2 min read
Advisor Upside

M&A Just Broke More Records. But What Happens to Clients?

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The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.

1 min read
CIO Upside

Why ‘Go Big or Go Home’ Doesn’t Work for AI

Jared Coyle, Chief AI Officer at SAP Americas. Photo via SAP Americas.

AI doesn’t need to make radical changes to have real impact, said Jared Coyle, chief AI officer at SAP Americas.

5 min read
Artificial Intelligence

ChatGPT Crushing All Rivals in Chatbot Race

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OpenAI’s ChatGPT is lapping rival tech offerings in user adoption, downloaded over 900 million times on devices.

2 min read

Real Estate

National Housing Crisis Masks Severe Rental Shortages

Photo by Isaac Quesada via Unsplash

Prospective homebuyers and sellers are in a holding pattern, as persistently high mortgage rates and prices keep them from making moves.

2 min read
Autos

After Stellantis’ Exit, Is Hydrogen Fuel Tech Imploding?

Photo via Stellantis

The future of the hydrogen fuel cell vehicle took a dent last week as one of the world’s biggest automakers reversed course.

2 min read
ETF Upside

Why Invesco Wants QQQ to Become an Open-End Fund

Photo via May James/ZUMAPRESS/Newscom

The asset manager has asked the SEC to make QQQ an open-end fund, which would benefit Invesco and its shareholders.

2 min read
ETF Upside

Bitcoin with Bubblewrap: Calamos Preps Laddered ETFs

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The company’s latest spin on protected Bitcoin investing includes Calamos ETFs that diversify their exposure to a range of Bitcoin funds.

2 min read
ETF Upside

Best International Equity ETFs of 2025

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With European markets consistently outperforming their US counterparts, investors are eyeing funds tracking foreign companies.

2 min read
Policy & Power

EUnomics in the Age of Trump: Defense and Crypto Edition

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

Berlin-based economist Jan Philipp Fritsche explains how the new NATO defense spending pledge and US crypto legislation could impact the EU.

6 min read
Advisor Upside

Playing the Benchmarking Game With Allan Roth

Photo illustration by Connor Lin / The Daily Upside

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

4 min read
Media & Entertainment

Gaming Platform Roblox Adds Age-Verification to Safeguard Kids

Photo by Oberon Copeland via Unsplash

The new guardrails may help the platform stay one step ahead of a growing crop of age verification laws cropping up across the country.

2 min read

Advisor Upside

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

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

Photo by Planet Volumes via Unsplash

4 min read
Fiserv Loses Nearly Half Its Market Cap After ‘Abysmal’ Quarter

Photo by hapabapa via iStock

2 min read
Amazon Job Cuts Broaden Big Tech’s Layoff Barrage

Photo via CentralITAlliance

2 min read

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