The Daily Upside

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

Photo by Courtney Cook via Unsplash

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?

Photo by Curated Lifestyle via Unsplash

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

Photo by Solen Feyissa via Unsplash

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

Photo by JHVEPhoto via iStock

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

Photo by Antoine Schibler via Unsplash

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
Consumer

White House Push for Cane-Sugar Coke Reignites Soda Wars

Photo by Artem Beliaikin via Unsplash

As investors prepped for Coke’s cane-sugar future, corn syrup producers Archer-Daniels-Midland and Ingredion both saw their shares fizzle.

2 min read
Autos

Uber Paying $300M Fare in Robotaxi Deal

Photo via Uber/Lucid/Nuro

A pact announced Thursday calls for Uber to invest $300 million in Lucid and buy at least 20,000 robotaxis from the company over six years.

2 min read
CIO Upside

States Take the Lead in Regulating American AI Development

Photo by Josh Hild via Unsplash

Laws from all US states will set the tone for AI innovation moving forward.

2 min read

Advisor Upside

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

US Tariffs Chew a Hole in Retailers’ (and Shoppers’) Christmas Stockings

Photo illustration by Connor Lin / The Daily Upside, Photos by Sabelskaya and Gyzele via iStock

5 min read
Gen X Clients Need Help Saving for Retirement. What’s The Cure?

Photo illustration by Connor Lin / The Daily Upside, Photos by Tomwang112 and VvoeVale via iStock

4 min read
It’s Part of the Game: Matt Tuttle on Closing ETFs and Looking to the Stars

4 min read

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