The Daily Upside

CIO Upside

Reducing Data Security Risks from Model Context Protocol

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“If you compromise that AI, you compromise everything that it’s connected to.”

2 min read
Electric Vehicles

BYD Downshifts Production into First Gear

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BYD is now the EV pace-setter in Europe, too, according to a recent report from automotive firm JATO Dynamics.

2 min read
Regulation

SEC Seeks to Rev Up ‘Engine of Growth’ by Loosening Corporate Disclosure Rules

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SEC Chair Paul Atkins’s stance on financial regulation contrasts starkly with that of his predecessor, Gary Gensler.

2 min read
Industrials

America’s Anduril Among Potential Winners of NATO Breakthrough

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NATO chief Mark Rutte said last week that the new defense 5% of GDP spending target amounts to a “quantum leap.”

2 min read

ETF Upside

ETFs Built On Tax Advantage Draw Congressional Scrutiny

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Rich investors with large stock portfolios and capital gains get a tax bonus with 351 ETF exchanges.

2 min read
ETF Upside

Calamos Launches First Autocallable ETF

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The fund enters into swap agreements with J.P. Morgan and tracks an index from MerQube.

2 min read
ETF Upside

ETF Investors Lured to AI, Crypto, Fintech

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People are also more informed than ever about their ETF investments, per a Nasdaq report.

1 min read
Energy

Low Battery: ‘Heat Dome’ Exposes Cracks in America’s Decaying Power Grid

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Rising temperatures and massive new data centers are providing a massive stress test for the US power grid.

6 min read

Advisor Upside

Advisors Increasingly in Scramble Mode Over Fee Pressure

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Advisors are getting creative with more services and non-traditional fee models.

4 min read
Blockchain

Kraken Launches Crypto’s Attempt at a Venmo-Killer

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Anyone who’s had to split a check with new hostel friends knows rivals Venmo and Zelle only support payments between US users.

1 min read
Semiconductors

After Reclaiming ‘World’s Most Valuable Company’ Crown, Nvidia Gilds the Tiara

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In the past month, Nvidia shares have surged 18.8%, more than the rest of the Magnificent Seven, including Microsoft.

2 min read
Finance

Dwindling IPOs Reward Investors With Return Bonanza

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New data compiled by Bloomberg found that shares in companies to debut on US exchanges this year have climbed by a weighted average of 53%.

2 min read

CIO Upside

Amazon Patent May Stabilize Quantum Computers

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The stability of qubits has long posed a barrier to scaling quantum computers.

1 min read
CIO Upside

Location Bias: Why AI Data Centers Are Clustered in the North

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1 min read
CIO Upside

Is Meta Chasing a Superintelligence Pipe Dream?

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The risks may be greater than the payoff.

2 min read
Advisor Upside

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

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Over the past eight years, Kapoor has helped the company expand its workforce to over 10,000 employees and boost its stock price more than threefold.

3 min read
Advisor Upside

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

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Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read
Advisor Upside

Family Offices Explore Private Credit as Private Equity Returns Stall

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Economic uncertainty and rising geopolitical tensions have family offices becoming more selective with their allocations, per BlackRock.

1 min read
Social Media

Bumble Swipes Left on a Third of Its Workforce

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Bumble and Match both reported annual declines in revenue and the number of paying daters using their apps in 2025’s first quarter

1 min read
Energy

Shell Dismisses BP Takeover Talks as Mere ‘Speculation’

Photo via Karol Serewis/ZUMAPRESS/Newscom

A megamerger of this sort would vault Shell’s market cap closer to ExxonMobil’s $468 billion and likely beyond Chevron’s $248 billion.

2 min read

Advisor Upside

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

Government Shutdown Disrupts Flight Schedules, Clouds Holiday Travel Plans

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1 min read
Will Boston Wage War on Waymo?

Photo via Samuel Rigelhaupt/Sipa USA/Newscom

2 min read
Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

Photo via Gage Skidmore/ZUMAPRESS/Newscom

2 min read

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