The Daily Upside

Personal Finance

AmEx Platinum, Chase Sapphire Reserve Battle for Points in Upgrade Grudge Match

Photo by CardMapr.nl via Unsplash

The two cards both have steep annual fees that put them in direct competition for a spot in consumers’ wallets.

1 min read
Industrials

At Paris Air Show, eVTOL Industry Preps for Takeoff

Photo via Cover Images/ZUMAPRESS/Newscom

For key US eVTOL players Joby Aviation and Archer Aviation, the Paris Air Show comes at a critical moment.

2 min read
International Economics

US Flexes Golden Share in Nippon Merger With US Steel

Photo via Kyodonews/ZUMAPRESS/Newscom

The deal is the Trump administration’s attempt to stake out a new path for balancing national security and the influx of foreign capital.

2 min read
Advisor Upside

What the SEC’s Scrapping of Biden-Era Proposals Means for Advisors

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

The agency unveiled a series of senior-level appointments while also nixing 14 rules proposed during Gary Gensler’s time in charge.

1 min read

Advisor Upside

Wells Fargo’s Hot on Energy, Financials. Not so Much on Consumers

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

The bank outlined where it intends to allocate investments over the next year and a half during a midyear outlook event.

2 min read
Advisor Upside

Millennial Women Are Investing More Money Earlier, Says Schwab

Photo by Anna Shvets via Pexels

Schwab’s Women Investors Survey showed Millennials invested the most — and were the most likely to enjoy it.

2 min read
CIO Upside

Oracle Patent Keeps Large Language Models From Spilling Secrets

Photo via U.S. Patent and Trademark Office

Oracle’s patent highlights a key issue that AI developers are still reckoning with: Data privacy.

1 min read
CIO Upside

Struggling to Navigate Thorny AI Contracts? Question Everything

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Why getting in the weeds on wording and definitions could save your enterprise in the long run.

2 min read

CIO Upside

Hallucinations Create Complications When AI Goes to Court

Photo by Katrin Bolovtsova via Pexels

CIOs need to talk to their legal teams about AI “clarity, boundaries, and accountability,” one expert said.

2 min read
Finance

BlackRock’s Virtual Investment Analyst ‘Asimov’ Ushers in AI Era on Wall Street

Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

BlackRock rolled out an AI research platform called Asimov, escalating the intelligence and analysis arms race on Wall Street.

1 min read
Technology

Can Blue Origin Fill NASA’s SpaceX Void?

Photo via Cover Images/ZUMAPRESS/Newscom

NASA is looking to decrease its dependency on key contractor SpaceX, but Jeff Bezos’s Blue Origin is going nowhere at exactly the wrong time.

2 min read
Cryptocurrency

Act of GENIUS or Blockheaded Bill? Congress Considers Stablecoins

Photo by Getty Images via Unsplash

The Senate is set to vote this week on a bill that would introduce the first-ever regulatory framework for stablecoins.

2 min read

ETF Upside

Who Benefits Most from Dual-Share Class ETFs?

Photo by Anna Dudkova via Unsplash

Mutual fund shareholders and retirement savers stand to benefit more than others from dual share class approval.

2 min read
ETF Upside

Single-Stock ETF Market Swells With Firehose of New Products

Photo by Getty Images via Unsplash

Dozens of single-stock ETFs using leverage have recently been filed with the Securities and Exchange Commission.

2 min read
ETF Upside

Invesco Hires Crypto Product Leader from JPMorgan

Photo via Mark Black/ZUMA Press/Newscom

The firm, which offers six digital assets ETFs, announced a new global product leadership team earlier this year.

1 min read
Autos

Can Elon Musk’s Pajama Party Brighten Up Tesla’s Tomorrow?

Photo illustration by Connor Lin / The Daily Upside

Elon Musk is again sleeping at Tesla’s offices again, but that may not be enough to restart the top US EV-maker’s engine.

4 min read
Advisor Upside

Follow the Flows: Why Some Legacy Mutual Fund Firms Are Finally Exploring ETFs

Photo by Francescoch via iStock

Companies that were longtime holdouts on ETFs are expanding into the category, even as the SEC contemplates approval of dual share classes.

5 min read
Artificial Intelligence

Gecko’s AI Robots Represent the ‘Boring’ Future of Bots

Jake Loosararian, CEO of Gecko Robotics. Photo by World Economic Forum via CC BY-NC-SA 2.0

More than 70% of the $2.3 billion raised by robotics companies in Q1 2025 was directed towards task-centric tech like Gecko’s.

1 min read
Banking

Europe Delays Stricter Banking Rules to Keep ‘Level Playing Field’ With US Rivals

Ursula von der Leyen, President of the European Commission. Photo via Abaca Press/Monasse Thierry/ANDBZ/Abaca/Sipa USA/Newscom

The new rules are part of the Basel III reforms that were introduced in 2017 and designed in response to the 2008 financial crisis.

2 min read
Inflation & Prices

Just How Much Data Does the Fed Need to Cut Rates?

Photo via Aaron Schwartz/CNP/ Polaris/Newscom

Despite new data this week showing inflation has cooled, Powell and the Federal Reserve are still expected to hold off on rate cuts.

2 min read

Advisor Upside

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

What’s the Difference Between 351 Exchanges and Exchange Funds?

Photo by Ben Iwara via Unsplash

4 min read
Oil Spikes as US Sanctions Russian Producers to Undermine Putin’s War Machine

Photo via imageBROKER/Ron Buskirk/Newscom

2 min read
Stampeding Bull Market Will Keep Bears at Bay for Another Year, Investors Predict

Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

2 min read

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