The Daily Upside

Russell 2000’s Good Fortune May Prove to Be a Bad Omen

Photo via JOHN ANGELILLO/UPI/Newscom

Through the last 100 days, the Russell 2000 has bested the rival S&P SmallCap 600 by 9%, good for the widest gap since 2010.

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It’s On: Upstart Swiss Athletics Brand Outshines Rivals by Treating Sneakers Like Birkin Bags

Photo via Peter Foley/UPI/Newscom

The sportswear firm raised its full-year guidance for the third straight quarter on Wednesday and reported double-digit growth.

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Butterball Battle Begins for Retailers Rolling Out Holiday Deals

Photo via Richard B. Levine/Newscom

Target on Wednesday said its meal kit for four will cost less than $20 this year before tax, or about $5 a person.

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Morgan Stanley Jumps on Private Market Research Bandwagon

Photo via Richard B. Levine/Newscom

There are more than 1,500 active unicorns that have raised roughly $1 trillion in venture capital funding, according to PitchBook data.

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Can the Fed Get Missing Economic Data in Time for Rate-Cut Decision?

Photo via BONNIE CASH/UPI/Newscom

While a stop-gap funding deal is in place, the government still has some work to do to fill in its backlog of missing economic data.

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SoftBank Dumps $5.8B Nvidia Stake to Subsidize Other AI Bets

Photo via Koichi Mitsui/AFLO/Newscom

CFO Yoshimitsu Goto said on an earnings call that SoftBank’s divestment had “nothing to do with Nvidia itself.”

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Tom Lee Lines Up More Granny Shots ETFs After Netting $3B AUM

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Fundstrat is back at the free throw line, this time with a small- and mid-cap ETF and another focused on income.

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Some Drone ETFs Are Soaring. Here’s What to Know

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Issuers are betting that advisors could benefit from exposure to a narrow slice of the aerospace defense industry.

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ETF Launches Are Outpacing Closures. Can the Momentum Last?

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Roughly the same number of ETFs closed in the first half of 2024 and 2025, even as new product launches pick up speed.

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ChatGPT to Help PitchBook Subscribers Delve into Startups’ Financial Data

Photo via imageBROKER/Timon Schneider/Newscom

As startups choose to stay private even as their valuations reach eye-popping levels, investors want a peek behind the private-market curtain.

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Visa, Mastercard Swipe Right on Fee Settlement. Will a Court Sign Off?

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In 2024, the swipe fees generated $83 billion in payments from merchants to card issuers, according to trade publication Nilson Report.

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Retiring Warren Buffett Pledges to Keep Betting on Berkshire Hathaway

Photo via Dennis Van Tine/ZUMAPRESS/Newscom

At the end of the year, the legendary investor will hand the top job at the holdings giant he’s led for six decades to Greg Abel.

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Behind Schwab’s $660M Deal for Private Asset Marketplace Forge

Photo by Mike Mozart via CC BY 2.0

Investors have bought and sold more than $17 billion in private company shares using the platform.

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Most Americans Aren’t Confident about Retirement

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Women, near-retirees and younger retirees reported the largest drops in confidence, highlighting a growing need for highly personalized planning and education.

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Billionaires Cover All the Bases with Sports Investments

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10-figure families now hold sports investments in higher regard than other luxury assets, like fine art and classic cars.

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Apple’s Siri, Google’s Gemini and a $1B Hookup?

Photo via imageBROKER/Md Mamun Miah/Newscom

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Rough Week Erases Most of Crypto’s 2025 Gains

November 6, 2025, Hong Kong, Hong Kong: A Coinhero bitcoin ATM on November 6, 2025 in Hong Kong. (Credit Image: © Vernon Yuen/Nexpher Images via ZUMA Press Wire) (Newscom TagID: zumaglobalsixteen886335.jpg) [Photo via Newscom]

While digital assets are feeling the chill heading into fall, it’s too early to say it’s the start of a full-blown crypto winter.

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China Reopening to US Soybean Imports

Photo via Jerry Mennenga/ZUMAPRESS/Newscom

China stopped buying US soybeans altogether in May, two months after suspending the import licenses of US-based CHS Inc.

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State Street Renames Dozens of ETFs Ahead of 401(k) Play

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The company, which is planning to add mutual fund share classes to some of its ETFs, recently rebranded and put the State Street name on many ETFs while taking SPDR off of some.

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Millennial Investors Plan to Beat the Market with ETFs

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More than half of millennial ETF investors told Schwab that they can and will outperform boring old index funds.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

Photo via Andre M. Chang/ZUMAPRESS/Newscom

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