The Daily Upside

Advisor Upside

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

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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

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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

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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

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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?

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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

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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?

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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

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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

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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
ETF Upside

Vanguard Files for ETF Share Class Approval

Photo via Connor Lin / The Daily Upside

The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

2 min read
CIO Upside

Nvidia Safety Patent Signals Physical AI Push

Photo via U.S. Patent and Trademark Office

The goal of Nvidia’s tech is to help give autonomous systems more reliable memory, hazard detection and depth perception.

1 min read
CIO Upside

Ransomware Groups Use AI to Level Up

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Threat actors are “targeting businesses eager to adopt AI but unaware of the risks,” one expert said.

2 min read
CIO Upside

Does Agentic AI Have Staying Power?

Tom Zehren, CEO of Info-Tech. Photo via Info-Tech Research Group.

‘Humanity’s never automated intelligence before in the way that we’re doing it now.’

2 min read

Advisor Upside

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

Vanguard Gets the VOO Proxy Vote Out

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2 min read
Google Wants to Fix a Lot About Video

Photo via U.S. Patent and Trademark Office

2 min read
How Next-Gen Cybersecurity Workers Are Adapting to the Age of AI

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1 min read

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