The Daily Upside

M&A

‘Vortex of Volatility’ Kept 2025 Dealmaking From Breaking Records

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

Standout deals included Union Pacific’s $88 billion purchase of Norfolk Southern and the $56.6 billion deal to take Electronic Arts private.

2 min read
Advisor Upside

The Santa Claus Rally’s Here. Why Advisors Are Channeling Their Inner Scrooge

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Some 42% of advisors now expect a less healthy economy in 2026, the highest reading all year, according to a recent survey.

1 min read
ETF Upside

Here Are the Top ETFs Holding Oracle after Its Nosedive

Photo by Gregory Varnum via CC BY-SA 2.0

There are 11 ETFs with over 5% of assets allocated to the stock. But most assets are held in gigantic funds with small exposures.

2 min read
ETF Upside

SEC to Open Floodgates for Dual Share Classes

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The agency granted approval to dozens of providers last week but reserved the right to bring future hearings.

2 min read

Advisor Upside

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

AI Drug Designer Isomorphic Details Lofty Plans for $2.1B in New Funding

Photo via Stephane Lemouton/SIPA/Newscom

1 min read
World’s First Catastrophe Bond ETF Braces for Hurricane Season

Photo by Dannel Malloy via CC BY 2.0

2 min read
Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

Photo by Sundry Photography via iStock

2 min read

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