The Daily Upside

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
Consumer

Starbucks’ China Business May Need a Caffeine Jolt

Photo via Cfoto/ZUMAPRESS/Newscom

In an interview with the Financial Times, Starbucks CEO Brian Niccol said the company is exploring a partial sale of its China business.

2 min read
Media & Entertainment

Switch 2 Becomes Nintendo’s Fastest-Selling Console

Photo via Bruce Cotler/ZUMAPRESS/Newscom

The Switch 2 sold 3.5 million units in its first four days, and Nintendo’s targeting 15 million units for this fiscal year.

2 min read
Markets

Retail Investors Risk Ominous Opportunity Cost With Private Investments, Moody’s Warns

Photo via Richard B. Levine/Newscom

The private sector took off after traditional banks pulled back from some risky lending following the 2008 financial crisis.

2 min read

Advisor Upside

Financial Uncertainty Spurs Anxiety and Depression

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Nearly 70% of Americans said financial uncertainty has made them anxious and depressed, according to a Northwestern Mutual report.

2 min read
Advisor Upside

How Advisors Can Harness Media to Reach Gen Z

Photo by Austin Distel via Unsplash

Advisors need to embrace social media, podcasting, and client testimonials if they want to reach Gen Z clients, marketing experts say.

2 min read
Advisor Upside

Most Americans Question Online Financial Information

Photo by Camilo Jimenez via Unsplash

Some 80% of Americans are skeptical of the investment and saving information they find on social media.

2 min read
Finance

Robinhood, AppLovin Locked Out of S&P 500 Yet Again

Photo via Richard B. Levine/Newscom

Conventional wisdom says being on the S&P 500 is a status symbol that is supposed to come with plenty of benefits.

2 min read

Consumer

Not Lovin’ It: McDonald’s Suffers Third Downgrade in as Many Trading Days

Photo by Erik Mclean via Pexels

Could GLP-1 weight loss drugs like Ozempic and changing economic winds really take a bite out of the almighty Big Mac?

2 min read
Artificial Intelligence

Meta’s Scoping Out a Superintelligence Lab

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

As ChatGPT’s partial outage yesterday goes to show, AI companies are still struggling to scale up to artificial general intelligence.

2 min read
ETF Upside

Schwab Keeps Industry’s ETF Fee Cuts Rolling

Photo by Hapabapa via iStock

Vanguard reduced fees on 87 funds earlier this year, and Schwab just lowered costs on ETFs with $66 billion in total assets.

2 min read
ETF Upside

Weight-Loss Drug ETFs Generate Skinnier Returns Than Expected

Photo by Clay Banks via Unsplash

ETFs tracking the performance of weight-loss drugs have largely underperformed since launching in late 2023.

2 min read

ETF Upside

WisdomTree Branches Out to Private Credit

Photo via Samuel Rigelhaupt/Sipa USASamuel/Newscom

The company is prepping a private credit mutual fund that adds a unique flavor — tokenization.

2 min read
Media & Entertainment

Warner Bros. Discovery Formalizes Break-Up Plans

Photo by traveljunction.com via CC BY-SA 2.0

Like the rest of its pre-streaming Hollywood peers, Warner Bros. Discovery finds itself trapped between two eras.

1 min read
Big Tech

Apple Still Won’t Ride the AI Hype Train

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

At its annual Worldwide Developers Conference on Monday, Apple announced a slew of incremental updates to its AI offerings.

2 min read
International Economics

Washington Trade Talks With Beijing Drive S&P 500 Toward Record High

Photo via Li Ying / Xinhua News Agency/Newscom

The on-off dynamic of the US-China economic relationship so far this year would make the writing rooms of most soap operas blush.

2 min read
Advisor Upside

Advisors Go Risk-On Heading Into 2H

Photo via Jimin Kim/ZUMAPRESS/Newscom

It’s been a sweet-and-sour first half for the markets, but advisors expect the second half to be a whole lot tastier.

2 min read
Advisor Upside

Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

Photo by Alex Proimos via CC BY 2.0

Fees and returns are important to advisors, but so are branding and customer service.

1 min read
Advisor Upside

Retirement Contributions Hit All-Time High, Fidelity Says

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Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

2 min read
CIO Upside

JPMorgan Chase Patent Tackles Synthetic Data Bias

Photo via U.S. Patent and Trademark Office

“Biases can significantly impact the equity of machine learning models and their decisions.”

1 min read

Advisor Upside

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

Nelson Peltz Says $7B Take-Private Bid Would Let Janus Henderson ‘De-Risk’

Photo via Kris Tripplaar/Sipa USA/Newscom

2 min read
Keurig Dr Pepper’s Shares Fizz Amid Private Equity Cash Infusion

Photo via RICHARD B. LEVINE/Newscom

1 min read
Qualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD

Photo via Pradeep Gaur/ZUMAPRESS/Newscom

2 min read

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