The Daily Upside

ETF Sales Rocket Upward in October

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Net flows of ETFs reached yet another record last month, and actively managed products also captured more market share.

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JPMorgan Tokenizes PE Fund on In-house Blockchain

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The move comes before the bank’s full rollout of its tokenization platform next year.

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OpenAI Teams Up With Amazon for Even More Computing Power

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The $38 billion deal with Amazon is somehow small potatoes compared to some of OpenAI’s other gigantic agreements.

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Kimberly-Clark Takeover Offers $48 Billion of Pain Relief to Tylenol-Maker Kenvue

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The deal, expected to close in the second half of 2026, comes as Kenvue’s Tylenol political fight is heating up.

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Unease About Warren Buffett’s Retirement Overshadows Berkshire Earnings Beat

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For the 12th consecutive quarter, Berkshire Hathaway was a net seller of stocks, offloading $6 billion worth.

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How Advisors Can Help Clients Hurt by the Government Shutdown

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As the shutdown enters its second month, millions of clients continue to go unpaid.

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Annuity Sales Continue to Shatter Records in Q3

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US annuity sales reached nearly $120 billion in the third quarter, according to industry trade group LIMRA.

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Government Shutdown Disrupts Flight Schedules, Clouds Holiday Travel Plans

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Major US airlines are already quietly cutting routes in the first quarter of 2026, experts told The Daily Upside.

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Will Boston Wage War on Waymo?

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Boston city council members are considering an ordinance that would require a “human safety operator” to be present in autonomous vehicles.

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Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

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The company has been one of the top beneficiaries of Trump administration policies, with US revenue climbing 68% year-over-year in Q2.

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Active ETFs Keep Coming. Selling Them Is Another Story

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The pace of ETF launches and fund conversions is picking up, but there is a challenge to find shelf space at broker-dealers.

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Why Emerging Markets ETFs Are Shying Away From China

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Nearly a dozen ex-China funds have launched since 2023.

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What a Tech-Fueled Takeover of Janus Henderson Might Mean

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Nelson Peltz’s Trian Partners, along with venture capital firm General Catalyst, is trying to buy Janus Henderson, and an AI makeover could be in its future.

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Thawing Housing Market Not Yet Liquid Enough to Jump-Start Sales

Photo illustration by Connor Lin / The Daily Upside, Photos by AltoClassic via iStock and Freepik

Rejuvenating frozen US housing sales will require a strong job market and mortgage rates low enough to pique sellers’ interest in new homes.

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Worried About Record Stock Market Concentration? Us, Too

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The 10 most valuable US companies had a market capitalization of nearly $24.4 trillion as of October

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Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

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Record performance of its GLP-1 drugs sent shares in Eli Lilly soaring almost 4% after its earnings call on Thursday.

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Chipotle Struggles as Customers Skip the Guac

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Execs said that inflation-addled consumers are under the impression that Chipotle costs more than it does.

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Trial Truce: US, China Negotiate Yearlong Trade Détente

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The United States agreed to reduce broad tariffs on Chinese imports by 10 percentage points, bringing them to 47%.

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Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

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As enterprise spending on cloud continues to skyrocket, some leaders are questioning when enough is enough and weighing alternatives.

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Fiserv Loses Nearly Half Its Market Cap After ‘Abysmal’ Quarter

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CEO Mike Lyons said on an earnings call that Argentina’s floundering economy was the major culprit for the company’s woes.

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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

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

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