The Daily Upside

Big Tech

New iPhone Air Is Ready for its Flex, but Apple Stock’s Already Swole

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

iPhone sales surged to $44.5 billion in the quarter ending in June, besting analysts’ $40 billion expectations and rising 14% year-over-year.

2 min read
Advisor Upside

How to Win the Coveted Ultra-High-Net-Worth Client

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RIAs need to cultivate a higher level of trust and personalization to attract the wealthiest clients.

2 min read
Advisor Upside

Goldman, T. Rowe Team Up for Public-Private Offerings

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Investing $1 billion in T. Rowe may be more efficient for Goldman than building out its own channel.

2 min read
Advisor Upside

Next-Gen Advisors Want Clear Path to Promotion: DeVoe

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Failing to properly guide the next generation could lead to many practices losing their competitive edge.

1 min read

CIO Upside

Microsoft Targets AI’s Bias Problem in Recent Patent

Photo via U.S. Patent and Trademark Office

Bias is one of the fundamental issues that AI developers face as they build and deploy models.

1 min read
CIO Upside

Legacy Code Might Be Holding Your Enterprise Back

Photo via Chris Ried

More than 60% of U.S. companies run outdated code that cannot support cloud or AI.

2 min read
CIO Upside

Who’s Who? Identity Questions Undermine Model Context Protocol

Photo via VCG/Newscom

‘There cannot be room for hallucination in that question.’

2 min read
Economics

Stalling Jobs Growth May Be Just What the Market Needs

Photo by Neal McNeil via iStock

The latest jobs report appeared to confirm that America’s labour market is slowing, which may clinch the rate cut markets are salivating over.

2 min read

Industries

McDonald’s Chief Blasts Minimum Wage Loophole for Tipped Workers

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

McDonald’s is battling its own industry over fast food workers’ pay, which it believes should be better, and tips, which it opposes.

2 min read
Big Tech

Alibaba Executes a Big Tech Pivot

Photo via Cfoto/ZUMAPRESS/Newscom

Chinese e-commerce giant Alibaba, having successfully diversified into cloud computing, is now making a push into artificial intelligence.

2 min read
ETF Upside

New Spot Crypto Products? Regulators Say Bring It On

Photo by Kanchanara via Unsplash

The SEC and CFTC recently issued a rare joint statement encouraging applications for new spot crypto products.

2 min read
ETF Upside

Media Companies Are Cracking the Streaming Code. Should Investors Care?

Photo by Mollie Sivaram via Unsplash

Disney is the comeback kid of Wall Street, and other streaming giants are following suit.

2 min read

ETF Upside

LionShare’s ETF Won’t Take Dividends Lion Down

Photo by Matt Bango via Unsplash

The company’s new U.S. Equity Total Return ETF invests in other exchange-traded funds in a way that minimizes dividend payments.

1 min read
International Economics

‘Not Optimistic’: Washington Hits Tariff Impasse with Switzerland

Photo illustration by Connor Lin / The Daily Upside, Photo by Sabelskaya via iStock

Small, mountainous Switzerland — a country that ranks 61st in the world by total area — is one of the world’s biggest investors in the US.

5 min read
Advisor Upside

3 Reasons to Keep Politics Out of Portfolios

Photo illustration by Connor Lin / The Daily Upside, Photo by Dolgachov via iStock

Mixing politics and investing is like mixing emotions and math: It rarely adds up.

4 min read
Electric Vehicles

Tesla Needs its Robo-Tech to Recharge Revenue

Photo via Javier Rojas/ZUMAPRESS/Newscom

So far, Tesla has launched limited rideshare services in Austin and the Bay area, and it’s looking to expand into Florida, Arizona and Nevada.

2 min read
Real Estate

Lowe’s Lays Foundation for Housing Rebound

Photo via Paul Weaver/ZUMAPRESS/Newscom

In an interview with Barron’s, Lowe’s CEO Marvin Ellison said a rebound is inevitable in America’s something’s-gotta-give housing market

2 min read
Private Equity

Carlyle, Goldman Spot Dollar Signs in Private Equity’s Liquidity Logjam

Photo via Getty Images

Last year marked the first time since Bain & Co started tracking data in 2005 that the private equity industry shrunk.

2 min read
CIO Upside

Developers Need More Than Speed to Succeed

Photo via Capital One

‘It’s never just about your lines of code produced,’ said Capital One’s Catherine McGarvey.

6 min read
Advisor

Alison Considine on AI, Breakaway Advisors, and the Future of Tech-Driven Wealth Management at Betterment

7 min watch

Advisor Upside

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

For Elderly Clients, Home Design Is the New Hot Ticket

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

2 min read
Anthropic Bets Big on Wealth Management with New AI Tools

Photo via VCG/Newscom

2 min read
Ritholtz Wealth Files for First ETF

Photo via Connor Lin / The Daily Upside

1 min read

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