The Daily Upside

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
Consumer

Starbucks’ China Business May Need a Caffeine Jolt

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

Advisor Upside

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

There’s an ETF for Everything. Is That What Investors Really Want?

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4 min read
Startup Cursor Rides AI Coding Vibes to $29B Valuation

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2 min read
‘Misguided’ Disney Selloff Overlooks House of Mouse’s Streaming Might

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1 min read

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