The Daily Upside

ETF Upside

Proxy Warfare

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Proxy advisors are accused of being cartels, but shareholder advocates say they side with corporations in nearly all voting recommendations.

2 min read
Healthcare

Why Healthcare Gets Hit Hardest With Cyberattacks

Photo illustration by Connor Lin / The Daily Upside

Cyber-criminals often see healthcare firms’ shoddy protection as a “pot of gold.”

4 min read
Advisor Upside

Does Gold Still Make Sense After Hitting All-Time Highs?

Photo illustration by Connor Lin / The Daily Upside, Photos by Krittiraj Adchasai and Cherezoff via iStock

Despite a pullback in May, the speed of the rally took even longtime gold watchers by surprise.

4 min read
Media & Entertainment

NBA Finals Kick Off With an Old (Footwear) Friend

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An increasing share of NBA endorsement deals has been spread among shoe firms fighting for a piece of Nike’s market share.

2 min read

International Economics

Tariffs Deliver Record Drop in US Trade Deficit

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Does the deficit crunch mean the US has won the first big battle of the trade war? Well, that’s a complicated question

2 min read
Blockchain

Circle Spirals Upward in $1 Billion IPO

Photo via Milo Hess/ZUMAPRESS/Newscom

This is Circle’s second attempt at going public, after its reverse SPAC in 2022 sputtered under regulatory scrutiny.

1 min read
CIO Upside

Why It’s So Hard to Modernize Your Outdated ERP

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Fractured ERP systems are “going to get fewer returns on your investment.”

1 min read
CIO Upside

AI’s Potential Marketing Payoffs Come With Outsized Brand Risks

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

“It’s more than simple streamlining. It’s about outsourcing brand decisions.”

2 min read

CIO Upside

Google Patent Helps You Fix Your Prompts

Photo via U.S. Patent and Trademark Office

Making the most of large language models requires some guidance.

1 min read
Indicators

US Service Economy Suffers Unexpected Trade War Blow

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The surprising news comes just ahead of an all-important jobs report from the Labor Department due out Friday.

2 min read
Banking

Unshackled Wells Fargo Fights to Regain Momentum Lost in Penalty Box

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Wells Fargo shares rose over 2% early Wednesday, hitting a three-month high, after the Federal Reserve lifted its asset cap on the bank.

2 min read
Industrials

Countries Fight Over Periodic Table as China Hoards Rare Earths

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As China tightens its grip on rare earths exports, one of its most crucial bargaining chips, the global supply chain is showing cracks.

2 min read

Advisor Upside

There’s Almost 600K More Millionaires. That’s Not Necessarily a Good Thing

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Most children of HNW clients plan to switch advisors within two years of an inheritance.

2 min read
Advisor Upside

Goldman, Morgan Stanley, JPMorgan Layoffs to Hit Northeast

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The major Wall Street firms plan to lay off hundreds of workers in June.

2 min read
Advisor Upside

Wedbush and Dan Ives Launch AI Revolution ETF

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The fund, based on Ives’ proprietary research, targets companies leading the charge in robotics, semiconductor chips, retail products, and more.

2 min read
Artificial Intelligence

Palantir Becomes Trump Trade’s Big Winner

Photo via Richard B. Levine/Newscom

Palantir’s share price has soared some 77% year-to-date on the backs of key federal government contracts, to hit a record valuation on Monday.

2 min read
Personal Finance

Klarna’s BNPL Debit Card Goes Head-to-Head With Banks

Photo via Andre M. Chang/ZUMAPRESS/Newscom

Klarna says the card will offer one free tier and two paid tiers that include discounts and better cashback rates.

2 min read
Private Equity

Thoma Bravo’s $34B Win Leaves PE Rivals Choking on Exhaust Fumes

Orlando Bravo, founder and managing partner of Thoma Bravo. Photo by Joe Budd via CC BY-SA 4.0

Private equity is stuck in a cycle of fewer exits, fewer returns, and fewer backers willing to sign up for new funds.

2 min read
ETF Upside

Racing to Keep Up With Dual Share Class Applications

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More than 40 firms filed amended requests with the SEC since it nudged them to follow Dimensional’s lead, and nine filed initial applications.

2 min read
ETF Upside

Investors Turn to Defined Outcome ETFs Amid Market Turmoil

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In the aftermath of the Trump administration’s “Liberation Day,” many investors are looking to buffer ETFs to protect against volatility.

1 min read

Advisor Upside

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

Oracle Patent Keeps Large Language Models From Spilling Secrets

Photo via U.S. Patent and Trademark Office

1 min read
Struggling to Navigate Thorny AI Contracts? Question Everything

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2 min read
Hallucinations Create Complications When AI Goes to Court

Photo by Katrin Bolovtsova via Pexels

2 min read

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