The Daily Upside

Industrials

Gates-Backed ‘Green Steel’ Startup Clears Key Milestone

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Heavy industrials remain one of the most significant drivers of greenhouse gas emissions, and also one of the toughest to eliminate.

2 min read
ETF Upside

Gimme an S&P 500 ETF, Hold the Dividends

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An ETF from Roundhill Investments trades out of S&P 500 ETFs before dividends are paid, thus avoiding the tax implications.

2 min read
ETF Upside

Why the SEC Delayed In-Kind Redemptions for Crypto ETFs

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It may be only a matter of time before the Securities and Exchange Commission lets crypto ETFs redeem their digital assets in kind.

2 min read
ETF Upside

ETF Wave Hasn’t Crested Yet, Tidal Co-Founder Says

Michael Venuto, cofounder of Tidal Financial Group. Photo via Tidal Financial Group.

The business Michael Venuto started over a decade ago has become one of the go-to places for small firms looking to launch ETFs.

3 min read

Big Tech

Microsoft Stock Unfazed by Hack Threatening Thousands of Customers

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The vulnerability exploited by the attack only affects on-premise Sharepoint servers, meaning clients using the cloud version are unaffected.

2 min read
Finance

Block Stock Pops in S&P 500 Debut

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Block’s membership in the index comes as it transitions into an all-in-one finance platform that offers debit cards and loans to clients.

2 min read
Blockchain

MicroStrategy Bolsters Its Bitcoin War Chest

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The timing of Strategy’s latest Bitcoin gains was hardly a surprise: last week also marked “Crypto Week” on Capitol Hill.

1 min read
Advisor Upside

Apollo, Ares to Open Professional Sports Investments to Retail Clients

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The funds could open the world of sports investing to a brand new segment of customers.

2 min read

Advisor Upside

Bonsai With Clients? Here Are Advisors’ Favorite Pastimes

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Golfing and camping topped the list, according to a recent AdvizorPro survey.

2 min read
Advisor Upside

M&A Just Broke More Records. But What Happens to Clients?

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The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.

1 min read
CIO Upside

Why ‘Go Big or Go Home’ Doesn’t Work for AI

Jared Coyle, Chief AI Officer at SAP Americas. Photo via SAP Americas.

AI doesn’t need to make radical changes to have real impact, said Jared Coyle, chief AI officer at SAP Americas.

5 min read
Autos

After Stellantis’ Exit, Is Hydrogen Fuel Tech Imploding?

Photo via Stellantis

The future of the hydrogen fuel cell vehicle took a dent last week as one of the world’s biggest automakers reversed course.

2 min read

Real Estate

National Housing Crisis Masks Severe Rental Shortages

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Prospective homebuyers and sellers are in a holding pattern, as persistently high mortgage rates and prices keep them from making moves.

2 min read
Artificial Intelligence

ChatGPT Crushing All Rivals in Chatbot Race

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OpenAI’s ChatGPT is lapping rival tech offerings in user adoption, downloaded over 900 million times on devices.

2 min read
ETF Upside

Why Invesco Wants QQQ to Become an Open-End Fund

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The asset manager has asked the SEC to make QQQ an open-end fund, which would benefit Invesco and its shareholders.

2 min read
ETF Upside

Bitcoin with Bubblewrap: Calamos Preps Laddered ETFs

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The company’s latest spin on protected Bitcoin investing includes Calamos ETFs that diversify their exposure to a range of Bitcoin funds.

2 min read
ETF Upside

Best International Equity ETFs of 2025

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With European markets consistently outperforming their US counterparts, investors are eyeing funds tracking foreign companies.

2 min read
Policy & Power

EUnomics in the Age of Trump: Defense and Crypto Edition

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

Berlin-based economist Jan Philipp Fritsche explains how the new NATO defense spending pledge and US crypto legislation could impact the EU.

6 min read
Advisor Upside

Playing the Benchmarking Game With Allan Roth

Photo illustration by Connor Lin / The Daily Upside

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

4 min read
Consumer

White House Push for Cane-Sugar Coke Reignites Soda Wars

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As investors prepped for Coke’s cane-sugar future, corn syrup producers Archer-Daniels-Midland and Ingredion both saw their shares fizzle.

2 min read

Advisor Upside

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

Bottom Line Undercuts Hot Quarter for Top-Line US GDP

Photo via Corine Solberg/Sipa USA/Newscom

2 min read
Evercore’s Purchase of Robey Warshaw May Birth Trans-Atlantic M&A Titan

Photo via rafapress/ZUMAPRESS/Newscom

2 min read
Palo Alto Networks Broadens Cybersecurity Consolidation With $25B Deal

Photo via imageBROKER/Md Mamun Miah/Newscom

2 min read

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