The Daily Upside

Goldman Sachs Leaves Rivals Vying for Silver, Bronze Medals in Dealmaking Matchup

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The bank reported Tuesday that it made $2.6 billion in investment banking fees in the third quarter, a 42% year-over-year surge.

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Morgan Stanley Opens Up to Crypto ETFs. Who’s Next?

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As regulators have warmed up to crypto and assets have poured into ETFs, advisors who ignore the trend risk losing clients, proponents said.

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Are Leveraged ETFs to Blame for Selloffs? JPM Says Yes

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Analysts from JPMorgan on Monday wrote that levered ETFs might worsen macro swings by increasing intraday volatility.

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UK-Based Baillie Gifford Takes the ETF Plunge Stateside

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The firm has waited until now to expand its US product line as sales trends are favoring ETFs over many mutual funds.

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JPMorgan Pledges $10 Billion Investment in US National Security

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In July, JPMorgan joined with Goldman Sachs to lend $1 billion to MP Materials, the largest rare earth producer in the US.

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Broadcom’s $10B Mystery Customer Underscores Ballooning AI Investments

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Broadcom is tight-lipped about its client list, but analysts believe its three biggest customers are Google, Meta and Bytedance.

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Economists Bullish on US Growth Despite Rising Inflation, Shrinking Job Market

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It’s not all sunshine and roses, however, with economists still flagging rising inflation and a weakening labor market going forward.

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Behind Pontera’s Open Letter Calling Out Fidelity Over 401(k) Accounts

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Company CEO Yoav Zurel criticised the firm for blocking customers from accessing their 401(k)s.

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Creative Planning’s Massive SageView Deal May Be ‘Creating A Monster’

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The acquisition is the latest, and largest,example of mega-firms making moves to buy out competitors in a rapidly consolidating industry.

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Tokenization Is on the Horizon. How Do We Get There?

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The complete blockchain overhaul of financial markets could happen in the next two decades, according to experts.

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JPMorgan Patent Would Double-Check AI-Generated Code

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AI can always write for you, but it’s not always right. That’s why JPMorgan wants to double-check its LLM’s homework.

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Defining the ‘Why’ of Your AI

Brian Chess, SVP of AI at Oracle NetSuite.

Brian Chess, SVP of AI at Oracle NetSuite, talks to CIO Upside about using AI in a way that serves your organization.

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DoorDash Doubles Down on Robot Couriers

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You may have already noticed Serve’s delivery robots zipping around your city if you live in LA, Chicago, Dallas, Atlanta or Miami.

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Dude, AI’s Getting a Dell (Server)

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The rising AI tide continues to lift all tech boats. And we mean all tech boats, even somewhat forgotten giants like Dell.

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Trump’s New China Tariff Threat Halts Markets’ Optimistic ‘Melt-Up’

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Tech stocks, among the most vulnerable to souring US-China trade relations with China, led Friday’s sell-off.

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BlackRock’s IBIT Is Nearing $100B in AUM. Everyone Else Might Be Chasing ‘Crumbs’

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As the iShares Bitcoin Trust nears the milestone, dozens of spot-price crypto ETFs are being prepped to come to market.

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Why Just 8% of ETFs Raked in Half of Inflows This Year

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Low-fee products tracking indexes have outperformed their higher-fee ETF counterparts and have raked in assets.

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MEME ETF Rises From the Grave

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The meme stock category isn’t about stonks and tendies anymore, and the new iteration focuses on broader retail sentiment.

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Nuclear Is Here To Save AI. But What About Your Energy Bills?

Photo illustration by Connor Lin / The Daily Upside

A nuclear boom is directly downstream from the AI boom, with $350 billion in nuclear spending in the US planned by 2050, per Bloomberg.

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How the Ultra-Rich Ensure They’re Staying Ultra-Rich

Photo illustration by Connor Lin / The Daily Upside, Photos by Rodworks and Leeser87 via iStock

Financial advisors can learn from strategies employed by the wealthiest investors to protect their assets.

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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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