The Daily Upside

CIO Upside

Microsoft Patent Could Enable Enterprises to DIY AI Models

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Microsoft may want to lower the entry barrier to machine learning.

1 min read
Autos

Hertz Chooses New Route for Fleet Management With Amazon Autos Hookup

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Shares in rival used car retailers went into reverse gear following the announcement of Hertz’s Amazon partnership.

2 min read
Consumer

Target Struggles as Wary Shoppers Prioritize Cost-Cutting

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Wednesday’s earnings call also brought news that longtime target chief executive officer Brian Cornell is leaving his post.

2 min read
Artificial Intelligence

Tech Stocks Slide as AI Reality Lags Behind Hype

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Part of the investor pullback comes after an MIT report that checked in on the billions that companies have spent on generative AI.

2 min read

Advisor Upside

Yieldstreet Losses Highlights the Potential Dangers of Private Investments

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After several funds from the startup Yieldstreet resulted in total losses, experts questioned the role of private investments in client portfolios.

2 min read
Advisor Upside

Wealth Management M&A Hits Record High, Fidelity Reports

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Registered investment advisors reported 132 acquisitions in the first half of 2025.

1 min read
Advisor Upside

Are Small Caps Set for a Comeback?

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With current valuations of small cap stocks so low, this could be a classic “buy low, sell high” scenario

2 min read
Consumer

Home Depot Predicts Pent-Up Home Improvement Demand

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CFO Richard McPhail said that do-it-yourself customers have been pushing forward with smaller home improvement projects.

2 min read

Industrials

Brokers Chafe Under Abrupt Expansion of Steel, Aluminum Tariffs

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President Trump placed 25% tariffs on aluminum and steel imports in March via executive order, before hiking the rate to 50% on Tuesday.

2 min read
Semiconductors

SoftBank Acquires a 2% Stake in Embattled Intel

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The deal comes as the US government explores a deal to take as much as a 10% ownership stake in the Santa Clara, California, firm.

2 min read
ETF Upside

Harvard Owns IBIT. Is That Smart for Clients?

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Crypto assets are increasingly available as spot ETFs like IBIT, and investors may have a fear of missing out, despite the volatility.

2 min read
ETF Upside

Why ETF Investors Persistently Miss 1%-2% of Potential Returns

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ETF volatility plays a large role in the gap between returns for investors and for funds as a whole, Morningstar data show.

2 min read

ETF Upside

Vanguard Bets ETF Buyers Willing to Pay Extra for Active

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A set of Vanguard funds subadvised by Wellington will mark the first active stock-picking ETFs in the company’s fleet.

1 min read
Healthcare

Novo Nordisk Soars After 50% Ozempic Discount, Liver Treatment Approval

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Novo said cash-paying Americans can now buy Ozempic for $499 per month through various channels including its official website.

2 min read
Big Tech

Meta Focuses on New Smart(er) Glasses

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As Meta’s market cap hovers near the $2 trillion mark, a successful launch of its glasses could put the tech giant over the edge.

1 min read
Real Estate

Homebuilders Offer Best Incentives Since COVID

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A full 37% of homebuilders have slashed prices this month, down ever so slightly from a record 38% in July.

2 min read
Advisor Upside

Advisors Weigh In on the Best States to Retire

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With costs of living surging, some states fare better than others when it comes to retirement.

2 min read
Advisor Upside

Microsoft Thinks AI Can Replace Wealth Managers. Advisors Say: Yeah, Right.

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The industry isn’t sweating the new research as clients largely prefer bespoke plans from actual humans.

2 min read
Advisor Upside

Advisors Include Kids in College-Financing Talks

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Advisors are helping quell tuition anxieties by including both parents and children in client meetings.

2 min read
CIO Upside

Walmart Patent Signals AI Transformation for Bricks-and-Mortar Retail

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The company has spent the past few years bolstering its tech portfolio.

1 min read

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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