The Daily Upside

Energy

Shell Dismisses BP Takeover Talks as Mere ‘Speculation’

Photo via Karol Serewis/ZUMAPRESS/Newscom

A megamerger of this sort would vault Shell’s market cap closer to ExxonMobil’s $468 billion and likely beyond Chevron’s $248 billion.

2 min read
Real Estate

What Does Mamdani’s Primary Win Mean for New York Real Estate?

Photo by Stephen McFadden via Unsplash

To say housing is the defining issue in current New York City politics is likely a massive understatement.

2 min read
Economics

Jerome Powell is Finally Getting Specific

Photo via ANNABELLE GORDON/UPI/Newscom

Simply put, Powell says he needs to wait and see June and July price data to know just how impactful and inflationary tariffs have been.

3 min read
Healthcare

AstraZeneca and Daiichi Sankyo Treatment Wins First of Its Kind FDA Blessing to Treat Lung Cancer

Photo via Cfoto/ZUMAPRESS/Newscom

Like many other major pharmaceutical companies, AstraZeneca is facing a series of patent cliffs for key treatments in its portfoilio.

2 min read

Industries

Carnival Cruises Past Market Expectations in Boon for Shares

Photo via Dave Cullen/EEm/SIPA USA/SportPix/Sipa USA/Newscom

The choppy waters predicted for the cruise industry this year were based on the very real risks of trade wars and real wars.

2 min read
ETF Upside

An ETF for the Buy Now, Pay Later Market

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The buy now, pay later business has a stigma that could hold back a proposed ETF focused on the market, one observer noted.

2 min read
ETF Upside

The Rise of the Buffer ETF

Photo by Fellipe Ditadi via Unsplash

Assets under management in defined outcome ETFs are expected to top $650 billion by 2030, according to BlackRock data.

2 min read
ETF Upside

RFG’s Bluemonte Jumps Into ETFs

Photo by Getty Images via Unsplash

The RIA’s investment manager recently launched a suite of nine products across a range of asset classes.

1 min read

Advisor Upside

Social Security Insolvency Looming Closer Than Expected

Photo via imageBROKER/Jim West/Newscom

The Social Security trust funds will only be able to pay out 77% of benefits by 2034, a new report from the administration found.

2 min read
Advisor Upside

How the CFP Board Is Leading the Charge on AI

Photo via Connor Lin / The Daily Upside

The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read
Advisor Upside

How 401(k) Providers Are Filling the Gaps in Financial Advice

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The majority of 401(k) participants are planning for retirement without the help of advisors, according to a new Cerulli report.

2 min read
International Economics

Markets Stay Relatively Calm as Fragile Ceasefire Deal Follows Missile Strikes

Photo via Christian Charisius/dpa/picture-alliance/Newscom

While the headlines screamed conflict, maneuvers by the US on Monday signaled to markets that the prevailing mood was one of compromise.

2 min read

Blockchain

Fiserv Connecting Thousands of Banks to Crypto with New Stablecoin Platform

Photo via Kris Tripplaar/Sipa USA/Newscom

Financial institutions are racing to get into stablecoins as the Genius Act makes its way toward POTUS Trump’s desk.

2 min read
Healthcare

Novo Nordisk Backs Away From Hims & Hers Partnership

Photo via Abaca Press/Blondet Eliot/Abaca/Sipa USA/Newscom

Novo and Hims’ April team-up turned the two firms from competitors into collaborators at just the right moment.

2 min read
CIO Upside

Increasing Your Enterprise’s ‘Adaptability Quotient’

Photo via Salesforce

Staying flexible and informed can help your enterprise get the most out of AI agents.

6 min read
ETF Upside

Active Strategies Are Coming for Model Portfolios

Photo by Graham Mansfield via Unsplash

Asset managers said active strategies are among their top choices for new products, per Morningstar.

2 min read
ETF Upside

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

Photo via Rafael Henrique/SOPA Images/Si/Newscom

Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read
ETF Upside

Will AI Give the Free Markets ETF an Edge?

Photo by August Phlieger via Unsplash

A new ETF from several firms is banking on opportunities for active management amid a deregulatory White House agenda.

2 min read
Technology

Amazon’s Driverless Cab Company Zoox Revs Up ‘Toaster Taxis’

Photo via Travis Ball/Travis P Ball/Sipa USA/Newscom

After opening a new factory in California, Amazon is ramping up production of its self-driving cabs ahead of a planned Vegas launch.

2 min read
Geopolitics

Cybersecurity Giant Palo Alto Networks Caught Between Opportunity and Maturity

Photo by Hapabapa via iStock

Cybersecurity giant Palo Alto Networks has much to gain from a splintering geopolitics, but growth is slowing at its business matures.

2 min read

Advisor Upside

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

Schwab Becomes Latest Brokerage to Scrap Robo Service

Photo by Mike Mozart via CC BY 2.0

2 min read
Are Model Portfolios Key to Alt Adoption?

Photo by Wirestock via iStock

1 min read
Heating Prices Surge as Utility Bills Grow Faster Than Paychecks

Photo via Alexey Stiop/Newscom

1 min read

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