The Daily Upside

Big Tech’s Bigger AI Investments May Lead to a ‘Winner Takes All’

Photo via Matthias Balk

Some companies may be digging themselves into a hole that they’re not able to get out of.

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Google’s Differential Privacy Patent Highlights AI Training Risks

Photo via U.S. Patent and Trademark Office

With data becoming increasingly valuable, keeping it safe is a constant concern.

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Fighting Fire with Fire: Can AI Be a Cyber-Defense Tool as Well as a Threat?

Photo via Mikhail Nilov

There are dos and don’ts of deploying AI for security.

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Uber CEO Floats Major Robotaxi Expansion

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Uber users in Atlanta and Austin can already use the ride-hailing app to order robotaxis from Alphabet subsidiary Waymo.

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Disney Growth Shows Americans Willing to Splurge Despite Gloomy Economic Signals

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Revenue from theme parks in the US rose 10% to $6.4 billion, with passenger cruises and resort stays registering higher turnout.

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Apple Adds $100 Billion to American Investment Plans

Photo via Jimmy Jin

For those keeping score at home, that’s in addition to the $500 billion in domestic investments Apple announced earlier this year.

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Behind GeoWealth’s Latest $38M Funding Round

Photo by Shlok Jethwa via Unsplash

There is growing demand for private market allocations, especially among less wealthy clients who historically haven’t had access to them.

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Multigenerational Living Is On the Rise. Here’s How Advisors Can Help

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As households combining three-plus generations become more common, advisors have an opportunity to address their needs.

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Are Advisors Looking Abroad for New Business?

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While the bulk of American advisors’ business is conducted in the US, some are finding opportunities overseas.

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Pfizer Pops Despite Looming Pharma Tariffs

Photo via Richard B. Levine/Newscom

The tariff threat come just a few days after the White House sent letters to major drugmakers demanding slashed prices for US patients.

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Trump’s Moonshot Ignites Nuclear Stocks Rally

Photo via NASA/Frank Michaux

Russia and China have already announced plans for a joint-base small modular nuclear react on the moon by the mid-2030s.

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AMD Joins Chipmakers Struggling to Impress Traders With Upbeat Earnings

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It’s not just AMD. Investors have generally been hard to please for most chipmakers so far this earnings season.

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Active ETFs Are Booming in Europe. US Managers Want In

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With the continent’s active ETF industry set to balloon to $1 trillion within the decade, stateside managers are joining the fray.

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Gold ETF Sales Skyrocket Amid Price Surge

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Not since the pandemic have US gold ETFs seen such demand, with geopolitical and economic uncertainty driving people to the safe-haven asset.

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SEC, Congress Want Regulations to Oversee AI Experiments

Photo via Graeme Sloan/Sipa USA/Newscom

Financial services firms could test uses for AI in “regulatory sandboxes,” according to legislation introduced last week.

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Housing Will Drag the Most on US Growth in H2 2025 Slowdown, Says Goldman

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On the other hand, the market slowdown is — ever so incrementally — taking a toll on house prices, according to Zillow forecasts.

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Tesla is Paying Up to Keep Elon Musk’s Eyes On the Road

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During the company’s second-quarter earnings report last month, Musk admitted the company may be headed for “a few rough quarters.”

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Berkshire Shares Tumble as Buffett Has Five Months Left at the Helm to Make a Big Deal

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Berkshire’s stock has slipped more than 13% since Buffett announced in May that he would step down at the end of the year.

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LPL’s Stock Price Sinks as Commonwealth Deal Closes

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There have been reports of advisors leaving, as well as a race among competitors for the industry talent that went up for grabs.

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Why 10% of Advisors Plan to Jump Ship This Year

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One in 10 advisors is planning to switch jobs in 2025 — and yes, it’s probably Steve.

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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

Photo via Erik McGregor/Sipa USA/Newscom

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

Photo via Andre M. Chang/ZUMAPRESS/Newscom

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