The Daily Upside

Defense Earnings Highlight Peril, Payoff of Contracting

Photo via Jen Golbeck/ZUMAPRESS/Newscom

A slew of quarterly reports last week showed, even with analysts flashing buy recommendations, the defense sector is a sensitive one.

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‘Flying Car’ Industry Taxis Toward Takeoff

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A US-based startup, backed by Japan’s Toyota, and a freshly capitalized initiative in China could make flying cars a full reality next year.

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US Housing Market Mired in the Mud

Photo via Michele Eve Sandberg/Sipa USA/Newscom

While June typically marks the hottest point of the year for home sales, last month instead saw a decline as prices rose to a record high.

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What Coca-Cola’s New Sugar-Cane Coke Means for a Sugar ETF

Photo by Elena Leya via Unsplash

The world’s leading beverage company plans to add a cane-sugar version of its namesake beverage in the US.

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Why the SEC Keeps Putting Off Diversified Crypto ETFs

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The agency this week delayed approving Bitwise’s ETF conversion, a sign of hesitancy despite a crypto-friendly government.

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Faith-Based Firm Led by Bob Doll Adds First ETFs

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Crossmark, which provides similar values-screening strategies in SMAs, is applying them to a pair of ETFs.

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Stablecoins Are Here to Stay. Who Stands to Gain From Them?

Photo illustration by Connor Lin / The Daily Upside, Photos by Hammad Khan via iStock and Chris Kleponis/ZUMAPRESS/Newscom

Companies that have been waiting on the crypto sidelines are likely about to jump in the game following the passage of the GENIUS Act.

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Women Stand to Inherit Trillions of Dollars. They’re Still Underserved

Photo illustration by Connor Lin / The Daily Upside, Photos by Cherezoff and Ljupco via iStock

Targeted marketing and tailored communication can build loyalty.

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American, Delta Take Opposite Sides of AI Pricing Debate

Photo by Jake Hough via Unsplash

In its earnings call earlier this month, Delta said that around 3% of domestic tickets sold this year have been priced by the AI tech.

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Watch Your Freight: Railroad Giants Talk $200 Billion Merger

Photo by Cody Otto via Unsplash

A merger between Norfolk Southern and Union Pacific would create a coast-to-coast rail operator, something that doesn’t exist in the US.

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Google Search Weathers AI Storm — For Now

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The cannibalization of traditional search by AI chatbots is difficult to quantify, though by all accounts AI is already taking some nibbles.

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Microsoft Patent Automates Cloud Error Fixes

Photo via U.S. Patent and Trademark Office

Cybersecurity has long been Microsoft’s bread and butter.

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How to Avoid Hiring a North Korean Spy as a ‘Remote Employee’

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‘We advertised for a remote employee … several North Korean fake employees responded’

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What Businesses Should Consider Before Using Off-the-Shelf AI

Photo by Jonathan Kemper via Unsplash

‘The ability to scrape information … is way more advanced than people realize’

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Krispy Kreme’s Suddenly Irresistible. What to Do When Clients Crave Meme Stocks

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Advisors should have conversations about what these rallies are — and what they aren’t.

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Treasury Delays Anti-Money-Laundering Rule to 2028

Photo by Kateryna Hliznitsova via Unsplash

Finalized last summer, the proposal intends to address issues like terrorist financing and foreign corruption in America’s advisory industry.

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When it Comes to Succession Planning, Start Early

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Succession can be an intensive and emotional process

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Goldman Sachs, BNY Bring $7 Trillion Money Market to Blockchain

Photo via Thomas Fuller/ZUMAPRESS/Newscom

The announcement comes just days after President Trump signed a law that introduces US-regulated stablecoins.

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Amazon, Meta Wear AI-mbitions on Their Wrists

Photo via carloslvives/Newscom

Both Amazon and Meta have already flirted with the smartwatch space, only to ultimately abandon their initial ambitions.

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Tariffs ‘The World Can Live With’: US-Japan Trade Pact Pushes Markets to Record Highs

Photo via HO/Jiji Press/Newscom

While 15% tariffs would be nothing to toast in normal times, it seems pretty good after Trump first threatened Japan with a 24% tariff rate.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

Photo by Yunus Tuğ via Unsplash

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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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