The Daily Upside

Playing the Benchmarking Game With Allan Roth

Photo illustration by Connor Lin / The Daily Upside

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

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Gaming Platform Roblox Adds Age-Verification to Safeguard Kids

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The new guardrails may help the platform stay one step ahead of a growing crop of age verification laws cropping up across the country.

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White House Push for Cane-Sugar Coke Reignites Soda Wars

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As investors prepped for Coke’s cane-sugar future, corn syrup producers Archer-Daniels-Midland and Ingredion both saw their shares fizzle.

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Uber Paying $300M Fare in Robotaxi Deal

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A pact announced Thursday calls for Uber to invest $300 million in Lucid and buy at least 20,000 robotaxis from the company over six years.

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States Take the Lead in Regulating American AI Development

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Laws from all US states will set the tone for AI innovation moving forward.

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mRNA Research by IBM, Moderna Shows Quantum’s Present-Day Uses

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“We’re pushing the boundaries of the size of the problems we can look at with quantum.”

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Okta Patent Disrupts AI-Fueled Phishing Attacks

Photo via U.S. Patent and Trademark Office

Phishing attempts are getting smarter in the age of AI.

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Goldman’s ‘Midas Touch’ During Turbulent Quarter Delivers Record Trading Results

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Goldman’s top line metrics — profit up 22% to $3.7 billion and total revenues up 15% to $14.6 billion — also bested analysts’ expectations.

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Westinghouse Lays Groundwork to Build 10 New Nuclear Reactors

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Westinghouse has changed hands a bit since completing its last nuclear reactors, both at Plant Vogtle in Waynesboro, Georgia.

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Ethereum Treasuries Boom as Companies Look Beyond Bitcoin

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In the past 30 days, Ethereum treasury companies scooped up more than 545,000 ether worth at least $1.6 billion, CoinTelegraph reported.

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Vanguard Made a Single Acquisition. Now, It’s Getting Sued

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The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

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Defense ETFs Surge Amid Wartime Buildups

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ETFs targeting the sector are riding high this year due to sustained conflicts in Europe and the Middle East.

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Referrals Are Still King, Even In the Era of AI

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Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.

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Crypto Heads Toward Housing Market in Latest Mainstreaming Move

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The new rules could let homebuyers keep their crypto and use it to qualify for loans though mainstream banks.

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Nvidia Cashes in on Looser Export Controls

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Nvidia says the only way for the US to stay ahead of China in the Great AI Race is to keep selling AI-powering chips to China.

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Markets Give a ‘Meh’ To Upbeat Wall Street Earnings

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The consensus takeaway from the earnings season so far is that the economy is, in spite of everything, doing pretty good.

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What ‘Crypto Week’ Means for ETFs

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The price of Bitcoin hit a record high of $123,000 this week as Congress prepares to vote on landmark crypto legislation.

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Here Are the Most Popular Active ETFs of 2025

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JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.

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BlackRock Tops $12T in AUM. State Street Profits Tumble

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A handful of asset managers reported earnings Tuesday.

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Bitcoin Tops $120,000 With Congress Poised to Consider Key Crypto Bills

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Nothing to boost an asset class like the most powerful legislative body in the world holding a week in your honor.

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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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