The Daily Upside

CIO Upside

As Agentic AI Sweeps Market, OpenAI Seeks Patent For Easy Model Builder

Photo via U.S. Patent and Trademark Office

OpenAI’s patent history is rather sparse, especially in comparison with competitors such as Google, Microsoft or Amazon

1 min read
CIO Upside

Enterprise Security Lessons from Oracle’s Reported Breaches

Photo by Gregory Varnum via CC BY-SA 2.0

The allegations highlight third-party software risks.

1 min read
CIO Upside

What You Need to Know About Deep Research Agents

Photo by Sanket Mishra via Pexels

They have the capabilities of “search on steroids,” but risks still exist.

2 min read
Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Photo by Hapabapa via iStock

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read

Advisor Upside

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

America is Still No. 1, Says Goldman Sachs

Photo by John Warg via Unsplash

2 min read
$1B Is the New Small Time, SEC Says in Proposal

Photo via Graeme Sloan/Sipa USA/Newscom

2 min read
Delta Touches Down on 2025 with a Focus on First Class

Photo via Ian L. Sitren/ZUMAPRESS/Newscom

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.