The Daily Upside

Advisors Weigh In on Trump’s ‘Big, Beautiful’ Bill

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While some tax saving aspects could benefit clients, advisors said other provisions could negatively impact the economy at large.

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Advisors’ Ultimate Defense Against Cyberattacks: Humans

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Well-intentioned employees can easily fall into digital scammers’ traps.

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COVID Vaccine Makers Catch a Break in FDA Policy Shift

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Moderna is counting on revenue from newer mRNA vaccines, including a next generation Covid shot, to make up for falling sales.

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Netflix Should Thank Hollywood for Half-Trillion Dollar Market Cap

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The cable-dependent legacy media players spent the 2010s helping to sharpen the Netflix-issued cord-cutting clippers.

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Magnificent Seven Burns Short-Sellers as Goldman Banks on a Comeback

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The Mag 7 companies have been weighed down by an unholy economic trinity: tariffs, AI disruption, and antitrust.

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Now Entering Uncanny Valley: Why AI ‘Avatars’ Are Suddenly Everywhere

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One high-profile early adopter: Swiss bank UBS, which is turning its army of investment banking analysts into AI avatars.

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Advice on Life and Money from Jonathan Clements

Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

What would you do if you found out you had 12 months to live?

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Solar Companies Burned by Clean-Energy Cuts

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The outlook for clean energy was already looking dim under Trump, who has promised to cut clean-energy while boosting oil, gas, and coal.

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Nike Preps Price Hikes While Planning Return to Amazon

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While the company didn’t mention the threat of tariffs, Nike is heavily exposed in China, home to roughly 24% of its suppliers.

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Mortgage Rates Follow Bond Yields Higher as US Debt Concerns Mount

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Even before the latest jump in mortgage rates, existing home sales slid 0.5% last month, according to the National Association of Realtors.

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Big Tech Conferences Highlight Commitment to Agentic AI

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Information technology leaders want to give enterprises a “clear-cut path” to ROI.

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Massive AI Infrastructure Investments Open Doorway to ‘Peripheral Discoveries’

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“This is bigger than one company. This is bigger than one government.”

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Microsoft Patent Weeds Out False Alarms in AI-Powered Cloud Security

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Though cloud demand is bursting, AI has a habit of making cybersecurity tricky.

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‘Eras Tour’ Logistics Team Bought for $1 Billion

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Consider it a big bet on the future of live events, which, in Swiftie speak, GCL knows about “All Too Well.”

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Bitcoin Breaks a New Record on Regulatory Hopes

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Soft US inflation numbers released last week and a de-escalation of global trade tensions are likely contributing to bitcoin’s rebound.

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Weak Treasury Auction Sends Stocks Tumbling

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After the auction, the yield on the 20-year note rose to 5.125%, the highest level since back in November 2023.

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Jamie Dimon Clears Bitcoin for JPMorgan Clients: ‘I Defend Your Right to Smoke’

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The bank’s CEO said clients can trade bitcoin, but remained outspoken about the dangers.

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Schwab Dangles a Consulting Service for Indy Advisors

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The membership-based option may collide with other consulting and peer network services for new RIAs.

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Jason Hsu’s Fundamentals Avoid ‘Sex and Sizzle’ of Value Investing

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The Rayliant founder and CIO talks emerging markets, global trade, and Japanese growth.

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CATL Comes Fully Charged in Hong Kong Debut

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CATL — blacklisted by the US Department of Defense in January for alleged ties to the Chinese military — pulled off the best IPO of the year.

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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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