The Daily Upside

Banking

Inflation Data and Bank Earnings Kick Off a Crucial Test for Markets

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The big US banks bested Q1 earnings expectations, and many observers expect big boosts to their Q2 trading desk revenues.

2 min read
Advisor Upside

States With the Highest AUM Potential Per Advisor

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Recent industry research based on household net worth data shows certain states have higher AUM potential than others.

2 min read
Advisor Upside

What iCapital’s $820M Funding Means for Private Markets

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The firm said the funding will go toward acquisitions and tech innovation.

2 min read
Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

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Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

2 min read

CIO Upside

Why Open Source AI May Be a ‘Marginal Player’

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It may be better to think small when considering open source.

2 min read
CIO Upside

Why Security and AI Need to Grow Hand in Hand

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Zero trust might be the best place to start.

2 min read
CIO Upside

Microsoft Explainability Patent Highlights Need for AI Trustworthiness

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These technologies still have some trustworthiness issues.

1 min read
Healthcare

WeightWatchers Returns With a Plan for the New GLP-1 World

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Weight Watchers went bankrupt in May, but now it promises it’s trimmed the fat off its books and is ready to rejoin the Nasdaq.

2 min read

Artificial Intelligence

CoreWeave, Once the Year’s Hottest AI Stock, Takes Extended Tumble

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CoreWeave was the hottest stock on the block after its March IPO, but investors are now concerned its explosive valuation went a little far.

2 min read
Technology

Zuckerberg Shells Out Lavishly for Superintelligence Super Team

Photo via Michael Brochstein/ZUMAPRESS/Newscom

Meta’s Mark Zuckerberg continued his run of poaching AI talent from competitors with salaries that would make Lebron James blush.

2 min read
ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

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The firm has launched nine total fixed-income ETFs this year.

2 min read
ETF Upside

Tariff Fallout Hasn’t Hit Markets Yet. Issuers Say That Could Change

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Strategists from Allianz and Invesco are cautioning investors about market performance in the second half of the year.

2 min read

ETF Upside

Trump Media Files for Third Crypto ETF

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Trump’s media company has filed for a third crypto-focused ETF that would hold Bitcoin, Ether, Solana, Cronos and XRP.

2 min read
Economics

Bet Your Bottom Dollar: Can the Sinking US Greenback Bounce Back?

Photo illustration by Connor Lin / The Daily Upside

The dollar is the most important currency on earth, adding up to 57.7% of global currency reserves in the first quarter.

5 min read
Advisor Upside

Record RIA Growth Is Great. Here’s the Catch

Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Popov via iStock

Investment Adviser Industry report shows where and how the advice industry is evolving.

4 min read
Consumer

Ferrero Puts Snap, Crackle and Pop into Its Earnings With WK Kellogg Acquisition

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Ferrero previously bought Nestlé’s US candy biz for $2.8 billion, as well as chocolate-maker Fannie May and RedHots owner Ferrara.

1 min read
Industrials

Pentagon to Take $400 Million Stake in Rare Earth Miner Outside Vegas

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China accounts for nearly two-thirds of raw material production and 90% of the manufacturing of rare earth magnets.

2 min read
Industries

Delta Air Lines Projects Clearer Skies Ahead

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There were some rough skies for a couple months there, but Delta seems to think it has now punched through to the other side.

2 min read
CIO Upside

Murky AI Rules Leave Enterprises Grappling With Self-Regulation

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“I think everybody would agree: It’s a free-for-all.”

2 min read
CIO Upside

What’s At Risk When You Replace Workers With AI?

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“There’s going to be humans involved in every angle.”

1 min read

Advisor Upside

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

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Photo via Scott Coleman/ZUMAPRESS/Newscom

2 min read
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

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2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

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2 min read

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