The Daily Upside

Advisor Upside

What It Means to Serve Women Clients

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Research shows that 80% of women will leave their advisor following the death of their spouse.

2 min read
CIO Upside

Salesforce Patent Could Recycle AI Model Outputs

Photo via U.S. Patent and Trademark Office

Reusing old responses could help save the model energy.

1 min read
CIO Upside

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

Even for major AI firms, ‘you can’t do it alone.’

2 min read
CIO Upside

In Security, ‘There’s Two Sides to AI,’ Box CISO Says

Heather Ceylan, CISO of Box. Photo via Box.

CIO Upside sat down with Box’s recently appointed CISO to discuss emerging threats, AI agents in security and her new role.

2 min read

Advisor

Morgan Stanley’s Sarah Cummings on the Growing Role of Active Fixed Income ETFs and Options-Based Products in Advisor Portfolios

5 min watch
Industrials

Caught Between Painful Present and Optimistic Outlook: Copper’s Tariff Price Odyssey

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Demand for copper, already one of the most commonly used metals in the world, has surged amid the AI computing boom.

2 min read
Consumer

Big Tobacco Isn’t Up in Smoke Just Yet

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So far this year, a basket of six global tobacco stocks have produced an average total return of 43%, according to The Wall Street Journal.

2 min read
Finance

Can a Fed Rate Cut Boost the Magnificent Seven to New Heights?

Photo via M. Chang/ZUMAPRESS/Newscom

In a note last week, JPMorgan’s Andrew Tyler wrote that macro conditions could turn a widely-expected rate cut into a “sell the news” event.

2 min read

ETF Upside

How ETF Issuers Are Attracting ‘Kid-in-a-Candy-Store Money’

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As new ETFs launch at breakneck speed, expensive products are raking in revenue.

2 min read
ETF Upside

Research Affiliates Has a New Feather in Its Cap-Weighted Line

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The firm’s founder claims a new ETF using fundamentals beyond market-cap weighting to determine holdings is the next big thing.

2 min read
ETF Upside

Big Bank ETFs Are Big Winners in 2025

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Funds holding large financial institutions have significantly outperformed broad market indices this year.

2 min read
Economics

Is Work-From-Home Still the New Normal For Corporate America?

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

The return-to-office orders have taken on new weight amid a softening labor market and broader economic anxiety.

6 min read

Advisor Upside

Advisors Rethink Cash Ahead of Rate Cuts

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

Advisors are taking a variety of approaches in fixed income, stocks and alternatives.

4 min read
Advisor

Lindsey Lewis: Financial Services Must Evolve to Attract Women and Gen Z Talent

7 min watch
Consumer

Drop the Ship-pers: FedEx, UPS Downgraded as US Policy Bites Into Import Revenue

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According to US Customs, untaxed “de minimis” shipments accounted for 92% of all cargo entering the US, or 4 million packages a day.

2 min read
Consumer

Starbucks Whips Up Big Bids for Its Chinese Biz

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Starbucks is said to be entertaining bids from about 10 would-be buyers that value its Chinese operations at up to $5 billion.

1 min read
Artificial Intelligence

Overenthusiastic or Just Right? The AI Boom’s Goldilocks Question

Photo via JOHN ANGELILLO/UPI/Newscom

Between 2000 and 2002, after the dot com bubble popped, the Nasdaq lost nearly 80% of its value, wiping out trillions of dollars in wealth.

2 min read
CIO Upside

Salesforce Layoffs Add Fuel to AI Job-Automation Fire

Photo via Karl Mondon/TNS/Newscom

With many workers in a state of uncertainty, ‘ignoring those fears risks disengagement and turnover,’ one expert said.

1 min read
CIO Upside

In Quantum Computing Investment, ‘The Race is On’

Photo via Galina Nelyubova

‘It will require a lot of R&D investment to unlock that potential.’

2 min read
CIO Upside

IBM Patent Could Rein In Power-Hungry Data Centers

Photo via U.S. Patent and Trademark Office

As AI development eats up a whole lot of power, tech firms could be looking for solutions.

1 min read

Advisor Upside

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

JPMorgan Patent Would Double-Check AI-Generated Code

Photo via U.S. Patent and Trademark Office

1 min read
Defining the ‘Why’ of Your AI

Brian Chess, SVP of AI at Oracle NetSuite.

3 min read
DoorDash Doubles Down on Robot Couriers

Photo via Serve Robotics

1 min read

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