The Daily Upside

Finance

Robinhood, AppLovin Locked Out of S&P 500 Yet Again

Photo via Richard B. Levine/Newscom

Conventional wisdom says being on the S&P 500 is a status symbol that is supposed to come with plenty of benefits.

2 min read
ETF Upside

Schwab Keeps Industry’s ETF Fee Cuts Rolling

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Vanguard reduced fees on 87 funds earlier this year, and Schwab just lowered costs on ETFs with $66 billion in total assets.

2 min read
ETF Upside

Weight-Loss Drug ETFs Generate Skinnier Returns Than Expected

Photo by Clay Banks via Unsplash

ETFs tracking the performance of weight-loss drugs have largely underperformed since launching in late 2023.

2 min read
ETF Upside

WisdomTree Branches Out to Private Credit

Photo via Samuel Rigelhaupt/Sipa USASamuel/Newscom

The company is prepping a private credit mutual fund that adds a unique flavor — tokenization.

2 min read

International Economics

Washington Trade Talks With Beijing Drive S&P 500 Toward Record High

Photo via Li Ying / Xinhua News Agency/Newscom

The on-off dynamic of the US-China economic relationship so far this year would make the writing rooms of most soap operas blush.

2 min read
Big Tech

Apple Still Won’t Ride the AI Hype Train

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

At its annual Worldwide Developers Conference on Monday, Apple announced a slew of incremental updates to its AI offerings.

2 min read
Media & Entertainment

Warner Bros. Discovery Formalizes Break-Up Plans

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Like the rest of its pre-streaming Hollywood peers, Warner Bros. Discovery finds itself trapped between two eras.

1 min read
Advisor Upside

Advisors Go Risk-On Heading Into 2H

Photo via Jimin Kim/ZUMAPRESS/Newscom

It’s been a sweet-and-sour first half for the markets, but advisors expect the second half to be a whole lot tastier.

2 min read

Advisor Upside

Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

Photo by Alex Proimos via CC BY 2.0

Fees and returns are important to advisors, but so are branding and customer service.

1 min read
Advisor Upside

Retirement Contributions Hit All-Time High, Fidelity Says

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Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

2 min read
CIO Upside

Amazon Ups Its AI Infrastructure Ante

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The cloud giant is continuing to build out its massive cloud footprint.

2 min read
CIO Upside

Which Industries Need AI Skills the Most?

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Finding a jack of all trades is difficult in AI.

1 min read

CIO Upside

JPMorgan Chase Patent Tackles Synthetic Data Bias

Photo via U.S. Patent and Trademark Office

“Biases can significantly impact the equity of machine learning models and their decisions.”

1 min read
Personal Finance

Ripped Job Market Swipes Left on New Grads

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For the first time in decades, recent college grads have a higher unemployment rate than the rest of the economy.

2 min read
Banking

Wall Street’s Elite Get Serious About Debt Alarmism

Photo via Tom Williams/CQ Roll Call/Newscom

JPMorgan CEO Jamie Dimon and BlackRock CEO Larry Fink sounded off last week about higher deficit spending in the US.

2 min read
Consumer

Consumer Goods Giants Slim Down to Spur Growth

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Scale for scale’s sake appears to have become passé, with conglomerates jockeying for market share with a more focused brand identity.

2 min read
ETF Upside

Asset Managers Aren’t Playing the Dual Share Class Waiting Game

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One firm is converting a $12 billion mutual fund to an ETF, and it isn’t alone in doing so before the SEC approves dual share classes.

2 min read
ETF Upside

Trump’s Truth Social Files for Bitcoin ETF

Photo via May James/ZUMAPRESS/Newscom

The ETF, named after Truth Social, will be managed by Trump’s new fintech, Truth.fi.

1 min read
ETF Upside

Proxy Warfare

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Proxy advisors are accused of being cartels, but shareholder advocates say they side with corporations in nearly all voting recommendations.

2 min read
Healthcare

Why Healthcare Gets Hit Hardest With Cyberattacks

Photo illustration by Connor Lin / The Daily Upside

Cyber-criminals often see healthcare firms’ shoddy protection as a “pot of gold.”

4 min read

Advisor Upside

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

Can Peter Thiel’s Fellowship of Billionaires Replace Silicon Valley Bank?

Peter Thiel. Photo by Gage Skidmore via CC BY-SA 2.0.

2 min read
Where Are the Bond Vigilantes?

Photo by Pixabay via Pexels

2 min read
Chipmakers Emerge as Big Winners in ‘Big Beautiful Bill’

Photo by Vishnu Mohanan via Unsplash

1 min read

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