The Daily Upside

Advisor Upside

Are Small Caps Set for a Comeback?

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With current valuations of small cap stocks so low, this could be a classic “buy low, sell high” scenario

2 min read
Consumer

Home Depot Predicts Pent-Up Home Improvement Demand

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CFO Richard McPhail said that do-it-yourself customers have been pushing forward with smaller home improvement projects.

2 min read
Industrials

Brokers Chafe Under Abrupt Expansion of Steel, Aluminum Tariffs

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President Trump placed 25% tariffs on aluminum and steel imports in March via executive order, before hiking the rate to 50% on Tuesday.

2 min read
Semiconductors

SoftBank Acquires a 2% Stake in Embattled Intel

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The deal comes as the US government explores a deal to take as much as a 10% ownership stake in the Santa Clara, California, firm.

2 min read

ETF Upside

Harvard Owns IBIT. Is That Smart for Clients?

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Crypto assets are increasingly available as spot ETFs like IBIT, and investors may have a fear of missing out, despite the volatility.

2 min read
ETF Upside

Why ETF Investors Persistently Miss 1%-2% of Potential Returns

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ETF volatility plays a large role in the gap between returns for investors and for funds as a whole, Morningstar data show.

2 min read
ETF Upside

Vanguard Bets ETF Buyers Willing to Pay Extra for Active

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A set of Vanguard funds subadvised by Wellington will mark the first active stock-picking ETFs in the company’s fleet.

1 min read
Healthcare

Novo Nordisk Soars After 50% Ozempic Discount, Liver Treatment Approval

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Novo said cash-paying Americans can now buy Ozempic for $499 per month through various channels including its official website.

2 min read

Big Tech

Meta Focuses on New Smart(er) Glasses

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As Meta’s market cap hovers near the $2 trillion mark, a successful launch of its glasses could put the tech giant over the edge.

1 min read
Real Estate

Homebuilders Offer Best Incentives Since COVID

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A full 37% of homebuilders have slashed prices this month, down ever so slightly from a record 38% in July.

2 min read
Advisor Upside

Advisors Weigh In on the Best States to Retire

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With costs of living surging, some states fare better than others when it comes to retirement.

2 min read
Advisor Upside

Microsoft Thinks AI Can Replace Wealth Managers. Advisors Say: Yeah, Right.

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The industry isn’t sweating the new research as clients largely prefer bespoke plans from actual humans.

2 min read

Advisor Upside

Advisors Include Kids in College-Financing Talks

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Advisors are helping quell tuition anxieties by including both parents and children in client meetings.

2 min read
CIO Upside

Walmart Patent Signals AI Transformation for Bricks-and-Mortar Retail

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The company has spent the past few years bolstering its tech portfolio.

1 min read
CIO Upside

Why AI Augmentation Tech Is More Than a ‘Cost-Cutting Tool’

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Companies are beginning to wake up to the potential pitfalls of filling jobs with AI rather than simply letting AI assist human workers.

2 min read
CIO Upside

Why Access Controls May Be AI’s Biggest Security Vulnerability

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As model providers court government agencies, humans may present a major security threat.

2 min read
Energy

Oil Drilling Stuck Near 4-Year Lows, Thanks to Energy Policy Puzzle

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The Trump administration’s “drill, baby, drill” ambitions have been hampered by the reality of the global oil market.

2 min read
Media & Entertainment

Advertising Confronts AI-xistential Crisis

Martin Sorrell, founder of S4 Capital. Photo via Rita Franca/ZUMAPRESS/Newscom.

Advertising companies are scrambling to make changes as their businesses get hammered by advances in artificial intelligence.

2 min read
Technology

Can Robotaxis Take Over New York?

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Tesla and Waymo are among the entrants trying to turn congested New York City, the home of the yellow cab, into a robotaxi hub.

2 min read
ETF Upside

These ETFs Are Going Nuclear

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Energy demand is rising globally, in part because of AI use, and a handful of ETFs focused on nuclear energy stand to benefit.

2 min read

Advisor Upside

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

How Financial Planning Can Help Treat the ‘Financial Toxicity’ of Cancer

Photo illustration by Connor Lin / The Daily Upside

5 min read
Why Is the Job Market so Tough for Younger Workers?

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

5 min read
More Adult Children Are Supporting Their Parents. It May Cost Them in Retirement

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2 min read

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