The Daily Upside

Semiconductors

After Reclaiming ‘World’s Most Valuable Company’ Crown, Nvidia Gilds the Tiara

Photo via Walid Berrazeg / SOPA Images/Sip/Newscom

In the past month, Nvidia shares have surged 18.8%, more than the rest of the Magnificent Seven, including Microsoft.

2 min read
Finance

Dwindling IPOs Reward Investors With Return Bonanza

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New data compiled by Bloomberg found that shares in companies to debut on US exchanges this year have climbed by a weighted average of 53%.

2 min read
CIO Upside

Amazon Patent May Stabilize Quantum Computers

Photo via U.S. Patent and Trademark Office

The stability of qubits has long posed a barrier to scaling quantum computers.

1 min read
CIO Upside

Location Bias: Why AI Data Centers Are Clustered in the North

Photo by Getty Images via Unsplash

1 min read

CIO Upside

Is Meta Chasing a Superintelligence Pipe Dream?

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

The risks may be greater than the payoff.

2 min read
Advisor Upside

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

Photo via Morningstar

Over the past eight years, Kapoor has helped the company expand its workforce to over 10,000 employees and boost its stock price more than threefold.

3 min read
Advisor Upside

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

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Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read
Advisor Upside

Family Offices Explore Private Credit as Private Equity Returns Stall

Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

Economic uncertainty and rising geopolitical tensions have family offices becoming more selective with their allocations, per BlackRock.

1 min read

Social Media

Bumble Swipes Left on a Third of Its Workforce

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Bumble and Match both reported annual declines in revenue and the number of paying daters using their apps in 2025’s first quarter

1 min read
Energy

Shell Dismisses BP Takeover Talks as Mere ‘Speculation’

Photo via Karol Serewis/ZUMAPRESS/Newscom

A megamerger of this sort would vault Shell’s market cap closer to ExxonMobil’s $468 billion and likely beyond Chevron’s $248 billion.

2 min read
Real Estate

What Does Mamdani’s Primary Win Mean for New York Real Estate?

Photo by Stephen McFadden via Unsplash

To say housing is the defining issue in current New York City politics is likely a massive understatement.

2 min read
Economics

Jerome Powell is Finally Getting Specific

Photo via ANNABELLE GORDON/UPI/Newscom

Simply put, Powell says he needs to wait and see June and July price data to know just how impactful and inflationary tariffs have been.

3 min read

Healthcare

AstraZeneca and Daiichi Sankyo Treatment Wins First of Its Kind FDA Blessing to Treat Lung Cancer

Photo via Cfoto/ZUMAPRESS/Newscom

Like many other major pharmaceutical companies, AstraZeneca is facing a series of patent cliffs for key treatments in its portfoilio.

2 min read
Industries

Carnival Cruises Past Market Expectations in Boon for Shares

Photo via Dave Cullen/EEm/SIPA USA/SportPix/Sipa USA/Newscom

The choppy waters predicted for the cruise industry this year were based on the very real risks of trade wars and real wars.

2 min read
ETF Upside

An ETF for the Buy Now, Pay Later Market

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The buy now, pay later business has a stigma that could hold back a proposed ETF focused on the market, one observer noted.

2 min read
ETF Upside

The Rise of the Buffer ETF

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Assets under management in defined outcome ETFs are expected to top $650 billion by 2030, according to BlackRock data.

2 min read
ETF Upside

RFG’s Bluemonte Jumps Into ETFs

Photo by Getty Images via Unsplash

The RIA’s investment manager recently launched a suite of nine products across a range of asset classes.

1 min read
Advisor Upside

Social Security Insolvency Looming Closer Than Expected

Photo via imageBROKER/Jim West/Newscom

The Social Security trust funds will only be able to pay out 77% of benefits by 2034, a new report from the administration found.

2 min read
Advisor Upside

How the CFP Board Is Leading the Charge on AI

Photo via Connor Lin / The Daily Upside

The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read
Advisor Upside

How 401(k) Providers Are Filling the Gaps in Financial Advice

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The majority of 401(k) participants are planning for retirement without the help of advisors, according to a new Cerulli report.

2 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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