The Daily Upside

CIO Upside

mRNA Research by IBM, Moderna Shows Quantum’s Present-Day Uses

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“We’re pushing the boundaries of the size of the problems we can look at with quantum.”

2 min read
CIO Upside

Okta Patent Disrupts AI-Fueled Phishing Attacks

Photo via U.S. Patent and Trademark Office

Phishing attempts are getting smarter in the age of AI.

1 min read
Banking

Goldman’s ‘Midas Touch’ During Turbulent Quarter Delivers Record Trading Results

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Goldman’s top line metrics — profit up 22% to $3.7 billion and total revenues up 15% to $14.6 billion — also bested analysts’ expectations.

2 min read
Energy

Westinghouse Lays Groundwork to Build 10 New Nuclear Reactors

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Westinghouse has changed hands a bit since completing its last nuclear reactors, both at Plant Vogtle in Waynesboro, Georgia.

2 min read

Blockchain

Ethereum Treasuries Boom as Companies Look Beyond Bitcoin

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In the past 30 days, Ethereum treasury companies scooped up more than 545,000 ether worth at least $1.6 billion, CoinTelegraph reported.

2 min read
Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

Photo via Rafael Henrique/ZUMAPRESS/Newscom

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read
Advisor Upside

Defense ETFs Surge Amid Wartime Buildups

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ETFs targeting the sector are riding high this year due to sustained conflicts in Europe and the Middle East.

1 min read
Advisor Upside

Referrals Are Still King, Even In the Era of AI

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Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.

2 min read

Blockchain

Crypto Heads Toward Housing Market in Latest Mainstreaming Move

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The new rules could let homebuyers keep their crypto and use it to qualify for loans though mainstream banks.

2 min read
Semiconductors

Nvidia Cashes in on Looser Export Controls

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Nvidia says the only way for the US to stay ahead of China in the Great AI Race is to keep selling AI-powering chips to China.

2 min read
Finance

Markets Give a ‘Meh’ To Upbeat Wall Street Earnings

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The consensus takeaway from the earnings season so far is that the economy is, in spite of everything, doing pretty good.

3 min read
ETF Upside

What ‘Crypto Week’ Means for ETFs

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The price of Bitcoin hit a record high of $123,000 this week as Congress prepares to vote on landmark crypto legislation.

2 min read

ETF Upside

Here Are the Most Popular Active ETFs of 2025

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JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.

2 min read
ETF Upside

BlackRock Tops $12T in AUM. State Street Profits Tumble

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A handful of asset managers reported earnings Tuesday.

2 min read
Blockchain

Bitcoin Tops $120,000 With Congress Poised to Consider Key Crypto Bills

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Nothing to boost an asset class like the most powerful legislative body in the world holding a week in your honor.

2 min read
Big Tech

Meta Investors Want Zuckerberg to Reimburse the Company

Photo via Tom Williams/CQ Roll Call/Newscom

In a trial that kicks off this week, a group of Meta investors are suing Zuck for concerns surrounding the Cambridge Analytica scandal.

2 min read
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

Photo via imageBROKER/Timon Schneider/Newscom

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

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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