Artificial intelligence

Advisor Upside

AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story

Photo by Nguyen Dang Hoang Nhu via Unsplash

Performance gaps underscore the critical need for continued human oversight in financial decision-making.

2 min read

Photo via Jay Hirano / SOPA Images/Sipa USA/Newscom

Artificial Intelligence

Oracle’s AI-Powered Sales Growth Threatens Elon Musk’s Reign as World’s Richest Man

Oracle said its remaining performance obligations is now sitting at $455 billion. That’s up 359% from where it stood just a year ago.

2 min read
Photo by Getty Images via Unsplash

Advisor Upside

Can AI Lead Generation Ignite Organic Growth for Advisors?

With organic growth rates flatlining, AI promises to both broaden the search for new clients and identify prospects within a firm’s niche.

2 min read
Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Big Tech

New iPhone Air Is Ready for its Flex, but Apple Stock’s Already Swole

iPhone sales surged to $44.5 billion in the quarter ending in June, besting analysts’ $40 billion expectations and rising 14% year-over-year.

2 min read

Advisor Upside

How AI Is Reshaping Advisor Marketing

Photo by Kate Trysh via Unsplash

AI can now draft marketing materials in advisors’ tone of voice and writing style. Whether advisors want that is an open question.

2 min read

Photo via U.S. Patent and Trademark Office

CIO Upside

Microsoft Patent Could Enable Enterprises to DIY AI Models

Microsoft may want to lower the entry barrier to machine learning.

1 min read
Photo by HudHudPro via iStock

Advisor Upside

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

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

2 min read
Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

Advisor Upside

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

3 min read

Artificial Intelligence

China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Photo by Solen Feyissa via Unsplash

Seven months after DeepSeek’s debut, it appears the company needs some American rocket power to get its AI Sputnik off the ground.

2 min read

Electric Vehicles

Can Tesla and Samsung Find Salvation in Each Other?

Photo via IMAGO/VCG/Newscom

For Samsung, it’s a chance to finally carve out some foundry industry market share from rival chipmaker TSMC.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.