Goldman Sachs

Advisor Upside

Goldman Sachs to Invest $42.5M in TAMP GeoWealth

Photo via GeoWealth

The majority will provide liquidity to early shareholders instead of going directly to GeoWealth’s balance sheet.

1 min read

Photo via Jimin Kim/ZUMAPRESS/Newscom

Banking

JPMorgan Leverages Unique Ability to React Proactively to Private Credit Woes

Most of JPMorgan’s big banking peers don’t have NAV loan agreements that let them proactively revalue assets.

2 min read
Photo via Jim West/UCG/Universal Images Group/Newscom

Energy

Clean Energy Regains Its Swagger as Hedge Against Wartime Oil Crisis

The iShares Global Clean Energy ETF jumped more than 5% last week, exceeding the oil-and-gas-focused Vanguard Energy ETF’s 1.3% gain.

1 min read
Finance

AIG Scores Upgrade in Goldman’s Assessment of Insurers’ AI Risks

AIG is outperforming insurance industry rivals, according to Goldman Sachs, in adapating to and leverage artificial intelligence.

2 min read

Advisor Upside

Robinhood, TradePMR Join Growing Referral Space

Photo by Getty Images via Unsplash

They’re just the latest firms to join the referral space, an area of wealth management that is ramping up.

1 min read

Markets

SpaceX, OpenAI Dominate Speculation About $3 Trillion IPO Geyser

Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Krav and Frentusha via iStock

A logjam keeping companies worth as much as $2.9 trillion, from SpaceX to OpenAI, out of public stock markets may finally break in 2026.

6 min read

M&A

Goldman Sachs, JPMorgan Lead Wall Street’s M&A League Tables

Photo via Tschaen Eric/Pool/ABACA/Newscom

JPMorgan and Goldman Sachs proved they’re still the go-to middlemen for Wall Street deals amid a near-record $4.8 trillion global M&A bonanza

1 min read

Sign Up for The Daily Upside to Unlock This Article

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