JPMorgan

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 Kyodo/Newscom

Semiconductors

AI Super Bowl Brings Moment of Truth for Nvidia’s ‘Chip That Will Surprise the World’

Can Nvidia respond to the rapid rise of agentic AI, which has its own hardware needs, relying heavily on the general computing power of CPUs.

2 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

Private Credit Crunch: JPMorgan Limits Exposure, Morgan Stanley Fund Caps Redemptions

Photo via Billy Tompkins/ZUMAPRESS/Newscom

Shares of major private-credit lenders are down significantly this year: Apollo has lost 26%, KKR 31%, Blackstone 30%, and Ares 35%.

2 min read

Photo via Walter G. Arce Sr./ZUMAPRESS/Newscom

International Economics

Tariff Costs Triple for Midsized US Businesses: JPMorgan

For mid-sized firms largely lack the ability to dictate trade terms or shuffle their supply chains, making tarriffs a major pain.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Konbturut Woradee via iStock

Banking

Luxury Card Cage Match Heats Up With Rising Perks, Prices

Credit card issuers are enticing big spenders with luxurious perks and prestige brands, funded in part by fees that are higher than ever.

5 min read
Photo by Zlaťáky.cz via Unsplash

Advisor Upside

Advisors Look for Midas Touch as Gold Prices Soar

Wealth managers will need to be ready for client questions about gold, particularly from those worried about geopolitical risk.

2 min read

Markets

Limbo for Longer: Don’t Expect More Fed Rate Cuts Before Mid-2026

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

2026 presents a catch-22 for the Fed. It normally cuts rates to buoy hiring, which tightened last year, but that could drive up inflation.

5 min read

Advisor Upside

Wall Street Reports a Mixed Earnings Bag in Q4

Photo by VladZymovin via iStock

The country’s biggest banks released quarterly reports this week, while their stock prices slumped.

2 min read

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