The Daily Upside

ETFs Built On Tax Advantage Draw Congressional Scrutiny

Photo via Douglas Christian/ZUMAPRESS/Newscom

Rich investors with large stock portfolios and capital gains get a tax bonus with 351 ETF exchanges.

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Calamos Launches First Autocallable ETF

Photo via Kris Tripplaar/Sipa USA/Newscom

The fund enters into swap agreements with J.P. Morgan and tracks an index from MerQube.

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ETF Investors Lured to AI, Crypto, Fintech

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People are also more informed than ever about their ETF investments, per a Nasdaq report.

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Low Battery: ‘Heat Dome’ Exposes Cracks in America’s Decaying Power Grid

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Rising temperatures and massive new data centers are providing a massive stress test for the US power grid.

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Advisors Increasingly in Scramble Mode Over Fee Pressure

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Advisors are getting creative with more services and non-traditional fee models.

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Kraken Launches Crypto’s Attempt at a Venmo-Killer

Photo via Kraken

Anyone who’s had to split a check with new hostel friends knows rivals Venmo and Zelle only support payments between US users.

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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.

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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%.

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Amazon Patent May Stabilize Quantum Computers

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

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

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Is Meta Chasing a Superintelligence Pipe Dream?

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The risks may be greater than the payoff.

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

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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.

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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.

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Family Offices Explore Private Credit as Private Equity Returns Stall

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

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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

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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.

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

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

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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.

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

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

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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.

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Advisor Upside

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

Walmart Patent Signals AI Transformation for Bricks-and-Mortar Retail

Photo via U.S. Patent and Trademark Office

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Why AI Augmentation Tech Is More Than a ‘Cost-Cutting Tool’

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Why Access Controls May Be AI’s Biggest Security Vulnerability

Photo via Pavlo Gonchar

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