The Daily Upside

Increasing Your Enterprise’s ‘Adaptability Quotient’

Photo via Salesforce

Staying flexible and informed can help your enterprise get the most out of AI agents.

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Active Strategies Are Coming for Model Portfolios

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Asset managers said active strategies are among their top choices for new products, per Morningstar.

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Vanguard Changes Leadership on 44 Funds, Including World’s Largest

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Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

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Will AI Give the Free Markets ETF an Edge?

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A new ETF from several firms is banking on opportunities for active management amid a deregulatory White House agenda.

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Amazon’s Driverless Cab Company Zoox Revs Up ‘Toaster Taxis’

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After opening a new factory in California, Amazon is ramping up production of its self-driving cabs ahead of a planned Vegas launch.

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Cybersecurity Giant Palo Alto Networks Caught Between Opportunity and Maturity

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Cybersecurity giant Palo Alto Networks has much to gain from a splintering geopolitics, but growth is slowing at its business matures.

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‘Uncertain’ 2025, M&A Deadlock Freeze $1 Trillion in PE Assets

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PwC figures market uncertainty has kept $1 trillion in assets, which normally would have been returned to investors, locked up with private equity funds

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What’s Going on With Muni Bonds?

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Investors appear to be punishing the muni market, which comprises about 9% of the $47 trillion US bond industry.

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Is US Economic Data Getting Shakier?

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Staffing shortages, shrinking funding and decades of declining survey responses are testing an agency responsible for vital US economic data.

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Berkshire Slips Amid Concern Retiring CEO May Take “Buffett Premium” With Him

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The ‘Warren Buffett premium’ at Berkshire Hathaway is melting faster than a forgotten Dilly Bar in the wake of its CEO’s retirement plans.

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Drones Steal the Paris Air Show

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A record number of drones are on display at the world’s largest aerospace event in Paris this week, marking a major industry milestone.

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OpenAI Careens Toward Messy Divorce From Microsoft

Photo via Blondet Eliot/ZUMAPRESS/Newscom

Relations between Microsoft and its financially and technologically intertwined partner OpenAI are on the rocks.

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Why is the Quantum Race Moving Faster?

Photo via Petr Sznapka/ZUMA Press/Newscom

“I don’t think we can think of this as business as usual.”

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Finance Departments Struggle to Balance AI Adoption Risks With Rewards

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Figuring out where to keep a human in the loop is critical for safe deployment.

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IBM Patent Seeks to Help AI Models ‘Unlearn’

Photo via U.S. Patent and Trademark Office

Enterprises are still grappling with balancing innovation and risk as the AI race rages on.

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SPAC Comeback Draws Renewed Interest from Wall Street

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According to SPACInsider data, there have been 58 SPAC offerings so far this year, one more than the total in all of 2024.

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Magnificent 7 May Need to Make Room for Broadcom

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Broadcom joined the trillion-dollar club late last year, and its market cap has only continued to climb since.

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New Home Construction Sinks to Lowest Point Since Pandemic

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It may well be another indicator that the market is finally tipping in buyers’ favor, as the construction industry faces major headwinds.

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What the GENIUS Act Means for Stablecoins and Advisors

US Senator Bill Hagerty. Photo via Aaron Schwartz/Sipa USA/Newscom.

The bill would require tokens to be backed by liquid assets including the US dollar and short-term Treasury bills.

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Why UBS Is the Only Wirehouse to Allow Podcasting

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

For years, Mitch Slater urged UBS to let its advisors launch their own shows. Now, more than 50 advisors have them.

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Advisor Upside

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

Trump Media Delays Registration for Bitcoin ETF

Photo via Hu Yousong / Xinhua News Agency/Newscom

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

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

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China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Photo by Solen Feyissa via Unsplash

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