The Daily Upside

Who Benefits Most from Dual-Share Class ETFs?

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Mutual fund shareholders and retirement savers stand to benefit more than others from dual share class approval.

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Single-Stock ETF Market Swells With Firehose of New Products

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Dozens of single-stock ETFs using leverage have recently been filed with the Securities and Exchange Commission.

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Invesco Hires Crypto Product Leader from JPMorgan

Photo via Mark Black/ZUMA Press/Newscom

The firm, which offers six digital assets ETFs, announced a new global product leadership team earlier this year.

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Can Elon Musk’s Pajama Party Brighten Up Tesla’s Tomorrow?

Photo illustration by Connor Lin / The Daily Upside

Elon Musk is again sleeping at Tesla’s offices again, but that may not be enough to restart the top US EV-maker’s engine.

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Follow the Flows: Why Some Legacy Mutual Fund Firms Are Finally Exploring ETFs

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Companies that were longtime holdouts on ETFs are expanding into the category, even as the SEC contemplates approval of dual share classes.

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Gecko’s AI Robots Represent the ‘Boring’ Future of Bots

Jake Loosararian, CEO of Gecko Robotics. Photo by World Economic Forum via CC BY-NC-SA 2.0

More than 70% of the $2.3 billion raised by robotics companies in Q1 2025 was directed towards task-centric tech like Gecko’s.

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Europe Delays Stricter Banking Rules to Keep ‘Level Playing Field’ With US Rivals

Ursula von der Leyen, President of the European Commission. Photo via Abaca Press/Monasse Thierry/ANDBZ/Abaca/Sipa USA/Newscom

The new rules are part of the Basel III reforms that were introduced in 2017 and designed in response to the 2008 financial crisis.

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Just How Much Data Does the Fed Need to Cut Rates?

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Despite new data this week showing inflation has cooled, Powell and the Federal Reserve are still expected to hold off on rate cuts.

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Vanguard Files for ETF Share Class Approval

Photo via Connor Lin / The Daily Upside

The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

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Nvidia Safety Patent Signals Physical AI Push

Photo via U.S. Patent and Trademark Office

The goal of Nvidia’s tech is to help give autonomous systems more reliable memory, hazard detection and depth perception.

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Ransomware Groups Use AI to Level Up

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Threat actors are “targeting businesses eager to adopt AI but unaware of the risks,” one expert said.

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Does Agentic AI Have Staying Power?

Tom Zehren, CEO of Info-Tech. Photo via Info-Tech Research Group.

‘Humanity’s never automated intelligence before in the way that we’re doing it now.’

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Starbucks’ China Business May Need a Caffeine Jolt

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In an interview with the Financial Times, Starbucks CEO Brian Niccol said the company is exploring a partial sale of its China business.

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Switch 2 Becomes Nintendo’s Fastest-Selling Console

Photo via Bruce Cotler/ZUMAPRESS/Newscom

The Switch 2 sold 3.5 million units in its first four days, and Nintendo’s targeting 15 million units for this fiscal year.

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Retail Investors Risk Ominous Opportunity Cost With Private Investments, Moody’s Warns

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The private sector took off after traditional banks pulled back from some risky lending following the 2008 financial crisis.

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Financial Uncertainty Spurs Anxiety and Depression

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Nearly 70% of Americans said financial uncertainty has made them anxious and depressed, according to a Northwestern Mutual report.

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How Advisors Can Harness Media to Reach Gen Z

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Advisors need to embrace social media, podcasting, and client testimonials if they want to reach Gen Z clients, marketing experts say.

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Most Americans Question Online Financial Information

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Some 80% of Americans are skeptical of the investment and saving information they find on social media.

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Robinhood, AppLovin Locked Out of S&P 500 Yet Again

Photo via Richard B. Levine/Newscom

Conventional wisdom says being on the S&P 500 is a status symbol that is supposed to come with plenty of benefits.

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Not Lovin’ It: McDonald’s Suffers Third Downgrade in as Many Trading Days

Photo by Erik Mclean via Pexels

Could GLP-1 weight loss drugs like Ozempic and changing economic winds really take a bite out of the almighty Big Mac?

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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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