The Daily Upside

Goldman, Morgan Stanley, JPMorgan Layoffs to Hit Northeast

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The major Wall Street firms plan to lay off hundreds of workers in June.

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Wedbush and Dan Ives Launch AI Revolution ETF

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The fund, based on Ives’ proprietary research, targets companies leading the charge in robotics, semiconductor chips, retail products, and more.

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Palantir Becomes Trump Trade’s Big Winner

Photo via Richard B. Levine/Newscom

Palantir’s share price has soared some 77% year-to-date on the backs of key federal government contracts, to hit a record valuation on Monday.

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Thoma Bravo’s $34B Win Leaves PE Rivals Choking on Exhaust Fumes

Orlando Bravo, founder and managing partner of Thoma Bravo. Photo by Joe Budd via CC BY-SA 4.0

Private equity is stuck in a cycle of fewer exits, fewer returns, and fewer backers willing to sign up for new funds.

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Klarna’s BNPL Debit Card Goes Head-to-Head With Banks

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Klarna says the card will offer one free tier and two paid tiers that include discounts and better cashback rates.

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Racing to Keep Up With Dual Share Class Applications

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More than 40 firms filed amended requests with the SEC since it nudged them to follow Dimensional’s lead, and nine filed initial applications.

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Investors Turn to Defined Outcome ETFs Amid Market Turmoil

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In the aftermath of the Trump administration’s “Liberation Day,” many investors are looking to buffer ETFs to protect against volatility.

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Not Taking Single-Stock ETFs for Granite

Will Rhind, CEO of GraniteShares.

In the ever-expanding universe of ETFs, finding new products that stick is more of an art than a science, the CEO of GraniteShares says.

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Advisors Say $1,000 ‘Trump Accounts’ Won’t Benefit Families Who Need Help Most

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While the idea isn’t exactly new, the accounts are designed to help parents prepare for their children’s financial futures.

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Soups Heat Up for Campbell’s as Snacks Grow Stale

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Snacks now make up around half of the historic soup company’s sales, up from less than a third a decade ago.

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Bristol Myers Paying BioNTech Up to $11.1B in Cancer Drug Team-up

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At the heart of the biotech deal is a relatively new drug technology called PD-1/VEGF bispecific antibodies.

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Wall Street Braces for More Investors Dissing Dollar

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The dollar decline comes just as a couple of other key US economic indicators have begun blinking red, too.

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Bitcoin Rules for Now, but the Crypto Landscape Is Vast

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Spot Bitcoin ETFs garnered inflows of nearly $9.6B over roughly the past five weeks, according to Morningstar Direct data.

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RIA Headcount, AUM Shattered Records in 2024

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Just under 16,000 RIA firms employed more than 1 million non-clerical workers managing a total of $144.6 trillion in assets.

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Grayscale Wants in on Quantum Computing ETFs

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The company, which briefly owned the biggest spot bitcoin ETF, wants to invest in another potentially disruptive technology that could even pose a threat to crypto.

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IBM Patent Introduces Context to Fix Hallucinations

Photo via U.S. Patent and Trademark Office

“By introducing such context, there is a greater confidence that the output of the artificial intelligence model is more accurate.”

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How Enterprises Can Fortify Cybersecurity ‘Weak Links’

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The recent LexisNexis breach highlights the need to go “back to basics,” one expert says.

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Shifting Away from Search, Businesses Need to Keep Up With the AI ‘Answer Economy’

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The future of online visibility in the age of AI is already dramatically changing the role of SEO.

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Can US Tourism Bounce Back Amid Trade War?

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2025 is projected to be an unusually terrible year for the US travel industry — and only the US travel industry.

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No ‘Gray’ Area in New York Times’ AI Deal with Amazon

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The agreement comes as The New York Times continues to sue OpenAI and Microsoft for alleged copyright infringement.

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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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