The Daily Upside

Magnificent Seven Burns Short-Sellers as Goldman Banks on a Comeback

Photo via Connor Lin / The Daily Upside

The Mag 7 companies have been weighed down by an unholy economic trinity: tariffs, AI disruption, and antitrust.

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Now Entering Uncanny Valley: Why AI ‘Avatars’ Are Suddenly Everywhere

Photo illustration by Connor Lin / The Daily Upside

One high-profile early adopter: Swiss bank UBS, which is turning its army of investment banking analysts into AI avatars.

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Advice on Life and Money from Jonathan Clements

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

What would you do if you found out you had 12 months to live?

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Solar Companies Burned by Clean-Energy Cuts

Photo by Kateryna Hliznitsova via Unsplash

The outlook for clean energy was already looking dim under Trump, who has promised to cut clean-energy while boosting oil, gas, and coal.

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Nike Preps Price Hikes While Planning Return to Amazon

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While the company didn’t mention the threat of tariffs, Nike is heavily exposed in China, home to roughly 24% of its suppliers.

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Mortgage Rates Follow Bond Yields Higher as US Debt Concerns Mount

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Even before the latest jump in mortgage rates, existing home sales slid 0.5% last month, according to the National Association of Realtors.

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Big Tech Conferences Highlight Commitment to Agentic AI

Photo via Jeff Chiu / AP

Information technology leaders want to give enterprises a “clear-cut path” to ROI.

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Massive AI Infrastructure Investments Open Doorway to ‘Peripheral Discoveries’

Photo by Taylor Vick via Unsplash

“This is bigger than one company. This is bigger than one government.”

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Microsoft Patent Weeds Out False Alarms in AI-Powered Cloud Security

Photo via U.S. Patent and Trademark Office

Though cloud demand is bursting, AI has a habit of making cybersecurity tricky.

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‘Eras Tour’ Logistics Team Bought for $1 Billion

Photo by Paolo V via CC BY 2.0

Consider it a big bet on the future of live events, which, in Swiftie speak, GCL knows about “All Too Well.”

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Bitcoin Breaks a New Record on Regulatory Hopes

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Soft US inflation numbers released last week and a de-escalation of global trade tensions are likely contributing to bitcoin’s rebound.

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Weak Treasury Auction Sends Stocks Tumbling

Photo by Sealy J via CC BY-SA 4.0

After the auction, the yield on the 20-year note rose to 5.125%, the highest level since back in November 2023.

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Jamie Dimon Clears Bitcoin for JPMorgan Clients: ‘I Defend Your Right to Smoke’

Photo by Jakub Zerdzicki via Pexels

The bank’s CEO said clients can trade bitcoin, but remained outspoken about the dangers.

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Schwab Dangles a Consulting Service for Indy Advisors

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The membership-based option may collide with other consulting and peer network services for new RIAs.

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Jason Hsu’s Fundamentals Avoid ‘Sex and Sizzle’ of Value Investing

Photo via Rayliant

The Rayliant founder and CIO talks emerging markets, global trade, and Japanese growth.

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CATL Comes Fully Charged in Hong Kong Debut

Photo by Victor Golmer via iStock

CATL — blacklisted by the US Department of Defense in January for alleged ties to the Chinese military — pulled off the best IPO of the year.

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Google Goes All Out on AI at I/O Conference

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Google wants to become the go-to AI platform as competitors finally start to encroach on its main business: search.

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Don’t Hold Your Breath for Trade Wins from G7 Finance Summit

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Hanging over the proceedings is the countdown to July 8, when the US is poised to slam its allies with “reciprocal” tariffs.

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AI-Built Indexes for Anyone: Cuter, Cheaper and Maybe Riskier

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New artificial intelligence services may lure self-directed investors away from ETFs, and there are hazards that come with that.

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It’s Game On for Video Game ETFs

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The biggest video game ETFs are outperforming the broader market, with many up at least 15% year-to-date.

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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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