The Daily Upside

Palantir Rides Epic Hot Streak Into Earnings Report

Photo via Taidgh Barron/ZUMAPRESS/Newscom

The AI-powered, data-crunching defense tech company enters its earnings call Monday as the year’s hottest stocks on the S&P 500.

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Can Summer Box Office Rebound Take Warner Bros. ‘Up, Up and Away’?

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Warner Bros. Discovery entered the year stuck in media conglomerate mud, with its eponymous film studio in especially bad shape.

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Dismal Jobs Data Gives Fed a Wake-Up Call on Interest Rates

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The economy added just 73,000 jobs in July, according to the Labor Department, well below the expectations of economists surveyed.

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Rich Investors Eschew Financial Advice, Trade ETFs Frequently

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Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

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SEC Is Now All In On Crypto. What’s Next?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

The agency approved in-kind redemptions for spot Bitcoin and Ethereum ETFs last week, but the move may just the beginning for Atkins’ SEC.

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Two Income ETFs Are Goldman’s Fastest Sellers

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Consistent income and returns that mute market highs and lows are what an aging population demands from an ETF, the company says.

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May AI Take Your Order, Please?

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

AI is moving into jobs in food services and retail traditionally best left to humans. Can the imperfect tech give customers what they want?

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Can Buffered ETFs Reshape Portfolio Management?

Photo illustration by Connor Lin / The Daily Upside

Defined-outcome funds took in more than $8 billion during the first half of 2025.

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Exxon and Chevron, Rivals Turned Frenemies, Face Profit Pressure-Cooker

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Rather than jockeying for an advantage in their weakened state, the two longtime rivals are set to work together more and more.

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Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

Photo via Richard B. Levine/Newscom

The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

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Big Tech Pulls Off a Very Big Earnings Week

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

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Demand for Cloud, Data and Cybersecurity Skills Outranks AI

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Employees can leverage AI more effectively when they possess the other skills

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Double Whammy: When Insecure Code Meets Burned-Out Cybersecurity Teams

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‘They’re pushing code that they know has vulnerabilities.’

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IBM Patent Leverages AI to Fix AI

Photo via U.S. Patent and Trademark Office

Throwing AI at problems might not always be the answer.

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Palo Alto Networks Broadens Cybersecurity Consolidation With $25B Deal

Photo via imageBROKER/Md Mamun Miah/Newscom

With CyberArk, Palo Alto enters into the “identity security” market, now at an “inflection point” due to the rise of agentic AI.

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Evercore’s Purchase of Robey Warshaw May Birth Trans-Atlantic M&A Titan

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The deal will help bolster Evercore’s presence in Europe, where it placed 13th by deal volume in PwC’s advisory rankings last year.

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Bottom Line Undercuts Hot Quarter for Top-Line US GDP

Photo via Corine Solberg/Sipa USA/Newscom

Economists anticipated a 2.5% rate, so the better-than-expected top line figure was obviously cause for celebration, right?

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Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

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The industry is far from parity, but progress has been made over the past decade.

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Art Might Be Beautiful, but Where Does it Fit in Portfolios?

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Just like sports memorabilia and Pokémon cards, art is a risky venture that most clients probably shouldn’t touch.

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How Advisors Can Keep More Clients When Changing Firms

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A new report shows transitioning advisors may lose nearly a quarter of managed assets.

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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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