The Daily Upside

Archegos’ Hwang Sentenced to 18 Years For Gargantuan Fraud That Walloped Wall Street

Photo via Connor Lin / The Daily Upside

Hwang’s sentencing bookends a dramatic saga that began with the shock implosion of his firm that cost Wall Street billions.

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Walmart Ups its Guidance for the Year

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Walmart announced that it’s raising its outlook for the year, thanks in part to a rocking start to the holiday shopping season.

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Andreessen Horowitz Backs Generative AI TV and Film Studio

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Will generative artificial intelligence’s star be added to the Hollywood Walk of Fame? Andreessen Horowitz sure thinks so.

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Europe Lays Plans to Extract China’s Battery Know-How

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There’s a little bit of “What goes around comes around” behind Europe’s latest industrial policy initiative.

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Advisors Wary of Fixed Income Ahead of Trump 2.0

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The next administration may look to increase tariffs and lower taxes, which could spell higher inflation and lower bond prices.

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Credit Scores May Help Advisors Recognize Cognitive Decline

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Missed credit card and mortgage payments may be signs of Alzheimer’s and dementia, New York Federal Reserve research suggests.

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3 Trends Expected to Give Advisors Hangovers in 2025

Photo via Connor Lin / The Daily Upside

The research and advisory firm Forrester found that adapting to new technologies is paramount to financial services firms.

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BlackRock Strikes Deal With Banks to Provide Closely Held Bond Price Data

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Real-time prices for corporate bonds are hard to come by. A handful of banks want to bring the closely guarded data into the 21st century.

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Spirit Airlines Finally Files for Chapter 11 Bankruptcy

Photo by Randolph Rojas via Unsplash

Budget-friendly Spirit Airlines hasn’t reported an annual profit since 2019, and has lost some $2.2 billion since 2020.

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Tesla Rides Higher on Self-Driving Regulation Report

Photo by Moritz Kindler via Unsplash

The Trump White House may usher in a big loosening of the rules around cars that can operate without human drivers.

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Can Microsoft’s Bing — or Anyone Else — Ever Overtake Google?

Photo via U.S. Patent and Trademark Office

Microsoft wants to get up close and personal to make its search results better.

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JPMorgan Chase May Use Blockchain to Check Facts

Photo via U.S. Patent and Trademark Office

Core blockchain technologies themselves are being adopted at a more gradual pace.

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Adobe Wants to Fix When AI Starts to Drift

Photo via U.S. Patent and Trademark Office

Adobe wants to stop AI models from losing their trains of thought.

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Warner Bros. Discovery isn’t out of the NBA Business Just Yet

(Photo by Marius Christensen on Unsplash)

The longtime broadcast partner may soon be losing out on live games, but Warner Bros. Discovery won’t be completely sidelined by the NBA.

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Wall Street’s Trading Assets Cross $1 Trillion

Photo by Chenyu Guan via Unsplash

It’s got to be at least a yellow flag whenever 2008 — the height of the Great Recession — is your point of reference, no?

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The US Dollar is Flexing Muscle, Putting the Rest of the World on Notice

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The US greenback has appreciated 2.65% against a basket of its developed market peers since the election and is at a two-year high.

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Saudi Arabia Pulls Back as Trump Reemerges on World Stage

Photo illustration by Connor Lin / The Daily Upside, Photos by Gage Skidmore via CC BY-SA 2.0 and Kremlin.ru via CC BY 4.0

Saudi Arabia’s Mammoth Public Investment Fund Turns Inward Just As One of the Country’s Top Allies Reclaims the White House.

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Cheerios Owner Buys Petcare Brand for $1.45 Billion

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Snacking conglomerates all agree: Petcare mergers and acquisitions are the cat’s pajamas. Just ask General Mills.

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Disney’s Streaming Bet is Paying Off. So What’s Next?

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Has Bob Iger now done it? Has he restored the magic, the thing defeated activist agitator Carl Icahn said was missing?

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Meta Jostles With EU and US Regulators in Same Week

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European authorities fined Meta for allegedly engaging in antitrust behavior by favoring its classified service Facebook Marketplace.

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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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