The Daily Upside

Women Get First Crack at $84T Wealth Transfer

Photo by Sasun Bughdaryan via Unsplash

Because women typically outlive men, approximately $9 trillion of the wealth transfer is projected to fall to them in the coming years.

Loading…
Will a Trump Administration Really Axe Finra?

Photo via Finra

The conservative manifesto, called Project 2025, unveiled plans to cut several government offices including Finra.

Loading…
How Interest Rates Cut Into Morgan Stanley’s Earnings

Photo by Ginton via iStock

Morgan Stanley’s performance was held down by its wealth management division and a Federal Reserve that is stuck in neutral on rate cuts.

Loading…
Could Soaring Ad Revenue Save the Media Industry?

Photo by Glenn Carstens-Peters via Unsplash

PricewaterhouseCoopers’ annual Global Entertainment & Media Outlook says the media industry has plenty of reasons for optimism.

Loading…

IMF Downgrades US Growth Projection, US Retail Sales Prove Resilient

Photo by Charles Deluvio via Unsplash

The International Monetary Fund said the US economy is set to cool compared to previous projections, and that it’s piling up debt.

Loading…
Europe is Hot on AI Regulation, Less So on Startup Policy

Photo by European Parliament via CC BY 2.0

The EU’s landmark AI Act is due to come into force next month, and founders and lawmakers are fretting over whether it’s fit for its purpose.

Loading…
Macy’s Says No to Private Equity Buyout. Now What?

Photo by Anthony Quintano via CC BY 2.0

The board of directors for Macy’s unanimously voted to end negotiations with Arkhouse and Brigade to take the company private.

Loading…
Cleveland-Cliffs to Buy Canadian Steelmaker for $2.8 Billion

Photo by Ant Rozetsky via Unsplash

Steel giant Cleveland-Cliffs announced Monday that it will buy Canada’s Stelco Holdings for C$3.85 billion ($2.8 billion).

Loading…

Apple Makes Strides in India as Global Competition Heats Up

Photo by Trac Vu via Unsplash

As the global market becomes increasingly competitive, Apple has turned toward India as a way to diversify its revenue stream.

Loading…
BlackRock Hits Record AUM as Wall Street Banks Report Solid Earnings

Photo by Hapabapa via iStock

CEO Larry Fink attributed the healthy performance to growth in private markets, retail active fixed income, and the company’s ETF business.

Loading…
Morningstar CEO: ‘The Wolf’ Is Coming For AUM Fees

Photo via Morningstar

Stocks generated a healthy 12% annualized return over the past decade, but AUM fees may come into question in a downturn.

Loading…
Goldman’s $1T AI Problem

Photo by Ken Lund via CC BY-SA 2.0

For all the money flooding into AI, it could tackle more pressing issues than teaching robots to flip burgers.

Loading…

Roku Personalization Patent Highlights AI’s Growing Role in Entertainment

Photo via U.S. Patent and Trademark Office

Roku wants to personalize movie night with generative AI.

Loading…
Meta’s Blood-Pressure Monitor Could Add to Health Tech Patent Strategy

Photo via U.S. Patent and Trademark Office

Meta may add health tracking to its smart watch ambitions.

Loading…
Nvidia AI Watermarking Patent Could Help Separate Real from Fake

Photo via U.S. Patent and Trademark Office

The benefits of watermarking AI are clear: “It’s preventing fraud, preventing misinformation and disinformation.

Loading…
OpenAI Whistleblowers File SEC Complaint over NDAs

Photo by Jernej Furman via CC BY 2.0

OpenAI allegedly issued overly-restrictive non-disclosure agreements that could penalize anyone who blows the whistle to government agencies.

Loading…
Greece Lengthens the Workweek While the UK Four-Day Week Gathers Steam

Photo by Pedro Szekely via CC BY 2.0

Greece’s government put new labor laws into effect that mean workers can be asked to work a six-day workweek.

Loading…
China Leaders Convene to Plot Economic Path

Photo by Edward He via Unsplash

The plenary session of China’s ruling party will likely introduce economic reforms and policies addressing impediments to its growth.

Loading…
Can Nike Regain its Legendary Standing?

Photo illustration by Connor Lin / The Daily Upside

Not only is sportswear and sneaker giant Nike faced with struggling financials, but it is also searching for its soul.

Loading…
NFL Moves Toward Allowing Private Equity into Ownership Groups

Photo by Naveen Venkatesan via Unsplash

Commissioner Roger Goodell said the NFL is en route to allowing PE groups to take ownership stakes in franchises

Loading…

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

Loading…
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.

Loading…
China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Photo by Solen Feyissa via Unsplash

Loading…