The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy…
The bearish case on rate-sensitive regulated utilities at current levels is building, and NextEra Energy (NYSE:NEE | NEE Price Prediction) at $95.68 is the cleanest example of what Kevin Warsh’s commitment to…
For most of its life, the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) was the financial equivalent of a thermostat. You set it, you forgot it, and it quietly produced a check every…
Morningstar’s Investing Insights podcast recently spotlighted four S&P 500 stocks that have already declared dividend increases of 10% or more, effectively locking in their place on next year’s Dividend Growers screen, which…
Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations,…
On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor’s attention. “9 data centers went offline or they went…
The Charles Schwab Modern Wealth Survey 2025 found that 46% of American investors maintain a main investment portfolio alongside one or more smaller, separate portfolios designated for different financial goals, while 39%…
A volatile period reminds investors of the importance of passive income. If you’re solely dependent on one source of income, you’ll feel overwhelmed during market volatility. But, if you’ve diversified your investments…
Earned income has a ceiling. Passive income arrives whether you work or not, whether markets are calm or chaotic, whether the economy is expanding or contracting. For income-focused investors, the goal is…
Vanguard Total Stock Market ETF (NYSEARCA:VTI) holds roughly $2.1 trillion in assets and has earned its place in millions of retirement portfolios. The appeal is straightforward: one fund, the entire U.S. equity…
Every major AI buildout has needed one thing before the servers could run: reliable power. The electricity grid is the binding constraint on how fast AI can scale, making utilities one of…
The S&P 500 is down 7% year-to-date. VPU is up 7% over the same stretch. That divergence is exactly what utilities are supposed to do. What VPU Is Actually Designed to Do…
Utilities have long been the portfolio’s boring backbone: predictable dividends, regulated cash flows, and a tendency to hold up when riskier assets sell off. Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY) packages that…
The ongoing global turmoil and end of the earnings season have brought the market to a mixed trajectory. Investors are concerned about the global disruptions and their impact on stocks, while the…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up roughly 2% in Monday morning trading, offering a modest but welcome rebound after a rough stretch to start 2026. The stock closed Friday…
