Latest news — TLT
Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S&P 500 in Every Recession This CenturyTony Dong is the founder of ETF Portfolio Blueprint.
24/7 Wall Street · 2d agoRecession Fear
Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too LateAndrew Sather of The Investing for Beginners Podcast recently made a point that should reshape how investors think about recession headlines. "When people say there's a recession, they're saying it 6 months after it happens. Like, that's the literal definition of it. You have to wait 6 months," he said on the episode Back to... Worried About a Recession? Here's Why Selling When Economists Call It is Already Too Late
247 Wallst · 2d agoRecession Fear
Nvidia Q1 Earnings: Growth Slowdown, Massive Agentic AI PositioningNvidia (NVDA) delivered strong Q1 FY2027 results, beating revenue and EPS expectations, but the stock showed no post-earnings upside. NVDA's growth remains heavily concentrated in enterprise AI, with the Graphics segment contributing less than 5% to operating income and declining. Revenue growth is highly U.S.-centric, with China/Taiwan now just over 20% of sales and three customers accounting for 64% of revenue.
Seeking Alpha · 3d agoAI BoomChina TensionsRecession Fear
Nvidia Q1 Earnings Preview: After 13 Straight Blowout Quarters, Should Investors Worry About A Slowdown?Nvidia reports Q1 financial results Wednesday. Here are the earnings estimates, analyst ratings and key items to know ahead of the report.
Benzinga · 4d agoAI BoomRecession Fear
The Trump Bull Market Has a Very Dark Side That Could End Badly for InvestorsThe stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish.... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors
247 Wallst · 5d agoChina TensionsRecession Fear
SPY: Reality Sinks In?Markets are being forced to confront persistent inflation, with hotter-than-expected CPI and PPI data driving yields higher and equity down. Fed policy faces a catch-22: rate cuts risk fueling inflation, while hikes could weigh on the economy, increasing market anxiety amid a leadership switch.
Seeking Alpha · 6d agoRate Cut
The Fed Has a New Boss, Inflation Is at a 3-Year High, and Rate Cuts Look Unlikely. These Stocks Win in That Environment.The investing landscape has changed in recent weeks. Here are investments to consider now.
Fool - Investing News · 6d agoRate Cut
Nvidia Earnings Ahead: Diminishing Revenue Surprises Face High ExpectationsNvidia remains a core holding, with robust revenue and earnings quality, but I refrain from further accumulation ahead of earnings. Hyperscaler capex, a strong leading indicator for NVDA revenue, shows continued growth but with recent QoQ slowdowns from Microsoft and Meta. Revenue surprises are shrinking as analyst expectations rise, suggesting NVDA may only meet consensus this quarter rather than beat it to the extent investors are used to.
Seeking Alpha · 6d agoAI BoomRecession Fear