Latest news — VPU
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
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
Why Meta Is My Top Pick: Priced For A Recession With Massive UpsideMeta Platforms, Inc. is my top market pick, trading at a significant discount despite robust growth and aggressive AI investments. META delivered 33% YoY revenue growth and 41% operating margins, with strong monetization offsetting weak user growth. Current margin contraction reflects offensive AI investments, not structural weakness; long-term margins could reach 50–65% as AI efficiencies materialize.
Seeking Alpha · 11d agoRecession Fear
Tesla: Musk's Vision Is Finally Becoming RealityTesla is reiterated as a buy, with a clearer long-term growth story and improved risk/reward after recent valuation contraction. Q1 saw revenue up 16% YoY, margin expansion, and a notable turnaround in automotive production and deliveries. FSD subscription growth accelerated to 51%, and commercialization of Cybercab and Optimus is progressing, with mass production targets in sight.
Seeking Alpha · 17d agoRecession FearElectric Vehicles