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Is it the end of fintech and investing apps as we know it? Atomic Invest CEO David Dindi joins Bloomberg Open Interest to talk about the future of finance and why it belongs to AI companions, not apps. He says investing apps could disappear within a decade as AI assistants manage portfolios for consumers. (Source: Bloomberg)

5 Stocks on Jim Cramer’s Radar: NVIDIA, Astera Labs, and V.F. Corporation Insider Monkey

Nebius Group (NBIS 0.52%) stock has set the market on fire over the past year, rising 5.3x in such a short time. The incredible hunger for artificial intelligence (AI) data center computing capacity has been a tailwind for Nebius' business, which explains the parabolic jump in its stock price. Nebius is a neocloud company that builds dedicated AI data centers and rents out computing capacity to customers. It also offers software development and management tools that allow customers to build, deploy, scale, and fine-tune AI applications. So, Nebius is more than just a landlord renting out AI data center compute. It is a full-stack infrastructure provider that aims to offer end-to-end solutions for customers looking to develop and deploy AI applications and enhance productivity. Not surprisingly, Nebius' business model is proving to be hugely successful, and investors have been buying this AI stock hand over fist, given its solid long-term growth potential. Let's look at the reasons why Nebius could make you substantially richer over the next three years. Nebius' business model should ensure terrific long-term growth Nebius is filling a key gap in the AI infrastructure ecosystem by building new data centers. Additionally, its software-focused offerings should ensure that customers renting compute capacity continue to spend more money with the company. Nebius' software stack allows customers to run inference tasks, build agentic AI applications, train models, and fine-tune models as per their requirements. Expand NASDAQ : NBIS Nebius Group Today's Change ( -0.52 %) $ -1.14 Current Price $ 218.79 Key Data Points Market Cap $55B Day's Range $ 213.52 - $ 221.84 52wk Range $ 34.72 - $ 233.73 Volume 163K Avg Vol 17.1M Gross Margin 7.48 % Customers purchasing tokens to run software-centric applications should ideally boost Nebius' margins and earnings over the long run. The good news is that the company's full-stack AI infrastructure strategy is reaping fruit. Its revenue in...

MercadoLibre (NASDAQ: MELI) has been under pressure recently amid concerns about profitability. In this video, I'll discuss the latest results and whether I'm concerned about my investment in the Latin American commerce giant. *Stock prices used were the morning prices of May 20, 2026. The video was published on May 21, 2026. Continue reading

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Marlon Trottmann/iStock Editorial via Getty Images I have been guilty, just as other analysts, of overestimating companies based on their argument of quality related to historical and market-share appeal. While these arguments can be made, they have perhaps been made a little too strongly to reflect the truth. What I mean is the sort of argument where company A is worth a certain price or premium because it's a market share leader and has been that for over 50 years. Again, there's some truth to the notion - I wouldn't completely invalidate it. You can find my previous target on the company here. If you follow my reasoning closely, you'll note that I assign a premium based on an analysis of the objective circumstances and attempts to decipher market trends and upside, rather than subjective notions and circumstances. The notion that for instance, Sika AG ( SXYAY ) should get a premium because it has had one for a long time, based on its market share in its field, is only half-objective. Yes, it's had an impressive market share, but the notion that it should get a premium is subjective. Instead, what I look for is what these premiums are based on. It can be, aside from market share, things like impressive fundamentals, a superb yield, or preferably, a good growth rate. Growth rate combined with yield and good fundamentals is the best for a premium because it's based on the assumption that the premium, over time, will naturally "narrow down" to represent a more natural multiple as EPS goes up. i.e., if you buy a company at 35x P/E that grows at 15-20% per year, you'll relatively quickly, even if the company doesn't maintain that premium, own it at a 15x P/E. But this is perhaps one of the trickiest parts of value-oriented investing. For Sika AG, I have previously put the company at a relatively high set of targets based mostly on market share and fundamentals. The company's growth was certainly a part of it, but to my admission, I overstated the importance of its fund...

NVIDIA (NVDA) and Alphabet (GOOGL) Develop Cost-Effective AI Sol GuruFocus

LindaJoHeilman/iStock Editorial via Getty Images With 17% comparable store sales growth—the best in the company’s 40-year history—and traffic generated by a variety of demographics—not just cash-strapped consumers—Ross Stores ( ROST ) crushed Wall Street’s expectations in the first quarter and put the company’s stock on a trajectory for an all-time high on Friday. Similar to TJ Maxx ( TJX ), Ross Stores’ ( ROST ) capitalized on its bargain-hunting model with name brands at heavily discounted prices. But the company’s model is more about durable dynamics such as “enhanced marketing, vendor relationships, and new customer cohorts” than just trade-down dynamics, said Seeking Alpha analyst Sandpiper Investment Research. At the same time, Ross’s ( ROST ) success is attracting more vendors, which attracts more shoppers. “ROST is now viewed more positively as brands think about where they want to sell their product,” says Citi Research analyst Paul Lejuez, noting that ROST is now positioned to “capture more market share as consumers search for value and as other retailers struggle.” And UBS’s Jay Sole thinks this positions ROST as a new competitor to department stores. “The company’s Q1 report reinforces our conviction in this view,” Sole says. “If ROST grows its top line 10% annually and raises its marketing as a percentage of sales by just one-tenth of one percent each year for the next 3 years, its advertising dollars would increase at a 33% AGR. This kind of spend could drive incremental traffic,” Sole notes. Unfortunately, Ross Stores ( ROST ) may become a victim of its success. Replicating 17% growth will be a high bar, while its growth could intensify promotional pricing among competitors, including department stores. “The way ROST has accelerated its comp despite its large size is unprecedented in the off-price industry. This makes it hard to have conviction ROST can ‘comp the comp’ when it starts lapping tough compares in Q4 2027,” Sole says in justifying his Neut...

"Huge Shock": China Launches Crackdown On Cross-Border Stock Selling To Block Capital Outflows China launched an unprecedented campaign against illegal cross-border trading to stem capital outflows, threatening severe penalties against brokers and ordering non-compliant accounts to be liquidated within two years, sparking a brutal selloff in three popular brokerages. As Bloomberg reports , the pushback came after the onshore markets closed Friday when eight regulators issued a joint statement vowing a campaign against these trades, sending US-listed Chinese stocks tumbling. The securities regulator said it planned to penalize brokerages Futu Holdings, Tiger Brokers and Long Bridge Securities for operating on the mainland without a license, and would confiscate all “illegal gains” from their domestic and overseas entities. Hong Kong’s markets regulator also announced measures on accounts for mainland Chinese investors. Futu said regulators proposed about $271 million in fines, while Tiger Brokers owner Up Fintech Holding Ltd. said it was subject to a combined 411 million yuan ($60 million) in fines and confiscated income. “Tiger has noted the relevant notice and will strictly comply with regulatory requirements and actively cooperate with the relevant process,” UP Fintech’s brokerage unit said in a statement, adding that all business operations remain normal. Futu also said it will co-operate with regulators and that business outside mainland China remains normal. China clients represent about 13% of total funded accounts, the firm said in a statement. The penalty on Futu likely refers to revenue from mainland clients before 2022, Morgan Stanley said in a research note. That’s because Futu has largely stopped adding new mainland clients since then, and the requirement at that time was to ask brokers to continue serving existing clients, according to analyst Chiyao Huang. Separately, JPMorgan Chase & Co. cut Futu to neutral, with a price target of $87. The impact on t...

Key Points Workday's sales and earnings in fiscal Q1 beat Wall Street's expectations. The company raised its adjusted operating income margin target for the year. 10 stocks we like better than Workday › Workday (NASDAQ: WDAY) stock is posting gains on Friday following the company's latest quarterly report. The software specialist's share price was up 3.7% as of 11 a.m. ET. Meanwhile, the S&P 500 and the Nasdaq Composite were both up 0.4%. The stock had been up as much as 9.7% earlier in trading. Workday published its fiscal 2027 first-quarter results after the market closed yesterday and reported sales and earnings for the period that exceeded the average Wall Street forecasts. The company's fiscal first quarter ended April 30. The company also issued guidance that has investors feeling bullish on the stock. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Workday rises on Q1 beats Workday posted non-GAAP (adjusted) earnings of $2.66 per share on revenue of $2.54 billion in Q1. The company's adjusted earnings per share beat the average Wall Street analyst estimate by $0.14, and the sales for the period topped the average forecast by $20 million. Subscription revenues increased 14.3% year over year to come in at roughly $2.35 billion, helping to push overall sales in the quarter up 13.4% year over year. What's next for Workday? With its fiscal Q1 report, Workday reiterated guidance for subscription revenue to come in between $9.925 billion and $9.950 billion for the 2027 fiscal year. On the other hand, the company raised its adjusted operating margin guidance to 30.5% -- up from its previous guidance for a margin of 30%. While some investors have had concerns about Workday potentially being disrupted by new artificial intelligence software, the company's fiscal Q1 report, commentary, and forward gui...

Source: Bloomberg, 0:00

LLM-D Serving for AMD Instinct GPUs on OCI AMD

美联储理事克里斯托弗・沃勒表示，他担忧能源价格上涨会对通胀产生持续性影响。 周五在德国举行的央行研究中心特邀讲座上，他称： 通胀走势并不乐观 。同时他认为，中东冲突对供应短缺、油价走高及商品物价的影响时长尚且未知。 沃勒表示：“起初我乐观认为中东冲突会迅速平息，联邦公开市场委员会可无视此番物价波动带来的影响。但冲突局势的不确定性，以及能源冲击向各类商品物价传导的风险，促使我在 4 月的委员会会议上支持暂停降息。” 他还提到，2026 年以来，1 至 5 年期长期通胀预期已然上行，这也是一大顾虑。 鉴于 4 月议息会议已决定暂停降息，沃勒主张现阶段维持利率不变。后续货币政策调整，将取决于通胀回落情况以及就业市场的变化。 沃勒指出，4 月新增就业岗位超 10 万个，过去三个月月均新增就业 4.8 万人，当前就业数据处于历史低位区间。但他同时提醒，就业市场走弱不应成为后续货币政策制定的主要参考依据。 责任编辑：郭明煜

格隆汇5月22日｜凯投宏观的分析师BradleySaunders表示，尽管3月份加拿大零售额环比下降0.7%，降幅未如预期般剧烈，但结合其他数据来看，今年家庭消费的良好开局如今已成过去。按名义金额计算，3月零售销售环比增长0.9%，强于此前预估的0.6%。初步估算显示，4月销售额进一步增长0.6%。Saunders指出，上个月汽油价格上涨约5%，可能几乎等量推高了整体零售销售额，因此他预计4月的实际销量基本持平。

Alex Cristi /iStock via Getty Images At the end of September 2025, I published my last article about Waters Corporation ( WAT ) and this article followed the announcement in July 2025 that Waters Corporation and BD’s Bioscience and Diagnostics Solutions Business will combine. In my last article, I questioned whether the merger was a good decision and wrote in my conclusion: I don’t want to go so far as to call the merger a bad decision. We will wait and see how the “new” Waters Corporation will perform. However, in my opinion, a great business with a wide economic moat might see its moat getting weaker following the merger, and despite the new business having more market share and maybe dominance, the “old” Waters Corporation might have been more effective. In my opinion, Waters Corporation still remains a bit too expensive to be a good investment at this point. Additionally, we don’t really know how much free cash flow the new business will generate, we don’t know if the new business will actually be able to grow in the double digits and it is also questionable if the promised synergies will occur. Hence, I will stay on the sidelines at this point.” On January 27, 2026, Waters shareholders approved the combination of the two businesses and during the fourth quarter earnings release on February 9, 2026, management announced that the transaction was closed. Now, about eight months after my previous article, we can look at the business once again, and with the first results of the combined business, we can raise the question again whether the merger was actually a bad decision. Data by YCharts Looking at the performance over the last year, we see the stock price increasing from about $290 when my last article was published to slightly above $400 – indicating that investors were very optimistic about the deal and Waters’ prospects. And although the stock declined again in the meantime, Waters Corporation is still up 16% since my last article was published (and therefor...

据黎巴嫩真主党旗下灯塔电视台22日报道，真主党武装人员当天使用无人机袭击并确认命中位于以色列北部一军事基地的“铁穹”防空系统。（新华社） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇5月22日｜富途(FUTU.US)因突遭中国证监会严厉处罚(拟罚没18.5亿元)，盘初股价一度暴跌近35%至80.55美元，股价创逾1年新低。随后有部分抄底资金涌入，目前跌幅收窄至27%，暂报约90美元。富途目前PE已降至约8.8倍，这一估值在整个券商行业中处于偏低水平。

Advanced Micro Devices, Inc. (NASDAQ:AMD - Get Free Report)'s share price reached a new 52-week high during trading on Friday . The company traded as high as $481.41 and last traded at $465.3440, with a volume of 4723892 shares. The stock had previously closed at $449.59. Get Advanced Micro Devices alerts: Sign Up Key Stories Impacting Advanced Micro Devices Here are the key news stories impacting Advanced Micro Devices this week: Analyst Ratings Changes A number of equities analysts have recently commented on AMD shares. JPMorgan Chase & Co. increased their price objective on shares of Advanced Micro Devices from $270.00 to $385.00 and gave the stock a "neutral" rating in a research note on Wednesday, May 6th. Cantor Fitzgerald lifted their price target on Advanced Micro Devices to $500.00 and gave the stock an "overweight" rating in a report on Wednesday, May 6th. Morgan Stanley lifted their price target on Advanced Micro Devices from $360.00 to $410.00 and gave the stock an "equal weight" rating in a report on Wednesday, May 6th. Piper Sandler reiterated an "overweight" rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Finally, Needham & Company LLC upgraded Advanced Micro Devices to a "buy" rating in a research note on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of "Moderate Buy" and a consensus target price of $410.00. Get Our Latest Analysis on Advanced Micro Devices Advanced Micro Devices Stock Performance The stock has a market capitalization of $772.11 billion, a P/E ratio of 154.98, a PEG ratio of 1.33 and a beta of 2.40. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. The company's fifty day simple moving average is $292.17 and its two-hundred day...

Key Points Vanguard S&P 500 ETF offers a significantly lower expense ratio than State Street SPDR S&P 500 ETF Trust, providing a cost advantage for long-term investors. Both funds track the S&P 500 and have demonstrated identical maximum drawdowns of about 27% over the last five years. State Street SPDR S&P 500 ETF Trust is the oldest ETF in the United States, while Vanguard S&P 500 ETF manages a larger pool of assets under management. 10 stocks we like better than Vanguard S&P 500 ETF › The primary distinction between Vanguard S&P 500 ETF (NYSEMKT:VOO) and State Street SPDR S&P 500 ETF Trust (NYSEMKT:SPY) lies in the expense ratio and the specific liquidity needs of the investor. For most long-term retail investors, the choice between these two giants often comes down to internal costs and how efficiently the fund tracks its benchmark. While both provide broad-market exposure to the largest companies in the United States, their historical roots and total assets under management differ. Snapshot (cost & size) Metric SPY VOO Issuer SPDR Vanguard Expense ratio 0.09% 0.03% 1-yr return (as of 5/18/26) 25.7% 25.8% Dividend yield 1% 1.1% Beta 1 1 AUM $767.7 billion $1.6 trillion The Vanguard fund is more affordable, featuring a 0.03% expense ratio that is one-third the cost of the SPDR trust. Investors might also notice a slightly higher payout from VOO, which currently carries a 1.1% dividend yield. The 0.06 percentage point difference in fees may seem negligible over a single year, but it can compound over decades. Performance & risk comparison Metric SPY VOO Max drawdown (5 yr) (27.31%) (27.87%) Growth of $1,000 over 5 years (total return) $1,920 $1,925 What's inside The Vanguard S&P 500 ETF holds 505 positions and was launched in 2010. Its largest positions include Nvidia at 7.85%, Apple at 6.45%, and Microsoft at 4.9%. Its sector exposure includes technology at 35%, financial services at 12%, and communication services at 11%. This fund has a trailing-12-month divide...

Source: Bloomberg, 4:24

Quick: Name a market-beating semiconductor company. You probably said Nvidia (NVDA 1.17%). Maybe AMD. Possibly Broadcom (AVGO 0.24%) if you've been paying attention and wanted points for originality. But nobody says Photronics (PLAB +2.60%). You can't say Photronics at the water cooler and receive anything other than a blank stare. This niche specialist isn't a well-known market darling. Yet the stock keeps beating the market. Over the past 10 years, Photronics has delivered a 17.2% compound annual growth rate (CAGR), compared to 13.7% for the S&P 500. That gap widens to 28.9% vs. 12.3% over five years. In three years, Photronics wins by 38.6% to 20.6%. Per year, you know. The stock has more than doubled in three years and nearly quintupled in a decade. Photronics may not have kept pace with Nvidia, Broadcom, and AMD over these periods, but it sure beat the broader market. The 10-year period spans multiple market cycles, a pandemic, supply chain chaos, and the entire AI boom. This lesser-known stock just kept compounding. Expand NASDAQ : PLAB Photronics Today's Change ( 2.60 %) $ 1.33 Current Price $ 52.39 Key Data Points Market Cap $3.0B Day's Range $ 51.01 - $ 52.56 52wk Range $ 16.59 - $ 56.00 Volume 151.3K Avg Vol 954.5K Gross Margin 35.14 % Why "boring" keeps winning Photronics makes photomasks. If you don't know what those are, that's the point. Photomasks are the stencils used to etch circuit patterns onto semiconductor wafers. Every chip in every device requires them. No photomasks, no chips. It's not glamorous work, but it's essential. It has quietly enriched shareholders over the past decade. The masks are also crucial when you're making LCD or OLED screens for 70-inch TVs or millions of smartphones. Here's what's actually driving Photronics' semiconductor business: Chips are getting more complicated. As designs migrate to smaller nodes, each one requires more photomasks. Higher-quality masks with more fine-grained traces cost more. This trend doesn't care...

核心要点 美国总统特朗普将于周五为 凯文・沃什 宣誓就任美联储主席。 56 岁的沃什成为现代银行时代第 11 任美联储主席，接替 杰罗姆・鲍威尔 ；鲍威尔任职 8 年，将留任美联储理事。 鲍威尔因未能按特朗普期望的速度与幅度降息，长期遭其公开抨击。 美国总统特朗普将于周五为凯文・沃什宣誓就任美联储主席，由沃什执掌这家中央银行 —— 当下经济动荡，而总统对利率政策又有着明确诉求。 现年 56 岁的沃什将成为现代银行时代第 11 任美联储主席，接替已任职 8 年的杰罗姆・鲍威尔。 鲍威尔因不愿按特朗普希望的速度与力度降息，一直是特朗普怒火的主要对象；他将继续以 美联储理事 身份留任，为近 80 年来首位卸任主席后仍留任理事的人。 周五的宣誓就职，是沃什 第二次进入美联储 任职。2006—2011 年他曾任美联储理事，期间美联储与财政部联手，在全球金融危机中救助美国经济。 沃什虽参与了危机应对，但后来批评美联储将危机时期政策长期延续、越权扩大使命。例如，他认为此前美联储涉足气候变化与社会不平等议题属于 职能越界 ，并承诺缩减美联储对市场的干预力度。 此次当选，源于 2025 年夏季启动的一场大范围遴选，共有多达 11 名候选人，包括现任及前美联储官员、知名经济学家与华尔街策略师。 鲍威尔任内，长期遭受特朗普频繁且常带人身攻击的批评。特朗普要求美联储 更大胆降息 ，还指责鲍威尔患有 “特朗普偏执症”；而在拜登政府时期，美联储曾一次加息 4.25 个百分点、降息 0.75 个百分点。 尽管特朗普一再要求降息，但市场押注：美联储 2026 年大概率维持利率不变 ，2027 年初或重启加息。 鲍威尔任期的另一特点： 通胀连续 5 年高于美联储 2% 目标 。沃什则承诺，他能在 控制通胀的同时下调基准利率 。 离开美联储后，沃什先后任职于斯坦利・德鲁肯米勒旗下的 杜肯家族办公室 ，并在斯坦福大学与胡佛研究所担任讲师。2017 年特朗普首次遴选美联储主席时，沃什本是热门人选，但据报道在前财政部长姆努钦劝说下，特朗普最终选择了鲍威尔。 责任编辑：郭明煜

On May 14, 2026, Conifer Management disclosed a buy of 186,608 shares of Group 1 Automotive (GPI +1.68%), an estimated $65.10 million trade based on quarterly average pricing. What happened According to its SEC filing dated May 14, 2026, Conifer Management increased its stake in Group 1 Automotive (GPI +1.68%) by 186,608 shares. The estimated transaction value is $65.10 million, calculated using the average closing price during the first quarter. The quarter-end value of the position rose by $26.08 million, reflecting both the share increase and stock price movements. What else to know Conifer’s buy lifts its Group 1 Automotive holding to 47.66% of reported U.S. equity AUM as of March 31, 2026 Top five holdings after the filing: NYSE: GPI: $249.64 million (47.7% of AUM) NYSE: EQH: $155.86 million (29.8% of AUM) NYSE: LAD: $52.94 million (10.1% of AUM) NASDAQ: MNDY: $27.64 million (5.3% of AUM) NASDAQ: RMNI: $19.40 million (3.7% of AUM) As of May 14, 2026, Group 1 Automotive shares were priced at $334.33, down 24% over one year and underperforming the S&P 500 by roughly 50 percentage points. Company overview Metric Value Revenue (TTM) $22.47 billion Net Income (TTM) $323.60 million Dividend Yield 0.6% Price (as of market close May 14, 2026) $334.33 Company snapshot Group 1 Automotive offers new and used vehicles, parts, service contracts, vehicle maintenance, repair services, and related financing and insurance products. The firm operates a network of automotive dealerships and franchises, generating revenue through vehicle sales, aftersales services, and finance/insurance commissions. It serves retail automotive customers across U.S. states and dozens of towns in the United Kingdom. Group 1 Automotive, Inc. is a leading automotive retailer with a significant presence in the United States and the United Kingdom, operating over 250 dealerships. The company leverages scale and geographic diversification to offer a broad range of automotive brands and services. What thi...

Key Points Engaged Capital sold 401,130 shares of Freshpet last quarter; the estimated trade value was about $28.18 million based on quarterly average prices. Meanwhile, the quarter-end position value declined by $24.44 million, reflecting the full exit. The transaction represents a 9.3% reduction in 13F reportable assets under management (AUM). 10 stocks we like better than Freshpet › On May 15, 2026, Engaged Capital disclosed it sold out its Freshpet (NASDAQ:FRPT) stake, an estimated $28.18 million trade based on quarterly average pricing. What happened According to an SEC filing dated May 15, 2026, Engaged Capital exited its position in Freshpet by disposing of 401,130 shares. The estimated value of the trade was $28.18 million, calculated using the average closing price over the first quarter. The fund reported no remaining shares of Freshpet at quarter’s end, and the net position value decreased by $24.44 million, a figure that includes both trading activity and stock price changes. What else to know Top holdings after the filing: NYSE: VFC: $79.50 million (26.2% of AUM) NYSE: YETI: $65.28 million (21.5% of AUM) NASDAQ: BL: $50.60 million (16.7% of AUM) NYSE: GXO: $42.61 million (14.0% of AUM) NASDAQ: CGNX: $23.71 million (7.8% of AUM) As of May 14, 2026, shares of Freshpet were priced at $49.34, down about 40% over the past year and underperforming the S&P 500, which is instead up about 25%. Company overview Metric Value Revenue (TTM) $1.14 billion Net income (TTM) $200.34 million Price (as of market close May 14, 2026) $49.34 Company snapshot Freshpet produces and markets natural fresh meals and treats for dogs and cats, primarily under the Freshpet, Dognation, and Dog Joy brands. The firm generates revenue through direct sales to grocery, mass, club, pet specialty, and natural retailers, as well as online channels. It serves pet owners in the United States, Canada, and Europe seeking premium, refrigerated pet food products. Freshpet, Inc. operates as a leadi...

Utility stocks have been in the market limelight recently, and a big reason comes down to rising electricity demand from the artificial intelligence (AI) build-out. Data centers consume an enormous amount of power, and as hyperscalers race to expand infrastructure, investors have started piling into utility companies expected to benefit from rising electricity demand, transmission ... Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S&P 500 in Every Recession This Century

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