From Bond Proxy to Battleground: Why Utilities Are the Worst Hiding Spot in 2026

The defensive utility trade is breaking. With the 10-year Treasury yield at 4.45% and near the 91.1 percentile of its trailing 12-month range, the “bond proxy” argument that long anchored retirement portfolios in regulated power names has lost its math.

24/7 Wall Street • 13 hours ago

Today's Energy Crisis & the Need for Nuclear Tomorrow

For years, governments and industry have discussed the energy trilemma, which is the need for secure, affordable, and low-carbon energy. Following the Paris Climate Accord in 2015, significant emphasis was placed on the low-carbon component as countries and corporations set net-zero emission targets.

ETF Trends • 15 hours ago

XLU Investors: Watch PJM's March 2027 Data Center Framework Decision

The Utilities Select Sector SPDR Fund (NYSEARCA:XLU | XLU Price Prediction) has quietly become one of the more interesting trades in the market because it sits at the intersection of two crosscurrents.

24/7 Wall Street • May 30, 2026

I Wouldn't Want To Retire Without These 3 Investments

A common misconception is that generating enough dividend income to cover living expenses is all that you need to retire. I detail the three investments that I would use as the foundation of my retirement strategy.

Seeking Alpha • May 30, 2026

ETF of the Week: State Street Utilities Select Sector SPDR ETF (XLU)

VettaFi's Head of Research Todd Rosenbluth discussed the State Street Utilities Select Sector SPDR ETF (XLU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and analysis, visit our Sector Investing Content Hub.

ETF Trends • May 28, 2026

Overlooked High-Yielding Elite Dividend Growth Machines

Most investors think you have to choose between high yield and dividend growth. However, this is not always the case. I detail the five non-negotiable criteria for identifying high-yielding stocks that are also elite dividend growers.

Seeking Alpha • May 26, 2026

XLU: Power Demand Boom Meets A New Utility Playbook

State Street Utilities Select Sector SPDR ETF is poised for accelerated earnings growth amid surging domestic power demand. Rising infrastructure investment needs enable U.S. Utilities to redeploy more capital and expand book value faster than historical trends. Partnerships with private equity funds allow utilities to capture developer/operator premiums and increase capital churn.

Seeking Alpha • May 25, 2026

After Years of Watching Volatility Spikes These Are the 3 Utility ETFs Built for Investors Who Want Income Without Sleepless Nights

The VIX ripped to 31.05 in late March before settling back near 18, and anyone who watched their growth holdings whip around during that stretch is probably re-reading the case for boring stocks.

24/7 Wall Street • May 24, 2026

Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S&P 500 in Every Recession This Century

Tony Dong is the founder of ETF Portfolio Blueprint.

24/7 Wall Street • May 22, 2026

2 Favorite Monthly Durable Dividend Growth Machines To Sleep Well In Retirement

An attractive current yield, consistent dividend growth, and a monthly payout cadence make for an ideal passive income machine for retirement. I detail 2 of my favorite monthly paying dividend growth machines that combine attractive yields with consistently strong dividend growth. I share why they are also attractive in combination, as well as the risks to keep in mind.

Seeking Alpha • May 22, 2026