$VPU

AI-driven white-collar displacement could trigger economic crisis by 2028, ending 75-year prosperity cycle. While uncertain, the scenario warrants defensive positioning in energy and utility stocks.

Electricity demand set to surge 55% by 2040 due to EVs, AI, and electrification, transforming utilities into growth stocks. Vanguard's ETF offers 0.09% costs and 2.5% yield.

Vanguard Utilities ETF ($VPU) offers 2.5% dividend yield and 10% annualized returns as U.S. power demand surges 58% over 20 years, driven by AI data centers and EVs.

Prediction market Kalshi raises 2026 recession probability to 28% from below 20% in February amid economic weakness and geopolitical risks.

Constellation Energy sells $5B PJM generation portfolio to LS Power as DOJ condition for Calpine acquisition. Q4 revenue beats expectations at $6.07B, though adjusted EPS declined slightly.

Three Vanguard ETFs provide defensive positioning: VTEB for bond exposure, VFMV for volatility reduction, VPU for utilities stability.

JPMorgan Chase CEO Jamie Dimon flags persistent inflation risks from geopolitical tensions, particularly Middle East conflicts. He recommends utility stocks as portfolio protection.

Utilities ETF VPU offers attractive 21 P/E ratio and 2.74% dividend yield versus S&P 500, providing defensive positioning but potential underperformance in bull markets.

Utilities sector shifting from income-focused to growth model as AI infrastructure demands surge. Major utilities now attract investors seeking both dividends and capital appreciation opportunities.