Adeia Inc. (NASDAQ:ADEA) is one of the must-buy US stocks to buy right now. On April 4, Adeia Inc. (NASDAQ:ADEA) announced that its subsidiaries filed a patent infringement lawsuit against DISH Network in the U.S. District Court of Colorado. The company claims DISH is using five of its media patents without authorization, covering technologies for […]
Adeia Inc. (NASDAQ:ADEA) is one of the must-buy US stocks to buy right now. On April 4, Adeia Inc. (NASDAQ:ADEA) announced that its subsidiaries filed a patent infringement lawsuit against DISH Network in the U.S. District Court of Colorado. The company claims DISH is using five of its media patents without authorization, covering technologies for […]
xamtiw/iStock via Getty Images Back in 2023, I last covered Altria Group ( MO ), and at the time I rated it a hold, as its high yield and Dividend King status indicated that it had a lot going for it, but at the same time I had concerns about its underlying business model. Since then, the stock has actually performed very well, delivering about 89% over that period of time, which outpaced the S&P ...
xamtiw/iStock via Getty Images Back in 2023, I last covered Altria Group ( MO ), and at the time I rated it a hold, as its high yield and Dividend King status indicated that it had a lot going for it, but at the same time I had concerns about its underlying business model. Since then, the stock has actually performed very well, delivering about 89% over that period of time, which outpaced the S&P 500. While I was on the sidelines due to my neutral outlook on the company and have therefore missed out on the strong total return performance, in today's article, I'm going to re-look at the investment thesis to determine whether or not it is worth buying today. Still a Dividend King - But For How Long? MO remains one of the most beloved dividend stocks in America, as its 56-year dividend growth streak puts it firmly in the dividend king category while also boasting a dividend yield of over 6%, making it a high-yielding stock. That being said, its strong recent performance means that its valuation is not as cheap as it once was. Is this strong recent stock price performance validated by improvements in the underlying business model? The Marlboro Moat is Cracking Well, MO does have a dominant position in the cigarette space, as its Marlboro brand holds about 40% of the U.S. cigarette retail market share, which is way above the competition. This business brings in the vast majority of its income, as its smokable product segment generates between 80–90% of its total operating income. However, this business has not really grown its revenue much at all in quite some time because it has had to increase its prices fairly aggressively in order to offset its steep volume declines. Its customer base is overwhelmingly older generations that are gradually dying off, while younger demographics are not engaging in cigarette-smoking behavior at the same rate that previous generations did. In fact, domestic cigarette volumes have declined by 9.5% in 2025. The U.S. overall smoking rate ha...
Predictions market platform Kalshi Inc. is boosting its commodities offerings with new contracts for everything from corn and coffee to diesel and natural gas as the war in Iran attracts more traders to the betting trend. The company said commodities markets have “exploded both in volume and volatility” over the past year as political uncertainty prompts investors to use prediction markets alongsi...
Predictions market platform Kalshi Inc. is boosting its commodities offerings with new contracts for everything from corn and coffee to diesel and natural gas as the war in Iran attracts more traders to the betting trend. The company said commodities markets have “exploded both in volume and volatility” over the past year as political uncertainty prompts investors to use prediction markets alongside traditional hedging tools such as futures and options. Prediction markets — where people bet against each other on the outcomes of real-world events — have seen a rapid rise in popularity. The platforms have made it possible to wager on anything from sports to elections and even the weather . Kalshi last month secured a license allowing it to offer margin trading, a feature that would make it more appealing to sophisticated institutional investors. Kalshi’s new commodities hub tied to the world’s most important physical markets is a “significant expansion of the breadth of commodities listed on the platform,” the company said in a Wednesday statement . New contracts for soybeans, wheat, sugar, copper, nickel and lithium will be added alongside existing markets for oil, gold and silver, Kalshi said. The company said they provide access to markets that historically were capital-intensive and often limited to institutions. Read More: How Prediction Markets Turned the World Into a Casino: Explainer Kalshi’s existing contracts appear to be catching on as well. The most-popular contract tied to oil and gas — a wager tracking where the price of a barrel will end up on Friday — has attracted around $1.3 million in trading volume so far this week. The move comes as the US and Iran considered an extension to a two-week ceasefire — an easing a tensions that has helped to moderate oil prices. Traders remain on edge with the Strait of Hormuz still largely shuttered, halting cargoes of fuel and fertilizer. “Uncertain times call for more stringent risk management, and commodities marke...
RichLegg/iStock via Getty Images The U.S. homebuilding sector is flashing fresh warning signs heading into Q1 2026 earnings season, as builder confidence tumbled four points to 34 in April, the lowest reading since September 2025 and well below the consensus estimate of 37, driven by elevated mortgage rates, surging material costs tied to higher fuel prices, and deepening economic uncertainty. Aga...
RichLegg/iStock via Getty Images The U.S. homebuilding sector is flashing fresh warning signs heading into Q1 2026 earnings season, as builder confidence tumbled four points to 34 in April, the lowest reading since September 2025 and well below the consensus estimate of 37, driven by elevated mortgage rates, surging material costs tied to higher fuel prices, and deepening economic uncertainty. Against this challenging backdrop, Seeking Alpha's Quant Rating system reveals a homebuilding sector where bullish conviction is notably scarce: of the seven small-cap U.S. homebuilding stocks ranked below, only Hovnanian Enterprises ( HOV ) has managed to edge into Buy territory with a score of 3.51, while the majority carry Hold or Sell ratings, reflecting the sector's struggle to generate positive quantitative momentum amid persistent affordability headwinds. At the lower end of the rankings, stocks like Dream Finders Homes, Inc. ( DFH ), Smith Douglas Homes Corp. ( SDHC ), and LGI Homes, Inc. ( LGIH ) have each received “Sell” ratings. Year-to-date performance varies significantly across the group, ranging from gains of nearly 13% for HOV to declines of more than 19% for DFH. Seeking Alpha’s Quant system ranks stocks based on their performance on key quantitative measures, including valuation, growth, momentum, and profitability. Each stock is rated on a scale of 1 to 5, with any rating of 3.5 or above indicating a bullish rating, while a score of 2.5 or below represents a bearish profile. Here is the list: Hovnanian Enterprises, Inc. ( HOV ), Quant Rating: 3.51 Legacy Housing Corporation ( LEGH ), Quant Rating: 2.83 Beazer Homes USA, Inc. ( BZH ), Quant Rating: 2.73 Century Communities, Inc. ( CCS ), Quant Rating: 2.62 Dream Finders Homes, Inc. ( DFH ), Quant Rating: 1.71 Smith Douglas Homes Corp. ( SDHC ), Quant Rating: 1.70 LGI Homes, Inc. ( LGIH ), Quant Rating: 1.63 More on homebuilding stocks Century Communities' Pain Will Be Worth It Legacy Housing Corporation: Low ...
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the must-buy US stocks to buy right now. On April 1, Benchmark reaffirmed its Buy rating on Marvell with a $130 price target after it announced an expanded partnership with Nvidia. Analyst Cody Acree emphasized that Marvell was already part of Nvidia’s NVLink Fusion ecosystem since its launch […]
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the must-buy US stocks to buy right now. On April 1, Benchmark reaffirmed its Buy rating on Marvell with a $130 price target after it announced an expanded partnership with Nvidia. Analyst Cody Acree emphasized that Marvell was already part of Nvidia’s NVLink Fusion ecosystem since its launch […]
Micron Technology, Inc. (NASDAQ:MU) is one of the must-buy US stocks to buy right now. On April 8, UBS analyst Timothy Arcuri raised his price target on Micron Technology, Inc. (NASDAQ:MU) from $510 to $535 while maintaining a Buy rating. The analyst cited mounting evidence of a durable memory pricing upcycle backed by long-term commitment […]
Micron Technology, Inc. (NASDAQ:MU) is one of the must-buy US stocks to buy right now. On April 8, UBS analyst Timothy Arcuri raised his price target on Micron Technology, Inc. (NASDAQ:MU) from $510 to $535 while maintaining a Buy rating. The analyst cited mounting evidence of a durable memory pricing upcycle backed by long-term commitment […]
Neocloud companies have gained prominence in recent months, thanks mainly to their timely business model of leasing much-needed computing capacity in dedicated artificial intelligence (AI) data centers equipped with graphics processing units (GPUs). However, these companies don't just offer GPU-accelerated foundational data center infrastructure. They also offer access to popular large language mo...
Neocloud companies have gained prominence in recent months, thanks mainly to their timely business model of leasing much-needed computing capacity in dedicated artificial intelligence (AI) data centers equipped with graphics processing units (GPUs). However, these companies don't just offer GPU-accelerated foundational data center infrastructure. They also offer access to popular large language models (LLMs), enabling customers to build, customize, and deploy AI applications. Not surprisingly, the business model has been quite popular, which is precisely why neocloud provider CoreWeave (NASDAQ: CRWV) has been landing lucrative contracts at a nice clip, including with hyperscalers and leading AI companies. CoreWeave went public just over a year ago. The stock is up 195% since then, despite coming under pressure following a steep climb in its first couple of months on the market. Continue reading
Yau Ming Low Mark Mobius, the globe-trotting investor who helped bring emerging markets into the mainstream for global portfolios, has died at age 89. Mobius spent more than three decades at Franklin Templeton Investments, where he championed investment opportunities across Asia, Africa, Latin America and Eastern Europe at a time when many markets were largely closed to foreign capital. Hired by J...
Yau Ming Low Mark Mobius, the globe-trotting investor who helped bring emerging markets into the mainstream for global portfolios, has died at age 89. Mobius spent more than three decades at Franklin Templeton Investments, where he championed investment opportunities across Asia, Africa, Latin America and Eastern Europe at a time when many markets were largely closed to foreign capital. Hired by John Templeton in 1987, he went on to build and lead the Templeton Emerging Markets Group, overseeing funds that consistently outperformed benchmarks. Known for his hands-on approach, Mobius spent much of the year traveling to developing economies, visiting companies directly to identify opportunities. His strategy paid off during key moments, including buying into distressed markets during the Asian financial crisis and Russia’s 1998 selloff, as well as anticipating the post-2009 emerging markets rally. After retiring from Franklin Templeton in 2018, he founded Mobius Capital Partners and remained active in global markets, later launching another venture in Dubai. Widely regarded as a defining figure in emerging markets investing, Mobius helped transform the asset class from a niche strategy into a core allocation for institutional investors, combining on-the-ground research with a willingness to invest where others hesitated. More on iShares MSCI Emerging Markets ETF, iShares Core MSCI Emerging Markets ETF, etc. Volatility Falls On Ceasefire Hopes, Yet Caution Remains SPX Call Demand Jumps On Optimism EEM Vs. XCEM: Excluding China Still Pays Off IMF cuts growth outlook as Middle East oil shock raises downturn risks Contrarian investors buy emerging markets amid sharp selloff
According to an SEC filing dated April 15, 2026, QSM Asset Management Ltd established a new position in ManpowerGroup by acquiring 197,104 shares during the first quarter. The estimated transaction value, calculated using quarterly average pricing, was $5.9 million. ManpowerGroup is a leading global provider of workforce solutions, serving clients through an extensive international footprint and a...
According to an SEC filing dated April 15, 2026, QSM Asset Management Ltd established a new position in ManpowerGroup by acquiring 197,104 shares during the first quarter. The estimated transaction value, calculated using quarterly average pricing, was $5.9 million. ManpowerGroup is a leading global provider of workforce solutions, serving clients through an extensive international footprint and a diversified service portfolio. ManpowerGroup has had a rough stretch. Shares have fallen roughly 37% over the past year -- a steep decline that reflects real headwinds in the global staffing industry. Slower hiring demand, ongoing automation anxiety, and an uncertain macroeconomic backdrop have weighed on workforce solutions companies. ManpowerGroup -- once a steady, mid-cap workhorse -- has underperformed the broader market by about 67 percentage points over the last 12 months. Continue reading
Hyperscalers are ramping AI infrastructure spending to record levels this year, with a string of major partnerships and funding rounds across the sector. Meta’s newly expanded collaboration with Broadcom on custom MTIA chips adds another layer to that build-out, focusing on multi-generation silicon and multi-gigawatt capacity through 2029.
Hyperscalers are ramping AI infrastructure spending to record levels this year, with a string of major partnerships and funding rounds across the sector. Meta’s newly expanded collaboration with Broadcom on custom MTIA chips adds another layer to that build-out, focusing on multi-generation silicon and multi-gigawatt capacity through 2029.
Happy Tax Day, everyone! While you're scrambling to file those returns, Wall Street is having a mixed day today. Just after 1:00 p.m. ET, the Nasdaq-100 is the mid-day leader, up 0.6%. The S&P 500 (SNPINDEX: ^GSPC) is tagging along with a 0.4% gain. But the Dow Jones Industrial Average (DJINDICES: ^DJI) ? It's sitting in the opposite corner with a 0.4% loss, nursing its wounds after taking a sharp...
Happy Tax Day, everyone! While you're scrambling to file those returns, Wall Street is having a mixed day today. Just after 1:00 p.m. ET, the Nasdaq-100 is the mid-day leader, up 0.6%. The S&P 500 (SNPINDEX: ^GSPC) is tagging along with a 0.4% gain. But the Dow Jones Industrial Average (DJINDICES: ^DJI) ? It's sitting in the opposite corner with a 0.4% loss, nursing its wounds after taking a sharp dive around 9:45 a.m. Continue reading
Bank earnings demonstrate that the US economy likely has enough forward momentum to overcome recent energy supply disruptions and a short oil price shock. It’s a green light for stocks to extend their rally to new highs. Most major bank earnings were better than expected — with the exception of Wells Fargo — signaling the economy remains strong even if growing at a slower pace Big banks also gave ...
Bank earnings demonstrate that the US economy likely has enough forward momentum to overcome recent energy supply disruptions and a short oil price shock. It’s a green light for stocks to extend their rally to new highs. Most major bank earnings were better than expected — with the exception of Wells Fargo — signaling the economy remains strong even if growing at a slower pace Big banks also gave a largely reassuring picture on their private credit exposure. It may be a different story for regional and smaller lenders, though. That paves the way for new highs in S&P 500 and Nasdaq. For the biggest tech stocks, questions about valuation remain. Bank earnings support economic outlook Estimates for US economic growth from the Atlanta Fed’s GDPNow tracker are a bit worrying — slowing to 1.3% from over 3% initially estimated for last quarter’s data. While big bank earnings support a better-than-expected outlook, some of the details indicate a slowdown is in the works. Take JPMorgan Chase & Co., the biggest US bank. The firm reported first-quarter earnings per share above consensus, beating revenue expectations, even though it guided lower on its full year net interest income to about $103 billion. CEO Jamie Dimon said “the U.S. economy remained resilient in the quarter, with consumers still earning and spending and businesses still healthy.” But he also pointed to pockets of risk that make him cautious. One bank that better reflects the deceleration is Wells Fargo. While it offered the same overall message as Dimon that consumers were spending more, the bank missed expectations on revenue and net interest income. The stock dropped as a result. My overall take - having seen good numbers from Goldman Sachs and Citigroup too - is that the US economy remains on firm footing, even if slowing. Recession isn’t on the horizon. Combined with easing tensions in the Middle East, that’s enough to push stocks to new record highs. Private credit risk contained Citigroup, JPMorgan and ...
Americans are already biking to work, pooling trips and adjusting travel plans, MarketWatch has reported. Those who can are looking for cheaper gas prices in their area.
Americans are already biking to work, pooling trips and adjusting travel plans, MarketWatch has reported. Those who can are looking for cheaper gas prices in their area.