Space is back in the lexicon. The United States just sent a mission back to orbit the Moon for the first time in decades, and SpaceX is rapidly approaching an initial public offering (IPO) that may be the largest in history. Investors are excited about the space economy and what it can bring to the future of civilization, as well as to their portfolios. Two publicly traded space flight companies y...
Space is back in the lexicon. The United States just sent a mission back to orbit the Moon for the first time in decades, and SpaceX is rapidly approaching an initial public offering (IPO) that may be the largest in history. Investors are excited about the space economy and what it can bring to the future of civilization, as well as to their portfolios. Two publicly traded space flight companies you can buy right now are Rocket Lab (NASDAQ: RKLB) and Firefly Aerospace (NASDAQ: FLY) . Both have successfully launched rockets into orbit and have ambitions to become contractors for the space economy, both commercially and for defense projects. But which stock is the better buy today? Image source: Getty Images. Continue reading
The tour brings in maternity wildcard and parental leave, with surfers saying it is a ‘huge step in the right direction’ and ‘so sick’ for the sport This year’s Rip Curl Pro at Bells Beach has felt different for Connor O’Leary. After almost a decade on tour, this is the Australian Japanese surfer’s first World Surf League campaign with a baby in tow. Romii-Sakura O’Leary, who will celebrate her fi...
The tour brings in maternity wildcard and parental leave, with surfers saying it is a ‘huge step in the right direction’ and ‘so sick’ for the sport This year’s Rip Curl Pro at Bells Beach has felt different for Connor O’Leary. After almost a decade on tour, this is the Australian Japanese surfer’s first World Surf League campaign with a baby in tow. Romii-Sakura O’Leary, who will celebrate her first birthday this month, is one of a growing number of children hanging out in the competitor’s area. “I was watching her crawling around the competition site yesterday,” O’Leary says midway through the Pro, the opening event of the 2026 WSL calendar. “Seeing her crawling around, playing with Kelly [Slater], Steph [Gilmore] was grabbing her, it makes you appreciate the life that we live.” Continue reading...
bpawesome/iStock via Getty Images Thesis Summary Lumentum ( LITE ) is having its Nvidia ( NVDA ) moment. The stock is up over 1400% in the last year, and with good reason. This is a company that controls something fundamental to the next phase of AI, the movement of data. While a lot of investors are still focused on compute, bandwidth is now the real problem. As data centers push beyond 800G spee...
bpawesome/iStock via Getty Images Thesis Summary Lumentum ( LITE ) is having its Nvidia ( NVDA ) moment. The stock is up over 1400% in the last year, and with good reason. This is a company that controls something fundamental to the next phase of AI, the movement of data. While a lot of investors are still focused on compute, bandwidth is now the real problem. As data centers push beyond 800G speeds, the industry is running into a hard physical constraint which is the limitations faced by copper. The only real alternative is optical solutions and Lumentum sits at the center of that transition. This is physics forcing a new layer of infrastructure into existence. Just as GPUs and Nvidia ( NVDA ) became unavoidable as AI workloads scaled and compute demand exploded, Lumentum is becoming unavoidable as the data that feeds those systems needs to move faster and more efficiently. But the stock is already up 10x in the last few months, is this still a good buy? The Shift No One Saw Coming Let’s start by breaking down the tech. Inside every high-speed optical transceiver sits a laser, and more specifically, an electro-absorption modulated laser, or EML. These are not commoditized parts that can be easily sourced or scaled. They are complex, yield-sensitive, and extremely difficult to manufacture at the performance levels required for 800G and 1.6T systems. Lumentum controls roughly 30% of the market. EML market share (MRA) The key thing to understand here is that optical is not a choice, but by necessity. As hyperscalers like Amazon ( AMZN ), Microsoft ( MSFT ) and Google ( GOOGL ) continue to scale AI clusters, the amount of data that needs to move between GPUs increases exponentially. This is clearly creating a shift away from copper interconnects and toward optical systems, which dramatically increases the amount of optical content per data center. From Supplier To Strategic Asset What has changed over the past year, and what the market is still catching up to, is how L...
NVIDIA Corporation (NASDAQ:NVDA) is one of the 8 Best American Stocks to Buy for the Next 5 Years. On March 31, NVIDIA Corporation (NASDAQ:NVDA) and Marvell Technology, Inc. (NASDAQ: MRVL) announced a strategic partnership in which NVDA is investing $2 billion in Marvell. The collaboration focuses on NVDA’s NVLink Fusion, a rack-scale AI infrastructure that […]
NVIDIA Corporation (NASDAQ:NVDA) is one of the 8 Best American Stocks to Buy for the Next 5 Years. On March 31, NVIDIA Corporation (NASDAQ:NVDA) and Marvell Technology, Inc. (NASDAQ: MRVL) announced a strategic partnership in which NVDA is investing $2 billion in Marvell. The collaboration focuses on NVDA’s NVLink Fusion, a rack-scale AI infrastructure that […]
U.S. stocks were lower Tuesday — but with the S&P 500 still modestly positive in April — as President Donald Trump intensified his threats against Iran to reopen the Strait of Hormuz by this evening.
U.S. stocks were lower Tuesday — but with the S&P 500 still modestly positive in April — as President Donald Trump intensified his threats against Iran to reopen the Strait of Hormuz by this evening.
Torsten Asmus The technology sector ( XLK ) has experienced one of the weakest periods of relative returns over the past 50 years, according to Goldman Sachs strategist Peter Oppenheimer. The sector has had one of the worst periods of relative underperformance compared with global stocks excluding technology since the early 1970s, the strategist noted, with the decline beginning in early 2025 foll...
Torsten Asmus The technology sector ( XLK ) has experienced one of the weakest periods of relative returns over the past 50 years, according to Goldman Sachs strategist Peter Oppenheimer. The sector has had one of the worst periods of relative underperformance compared with global stocks excluding technology since the early 1970s, the strategist noted, with the decline beginning in early 2025 following the release of DeepSeek, which raised concerns about competitive moats. Distribution of returns of World Tech vs. World ex. TMT, data since 1973 (Datastream, Goldman Sachs Global Investment Research) Several factors have contributed to this historic weakness, according to Oppenheimer. The massive increase in hyperscaler capital expenditure has raised concerns about the potential returns these companies can generate, with the strategist warning that the history of technology breakthroughs “is littered with examples of new technologies that attracted large sums of capital to build out underlying infrastructure, which have led, ultimately, to low returns.” Investors have also grown wary of companies that might become the AI era’s version of Kodak or Nokia, he said. The boom in tech spending has also triggered what Oppenheimer called the “HALO effect,” as growth opportunities for technology companies are no longer about “finding solutions to problems in the virtual world through apps and software,” he said. Instead, future growth has become increasingly dependent on physical infrastructure like data centers and energy suppliers, leading investors to rotate into value-oriented old economy industries that have long been neglected. Despite the sell-off, the strategist pointed to a striking disconnect between stock performance and fundamentals, noting a “record gap between performance and underlying earnings growth.” Analysts expect information technology ( XLK ) to increase earnings per share by 44% and account for 87% of S&P 500 ( SP500 ) EPS growth in the first quarter of ...
adamkaz/E+ via Getty Images Introduction Capital City Bank Group ( CCBG ) is one of the largest publicly traded financial holding companies headquartered in Florida. The bank has more than 60 offices in Florida, Georgia, and Alabama and operates a few dozen additional offices focusing on mortgage banking in the Southeast. Florida remains the key market for this bank as it drives 81% of the total c...
adamkaz/E+ via Getty Images Introduction Capital City Bank Group ( CCBG ) is one of the largest publicly traded financial holding companies headquartered in Florida. The bank has more than 60 offices in Florida, Georgia, and Alabama and operates a few dozen additional offices focusing on mortgage banking in the Southeast. Florida remains the key market for this bank as it drives 81% of the total consolidated revenue. Georgia is the second biggest contributor with a 17% stake, and the revenue generated in other states than the aforementioned two is negligible. I like the bank for its robust loan book with low loan loss provisions. But this goes hand in hand with a robust valuation, as the stock is trading at more than 12 times last year’s earnings and at approximately 1.7 times its tangible book value. Decent Earnings Results During 2025, the bank reported a total interest income of just over $204 million , which represents a 5% increase compared to the preceding year. And while the interest income increased, the interest expenses decreased by almost 10% to just over $32.7 million , resulting in a net interest income of almost $172 million, which represents an increase of approximately 8% compared to the preceding year. CCBG Investor Relations While the net interest income is important to support the bottom line, Capital City Bank Corp. also generates a pretty decent amount in non-interest income thanks to deposit fees, bank card fees, and fees generated through its wealth management division as well as the mortgage banking division. The $82.4 million in non-interest income was, of course, not sufficient to cover the non-interest expenses, which came in at $167 million, but the total amount of net non-interest expenses decreased from almost $90 million to less than $85 million, and it goes without saying this had a positive impact on the bottom line result. As the bank was also able to keep its loan loss provision limited to just $5.3 million (although this was a 30%...
Barclays analyst Raimo Lenschow says Oracle (ORCL) naming Hilary Maxson as its CFO is a “small positive.” The hire is “prudent” as Maxson’s industrials background complements Oracle’s growing cloud business that is more capital-intensive and complex, the analyst tells investors in a research note. Barclays views the news as a “small positive to the long-term story,” noting Oracle’s business requir...
Barclays analyst Raimo Lenschow says Oracle (ORCL) naming Hilary Maxson as its CFO is a “small positive.” The hire is “prudent” as Maxson’s industrials background complements Oracle’s growing cloud business that is more capital-intensive and complex, the analyst tells investors in a research note. Barclays views the news as a “small positive to the long-term story,” noting Oracle’s business requirements are changing given the spending needed for its accelerating AI infrastructure business. The f
Silicon Motion's earnings estimates are surging as new PCIe Gen5 SSD controllers and wider OEM partnerships lift growth hopes, while competition and geopolitics loom.
Silicon Motion's earnings estimates are surging as new PCIe Gen5 SSD controllers and wider OEM partnerships lift growth hopes, while competition and geopolitics loom.
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best Affordable Growth Stocks to Buy for the Next 5 Years. On March 31, Citi analyst Atif Malik reiterated a Buy rating on Micron Technology Inc. (NASDAQ:MU) while cutting the firm’s price target on the shares. He lowered the firm’s price target on the stock from […]
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best Affordable Growth Stocks to Buy for the Next 5 Years. On March 31, Citi analyst Atif Malik reiterated a Buy rating on Micron Technology Inc. (NASDAQ:MU) while cutting the firm’s price target on the shares. He lowered the firm’s price target on the stock from […]
slovegrove/iStock Editorial via Getty Images McEwen ( MUX ) is in talks with global lenders as it seeks financing for its $4B Los Azules copper project in Argentina, Managing Director Michael Meding told Bloomberg in an interview Tuesday. The company is engaging with multiple export credit agencies, including the U.S. Export-Import Bank , the U.S. International Development Finance Corp., and finan...
slovegrove/iStock Editorial via Getty Images McEwen ( MUX ) is in talks with global lenders as it seeks financing for its $4B Los Azules copper project in Argentina, Managing Director Michael Meding told Bloomberg in an interview Tuesday. The company is engaging with multiple export credit agencies, including the U.S. Export-Import Bank , the U.S. International Development Finance Corp., and financial groups from Europe and Japan, Meding told Bloomberg, adding that he met last month with officials from Ex-Im and DFC in New York, while a delegation from Japan recently visited the Los Azules site. Los Azules is seeking ~$4B in total financing, including $3.2B for capital spending, with McEwen ( MUX ) targeting a mix of 30%-40% equity and the remainder in debt. Export-credit agencies are expected to play a key role, with some already offering to finance as much as 85% of equipment costs, the company has said. Meding said the outreach underscores rising interest from financial institutions in Argentina's mining sector, amid improving policy conditions and new bilateral agreements, including a recent U.S.-Argentina framework to prioritize access to minerals such as copper. Additional equity financing may come from Rio Tinto ( RIO ) or another senior mining partner seeking to develop Los Azules as a joint venture, or through several parties combining to acquire a stake in a potential IPO of McEwen Copper ( MUX ), Meding said. More on McEwen McEwen Presents at The 38th Annual Roth Conference - Slideshow McEwen Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on McEwen Mining
VP Vance Visits Hungary To Support Orban Ahead Of Election, Blasts EU "Interference" Authored by Kimberley Hayek via The Epoch Times, U.S Vice President JD Vance arrived in Budapest on April 7 for a two-day visit aimed at bolstering Hungarian Prime Minister Viktor Orban’s campaign, ahead of Hungary’s parliamentary elections on April 12. Vance and his wife, Usha Vance, were greeted at the Budapest ...
VP Vance Visits Hungary To Support Orban Ahead Of Election, Blasts EU "Interference" Authored by Kimberley Hayek via The Epoch Times, U.S Vice President JD Vance arrived in Budapest on April 7 for a two-day visit aimed at bolstering Hungarian Prime Minister Viktor Orban’s campaign, ahead of Hungary’s parliamentary elections on April 12. Vance and his wife, Usha Vance, were greeted at the Budapest airport by Hungarian Foreign Minister Peter Szijjarto. The two men greeted one another warmly, and Szijjarto presented Usha Vance with a bouquet of flowers. “I’m looking forward to seeing my good friend Viktor, and we’ll talk about any number of things related to the U.S.-Hungary relationship,” JD Vance told reporters before leaving Washington on Tuesday. He said the discussions would also cover broader relations with Europe and Ukraine. Speaking alongside the Hungarian prime minister during his two-day visit in Budapest, Vance said “the amount of interference that’s come from the bureaucracy in Brussels has been truly disgraceful.” “I won’t tell the people in Hungary how to vote,” he said, speaking ahead of this weekend’s election. “I’d encourage the bureaucrats in Brussels to do the exact same thing.” The election will decide whether Orban secures a fifth consecutive term as prime minister. Domestic concerns such as the economy and European Union relations are expected to dominate voter decisions in the parliamentary election. “The bureaucrats in Brussels have tried to destroy the economy of Hungary,” Vance said on Tuesday. “They have tried to make Hungary less energy independent. They have tried to drive up costs for Hungarian consumers. And they’ve done it all because they hate this guy.” On Feb. 15, opposition leader Peter Magyar launched the Tisza party’s election campaign in Budapest. The party has set out plans to draw Hungary closer to EU institutions. Orban, whose Fidesz party has held power since 2010, is one of the EU’s most vocal supporters of U.S. President Do...