Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best US stocks to buy and hold for the next 3 years. On March 26, Lumentum announced plans to establish a new 240,000-square-foot manufacturing facility in Greensboro, North Carolina, dedicated to producing advanced indium phosphide/InP optical devices. The site, acquired from semiconductor chipmaker Qorvo, will focus on […]
Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best US stocks to buy and hold for the next 3 years. On March 26, Lumentum announced plans to establish a new 240,000-square-foot manufacturing facility in Greensboro, North Carolina, dedicated to producing advanced indium phosphide/InP optical devices. The site, acquired from semiconductor chipmaker Qorvo, will focus on […]
MoMo Productions/DigitalVision via Getty Images Sometimes, the market can behave in an irrational manner. And sometimes, that irrationality can last for weeks, months, or even years. One company that I believe the market has, since I last wrote about it in July of 2025, acted irrationally about is none other than Eagle Bancorp ( EGBN ). This bank, which has a market capitalization today of $743 mi...
MoMo Productions/DigitalVision via Getty Images Sometimes, the market can behave in an irrational manner. And sometimes, that irrationality can last for weeks, months, or even years. One company that I believe the market has, since I last wrote about it in July of 2025, acted irrationally about is none other than Eagle Bancorp ( EGBN ). This bank, which has a market capitalization today of $743 million, has seen its share price jump 22% since I reaffirmed it as a "Sell" candidate back then. Over that period, the S&P 500 is up 3%. As disappointing as this is, at least the stock is underperforming since I originally rated it a "Sell" in October 2024. From that time through today, shares are up only 7.4%. But the market is up 12.5%. Seeing as how I consider a "Sell" candidate to be one that should underperform the market for the foreseeable future, I would say that I am turning out so far to be right about the business. Given the surge in pricing that we have seen, you might think that there is some justification for it. But honestly, I don't really see much of a reason to be optimistic. Yes, shares are incredibly cheap on both a price-to-book and price-to-tangible-book basis. But at a time when many other banks are enjoying improvements in net interest margin, it has seen a decline. Overall profitability has taken a hit, and asset quality remains abysmal. Because of this, I cannot in good faith upgrade it at this time. Eagle Bancorp is a mess Author - SEC EDGAR Data I think the first place that I would like to start when it comes to analyzing Eagle Bancorp today would be its income statement. At the top, we have net interest income, which in the final quarter of 2025 was just $52.6 million. That was actually down from the $60.3 million that the institution reported a year earlier. Some of this was because of about a $1.8 million change in the company's favor when it came to its provision for credit losses. But overwhelmingly, it was because of other factors, most nota...
特朗普政府将就一名联邦法官的裁决提起上诉，该裁决叫停了政府禁用Anthropic人工智能技术的禁令。 美国司法部周四向法院提交上诉通知书，拟对联邦地区法官Rita F. Lin上月作出的裁定提出异议。这位任职于旧金山的法官此前裁定，在相关法律诉讼期间暂缓执行政府与Anthropic断绝合作的计划，同时将自身裁定暂缓生效一周，为美方留出上诉窗口期。 Anthropic正针对美国国防部的一项认定提起诉...
特朗普政府将就一名联邦法官的裁决提起上诉，该裁决叫停了政府禁用Anthropic人工智能技术的禁令。 美国司法部周四向法院提交上诉通知书，拟对联邦地区法官Rita F. Lin上月作出的裁定提出异议。这位任职于旧金山的法官此前裁定，在相关法律诉讼期间暂缓执行政府与Anthropic断绝合作的计划，同时将自身裁定暂缓生效一周，为美方留出上诉窗口期。 Anthropic正针对美国国防部的一项认定提起诉讼——该部门宣称Anthropic对美国供应链构成安全威胁。Anthropic的另一起相关案件目前仍在华盛顿特区的一家联邦上诉法院审理中。 Lin在3月26日的判决中采信了企业方主张，认为美国政府祭出的封禁理由——国家安全存疑。她在判决文书中写道，此举本质上看似意在“惩罚”Anthropic：该公司此前坚持要求美方承诺，不得将其技术用于监视美国民众，亦不得部署自主武器。 责任编辑：李肇孚
SpaceX filed for an IPO that could come as soon as June. Seeking a record $75 billion raise, the company is valued at $1.25 trillion after its xAI merger.
SpaceX filed for an IPO that could come as soon as June. Seeking a record $75 billion raise, the company is valued at $1.25 trillion after its xAI merger.
Nvidia's China market share fell to 55% as domestic rivals captured 41% of AI chip sales. Here's what NVDA stock investors need to know about the growing risk.
Nvidia's China market share fell to 55% as domestic rivals captured 41% of AI chip sales. Here's what NVDA stock investors need to know about the growing risk.
bgwalker/iStock Unreleased via Getty Images Since my last article, Wal-Mart de Mexico ( WMMVY ) has underperformed both the S&P 500 ( SPY ) and the Mexican equity market ( EWW ). Koyfin However, since the start of 2025, the stock has begun to trade under a different narrative. The stock has been on a clear uptrend since January. On a long-term weekly basis, the worst of the correction appears to b...
bgwalker/iStock Unreleased via Getty Images Since my last article, Wal-Mart de Mexico ( WMMVY ) has underperformed both the S&P 500 ( SPY ) and the Mexican equity market ( EWW ). Koyfin However, since the start of 2025, the stock has begun to trade under a different narrative. The stock has been on a clear uptrend since January. On a long-term weekly basis, the worst of the correction appears to be behind us- the stock held its structural support in 2025 , and the 52-week EMA just crossed the 200W EMA, a sign normally associated with strengthening momentum. Koyfin Koyfin From a relative value perspective, Walmex has been on a consistent downtrend channel versus the broader Mexican market. That said, since January 2026, the stock bounced back from its support level and now appears positioned to test the upper range. Koyfin Currently, the key question is no longer whether Walmex has recovered from its recent underperformance, but rather, how sustainable this renewed momentum is. Review of 2025 Heading into 2025, my case for Walmex was to continue delivering steady growth and margin expansion. Supported by its omnichannel strategy and a better outlook for the Mexican economy. However, the results were underwhelming. WMMVY Financials Starting with the growth side, management entered the year with a relatively constructive outlook. However, as the year came to an end, they acknowledged that consumption was weaker than expected. This aligns with the macroeconomic data, with Mexico's GDP expanding by only 0.6%. Banco de Mexico While consumption held up better than the overall economy, the composition was less supportive. Goods consumption has remained mostly flat, with imported goods and services driving most of the growth. Banco de Mexico At the same time, inflation in agricultural and livestock products declined significantly from 2024 highs. Given Walmex's Every Day Low Prices (EDLP) strategy, these cost benefits were largely passed on to consumers, resulting in lower t...
ATLANTA, April 02, 2026--Pape-Dawson, one of the nation’s leading civil engineering and professional services firms, is proud to announce that Eberly & Associates has rebranded and is now operating as Pape-Dawson.
ATLANTA, April 02, 2026--Pape-Dawson, one of the nation’s leading civil engineering and professional services firms, is proud to announce that Eberly & Associates has rebranded and is now operating as Pape-Dawson.
ISerg/iStock via Getty Images Now is an interesting time to be invested in the market, to say the least. With so much volatility going on, I see opportunities for options traders and dividend investors to profit from market mispricing. Since I’m primarily focused on dividend stocks, I believe investors who are willing to stomach some volatility will reap long term rewards in the form of sizable in...
ISerg/iStock via Getty Images Now is an interesting time to be invested in the market, to say the least. With so much volatility going on, I see opportunities for options traders and dividend investors to profit from market mispricing. Since I’m primarily focused on dividend stocks, I believe investors who are willing to stomach some volatility will reap long term rewards in the form of sizable income streams purchased at attractive prices. This brings me to the following 2 picks, both of which are trading in value range with yields ranging from 6% to 11%. Both carry strong balance sheets and have diverse income streams, making them great picks for investors who prize quality and yield, so let’s get started! #1: Capital Southwest Capital Southwest ( CSWC ) is one of a handful of internally-managed BDCs, providing debt and equity capital to lower middle market companies. This space is highly fragmented with over 100K businesses, and is less competitive than the upper middle market where bigger players like Ares Capital ( ARCC ) operate. CSWC’s portfolio companies typically generated annual EBITDA between $3 to $25 million. CSWC’s debt investments are protected by an equity buffer, with loan-to-value ratios ranging from 25% to 50%. The investment portfolio is well-diversified with low exposure to software. As shown below, top sectors include Healthcare, Consumer Products & Services, Media & Marketing, Transportation/Logistics, and Food & Beverage. Investor Presentation Moreover, most of CSWC’s portfolio (90%) is invested in first-lien secured loans, which sit at the top of the capital stack. This means that they stand first in line for principal recovery in the event of a borrower default. CSWC delivered solid results during fiscal Q3 2026 (ended 12/31/25), with NII per share of $0.60. This more than covered the $0.1934 monthly dividend rate, adding up to $0.58 per quarter. On top of that, CSWC paid a $0.06 special dividend in March and has declared another $0.06 spec...
Iranian oil is trading at a premium to the global Brent crude benchmark for the first time since May 2022, a sharp reversal from the steep discounts that have typically defined its sanctions-constrained trade. The price for the nation’s main export grade swung to a premium of $1 a barrel to Brent on March 26, just days after the US temporarily rolled back some sanctions on the country’s oil, accor...
Iranian oil is trading at a premium to the global Brent crude benchmark for the first time since May 2022, a sharp reversal from the steep discounts that have typically defined its sanctions-constrained trade. The price for the nation’s main export grade swung to a premium of $1 a barrel to Brent on March 26, just days after the US temporarily rolled back some sanctions on the country’s oil, according to data from Argus Media. That contrasts with a roughly $10-a-barrel discount in early 2026 when all of the country’s supply was under sanctions. The last time Iranian barrels fetched a premium was during the market turmoil following Russia’s invasion of Ukraine. Read more: Iran Oil Revenue Soars as It’s the Only Exporter Out of Hormuz The shift shows how Tehran is benefiting from its control of the Strait of Hormuz, the narrow opening to the Persian Gulf which has been effectively closed to tankers carrying supply from Iran’s neighbors including Saudi Arabia, Kuwait and Iraq. With Brent hovering around $107 per barrel and global supply constrained, buyers are willing to pay extra for barrels that can still move, even if they came from previously blacklisted channels. By blocking passage for rival Gulf producers while allowing its own shipments, Tehran has created a bottleneck that has lifted prices globally and enhanced the relative value of Iranian Light crude. Tanker-tracking data indicate that Iran-linked vessels have continued to transit the strategic waterway and offload cargo from floating storage. The increased prices are proving a boon for the politically connected trading entities that dominate the Islamic Republic’s sanctioned oil trade. Networks overseen by Hossein Shamkhani and Supreme Leader Mojtaba Khamenei have profited from keeping crude flowing through Hormuz, according to people familiar with the nation’s shipping operations. Read more: Trump Sanctions Pivot Helps Iran Oil Tycoons Boost War Profits