Donny DBM/iStock via Getty Images The following segment was excerpted from the GreensKeeper Value Fund Q4 2025 Letter. Our top performer in 2025 was Alphabet Inc. ( GOOG ) +64.8%. Alphabet had a volatile year, with its shares finishing the year 120% above the low reached in April. We have owned GOOG since 2018 and are no strangers to price swings (see the charts below). In our view, last year’s st...
Donny DBM/iStock via Getty Images The following segment was excerpted from the GreensKeeper Value Fund Q4 2025 Letter. Our top performer in 2025 was Alphabet Inc. ( GOOG ) +64.8%. Alphabet had a volatile year, with its shares finishing the year 120% above the low reached in April. We have owned GOOG since 2018 and are no strangers to price swings (see the charts below). In our view, last year’s stock volatility was a textbook example of price decoupling from value—driven more by shifting market narratives and sentiment than by any material change in Alphabet’s underlying fundamentals or intrinsic value. The dominant narrative of 2025 was the market’s evolving view of Alphabet’s search business in an AI-first world. Since ChatGPT’s launch in 2022, the prevailing fear has been that Google was late to the party and at risk of displacement, much as it displaced incumbents in prior decades. We took the contrarian view, believing the market had written off the business too quickly. Alphabet still commands roughly 90% of web search, generates over $150bn in annual operating cash flow, and remains a magnet for world-class research talent. Its DeepMind division is at the leading-edge of AI-related breakthroughs. YouTube holds a dominant market share and is also a proprietary asset for training Gemini models. As the year progressed, Alphabet silenced the doubters. The company aggressively transformed its research into consumer-ready products. Importantly, its proprietary Tensor Processing Units (TPUs) allowed the company to scale infrastructure far more efficiently than competitors. By using its own silicon, Google avoids the so-called “Nvidia Tax”—the steep markup competitors pay for third-party chips—giving it a structural cost advantage. This efficiency powered the deployment of Gemini 3, which by November was leading key performance benchmarks across text, image, and video. Alphabet also launched and integrated AI Overviews and AI mode within search, the largest overhaul ...
NickelX Limited (“NickelX”, “NKL” or “The Company”) is pleased to advise it has secured via low-cost staking 100% of the rights to an additional eleven (11) multi-cell claims, referred to as the Blind River Block, adding a further 51km2 of highly prospective ground to its Elliot Lake Uranium... Keep Reading...
NickelX Limited (“NickelX”, “NKL” or “The Company”) is pleased to advise it has secured via low-cost staking 100% of the rights to an additional eleven (11) multi-cell claims, referred to as the Blind River Block, adding a further 51km2 of highly prospective ground to its Elliot Lake Uranium... Keep Reading...
(RTTNews) - Twin Hospitality Group Inc. (TWNP), the parent company of Twin Peaks Restaurant, announced that it has voluntarily commenced Chapter 11 proceedings in the U.S. Bankruptcy Court for the Southern District of Texas. The company stated that the filings are intended to deleverage its balance sheet, maximize value for stakeholders, and support the continued growth of its brands. Twin Hospita...
(RTTNews) - Twin Hospitality Group Inc. (TWNP), the parent company of Twin Peaks Restaurant, announced that it has voluntarily commenced Chapter 11 proceedings in the U.S. Bankruptcy Court for the Southern District of Texas. The company stated that the filings are intended to deleverage its balance sheet, maximize value for stakeholders, and support the continued growth of its brands. Twin Hospitality develops and operates specialty casual dining concepts, including Twin Peaks and Smokey Bones. During the Chapter 11 process, the company expects both brands to remain open and operating as usual, continuing to deliver their signature guest experiences. Trading of Twin Hospitality Group's securities on NASDAQ is expected to continue throughout the proceedings, with a "Q" suffix added to the ticker symbol to reflect the bankruptcy status. Twin Hospitality Group closed Monday's regular trading at $0.5308, up $0.0298 or 5.95%. However, in overnight trading at 10:15:11 PM EST, the stock fell to $0.4383, a decline of $0.0925 or 17.43%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Sign up now: Get ST's newsletters delivered to your inbox DPM and Minister for Trade and Industry Gan Kim Yong (centre) attended the groundbreaking ceremony for the new facility on Jan 27. SINGAPORE - Memory chip giant Micron Technology is building a US$24 billion (S$30.5 billion) plant here to ramp up its production of semiconductors as booming artificial intelligence (AI) demand causes an unprec...
Sign up now: Get ST's newsletters delivered to your inbox DPM and Minister for Trade and Industry Gan Kim Yong (centre) attended the groundbreaking ceremony for the new facility on Jan 27. SINGAPORE - Memory chip giant Micron Technology is building a US$24 billion (S$30.5 billion) plant here to ramp up its production of semiconductors as booming artificial intelligence (AI) demand causes an unprecedented shortage of hardware powering data centres. The plant, located within the American company’s existing manufacturing complex in Woodlands, will provide an additional 700,000 sq ft of cleanroom space when it becomes operational in the second half of 2028. It will produce Nand flash memory chips used in solid-state drives that support data centres, offering faster access speeds than hard disk drives. Micron’s investment in the new plant will be made over 10 years. It brings the firm’s total investment since it started operating in the Republic in 1998 to over US$60 billion, which includes a US$7 billion facility it announced in 2025 focused on increasing the output of high-bandwidth memory chips. The new Nand facility will create around 1,600 jobs with roles across engineering and operations. Together with the high-bandwidth memory chip plant, around 3,000 new jobs will come about. Singapore is Micron’s main production base of Nand flash memory chips. The chips constituted a record US$2.7 billion, or about 20 per cent of the firm’s revenue in the first quarter of its 2026 fiscal year. The country is also the second largest site for Micron’s high-bandwidth memory chip assembly operation, after Taiwan. Deputy Prime Minister and Minister for Trade and Industry, Gan Kim Yong, who attended the groundbreaking ceremony for the new facility on Jan 27, said geopolitical tensions, supply chain disruptions and rapid technological change have reshaped how global companies approach investing, production, innovation, and managing risk across complex supply chains. “This is where Sin...
Key Points Many retirees choose Medicare Advantage plans because they hope they will be more comprehensive. A report from the Office of the Inspector General has revealed a serious coverage gap. More than 32 million Medicare Advantage plan users could be hurt by the coverage gap. The $23,760 Social Security bonus most retirees completely overlook › Many seniors choose a Medicare Advantage plan ove...
Key Points Many retirees choose Medicare Advantage plans because they hope they will be more comprehensive. A report from the Office of the Inspector General has revealed a serious coverage gap. More than 32 million Medicare Advantage plan users could be hurt by the coverage gap. The $23,760 Social Security bonus most retirees completely overlook › Many seniors choose a Medicare Advantage plan over traditional Medicare because they hope the plan will provide broader coverage. In fact, an estimated 32.8 million people -- more than half of all Medicare recipients -- were enrolled in an Advantage plan as of 2024. Unfortunately, these Medicare Advantage plan enrollees are at risk because of a serious gap in coverage. This troubling news comes from a report released by the Office of the Inspector General. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Here are some details on the coverage gap, along with some insight into what this could mean for retirees. Inspector General reveals that Medicare Advantage has a serious gap in coverage According to a report prepared by the IG for the Department of Health and Human Services, behavioral healthcare is covered by managed care plans for the majority of Medicare enrollees. Behavioral healthcare is care for mental health conditions and substance abuse disorders. When this care is available as part of a managed care plan, it is typically covered only if plan enrollees can find an in-network doctor. Advantage plans must provide a list of in-network providers. This helps seniors enrolled in these plans understand their care options and find a provider who will take their insurance. Unfortunately, the Inspector General's report revealed that the majority of Medicare Advantage plans had "limited networks of behavioral health providers." Even worse, many of the providers listed as participating in the plan were "ghost providers." Their showing up o...
商用車司機體檢要求擬收緊 65歲起須「一年一檢」 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府提出收緊商用車司機體檢要求，爭取第二季落實新安排。 運輸及物流局建議商用車司機體檢的年齡門檻由70歲調整至65歲...
商用車司機體檢要求擬收緊 65歲起須「一年一檢」 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府提出收緊商用車司機體檢要求，爭取第二季落實新安排。 運輸及物流局建議商用車司機體檢的年齡門檻由70歲調整至65歲，並且縮短駕駛執照有效期至一年，即每年體檢合格才可續牌，亦將司機視覺能力的要求提高至涵蓋「視力」和「視野」。運輸署去年第四季邀請業界人士參與體格評估試驗計劃，並吸納了前線醫生意見，之後會提交附屬法例修訂以及發布相關醫療指引。
Getty Images Big tech companies' growing need to invest in technology infrastructure to support generative AI is continuing to raise expectations for capital expenditures in 2026. Looking at aggregate consensus figures for Meta Platforms, Alphabet, Amazon, Apple and Microsoft, capex grew by more than $45 billion in 2025, to $383 billion. In 2026, consensus estimates project the group's capex will ...
Getty Images Big tech companies' growing need to invest in technology infrastructure to support generative AI is continuing to raise expectations for capital expenditures in 2026. Looking at aggregate consensus figures for Meta Platforms, Alphabet, Amazon, Apple and Microsoft, capex grew by more than $45 billion in 2025, to $383 billion. In 2026, consensus estimates project the group's capex will grow by more than $100 billion to almost $500 billion. The strong growth in capex has caused some concerns, as it is projected to outpace revenue growth. So far, Apple Inc. ( AAPL ) has been the biggest wildcard among its peers, with comparatively low expectations for its capex, despite the company's indication that it will spend more on AI. As Microsoft Corp. ( MSFT ) and Meta Platforms Inc. ( META ) prepare to report quarterly earnings on Jan. 28, investors are looking to gauge how much the two companies will ramp up capex in 2026. Microsoft According to Visible Alpha consensus estimates, expectations for Microsoft's fiscal second-quarter 2026 total revenue have remained stable since late July 2025, driven by a resilient view of the company's core business segments. Revenue for the new Azure AI Services segment is projected to remain strong in fiscal year 2026, with a consensus estimate of $23.57 billion, up from $18.80 billion in January 2025. Expectations for this segment in the fiscal second quarter have increased by over 20% since July and nearly 25% since January 2025. Profitability is also expected to remain resilient for the company, while earnings per share expectations are more volatile. We will be closely watching what the company says about the outlook for Azure and OpenAI, as Microsoft's fiscal year 2026 capex expectations have increased steadily since 2019. According to consensus projections, the company's capex is expected to more than double from $44.5 billion in fiscal year 2024 to $97.7 billion in fiscal year 2026. Microsoft's stock has traded down 17.8% ...