jorgene/E+ via Getty Images Greenlight Capital Re, Ltd. ( GLRE ) is an investment vehicle designed to serve David Einhorn's investment purposes. The reinsurer could be considered a small ( and less successful ) replica of Berkshire Hathaway Inc. ( BRK.A )( BRK.B ). Still, history has proven that becoming the new Warren Buffett is not an easy task. And David Einhorn, despite all his prior investmen...
jorgene/E+ via Getty Images Greenlight Capital Re, Ltd. ( GLRE ) is an investment vehicle designed to serve David Einhorn's investment purposes. The reinsurer could be considered a small ( and less successful ) replica of Berkshire Hathaway Inc. ( BRK.A )( BRK.B ). Still, history has proven that becoming the new Warren Buffett is not an easy task. And David Einhorn, despite all his prior investment successes, has struggled to outperform the regular indexes. Nasdaq and S&P 500 indexes have generated a 21% and 19% return for 2025. Data by YCharts GLRE has been less satisfying for the investors, with a meager 4% return. Data by YCharts Despite improvements highlighted in my latest coverage , the reinsurer is penalized by two effects: The company is a third-tier reinsurance carrier with poor underwriting discipline and is suffering from the volatility of reinsurance cycles. A large portion of the available assets is invested in Solasglas, a dedicated investment fund. Both uncertainties are blocking—and locking—the company’s valuation. A Brief Intro To Refresh Your Mind Greenlight Re may be a relatively small reinsurer, but it operates across three key jurisdictions. Its structure looks like this: GLRE - Investor Presentation Why these three locations? Cayman Islands – It all started here in 2004. The Cayman Islands offer a straightforward regulatory framework and… let’s be honest, attractive tax treatment. Ireland – Also tax-friendly, but more importantly, Ireland has become a hub for reinsurers thanks to its EU access and deep talent pool. If you want to tap into the European insurance ecosystem, Dublin is hard to ignore. United Kingdom – London is the spiritual home of insurance and reinsurance. Lloyd’s is still the global marketplace for niche and specialty risk. If you want access to syndicates, brokers, and international business, you need a footprint in King Charles III’s backyard. In short: Cayman for setup and efficiency, Ireland for EU access and talent, and th...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
Key Points Nvidia and Palantir Technologies are collectively worth $4.9 trillion; Amazon and Alphabet could exceed that figure by the end of 2028. Amazon's cloud AI services are driving revenue growth, and internal generative AI tools are making the company more profitable. Alphabet's Google Cloud is gaining market share in cloud computing due in part to demand for custom AI chips and Gemini model...
Key Points Nvidia and Palantir Technologies are collectively worth $4.9 trillion; Amazon and Alphabet could exceed that figure by the end of 2028. Amazon's cloud AI services are driving revenue growth, and internal generative AI tools are making the company more profitable. Alphabet's Google Cloud is gaining market share in cloud computing due in part to demand for custom AI chips and Gemini models. 10 stocks we like better than Amazon › Nvidia is the world's most valuable company, with a market capitalization of $4.5 trillion. Meanwhile, Palantir Technologies is worth $400 billion. That brings their collective valuations to $4.9 trillion. I think Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) can top that figure by 2028. Here's what that implies for shareholders: Amazon is worth $2.6 trillion. The stock must add about 92% for the company's market value to hit $5 trillion. Reaching that level by the end of 2028 implies annual returns of 24% over the next three years. Alphabet is worth $3.9 trillion. The stock must add about 28% for the company's market value to hit $5 trillion. Reaching that level by the end of 2028 implies annual returns of 9% over the next three years. Here's what investors should know about Amazon and Alphabet. 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 » Image source: Getty Images. 1. Amazon Amazon is deploying artificial intelligence (AI) products and tools across its three core businesses -- retail e-commerce, digital advertising, and cloud computing -- to not only increase revenue, but also to improve profitability. Non-GAAP operating margin increased nearly 2 percentage points in the past year due in part to efficiency gains in the retail business driven by generative AI tools. Amazon Web Services (AWS) dominates the cloud infrastructure and platform services market with 41% market share, according to Gartner. Cloud computing revenue ...
Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Analysts Are Watching. On January 22, William Blair analyst Sebastien Naji initiated coverage on the stock with an “Outperform” rating. The firm sees Micron well-positioned to deliver sharp profit growth amid AI-fueled memory bottlenecks. According to William Blair, the AI-driven memory boom is sustainable, at least for the next couple of...
Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Analysts Are Watching. On January 22, William Blair analyst Sebastien Naji initiated coverage on the stock with an “Outperform” rating. The firm sees Micron well-positioned to deliver sharp profit growth amid AI-fueled memory bottlenecks. According to William Blair, the AI-driven memory boom is sustainable, at least for the next couple of years. While valuation increasingly embeds significant growth expectations, we believe shares can continue to work on the back of a multiyear, AI-driven product cycle characterized by tight supply. We estimate a fair value for shares of roughly $450. The firm believes that a multiyear memory upcycle will lift pricing and margins, particularly by HBM (high-bandwidth memory). Customers have been pursuing higher-performance products with higher average selling prices, particularly because memory has become a bottleneck in AI systems. The firm anticipates Micron to grow its HBM revenue 164% in fiscal 2026 and 40% in fiscal 2027, being the number two player in the market. Since HBM chips cost more and have better margins than Micron’s other products, its sales are likely to result in a 275% rise in adjusted EPS over the next two years, it noted. William Blair forecasts MU to report an adjusted earnings of $41.77 a share in fiscal 2027, up from $8.29 in fiscal 2025. Memory Supercycle Driving Record Profitability. Micron has been a U.S. semiconductor stalwart serving as one of the three major global memory suppliers (alongside Samsung and SK Hynix). Access to memory has become a key bottleneck in AI racks/systems, increasing demand for more performant, higher bandwidth memory solutions. Against a backdrop of limited supply that is likely to remain in place into 2027, Micron is poised to benefit from significant ASP growth and higher margin products. We expect the company to grow non-GAAP EPS over 275% over the next two years. Micron Technology, Inc. (NASDAQ:MU) develops and sells...
Malaysian minister has clarified rules surrounding eligibility to receive cash aid from the government amid reports applications were “cancelled” for locals who frequently travel to neighbouring Singapore Deputy Finance Minister Liew Chin Tong said to ensure fair distribution of funds under the Sumbangan Tunai Rahmah scheme aimed at easing cost of living pressures for select Malaysian citizens liv...
Malaysian minister has clarified rules surrounding eligibility to receive cash aid from the government amid reports applications were “cancelled” for locals who frequently travel to neighbouring Singapore Deputy Finance Minister Liew Chin Tong said to ensure fair distribution of funds under the Sumbangan Tunai Rahmah scheme aimed at easing cost of living pressures for select Malaysian citizens living in the country, beneficiaries’ residency status would be ascertained using data from the immigration department. According to Liew, Malaysians who enter and exit Singapore eight times or more each month would be treated as working overseas, assuming the individual commutes weekly. Advertisement “One to seven times per month is considered normal and reasonable for activities, such as medical treatment, emergencies, short-term assignments or family matters,” he said in a social media post on Sunday. “Eight times or more per month is interpreted as spending a significant period abroad.” Advertisement The minister’s response came following concerns from some frequent cross-border commuters who worried that they might become ineligible for the anti-inflation initiative. Studies estimate that about 500,000 Malaysians work in neighbouring Singapore, many commuting daily from Johor.
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching. On January 22, Phillip Securities analyst Alif Fahmi initiated coverage on the stock with a Buy rating and a price target of $208. The firm holds a strong conviction in Palantir’s AI-driven growth, US market strength, and attractive forward valuation. It anticipates group revenue to grow 47% year on year to $4....
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching. On January 22, Phillip Securities analyst Alif Fahmi initiated coverage on the stock with a Buy rating and a price target of $208. The firm holds a strong conviction in Palantir’s AI-driven growth, US market strength, and attractive forward valuation. It anticipates group revenue to grow 47% year on year to $4.2 billion in FY25. With revenue mix shifting, commercial revenue is likely to increase 51%, compared with government revenue of 43% as more companies increasingly adopt artificial intelligence and use cases expand beyond defense. Net profit is forecast to nearly double in FY25e. US growth, which is Palantir’s largest market at 66% of revenue, is expected to grow 66% year over year in FY25. This growth is supported by government demand amid geopolitical tensions and increasing US intelligence spending, as well as stronger commercial demand. US growth, Palantir’s largest market at 66% of revenue, is accelerating 66% YoY in FY25e, driven by government demand amid geopolitical tensions and rising US intelligence spending, and by US Commercial deal values surging ~2x YoY in 3Q25 on AIP adoption and ontology-driven productivity. We initiate coverage of Palantir with a DCF-based target price of US$208. The firm’s model assumes a WACC of 8.3%, a risk-free rate of 4.2%, and a terminal growth rate of 8%. With the forward P/E sitting at 170x as of January 16, 2026; the firm noted that it could allow a potential rerating supported by improving fundamentals and a growing addressable market. Palantir Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our...
Indian Oil Corp. , the country’s largest refiner, will buy at least 24 million barrels of Brazilian crude this year and next as it continues to diversify supplies, according to an executive at the state-owned firm who asked not to be identified. The country’s largest refiner purchased 18 million barrels last year, he added. India, which has leaned heavily on Russian imports since 2022, has more re...
Indian Oil Corp. , the country’s largest refiner, will buy at least 24 million barrels of Brazilian crude this year and next as it continues to diversify supplies, according to an executive at the state-owned firm who asked not to be identified. The country’s largest refiner purchased 18 million barrels last year, he added. India, which has leaned heavily on Russian imports since 2022, has more recently sought to widen its range of suppliers. Read More: Russia Oil’s Unexpected Staying Power in India Extends Into 2026 Indian Oil could add Venezuela crude, the executive said, but offers are currently at a discount of around $4 to $5 to the Dubai benchmark. That’s considerably more expensive than the $7 to $8 discounts that would appeal to the refiner, which has limited capacity to process the heavy, sour crude. Russian crude is currently $8 below the same benchmark, the person added. An Indian Oil spokesperson did not immediately respond to a request for comment.
Hiroshi Watanabe/DigitalVision via Getty Images Introduction The Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF ( PDN ) is off to a solid start in 2026, outperforming the Vanguard S&P 500 ETF ( VOO ). I believe key driving factors behind the robust recent returns have been rotation into smaller-cap stocks, which offer more compelling valuations (as opposed to the rich valuations of megacaps,...
Hiroshi Watanabe/DigitalVision via Getty Images Introduction The Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF ( PDN ) is off to a solid start in 2026, outperforming the Vanguard S&P 500 ETF ( VOO ). I believe key driving factors behind the robust recent returns have been rotation into smaller-cap stocks, which offer more compelling valuations (as opposed to the rich valuations of megacaps, which dominate the S&P 500), as well as a continuation of U.S. dollar weakness, which benefits ETFs that invest exclusively outside the United States. In this article, I will outline why I think PDN offers an attractive investment opportunity over the medium to long term, with my bullish outlook underpinned by: A forward earnings yield of 6.8% for PDN holdings, more than enough to compensate for the 0.47% expense ratio and slower GDP growth expectations in countries where the ETF invests. A high-single-digit total return outlook, with a third of the gains potentially coming in the form of dividends, making PDN attractive for dividend growth investors. Broad diversification across 1,466 individual holdings and a benchmark index rebalanced according to fundamental-based factors, resulting in a value tilt for PDN. I will also discuss risks for PDN, principally stemming from the ETF's overweight position in cyclical sectors and a reversal of recent U.S. dollar weakness. ETF Overview As I have not written about PDN so far, allow me to briefly go over the ETF's key characteristics. For starters, all ETF information is available on the Invesco website here . The ETF invests in small- and mid-cap developed market equities outside the United States (average market capitalization of about $5.1 billion). The benchmark is the RAFI Fundamental Select Developed ex-US 1500 Index, which selects companies based on fundamental characteristics such as book value, cash flows, sales, and dividends. As such, PDN exhibits a distinct value tilt. The ETF's portfolio covers 1,466 individual holding...
Paris St-Germain have signed 18-year-old Barcelona midfielder Dro Fernandez, with the Spanish side's president calling the situation around the transfer "unpleasant". According to Spanish media, external, PSG have paid 8.2m euros (£7.1m) for Fernandez - a fee that is higher than his 6m euros (£5.2m) release clause - in a bid to keep good relations between the clubs. The Spanish midfielder's depart...
Paris St-Germain have signed 18-year-old Barcelona midfielder Dro Fernandez, with the Spanish side's president calling the situation around the transfer "unpleasant". According to Spanish media, external, PSG have paid 8.2m euros (£7.1m) for Fernandez - a fee that is higher than his 6m euros (£5.2m) release clause - in a bid to keep good relations between the clubs. The Spanish midfielder's departure has been controversial as he had been expected to sign a new contract at Barcelona. But he has now completed a move to PSG on a deal until 2030. "It has been an unpleasant situation," Barca president Joan Laporta told Catalunya Radio. "It came as a surprise because we had agreed on a different solution for when he turned 18. "Surprisingly, his representative told us he couldn't follow through on what we'd agreed to." Fernandez joined Barcelona's La Masia academy in 2022 and has made five senior appearances since his debut in September, including in the Champions League against Olympiacos.