Costco IPO at $10: 40 Years of Growth, Membership Power, and Berkshire's Missed Call
December 28, 2025, 3:38 AM EST. Since Costco's IPO in 1985 at $10 a share, the retailer has expanded to 921 warehouses and 81.4 million members. In Q1 2026, net sales hit $65.98 billion, with plans for 28 new stores in fiscal 2026. The membership fee rose from $60 to $65 and renewal stood at 92.2% in the U.S. and Canada. The chain's model-no-frills pricing, 14-15% margins on private labels, and a $1.50 hot dog combo-has endured even as many brick-and-mortar peers falter. Notably, Berkshire Hathaway cut its stake in 2020 (4.3 million shares worth ~$1.3B), later calling it a possible mistake. A roughly 138% rally over five years would make those shares worth about $3.66B today, underscoring Costco's durable value.
Tonkens Agrar (ETR: GTK) Shows Reinvestment Gains but ROCE Underperforms
December 28, 2025, 3:37 AM EST. Looking for long-term winners? Tonkens Agrar (ETR: GTK) has begun to reap profits from reinvesting capital, but its current ROCE of 0.07% trails the industry average of 9.1%. The firm has shifted from losses to profits over the last five years and has deployed 21% more capital than before, suggesting improving reinvestment opportunities. The stock has produced about a 64% return to shareholders over the past five years, hinting at a brewing multi-bagger story if profitable reinvestment persists. Yet two warnings loom and warrant further due diligence. Overall, the trend is encouraging- profitability is rising with capital allocation- but investors should scrutinize fundamental risks before chasing the upside.
Costco IPO Turns 40: What $100 Invested in 1985 Would Be Worth Today
December 28, 2025, 3:24 AM EST. Since its 1985 IPO at $10 a share, Costco has grown into a global warehouse giant with a loyal membership base of 81.4 million. The company now operates 921 stores and posted Q1 2026 net sales of $65.98 billion, up 8.2% year over year, while guiding for 28 new stores in fiscal 2026. Costco's model centers on charging no more than cost plus a small margin, with a 14% gross margin target and private-labels at about that level. A $1.50 hot dog combo has remained a cornerstone. Berkshire Hathaway's Charlie Munger praised Costco, even as Warren Buffett exited in 2020; those 4.3 million shares would be worth about $3.66 billion today. Over five years, the stock has risen roughly 138%.
BAAA:CA Technical Analysis and Trading Signals – Brompton Wellington Square AAA CLO ETF (Canada)
December 28, 2025, 3:23 AM EST. This update for BAAA:CA presents actionable trading plans and recent ratings for the Brompton Wellington Square AAA CLO ETF. Traders are advised on long-side entry near 19.79 with a target of 19.91 and a stop at 19.69, alongside a short setup near 19.91 with a target of 19.79 and a stop at 20.01. The report notes timestamped data and highlights AI-generated signals for BAAA:CA, plus Neutral ratings across Near, Mid, and Long terms. A chart link accompanies the article to visualize price action. Updated signals are available from Stock Traders Daily Canada as of December 28, 2025.
Skeena Resources Weekend Briefing: Eskay Creek IBA and Analyst Targets Ahead of Monday Open
December 28, 2025, 3:22 AM EST. U.S.-listed Skeena Resources (NYSE: SKE) closed Friday at $25.42, up 3.8%, with extended-hours near $25.60 as investors digest a strong end to the week. The stock's Canadian line traded about C$33.43 (as of Dec 24). The focus remains on Eskay Creek's IBA with the Tahltan Nation, whose board decision is expected in January 2026, a catalyst for permitting momentum and social license. Analyst targets have modestly edged higher ahead of Monday's open, depending on data source. Broader context includes a metals rally amid rate-cut expectations; investors price optionality on the gold-silver project. Eskay Creek remains a high-grade asset whose value hinges on metals prices and execution, plus cross-border regulatory scrutiny.
HeartFlow Insider Buys 40,000 Shares Worth $1.05M, Signals Bullish Tilt for HTFL
December 28, 2025, 2:54 AM EST. HeartFlow (HTFL) saw a new insider buy from Board member Jeffrey Lightcap, who purchased 40,000 common shares in an open-market trade on Dec. 16, 2025, valuing about $1.05 million. The deal marks Lightcap's first direct HeartFlow holding, with direct shares now at 40,000 while indirect exposure remains 6,697,556 shares. The direct stake equals roughly 0.59% of his total HeartFlow holdings, indicating most exposure remains fund-based. The purchase is straightforward-no derivatives or shares sold. The move comes after a 52-week low of $25.38 on Dec. 15, hinting at a potential bullish sentiment. HeartFlow provides AI-driven, non-invasive diagnostics for coronary artery disease via a platform-based model serving hospitals and clinics.
NSE, BSE announce 2026 market holidays: 15 trading holidays and weekend overlaps
December 28, 2025, 2:49 AM EST. Stock markets calendar for 2026 shows the NSE and BSE tabling 15 trading holidays, with four additional weekend closures. Some holidays-Mahashivratri, Id-U-Fitr, Independence Day, and Diwali Laxmi Puja-will fall on weekends. March has the most market holidays (three), while April and May each have two. Notable dates include: January 26 (Republic Day); March 26 (Shri Ram Navami); March 31 (Shri Mahavir Jayanti); April 14 (Dr. Babasaheb Ambedkar Jayanti); September 14 (Ganesh Chaturthi); October 2 (Gandhi Jayanti); November 10 (Diwali/Balipratipada); November 26 (Prakash Gurpurab Sri Guru Nanak Dev). On the market, action was mixed: the week finished December 26 with the Sensex down about 367 points and the Nifty off 100, as volumes stayed thin and FIIs remained net sellers, though the week still posted modest gains and the broader setup remained constructive.
Palantir (PLTR) Weekend Update: AI Momentum, Valuation Tug-of-War Ahead of Monday Open
December 28, 2025, 2:35 AM EST. Palantir shares closed Friday at $188.71, down about 2.8% as investors head into a thin post-holiday weekend. The stock sits near the upper end of its 52-week range ($63.40-$207.52) after a 2025 rally. Monday's open will test demand after the price briefly slipped below the 190.39 buy point many technicians watch. Analysts are split: the valuation wall case argues Palantir is a core AI platform with expanding margins but rich multiples; the bear case warns multiples remain stretched. Recent chatter includes a hedge by Carnegie Investment Counsel trimming exposure and a RBC price target around $50. The debate centers on whether PLTR is a momentum stock, a mega-cap AI proxy, or a valuation trap depending on horizon.
AYA.AX Stock Forecast December 2025: AI-Driven Growth Potential
December 28, 2025, 2:34 AM EST. Artrya Limited (AYA.AX) is generating market attention as its stock leaps 12.9% to close at AUD 4.64. The company's AI-driven Salix platform analyzes CT angiography to detect coronary artery disease, underscoring its position in healthcare tech. Despite a negative EPS of -0.18, Artrya has surged about 678% year-on-year, supported by healthy trading volume and a roughly AUD 525.8 million market cap. Meyka AI assigns AYA.AX a score of 66.7 and a 'B' grade with a HOLD rating, reflecting mixed fundamentals and growth potential. Forecasts suggest a modest near-term target of AUD 4.44 and a three-year path to AUD 8.41, though projections are model-based and subject to change. Investors should weigh profitability challenges against the AI-driven growth narrative within diversified portfolios.
BofA Maintains Positive Long-Term View on Cheniere Energy (LNG) Despite Target Cut
December 28, 2025, 2:33 AM EST. BofA kept a Buy rating on Cheniere Energy (NYSE: LNG) while trimming its price target to $271 from $274. The note underscores a long-term, disciplined stance, as LNG sells most of its output under long-term, fixed-rate contracts, supporting steady cash flow. Management continues to prioritize dividends (reintroduced in 2021), share buybacks, debt reduction, and funding for the Corpus Christi Stage 3 expansion. Cheniere's scale and fully integrated model-sourcing, liquefaction, delivery, and vessel chartering-position it as a leading US LNG producer. While LNG offers appeal, the report also suggests some AI stocks may offer greater upside with different risk. Investors should weigh the oil/gas cycle against onshoring trends.
Morgan Stanley Sees 2026 Data-Center Driven Growth for PG&E; Cuts PT to $20
December 28, 2025, 2:32 AM EST.Morgan Stanley lowered PG&E Corporation (NYSE: PCG) price target to $20 from $21 and maintained an Equal Weight rating, calling 2026 data-center-driven utility growth a key driver. In a separate update, Pacific Gas & Electric disclosed a successful Dynamic Line Rating (DLR) and Asset Health Monitoring (AHM) demonstration, combining sensors and real-time analytics to better utilize transmission lines. The project moves toward trial deployment across technologies, supporting grid modernization, reduced congestion, and reliability during extreme weather while enabling more renewable energy. By adjusting line capacity with live weather data, DLR could unlock unused capacity without extensive new-builds. The update highlights PG&E's strategic grid upgrades within California, amidst broader market context for utility stocks tied to infrastructure and evolving energy demand.
SKAN Group AG (VTX:SKAN) insiders hold 43% as stock lifts market cap to CHF1.2b
December 28, 2025, 1:42 AM EST. SKAN Group AG's ownership picture is led by insiders, who own 43% of the company, positioning them for the largest upside (or risk). The stock rose 5.8% to push the market cap to about CHF 1.2 billion, reflecting renewed investor interest. Top holders include H. C. Michel with 12%, and Gregor Plattner and Vera Plattner with 11% each; the CEO Thomas Huber owns 1.7%. The top six shareholders control over half the register, with institutions already on the share table, suggesting credibility but also potential for crowded trades. The piece highlights the importance of insider alignment and the balance with institutional ownership in evaluating SKAN Group's near-term trajectory.
This AI Stock Is Quietly Outperforming Nvidia in 2025: The Alphabet Advantage
December 28, 2025, 1:27 AM EST. Alphabet is quietly outperforming Nvidia in 2025, powered by a broader AI push beyond search. Nvidia remains the premier AI chip designer, with a sprawling ecosystem and a stock up about 1,300% over five years, and a 2025 showing of double-digit gains on record revenue. Yet Alphabet is heading for a gain north of 65% this year, driven by earnings strength, AI momentum, and an improving antitrust outcome. Google's dominant search engine (over 90% share) anchors steady ad revenue, while Google Cloud's AI-infrastructure demand rose 34% in the latest quarter. Alphabet's Gemini large language model and related tools amplify its ad and cloud businesses, contributing to its first $100 billion quarter and underscoring the AI market's trillion-dollar potential.
Two easy ways to value the CBA share price: PE multiples and the Dividend Discount Model
December 28, 2025, 1:12 AM EST. Two easy ways to value the Commonwealth Bank of Australia (ASX: CBA) share price are the PE framework and the Dividend Discount Model (DDM). In the PE method, compare CBA's 28.7x multiple to the Banking sector's ~19x, or apply a personal multiple to EPS. With FY24 EPS of $5.63, a sector-adjusted valuation yields about $105.93 per share. For income-focused investors, the DDM uses the most recent dividends and a risk rate minus the dividend growth rate: Share price = dividends / (risk rate – growth rate). These approaches help frame whether CBA is trading above or below fair value today.
Two high-quality ASX shares to watch in 2026: Xero (XRO) and QLTY ETF
December 28, 2025, 12:56 AM EST. 2025 brought shifts in market confidence and tariff worries; for 2026, two high-quality ASX picks stand out: Xero (ASX: XRO) and the Betashares Global Quality Leaders ETF (ASX: QLTY). XRO's fundamentals are compelling: gross margin around 88%, churn of about 1%, HY26 revenue up 20%, and NPAT up 42% to $134.8m, with LTV up 15% to $19.6b as subscribers lock in value. Dips could materialize opportunities. QLTY uses a quality score based on ROE, debt to capital, cash flow, and earnings stability. Since 2018, it's delivered about 14.6% annual return; top holdings include Intuitive Surgical, Lam Research, Nvidia, Visa, and Procter & Gamble. The fund offers diversification across geographies and sectors.
ASX flat start as record gold and silver prices boost miners
December 28, 2025, 12:55 AM EST. Investors are eyeing a likely flat start for the ASX as miners could lift sentiment, thanks to record highs in gold and silver. A Santa rally-defined as gains in the last five trading days of December and the first two of January-would help Australian stocks close the year on a high note. Mining shares may lead the charge if bullion prices stay elevated, with gold and silver posting new highs and underpinning resources names. Traders will watch for catalysts from commodity markets and any shifts in risk appetite as the year-end approaches. The Australian market has been cautious, but a metals-boosted run could offer a late-season lift for resource-linked equities.
Nifty's last-week 2025 setup: levels, flows and the Santa rally
December 28, 2025, 12:54 AM EST. Traders head into the final week with hopes of a Santa rally fading, focused on Nifty's levels, derivatives positioning, and FIIs. The index has reset base near 26,000 after a pullback from record highs; key supports are 25,935 and 25,850, with a break exposing 25,740-25,650. A regrouping of bulls could target a rebound toward 26,550-26,850. FIIs hold only about 11.1% of index futures longs, with Friday's data showing more longs unwound and shorts added, though overall long exposure remained higher than prior week. The Nifty India Defence Index rebounded from 7,400, forming a Morning Star, closing above 7,750 and the 20DMA near 7,679, suggesting a short-term rally toward 8,050 and 8,300. Stock picks: HAL, BEL, Solar Industries, Mazagon Dock, GRSE, BDL. Jupiter Wagons up 34%; chart hints at possible profit booking but not a reversal.
Applied Digital (APLD) Weekend Close Recap: Bullish Targets, Hyperscaler Lease, and What's Next for Monday
December 28, 2025, 12:49 AM EST. APLD closed the weekend at $24.05, down $1.67 or roughly 6.5% as light holiday trading weighed on pricing. Volume was about 15.26 million, roughly 56% below the stock's average daily flow, highlighting thin liquidity into Monday. 2025 gains remain strong-about +260% per Motley Fool-even as sentiment swings with AI-infrastructure headlines. Key setup factors include elevated short interest (around 31% of float) and notable options activity, signaling active positioning around near-term catalysts. The core bull case centers on scarce AI-ready capacity and hyperscale demand; Applied Digital continues to push site development and power/cooling capabilities, reinforced by a $5 billion, 15-year lease for 200 MW with a hyperscaler. Watch for follow-on financing or customer news that could move sentiment.
Applied Digital (APLD) Weekend Close Recap, Targets, and Watchlist for Monday
December 28, 2025, 12:37 AM EST. APLD closed the weekend at $24.05, down 6.49% from Friday, with roughly 15.26 million shares traded-about 56% below average volume. The pullback comes despite a 2025 rally near 260%, and notes from Motley Fool that the name has been incredibly volatile since October. Key setup factors include elevated short interest (about 31% of float, days-to-cover near 3.1) and notable options activity (199 call contracts at $25 expiring Jan 16, 2026). The fundamental story remains the AI-data-center thesis: scarce AI-ready capacity and a push to secure sites, power, and cooling at scale. The big headline is a $5B, 15-year hyperscaler lease for 200 MW. Look to Monday's open for liquidity-driven moves and any fresh financing or customer headlines.
Trump's Tariffs Trigger Broad Sell-Off Across Markets
December 28, 2025, 12:22 AM EST. Stocks tumbled after President Trump's tariff announcements, sparking a broad market sell-off across major indices. Traders cited tariff risk as a drag on global growth, with technology and industrials among the hardest hit, while energy and consumer staples offered relative safety. The curve of volatility spiked as risk-off sentiment surged and bond yields fluctuated. Analysts warn that ongoing tariff chatter could dampen capex and supply chains, altering earnings forecasts for the coming quarters. Markets will closely watch policy details and retaliation risks as traders reassess exposure, hedging strategies, and sector rotations amid the tariff reshuffle.
One AI Stock Poised to Lead the Next AI Bull Market: Spotlight on IREN
December 28, 2025, 12:21 AM EST. AI stocks led the rally, but the next wave may hinge on energy for AI workloads. Nvidia showed the chips' impact, yet energy remains the bottleneck as traditional data centers struggle. The focus shifts to AI data centers that can power expanding workloads, with IREN highlighted as a leading contender. IREN's multi-gigawatt pipeline and a landmark contract with Microsoft for 200 megawatts of IT load underpin a five-year deal valued at roughly $9.7 billion, about $2 billion in annual recurring revenue, plus a 20% prepayment to fund expansion. Alphabet's Intersect acquisition underscores how capital is flowing into AI data centers. If energy becomes the defining constraint for AI growth, IREN could be positioned to lead the next rally through scalable, recurring revenue.
ORV:CA Orvana Minerals Stock Analysis and AI-Generated Signals – December 27, 2025
December 28, 2025, 12:05 AM EST. Orvana Minerals Corp. (ORV:CA) appears in this update with AI-generated signals and a straightforward long-term trading plan. The plan recommends to buy near 0.49 with a stop loss at 0.49 and notes no short positions at this time. The piece highlights updated signals for ORV:CA and shows ratings for December 27 across horizons: Near, Mid, and Long, all labeled Strong. A timestamped chart reference and the official signal page are provided for due diligence. In short, the update signals cautious optimism for Orvana Minerals Corp., underpinned by Strong ratings across horizons and a clear entry point at 0.49, while no upside target is disclosed.
