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.
