The earnings season for Singapore Real Estate Investment Trusts, or S-REITs, has provided plenty of food for thought for income-seeking investors. Despite a complex macroeconomic backdrop, the fundamental operations of high-quality REITs appear to be firing on all cylinders. The focus this season has shifted from merely surviving high interest rates to thriving through proactive portfolio rejuvenation and capturing the massive demand for specialized space. Whether it is the digital explosion, the logistics ...

Brief Overview: CapitaLand Integrated Commercial Trust (SGX: C38U), or CICT, is Singapore’s first and largest REIT listed on the Singapore Exchange. It has an investment focus on commercial properties used for retail or office purposes, with most of its properties located in the home country. As at 31 December 2025, CICT’s portfolio comprises 21 properties in Singapore, 2 in Frankfurt, Germany, as well as 3 in Sydney, Australia, with a total portfolio value of S$27.4 billion.Notable Developments Since the R ...

Core Viewpoint - A class action securities lawsuit has been filed against Ultragenyx Pharmaceutical Inc. for alleged securities fraud affecting investors between August 3, 2023, and December 26, 2025 [1] Group 1 - The lawsuit is initiated by Kahn Swick & Foti, LLC and its partner, former Attorney General of Louisiana, Charles C. Foti, Jr. [1] - The action seeks to recover losses for investors adversely affected by the alleged fraud [1]

Group 1: Amazon's Capital Expenditure Plans - Amazon's stock fell 11% in extended trading due to concerns over its $200 billion capital expenditure plans, which is the highest forecast among major companies [1] - The forecast represents a significant increase from last year's capital expenditures of approximately $131 billion, which was up from about $83 billion the previous year [1] - The planned spending is over $50 billion higher than analysts' expectations, indicating a more aggressive investment strategy [1] Group 2: Industry Spending Trends - Tech companies, including Google and Meta, have announced substantial spending plans on AI infrastructure, with Google planning to spend up to $185 billion and Meta estimating between $115 billion to $135 billion in 2026 [2] - The aggressive spending in the AI sector has been driven by the demand for advanced technology following the release of ChatGPT in late 2022 [2] Group 3: Amazon's Cloud Business Performance - Amazon Web Services (AWS) reported a 24% growth in sales to $35.6 billion, marking the fastest growth in 13 quarters [4] - AWS added nearly 4 gigawatts of computing capacity in 2025 and expects to double that by the end of 2027, indicating a strong demand for its services [5] - CEO Andy Jassy expressed confidence that investments in AI infrastructure will yield strong returns, similar to past successes with AWS [4][6] Group 4: Market Dynamics and Future Outlook - The AI market is evolving into a "barbell" structure, with AI-native labs on one end and enterprises on the other, while the middle consists of enterprises at various stages of AI application development [5] - Jassy suggested that the middle segment of the market could become the largest and most sustainable over time [6]

Core Insights - Amazon plans to invest approximately $200 billion in capital expenditures by 2026, primarily focused on AWS to enhance AI and core cloud workloads [1] - The company aims to leverage its infrastructure to improve shopping experiences, making them faster and more frequent across its Stores and grocery segments [2] Investment in AI and Cloud - CEO Andy Jassy emphasized the rapid monetization of AI capacity, stating that every customer experience will be reinvented with AI, necessitating cloud-based data and applications [3] - The enterprise value from AI will largely come from "agents," with a focus on trust and governance in data connections [4] Retail and Grocery Growth - Everyday Essentials category grew nearly twice as fast as other categories in the U.S. in 2025, accounting for one-third of units sold, with Amazon becoming a significant grocery player with over $150 billion in gross sales [5] - Same-day grocery delivery has been highlighted as a key driver, with customers using this service shopping more than twice as often as those who do not [5] Delivery and Operational Efficiency - 2025 marked Amazon's fastest year for Prime delivery globally, with nearly 70% more same-day items delivered compared to the previous year [6] - The company has over a million robots in its fulfillment network, which aids in reducing costs and improving delivery speeds [7] Financial Performance - Amazon reported net sales of $213.4 billion for the quarter, a 14% year-over-year increase, with North America revenue at $127.1 billion (+10%) and AWS revenue at $35.6 billion (+24%) [7] - Operating income reached $25 billion, and net income was $21.2 billion, translating to $1.95 per diluted share [7]

LOS ANGELES--(BUSINESS WIRE)---- $RARE--RARE Investors Have Opportunity to Lead Ultragenyx Pharmaceutical Inc. Securities Fraud Lawsuit with the Schall Law Firm. ...

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Core Viewpoint - Werner Enterprises reported a decline in revenue and earnings per share (EPS) for the quarter ended December 2025, indicating potential challenges in its operational performance and market expectations [1]. Financial Performance - Revenue for the quarter was $737.64 million, down 2.3% year-over-year, and below the Zacks Consensus Estimate of $770.01 million, resulting in a surprise of -4.2% [1]. - EPS was reported at $0.05, a decrease from $0.08 in the same quarter last year, reflecting a significant EPS surprise of -45.18% against the consensus estimate of $0.09 [1]. Key Metrics - The operating ratio was reported at 104.9%, significantly higher than the estimated 97.3% by analysts [4]. - Truckload Transportation Services had an operating ratio of 106.4%, compared to the average estimate of 97.1% [4]. - Average trucks in service for Dedicated services were 4,954, exceeding the estimate of 4,851 [4]. - The average percentage of empty miles for One-Way Truckload was 16.2%, slightly above the estimate of 15.7% [4]. - Year-over-year revenue change for One-Way Truckload per total mile was -0.1%, contrasting with the estimated increase of 1.4% [4]. Revenue Breakdown - Werner Logistics generated revenues of $207.54 million, below the average estimate of $232.35 million, marking a -2.6% year-over-year change [4]. - Truckload Transportation Services reported trucking fuel surcharge revenues of $57.4 million, slightly below the estimate of $57.65 million, with a year-over-year change of -0.3% [4]. - Total revenues for Truckload Transportation Services were $512.64 million, compared to the average estimate of $520.65 million, reflecting a -2.8% year-over-year decline [4]. - Non-trucking and other revenues in Truckload Transportation Services were $7.77 million, significantly lower than the estimate of $9.8 million, representing a -29.5% year-over-year change [4]. - Net trucking revenues, excluding fuel surcharge, were $447.47 million, below the estimate of $453.19 million, indicating a -2.5% year-over-year change [4]. - Dedicated trucking revenues net of fuel surcharge were $291.62 million, slightly below the estimate of $296.88 million, showing a +1% year-over-year increase [4]. - One-Way Truckload trucking revenues net of fuel surcharge were $155.85 million, slightly above the estimate of $154.76 million, but represented an -8.3% year-over-year decline [4]. Stock Performance - Over the past month, shares of Werner have returned +17.3%, outperforming the Zacks S&P 500 composite's +0.5% change [3]. - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3].

MUMBAI: State Bank of India (SBI), the country’s largest lender, is expected to post a 5% year-on-year rise in profit for the December quarter (Q3FY26) to ₹17,810 crore, according to consensus estimates from a Bloomberg poll of analysts. The state-owned bank had reported a net profit of ₹16,891 crore in the year-ago period and will announce its Q3FY26 results on 7 February. Analysts expect SBI to deliver strong loan growth for the quarter under review. Also Read | As margins shrink, banks want to revive an ...

Alphabet Trade - Alphabet purchased 67,630 shares valued at approximately $22.4 million, based on a closing price of $331.33 [1] - The purchase follows strong fourth-quarter earnings, particularly in Google Search and Cloud segments [1] - Growth in these segments was driven by the strength of Gemini, as highlighted in the report [1] AMD Trade - ARK Next Generation Internet ETF acquired 20,189 shares of AMD, valued at approximately $3.9 million at a closing price of $192.50 [2] - This acquisition occurred amid a recent stock decline for AMD, attributed to high expectations and a one-time sales surge to China [2] - Despite record fourth-quarter revenue, AMD's forward guidance has made some investors cautious [2] Broadcom Trade - ARKQ and ARKW acquired a combined 87,148 shares of Broadcom, valued at approximately $27.06 million at a closing price of $310.51 [3] - Broadcom's stock rose due to optimism around AI infrastructure spending [3] - Increased capital expenditure outlook from Alphabet further fueled this optimism [3] Qualcomm Trade - ARKQ and ARKW sold a total of 228,943 shares of Qualcomm, valued at approximately $31.2 million based on a closing price of $136.30 [4] Other Key Trades - Google's Class C stock has a Value in the 27th percentile and a Momentum in the 93rd percentile according to Benzinga Edge Stock Rankings [5]