Core Insights - AlphaTON Capital Corp has entered a five-year Enterprise Colocation Service Agreement with atNorth AB to establish decentralized AI infrastructure supporting the Telegram ecosystem [1][3] - The agreement includes an initial GPU deployment capacity of 2.2 MW, expandable to 4.3 MW, positioning AlphaTON to leverage the growing AI infrastructure-as-a-service market, projected to reach $247 billion by 2030 [3][4] Agreement Highlights - The 60-month agreement starts on February 1, 2026, and secures GPU deployment capacity expansion [3] - The initial capacity of 2.2 MW can be expanded to 4.3 MW, allowing for the deployment of thousands of enterprise-grade GPUs [3][5] - The infrastructure will support 2,000+ high-performance GPUs initially, with potential expansion to over 4,000 GPUs [6] Infrastructure Details - The facility is located at atNorth's Tier 3 certified SWE01 facility in Kista, Sweden, with a peak power capacity of 2,230 kW and a Right of First Refusal for an additional 2,100 kW [5][6] - The infrastructure features sustainable Nordic power with competitive Power Usage Effectiveness (PUE) ratings between 1.4-1.7 [5] - It includes robust N+1 redundancy to support mission-critical computing operations [5][6] Revenue Generation - The infrastructure will enable AlphaTON to generate revenue through AI-as-a-Service offerings for enterprise and developer customers, GPU compute marketplaces, and application-specific inference services [12] - The company aims to support Telegram's ecosystem of mini-apps and bots with high-performance computing services [12] Company Overview - AlphaTON Capital Corp is a leading technology public company scaling the Telegram super app, targeting an addressable market of 1 billion monthly active users [9] - The company employs a comprehensive M&A and treasury strategy, focusing on direct token acquisition and strategic ecosystem investments [9] - AlphaTON is also involved in drug development, targeting therapies for checkpoint resistance pathways [10]

Core Insights - Celcuity Inc. announced updated results from the Phase 3 VIKTORIA-1 trial for gedatolisib, a multi-target PI3K/AKT/mTOR inhibitor, in patients with advanced breast cancer [1] Efficacy Results - For patients with time to progression on prior therapy >18 months, median progression-free survival (PFS) was 12.4 months for the gedatolisib triplet and 10.0 months for the gedatolisib doublet, compared to 1.9 months for fulvestrant [2][6] - In patients from the U.S., Canada, Western Europe, and Asia Pacific, median PFS was 16.6 months for the gedatolisib triplet and 7.1 months for the gedatolisib doublet, versus 1.9 months for fulvestrant [2][6] Safety Analysis - Stomatitis was effectively managed, with median time to improvement for Grade 2 or 3 stomatitis being 12 and 14 days for the triplet, and 8 and 9 days for the doublet [3][6] - Gedatolisib did not cause clinically relevant hyperglycemia, and glucose levels remained stable over time [3][6] Patient-Reported Outcomes - Both gedatolisib regimens delayed time to definitive deterioration in well-being measures compared to fulvestrant, with median time to deterioration being 23.7 months for the triplet and not reached for the doublet, versus 4.0 months for fulvestrant [4][6] Company Perspective - The Chief Medical Officer of Celcuity expressed excitement over the results, highlighting nearly two years of delay in definitive deterioration of well-being for patients and the differentiated safety profile of gedatolisib regimens [5][6] Company Overview - Celcuity is a clinical-stage biotechnology company focused on developing targeted therapies for solid tumors, with gedatolisib as its lead candidate [6][7] - The company is conducting multiple clinical trials, including VIKTORIA-2 for first-line treatment in HR+/HER2- advanced breast cancer and CELC-G-201 for metastatic castration-resistant prostate cancer [7]

Core Insights - HII hosted an Australian delegation led by Deputy Prime Minister Richard Marles to strengthen the AUKUS partnership focused on nuclear-powered submarines and advanced capabilities [1][2][3] Group 1: AUKUS Partnership - The visit supports the trilateral AUKUS partnership, which aims to provide Australia with conventionally armed, nuclear-powered submarines [2] - HII is committed to the AUKUS mission, emphasizing industrial integration among the U.S., U.K., and Australia for aligned defense production and workforce development [6][7] Group 2: Delegation Activities - The Australian delegation toured Newport News Shipbuilding, witnessing the keel laying ceremony for the Virginia-class submarine Barb (SSN 804) [3] - Delegates engaged with HII leadership and learned about the construction of Virginia-class submarines and workforce development initiatives [3][6] Group 3: Workforce Development and Supplier Qualification - HII is a founding member of the AUKUS Workforce Alliance, aimed at preparing a skilled workforce for Australia's nuclear submarine program [7] - The company has been awarded a contract for the Australian Submarine Supplier Qualification (AUSSQ) pilot program to expedite the qualification of Australian suppliers for the U.S. submarine industrial base [7]

Core Insights - Kailas FUGA athletes achieved significant victories at the Chiang Mai Thailand Major by UTMB World Series, with notable wins in both Men's and Women's 100K categories and a second place in Men's 100M [1][2] Group 1: Performance Highlights - Miguel ARSENIO from Portugal won the Men's 100K with a time of 09:14:20, marking an impressive debut performance [1] - Ha Thi HAU from Vietnam secured victory in the Women's 100K, finishing in 10:43:28 [1][8] - Jiaju ZHAO from China finished second in the Men's 100M with a time of 21:40:09 on a challenging course with 8,100m elevation [1] Group 2: Team Composition and Growth - Over 50 athletes participated, representing the largest number of Kailas FUGA elites and FUGA Mountain Club athletes to date, with representation from multiple countries including China, Portugal, and Vietnam [2][4] - The FUGA Mountain Club has grown from a few runners in 2017 to a global team of over 400, with women making up over 45% of the team in China [4] Group 3: Brand and Product Insights - Kailas FUGA's Powergrip footwear was highlighted for its performance on complex and wet terrain, contributing to the athletes' successes [3] - The Kailas FUGA Ex PRO trail shoes were specifically noted for their excellent grip and stability, enhancing athletes' performance during the race [3] Group 4: Future Aspirations - The global team aims to achieve a similar gender representation ratio as seen in China by 2026 [4] - Kailas FUGA continues to focus on innovation and performance, shaping the trail running industry through partnerships with professional athletes and event organizers [5]

Core Insights - SecureTech Innovations, Inc. is launching its AI-driven construction subsidiary, AI UltraProd, in the U.S. market, focusing on the rapidly growing Accessory Dwelling Unit (ADU) sector [1][2] - The ADU market is projected to grow from approximately $19.6 billion in 2025 to over $43 billion by 2034, addressing a significant housing shortage in the U.S. [2] - AI UltraProd's technology, including proprietary materials and a multi-robot matrix, enables efficient construction, capable of printing vertical wall structures for a 2,000 sq. ft. home in days [3] Company Strategy - SecureTech's executive team identified the ADU sector as a scalable entry point for AI UltraProd's technology, allowing for early revenue generation and performance validation [4] - AI UltraProd generated over $3.7 million in revenue during the three months ending September 30, 2025, and is expected to approach eight-figure revenue by the end of 2025 [4] - The company plans to extend its roadmap beyond ADUs to include medical facilities, disaster relief housing, and smart infrastructure [5] Future Initiatives - SecureTech and AI UltraProd are planning a U.S. "Lighthouse Project" to showcase their AI-integrated construction platform in a live environment [5] - Further details on the Lighthouse Project, including deployment locations and strategic partnerships, will be announced [5] - The company encourages stakeholders interested in AI UltraProd's initiatives to reach out for updates [6]

Core Viewpoint - Mondelēz International, Inc. has declared a quarterly dividend of $0.50 per share, payable on January 14, 2026, to shareholders of record as of December 31, 2025 [1] Company Overview - Mondelēz International operates in over 150 countries, focusing on empowering people to snack right [2] - The company reported net revenues of approximately $36.4 billion for the year 2024 [2] - Mondelēz International features a portfolio of iconic brands including Oreo, Ritz, LU, Clif Bar, Tate's Bake Shop, Cadbury Dairy Milk, Milka, and Toblerone [2] - The company is recognized as a member of the Dow Jones Best-in-Class North America and World Indices, previously known as the Dow Jones Sustainability Indices [2]

Core Insights - HUB Cyber Security Ltd. has expanded its relationship with a major European financial institution by adding new cybersecurity assessment and consultancy services to an existing multi-year engagement [1][2] - The expansion includes application security testing, mobile-application penetration testing, and code-review services, reflecting the client's confidence in HUB's capabilities [2] - This engagement aligns with HUB's broader strategy in Europe, where the company is enhancing its portfolio of security, compliance, and secured data fabric offerings for regulated financial institutions [2][3] Company Overview - HUB Cyber Security Ltd. is recognized as a global leader in confidential computing, AI-driven data fabric, and cybersecurity [3] - The company's Secured Data Fabric (SDF) allows organizations to virtualize, secure, and analyze sensitive data while meeting high regulatory standards [3] - HUB operates across North America, Europe, and Israel, partnering with Fortune 100 companies, global banks, and sovereign institutions to secure digital infrastructure [3]

Core Viewpoint - PharmaCorp RX Inc. has announced a non-binding letter of intent to acquire pharmacy files, patient records, and related operational data for $350,000, with the acquisition expected to close in the first quarter of 2026 [1][3]. Acquisition Details - The Proposed Acquisition involves the purchase of prescription files and patient records but does not include the target's corporate entity or other operating assets [2]. - The acquisition will be financed using cash on hand, and no finder's fees will be applicable [1]. Strategic Intent - The transaction is part of PharmaCorp's strategy to enhance operational efficiency and strengthen patient care in local communities [4]. - The company aims to integrate the acquired pharmacy files into its existing pharmacy to ensure continuity of care for local residents [4]. - PharmaCorp is focused on a national consolidation strategy through disciplined acquisitions that add long-term value for shareholders [4]. Company Background - PharmaCorp is a Canadian pharmacy acquisition platform that empowers pharmacists as equity partners and supports succession for retiring pharmacy owners [5]. - The company operates seven PharmaChoice Canada bannered pharmacies and plans to continue acquiring both bannered and independent pharmacies across Canada [5].

Core Insights - Oak Hill Advisors (OHA) has successfully closed its OHA Senior Private Lending Fund (OLEND), raising a total of $17.7 billion in capital, including $8.0 billion in equity commitments, marking it as the largest fundraise in the company's history [1][3]. Fund Strategy and Focus - OLEND aims to leverage the growing opportunities in direct lending to larger companies, specifically targeting first lien and unitranche loans for companies with over $75 million in EBITDA [2]. - The fund will primarily invest in North America and focus on industries deemed recession-resistant by OHA [2]. Market Position and Expertise - OHA has over three decades of experience in leveraged finance markets and aims to utilize its underwriting expertise and focus on downside protection to deploy capital effectively through OLEND [3]. - The fund is positioned to capitalize on favorable market dynamics for new leveraged buyouts and corporate growth initiatives, indicating a strong potential for increased deal flow [4]. Investor Base and Partnerships - OLEND's investor base includes a diverse range of global investors such as pension funds, sovereign wealth funds, insurance companies, endowments, and family offices, reflecting the fund's versatility and appeal [4][5]. - The partnership with T. Rowe Price has been significant in this fundraising effort, helping to establish new relationships and enhance the platform [4]. Long-term Value Creation - The investment strategy of OLEND is designed to deliver consistent returns and create long-term value for investors, emphasizing the compelling opportunities in senior direct lending [5]. - OHA manages approximately $108 billion in assets across various credit strategies, showcasing its extensive experience and commitment to providing customized credit solutions [5].

Core Insights - Rogers has launched Amazon Luna on its Xfinity platform, enabling cloud gaming without the need for consoles or downloads, catering to the growing gaming market in Canada where over 70% of Canadians engage in video gaming [1][2]. Company Overview - Rogers Communications Inc. is a leading communications and entertainment company in Canada, publicly traded on the Toronto Stock Exchange and the New York Stock Exchange [6]. Product Offering - The integration of Amazon Luna allows Rogers Xfinity customers to access over 100 cloud-based games directly from their devices, with Prime members having access to more than 50 top games including popular titles like Hogwarts Legacy [3][4]. - The gaming experience is enhanced by the ability to use voice commands through the Xfinity remote, and players can utilize any major Bluetooth-enabled controller or the Amazon Luna Controller [4]. User Experience - Rogers Xfinity provides a comprehensive entertainment experience by combining cloud gaming with live TV, on-demand content, and streaming apps in a single interface, leveraging Comcast's Entertainment OS platform [5].