Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Lakeland Industries, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Investigation and Legal Action - Shareholders who purchased Lakeland securities may be entitled to compensation through a class action lawsuit without any out-of-pocket fees [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses related to Lakeland Industries [2]. Group 2: Financial Performance and Stock Impact - On December 9, 2025, Lakeland Industries announced the withdrawal of its previously issued financial guidance for the 2026 fiscal year and stated it would not provide financial guidance going forward [3]. - Following this announcement, Lakeland's stock experienced a significant decline of 38.97% on December 10, 2025 [3]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [4].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Bitdeer Technologies Group securities between June 6, 2024, and November 10, 2025, of the February 2, 2026, deadline to become a lead plaintiff in a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Bitdeer securities during the specified class period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6]. - The deadline to move the Court to serve as lead plaintiff is February 2, 2026, with the lead plaintiff representing other class members in the litigation [3]. Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. - Founding partner Laurence Rosen was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020, and many attorneys at the firm have received accolades from Lawdragon and Super Lawyers [4]. Group 3: Case Specifics - The lawsuit alleges that Bitdeer provided misleading information regarding its SEALMINER Bitcoin mining machine, specifically about the mass production and energy efficiency of its SEAL04 ASIC chip technology [5]. - Defendants are accused of failing to disclose that the SEAL04 chip, projected to have an energy efficiency of 5 J/TH, would not be ready for use in the A4 rigs until mass production was expected to begin in the second quarter of 2025 [5]. - These misleading statements led to investors purchasing Bitdeer securities at inflated prices, resulting in damages when the true information became public [5].

Core Viewpoint - Broadcom is emerging as a competitor to Nvidia in the AI sector by offering custom AI chips, potentially capturing some of Nvidia's market share, although Nvidia remains the dominant player in the market [1][2][3][7]. Group 1: Company Overview - Broadcom's revenue growth is projected to match Nvidia's at 52% for their respective upcoming fiscal years [7]. - Nvidia's market cap is approximately $4.5 trillion, while Broadcom's is around $1.6 trillion, indicating a significant size difference [6][8]. - Broadcom specializes in custom AI chips known as ASICs, which are tailored to specific client needs, contrasting with Nvidia's broad-purpose GPUs [4][6]. Group 2: Market Position and Strategy - Nvidia's GPUs are widely used in AI but come at a premium price, leading some hyperscalers to seek alternatives like Broadcom's ASICs [1][2][3]. - Broadcom has partnered with major clients, including Google for its Tensor Processing Unit (TPU), which has been pivotal in AI advancements [6]. - The market is optimistic about Broadcom's growth prospects, with custom chips expected to roll out in the coming years [6][10]. Group 3: Financial Metrics - Broadcom's stock trades at 32.4 times forward earnings, while Nvidia trades at 24.6 times FY 2027 earnings, indicating a premium for Broadcom [12]. - Analysts expect Nvidia's revenue to reach $323 billion and Broadcom's to total $133 billion in their respective fiscal years [9].

Market Overview - The cryptocurrency market experienced a significant decline on January 31, with Bitcoin (BTC) falling below $80,000, trading at $77,934.46, marking a 7% drop in 24 hours and the lowest level since April 2025 [1] - The total cryptocurrency market capitalization decreased by more than 7.9% to $2.7 trillion during the same period [1] Liquidation Events - Traders rushed to exit positions amid the market downturn, resulting in nearly $2.51 billion in crypto positions being liquidated within 24 hours, including $2.41 billion in long positions and $105.19 million in short positions [2] Security Incident - Step Finance, a decentralized finance (DeFi) dashboard, reported a hack that compromised several of its treasury and fee wallets, with approximately 261,854 Solana (SOL) worth about $26 million being unstaked and moved during the breach [3][4] - The platform has taken immediate remediation steps and is collaborating with security professionals while notifying relevant authorities [3] Company Background - Step Finance aggregates liquidity pool tokens, yield farms, and positions from about 95% of Solana-based protocols into one dashboard and also operates the Solana-focused news outlet SolanaFloor [5] - The platform had previously acquired Moose Capital, now Remora Markets, to facilitate tokenized stock trading on the Solana network [5] - In November 2024, Step Finance announced the shutdown of its main dashboard to focus on its media outlet and trading platform due to declining DeFi activity and high operational costs [6]

Core Insights - Clearway Energy has announced a significant portfolio of contracts with Google, totaling 1.2 gigawatts, indicating a growing trend in hyperscaler renewable procurement, which is seen as an early but meaningful signal of increasing demand in the sector [1][5] Development Progress - Clearway has commercialized nearly all planned projects to support growth through 2027 and into 2028, backed by power purchase agreements (PPAs), mature interconnections, site control, and secured equipment [2] - The company is optimistic about its outlook for 2026 and is confident in meeting its 2026 guidance, with a clearer path to its 2027 and 2030 financial targets [3] Financial Objectives - Clearway aims to achieve approximately $3.10 cash available for distribution (CAFD) per share by 2030, planning to construct at least 2 gigawatts annually to sustain growth [5][7] - The Google-linked projects align with Clearway's framework of large projects and long-term contracts, enhancing confidence in reaching the upper end of its 2030 target [7] Strategic Approach - The company emphasizes an "all-of-the-above" strategy, incorporating renewables, batteries, and contracted gas, with a focus on predictable cash flows and disciplined capital allocation [4][12] - Clearway's projects are designed to ensure predictable, long-term contracted cash flows with low variability, utilizing a mix of renewable and gas resources [12][13] Market Trends - There is an expected increase in "front-of-the-meter" contracting for data center customers, with a shift towards ambitious projects that integrate solar, wind, batteries, and gas [6] - The company anticipates that contracting announcements will become larger and more routine as it scales towards building 2 gigawatts or more annually [16] Battery and Gas Integration - Clearway is particularly positive about battery storage, citing its reliability and predictability as a cash flow source, with structured long-term contracts [14] - Gas resources are intended to complement renewables and batteries, providing capacity confidence for utilities and data centers [13] Acquisition and Financing Strategy - Clearway has demonstrated CAFD yields above its 10.5% target in recent transactions and aims to maintain a disciplined capital allocation framework [10][11] - The company does not factor third-party acquisitions into its growth plans but sees potential for accretive acquisitions in the current market environment [16]

Group 1 - El Salvador has purchased 9,298 ounces of gold worth $50 million, increasing its total gold reserves to 67,403 ounces valued at $360 million [2] - The acquisition of gold is part of El Salvador's strategy to maintain a "prudent balance" in its foreign reserves [2] - The country continues to accumulate Bitcoin, adding 1 BTC on Thursday and a total of 7 BTC over the past week, adhering to its "one Bitcoin per day" policy [3] Group 2 - El Salvador's national Bitcoin stockpile has reached 7,547.37 BTC, valued at $624.24 million, making it the fifth-largest government holder of Bitcoin [4] - The country adopted Bitcoin as legal tender in 2021 and has continued to purchase it despite market volatility [5] - The International Monetary Fund previously requested El Salvador to halt public sector Bitcoin purchases as part of a $1.4 billion funding deal, but the country has not ceased its acquisitions [6] Group 3 - Recent purchases of gold and Bitcoin occurred after both assets experienced declines, with gold dropping 3.97% to $5,158.54 an ounce and Bitcoin falling below $82,000 [7]

Company Overview - UiPath specializes in automation software for enterprises, focusing on robotic process automation (RPA) and AI-driven process optimization [7][8] - The company generates revenue primarily through software licensing, maintenance, support, and professional services [7] - UiPath serves various sectors including banking, healthcare, financial services, and government, with a global presence in the United States, Romania, and Japan [8] Financial Performance - For the fiscal third quarter ended October 31, revenue increased by 16% year over year to $411 million [10] - The fiscal Q3 gross margin was 83%, leading to an operating income of $13.1 million, a significant improvement from the previous year's operating loss of $43.4 million [10] - The company's total revenue for the trailing twelve months (TTM) is $1.55 billion, with a net income of $229.66 million [4] Insider Transactions - CEO Daniel Dines sold 135,000 shares for approximately $2.0 million, affecting a minor portion of his ownership, retaining over 5% of UiPath's shares post-transaction [2][6] - The shares sold were from Dines's direct holdings, while his indirect position remained unchanged [6] - The transaction aligns with Dines's historical trading pattern, as the block size is consistent with his recent median of 45,000 shares per sale [6] Market Position and Outlook - The company's share price has decreased in 2026 from a 52-week high of $19.84 reached in December, suggesting a potential buying opportunity [10] - The sale of shares by Dines is part of a prearranged trading plan, indicating no immediate pressure for shareholders to sell [9]

Core Insights - Constellation Energy is strategically positioned to benefit from the increasing demand for energy from new data centers, particularly those focused on artificial intelligence [1][8] Company Overview - Constellation Energy has a market capitalization of $88 billion and a current stock price of $280.68, with a 52-week range of $161.35 to $412.70 [3] - The company has a gross margin of 19.30% and a dividend yield of 0.55% [3] Industry Dynamics - The rise of artificial intelligence has led to significant capital expenditures by hyperscalers, which are expanding their data center capacities [2] - AI-focused data centers consume more energy than traditional ones, primarily due to the use of graphics processing units that generate substantial heat and require extensive cooling [3] Strategic Partnerships - Constellation Energy has secured long-term power purchase agreements (PPAs) with major companies like Microsoft and Meta Platforms, ensuring a stable revenue stream [4][7] - The company is the largest producer of carbon-free electricity, aligning with the energy needs of hyperscalers [4] Recent Developments - The acquisition of Calpine Corp. for $26.6 billion has expanded Constellation's capacity to 55 gigawatts, enhancing its ability to provide reliable and dispatchable power [5] - Despite a recent stock sell-off of 30% from its peak of $412 per share, the company has successfully cleared all its PJM capacity in the latest auction, securing revenue at a clearing price of $333.44 per megawatt-day for the 2027-2028 delivery year [6][7]

Core Insights - Medicare coverage is not free and costs are expected to rise in 2026, impacting enrollees financially Group 1: Rising Costs - The standard monthly Medicare Part B premium increased from $185 in 2025 to $202.90 in 2026, which significantly affects the 2.8% Social Security cost-of-living adjustment [3] - The Medicare Part A inpatient deductible rose from $1,676 in 2025 to $1,736 in 2026, adding to the financial burden of hospital admissions [4] - The coinsurance rate for Medicare Part A for days 61 through 90 of a hospital stay increased from $419 per day in 2025 to $434 in 2026 [5] - The daily cost for using lifetime reserve days beyond the 90th day in the hospital rose from $838 in 2025 to $868 in 2026 [6] Group 2: Cost Management Strategies - It is crucial for enrollees to understand their coverage and explore ways to minimize out-of-pocket expenses [8] - Recommendations include checking eligibility for affordable Medigap plans, reviewing Medicare Advantage or Part D drug plan options annually, using in-network providers, and utilizing low- or no-cost preventive care [9]

Core Viewpoint - Rosen Law Firm has initiated a class action lawsuit on behalf of purchasers of Oracle Corporation's senior notes, alleging that the Offering Documents contained misleading statements regarding Oracle's need for additional debt to build AI infrastructure, which affected the creditworthiness of the bonds [1][4]. Group 1: Lawsuit Details - The class action lawsuit claims that Oracle failed to disclose its requirement for significant additional debt at the time of the Offering, which ultimately led to damages for investors when the true situation was revealed [4]. - Investors who purchased Oracle senior notes may be eligible for compensation without incurring out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering hundreds of millions for investors [3]. - The firm has been recognized for its achievements, including being ranked No. 1 for securities class action settlements in 2017 and securing over $438 million for investors in 2019 [3].