Core Insights - Ondas Inc. (ONDS) has experienced a significant decline of approximately 22% in its share price over the past month, contrasting with an 8.7% gain in the Wireless National industry [1][4] - The company is navigating a challenging start to 2026 after a transformative year in 2025, which included a pivot to autonomous systems and aggressive portfolio expansion [5][19] Financial Performance - Preliminary Q4 2025 revenues are expected to be between $27 million and $29 million, marking a 51% increase over prior targets, with a backlog of $65.3 million, up 180% from previous reports [11][13] - For 2026, Ondas has raised its revenue outlook to $170-$180 million, reflecting a 25% increase from the previous target of $140 million, which includes an estimated $30 million contribution from recent acquisitions [13][19] - The company's pro forma cash balance exceeds $1.5 billion, providing substantial financial flexibility for both organic and inorganic growth [12] Strategic Initiatives - Ondas is focusing on mergers and acquisitions (M&A) to enhance its portfolio, with over 20 acquisition targets in the pipeline, including a recent agreement to acquire Rotron Aero [9][10] - The company aims to strengthen its offerings in unmanned ground systems, robotics, and fiber optic communications through strategic partnerships and acquisitions [6][9] Market Position and Valuation - Ondas' stock is trading at a forward 12-month price-to-sales ratio of 22.25X, significantly higher than the industry average of 1.88X, reflecting its early positioning in high-growth defense autonomy markets [16] - Despite recent volatility, the company's fundamentals remain strong, supported by backlog growth and a solid balance sheet, making the current dip potentially an attractive entry point for long-term investors [19]

Group 1: Joint Venture Announcement - PG&E Corporation, along with Lockheed Martin, Salesforce, and Wells Fargo, launched EMBERPOINT LLC, a joint venture focused on wildfire detection, prevention, and response [1] - EMBERPOINT will utilize artificial intelligence, autonomous systems, and integrated command-and-control tools to enhance fire detection and response coordination [1] - PG&E contributes its wildfire mitigation experience, while Lockheed Martin provides prediction and detection capabilities, Salesforce offers a digital platform, and Wells Fargo supports the venture with capital investment [1] Group 2: Analyst Ratings and Price Targets - Morgan Stanley raised its price target on PG&E Corporation to $21 from $20, maintaining an Equal Weight rating [2] - J.P. Morgan and TD Cowen reiterated their 'Buy' ratings on PG&E Corporation with price targets of $21, viewing it as a compelling recovery story post-wildfires [3] - Analysts highlight PG&E's growth potential driven by electrification trends and wildfire mitigation opportunities, with TD Cowen noting its compelling valuation [3] Group 3: Company Overview - PG&E Corporation is a California-based utility holding company, with its primary subsidiary supplying electricity and natural gas to approximately 16 million customers across Northern and Central California [4] - The service area covers about 70,000 square miles, indicating the company's extensive operational footprint [4]

Core Insights - Ondas Inc. (ONDS) has secured a strategic contract in the Asia-Pacific (APAC) region through its subsidiary Airobotics, enhancing its defense presence amid rising demand for autonomous unmanned aerial systems (UAS) due to geopolitical tensions [1][10] Group 1: Contract and Execution - The contract will be executed in multiple phases, with initial deliveries starting this year, and potential follow-on orders as deployments scale [2][3] - The contract is integrated into existing defense and security architectures, indicating a focus on enhancing revenue visibility as Ondas builds relationships with defense clients [3][10] Group 2: Market Focus and Growth Strategy - Ondas is prioritizing its presence in the APAC region, focusing on critical infrastructure protection, border security, and counter-drone operations [3][10] - The company is heavily investing in its autonomous systems (OAS) business to drive top-line growth, evolving from specialized drone systems to a multi-domain global autonomy platform [4] Group 3: Financial Outlook - Ondas expects revenues between $47.6 million and $49.6 million for 2025, a 23% increase from previous guidance, and has raised its 2026 revenue outlook to $170-$180 million, representing a 25% increase from the prior target of $140 million [6] Group 4: Competitive Landscape - Competitors like Red Cat Holdings (RCAT) and AeroVironment (AVAV) are also experiencing strong demand and expanding their capabilities in the defense sector, indicating a competitive environment [7][9]

Core Insights - Tian Ruixiang Holdings Limited has launched the TIRX AI Strategic Initiative, a multi-billion-dollar ecosystem aimed at transforming the insurance industry through artificial intelligence [1][2] - The initiative is designed to provide a competitive edge in high-growth insurance and broker sectors, focusing on generative AI, predictive analytics, and autonomous systems [3][6] Initiative Components - TIRX Generative AI Foundation Models will automate 90% of routine knowledge work and generate insights from vast amounts of unstructured data [3] - The Autonomous Operations Platform aims to reduce operational costs by 40% or more through self-optimizing and predictive maintenance protocols [4] - An AI-Powered Healthcare Intelligence Suite will deliver precision medicine outcomes with 95% accuracy by integrating real-time patient data and global medical research [4] Strategic Partnerships and Execution - The company is pursuing strategic partnerships with leading cloud providers and AI infrastructure firms to ensure rapid deployment and scalability [5] - TIRX's technical leadership has developed industry-first prototypes that outperform competitors in accuracy, latency, and cost efficiency [5] Financial Projections - Analysts predict a 300% year-over-year increase in AI-related revenue by 2027, positioning TIRX to capture a significant share of the insurance AI market, which is linked to industries generating $20 trillion in global GDP [6]

Core Viewpoint - Erik Prince, founder of Blackwater USA, plans to take Swarmer Inc., a drone autonomy software company, public through an S-1 filing, aiming to list on Nasdaq under the ticker "SWMR" [1][2] Company Summary - Swarmer has supported operations in Ukraine and its platform has been deployed in over 100,000 real-world missions in active combat environments [1] - Erik Prince will serve as the non-Executive Chairman of Swarmer [2] Industry Summary - Advances in artificial intelligence, autonomous systems, and low-cost unmanned platforms are transforming modern conflict strategies, emphasizing intelligence, coordination, and software over traditional hardware [2] - The shift in warfare dynamics is highlighted by the need for effective operational scaling through advanced software solutions [2] Financial Summary - Lucid Capital Markets is acting as the sole underwriter for Swarmer's public offering [2]

As filed with the Securities and Exchange Commission on February 2, 2026 Registration No. 333-293109 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________ Amendment No. 1 to Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ____________________ CHECK-CAP LTD. (Exact name of registrant as specified in its charter) ____________________ | (State or other jurisdiction of | | --- | | incorporation or organization) | (Primary Standard Industrial Classification ...

Core Insights - Ondas Inc. (NASDAQ:ONDS) has been recognized as one of the 11 best performing stocks over the last 12 months [1] Group 1: Product Development and Recognition - Ondas Inc.'s Optimus drone, through its subsidiary American Robotics, has achieved Blue List status from the Defense Contract Management Agency (DCMA), indicating compliance with rigorous cybersecurity and operational standards [2] - The Optimus system features an automated drone-in-a-box dock with 11 onboard batteries and the capability for up to nine mission payloads, enabling continuous operations and real-time mission switching [3] Group 2: Market Position and Analyst Attention - Stifel has raised its price target for Ondas Inc. from $17 to $18, maintaining a 'Buy' rating due to the company's unique approach in military drones and performance that has exceeded analyst expectations [4] - Ondas Inc. focuses on scalable, compliant autonomous aerial and ground systems, as well as private wireless solutions that support U.S. defense and critical infrastructure applications [5]

As filed with the Securities and Exchange Commission on January 30, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 CHECK-CAP LTD. (Exact name of registrant as specified in its charter) ____________________ Israel 3844 Not Applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 29 ...

Core Viewpoint - The investment thesis emphasizes Tesla Inc. and Nvidia Corp. as the leading companies in the physical AI market, which is seen as a critical component of the fourth industrial revolution [1][2]. Tesla Inc. - Tesla's focus has shifted from vehicle delivery to high-margin software adoption, particularly through Full Self-Driving (FSD) technology, which is expected to increase adoption from 12% to 50% [4]. - A base case valuation of $600 and a bullish case of $800 are projected, driven by the margin story associated with FSD [4]. - The year 2025 is anticipated to be a significant transition year, leading into a "golden year" in 2026, influenced by advancements in FSD, autonomous Cybercabs, and robotics [5]. Nvidia Corp. - Nvidia is viewed as the foundational provider of hardware essential for autonomous systems and industrial robotics, positioning it as a leader in the AI infrastructure market [6]. - The company is considered to be four to five years ahead of competitors in the chip industry, making it a primary beneficiary of the current capital expenditure surge in the tech sector [6]. Energy Constraints - The primary constraint in the AI arms race is identified as energy shortages rather than capital or technology [7][8]. - There is a notable increase in data centers under construction, which is straining the energy grid, necessitating vertical integration strategies such as custom cooling and on-site energy generation to address the power crunch [7]. Price Action - As of 2026, Tesla shares have decreased by 4.91%, but have shown a 30.57% increase over the last six months and a 4.07% increase over the year [10]. - Nvidia shares have increased by 1.94% year-to-date, with a 7.39% rise in six months and a 54.44% increase over the year, indicating a stronger price trend compared to Tesla [10][11].

Industry Overview - Global industrial automation is projected to reach $233.6 billion in 2026, driven by Industry 4.0 mandates focusing on re-shoring and energy-efficient production [1] - Smart grid deployments are expected to reach $52.55 billion this year, modernizing urban infrastructure through autonomous sensing [2] - The microreactor commercialization cycle is anticipated to reach $198.88 billion in 2026, as Gen-IV energy systems redefine grid independence for critical infrastructure [3][4] Company Highlights - VisionWave Holdings Inc. is developing a multi-domain autonomy ecosystem, integrating advanced radio-frequency sensing and computational acceleration with industrial robotic platforms [3] - The company is advancing its qSpeed system-level integration architecture, which aims to reduce decision-making latency in modern warfare scenarios [4][5] - VisionWave has secured a U.S. patent for its proprietary radio-frequency sensing and AI platform, ensuring a competitive edge in the space-enabled counter-UAS market [7] - The company is expanding into Southern Europe through its subsidiary, Solar Drone Ltd., with a strategic distribution agreement covering Italy and Spain [8] - VisionWave plans to invest up to $10 million in U.S. development over the next 6-12 months to advance qSpeed toward production readiness [9] Other Company Developments - Huntington Ingalls Industries demonstrated capabilities of its AI-enabled unmanned surface vessels, validating coordinated operations between surface and subsurface autonomous systems [10][11] - Amentum played a key role in NASA's Artemis II mission, successfully rolling out the Space Launch System rocket and Orion spacecraft [13][14] - AeroVironment launched the Mission Specialist Wraith, an unmanned underwater vehicle designed for advanced imaging and navigation [15][16] - BWX Technologies announced the arrival of TRISO nuclear fuel for the Project Pele microreactor, marking a significant step toward Gen-IV nuclear power [17][18]