Core Insights - Ambiq Micro, Inc. has been recognized by TIME as one of the Best Inventions of 2025 in the Artificial Intelligence category for its Subthreshold Power Optimized Technology (SPOT®) platform, which enhances energy efficiency for AI workloads on battery-powered devices [1][2] Company Overview - Ambiq Micro, headquartered in Austin, Texas, focuses on ultra-low-power semiconductor solutions aimed at enabling artificial intelligence at the edge [9] - The company has shipped over 280 million SPOT-powered chips globally, which are utilized in various popular devices including wearables and healthcare monitors [5][9] Technology and Innovation - SPOT technology allows devices to operate with two to five times greater efficiency, significantly extending battery life and enhancing capabilities within the Internet of Things (IoT) ecosystem [3][5] - The platform has overcome historical challenges in subthreshold circuit design, making it commercially viable for the first time [4] Market Impact - SPOT technology has been adopted by eight of the world's top ten smartwatch manufacturers and is expanding into applications such as ECG monitors, smart glasses, and industrial sensors [7] - The Apollo System-on-Chip (SoC) family, now in its fifth generation, continues to set new standards for power-efficient performance, enabling advanced AI applications in power-constrained environments [5][6] Future Outlook - Following a successful IPO on the New York Stock Exchange in July 2025, Ambiq aims to further its vision of seamless, efficient, and connected intelligent devices operating at the edge [8]

Core Insights - EchoStar Corporation's subsidiary, Hughes Network Systems, has partnered with Celona to provide a fully managed private wireless network solution aimed at meeting the increasing demand for secure and scalable wireless connectivity [1][10] Group 1: Partnership and Technology - The collaboration combines Celona's advanced 5G LAN technology with Hughes' managed services expertise to support digital transformation across various industries such as manufacturing, logistics, energy, and public safety [2] - The partnership offers a comprehensive private wireless network with end-to-end management, improved Quality of Service (QoS), and seamless mobility, addressing connectivity challenges in large environments [3] - The solution is designed for mission-critical applications, enabling flexible deployment options tailored to customer needs, including automated vehicles and secure telehealth services [4] Group 2: Business Performance and Growth - Hughes achieved AS9100 quality certification and multiple FAA certifications, contributing to positive growth prospects for EchoStar [6] - The HughesNet consumer segment reported approximately 820,000 broadband subscribers, with increased Average Revenue Per User (ARPU) due to a focus on higher-value customers [6] - EchoStar anticipates positive operating free cash flow for the year, supported by disciplined cost management and growth in its Wireless and Hughes enterprise businesses [7] Group 3: Innovations and Market Position - In April 2025, Hughes launched the HL1100W electronically steerable antenna, enhancing low-latency, high-speed connectivity for enterprise and government users [8] - EchoStar's stock has performed well, with a Zacks Rank of 2 (Buy) and a share price increase of 187.3% over the past year, outperforming the industry growth of 148.4% [9]

Core Insights - Globalstar (GSAT) is expanding its presence in the Internet of Things (IoT) connectivity market through a partnership with Conekt.ai, integrating its Band 53 spectrum and XCOM RAN technology with Conekt.ai's orchestration platform for enhanced multi-network connectivity [1][2][3] Company Developments - The collaboration allows Conekt.ai to provide turnkey connectivity solutions for IoT deployments, enabling enterprise clients to manage and scale IoT applications through a unified orchestration system [2] - GSAT's integration of Band 53 spectrum and XCOM RAN solutions enhances its market capabilities, granting access to a broader customer base in the IoT and enterprise sectors [3] - GSAT's second-quarter 2025 results indicate growth in wholesale capacity services and commercial IoT initiatives, with an increase in average subscribers driven by strong activations [4] - Innovations like the RM200 two-way module and XCOM RAN are expected to further boost GSAT's revenue, with the RM200 module gaining traction in sectors such as oil & gas and defense [5] Competitive Landscape - The satellite and communication industry is highly competitive, with significant players like Iridium Communications and Viasat expanding their market reach, which could impact GSAT's revenue if execution falters [6][9] - Iridium's commercial service segment, which accounts for 59% of its total revenues, is experiencing growth, driven by strong IoT performance [7] - Viasat's acquisition of Inmarsat has enhanced its capabilities, with plans to launch the ViaSat-3 Flight 2 satellite, which will double its bandwidth capacity [10] Financial Performance - GSAT stock has increased by 18.5% in the past month, outperforming the Zacks Satellite and Communication industry, which rose by 2% [11] - The stock is trading at a forward 12-month price/sales ratio of 18.23X, significantly higher than the industry's 1.5X [11] - Earnings estimates for GSAT have been revised upward, with a 77.1% increase for 2025 and a 200% increase for 2026 [11]

Group 1 - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] Group 2 - The investment approach of the firm integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

As filed with the United States Securities and Exchange Commission on October 7, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Actelis Networks, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorporation or Organization) Delaware 3669 52-2160309 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) Act ...

Core Insights - Qualcomm is acquiring Arduino to strengthen its position in the robotics industry and gain access to a broader range of developers and startups [1][2][3] - The acquisition allows Qualcomm to tap into the prototyping and testing phase of robotics development, which is crucial for future commercial product launches [2][4] - The move is part of Qualcomm's strategy to diversify its revenue streams away from mobile chips, especially as the smartphone market faces challenges [4] Group 1: Acquisition Details - Qualcomm did not disclose the financial terms of the acquisition, but Arduino will operate as an independent subsidiary [2] - Arduino's products are primarily used for prototyping and cannot be used for commercial products, making them popular among hobbyists and startups [2] Group 2: Strategic Goals - Qualcomm aims to build loyalty and legitimacy among startups and builders in the robotics sector, as the demand for powerful chips for AI applications grows [3] - The company is looking to leverage its IoT and automotive business, which together accounted for 30% of overall revenue from chip sales in the most recent quarter [5]

Core Insights - Prologis (PLD) is well-positioned for growth due to its scale, strategically located distribution facilities, and prudent financial management [1][3][4] - The company is converting warehouses into data centers to leverage the increasing demand in this sector [1][6] - Despite strong operational performance, macroeconomic uncertainties are causing customers to delay leasing decisions, impacting demand [2][10] Operational Performance - Prologis operates in high-demand industrial distribution markets, with properties located near key transportation hubs [3] - Occupancy is projected to be 95.2% in 2025, with rental revenues expected to increase by 7.5% and 4.9% in 2025 and 2026, respectively [3] - The company plans to make acquisitions between $1 billion and $1.25 billion and development starts between $2.25 billion and $2.75 billion in 2025 [4][9] Financial Position - Prologis maintains a strong balance sheet with $7.1 billion in available liquidity as of June 30, 2025 [5] - The weighted average interest rate on total debt is 3.2%, with a debt to adjusted EBITDA ratio of 5.1X [5] - The company has seen a 20.9% year-over-year increase in interest expenses, totaling $251.9 million in Q2 2025 [11] Dividend and Share Performance - Prologis has increased its dividend five times in the last five years, with a five-year annualized growth rate of 12.66% [7] - The stock has risen 10.7% year-to-date, outperforming the industry average of 4.9% [8] - The Zacks Consensus Estimate for 2025 FFO per share is $5.77, indicating a positive outlook [8]

Core Viewpoint - Sequans Communications has expanded its Bitcoin treasury to 3,234 BTC, reinforcing its long-term reserve strategy and commitment to Bitcoin as a primary treasury reserve asset [1][2][3] Group 1: Bitcoin Acquisition and Holdings - The company acquired an additional 29 Bitcoin for approximately $3.4 million, with an average purchase price of $115,517 per Bitcoin, including fees [1] - As of October 3, 2025, Sequans holds a total of approximately 3,234 Bitcoin, with a total net investment of around $377.2 million, reflecting an average acquisition price of $116,643 per Bitcoin [2] - The estimated fair value of Sequans' Bitcoin holdings is around $400 million, given current market prices above $123,000 [2] Group 2: Strategic Rationale - Sequans views Bitcoin as a scarce and durable form of money that provides long-term protection for shareholder value amid global monetary expansion [3] - The company intends to strategically accumulate Bitcoin using net proceeds from equity and debt issuances, as well as cash generated from operations and intellectual property monetization [4] Group 3: Company Overview - Sequans Communications is a leading fabless semiconductor company specializing in wireless 4G/5G cellular technology for IoT and is a pioneer in Bitcoin treasury [4] - The company offers a comprehensive portfolio of 4G/5G solutions designed for IoT, focusing on innovation in wireless connectivity, power efficiency, security, and performance [5] - Founded in 2003 and headquartered in France, Sequans operates globally with offices in multiple countries [6]

Core Insights - Walmart is significantly expanding its use of artificial intelligence and IoT technology through a large-scale deployment of Wiliot's ambient IoT platform, marking a major advancement in item-level sensing in retail [1][6] Technology Implementation - The partnership involves the use of battery-free Bluetooth sensors, referred to as "Pixels," which will be applied across pallets, packages, and products within Walmart's network, providing real-time data on inventory location, movement, and condition [2][4] - The technology is currently operational in over 500 Walmart locations and is expected to expand to more than 4,600 Supercenters, Neighborhood Markets, and logistics hubs by 2026, with a potential deployment of up to 90 million sensors [3] Operational Efficiency - The initiative aims to eliminate manual inventory tracking and scanning, which are time-consuming and prone to errors, thereby enhancing accuracy and efficiency in Walmart's operations [4] - The real-time visibility from the sensors allows associates to concentrate more on customer service, improving overall operational effectiveness [4] Strategic Goals - Walmart's senior vice president of transformation and innovation emphasized that digitization of the supply chain enables faster and more informed decision-making, creating a responsive network that adapts in real-time to store and distribution center conditions [5] - Wiliot's CEO highlighted that this deployment adds a new layer of digitization to Walmart's supply chain, enhancing efficiency, accuracy, and responsiveness through real-time insights and automation [6]

Core Insights - Iridium Communications Inc. has signed a Memorandum of Understanding (MOU) with Karrier One to integrate Iridium's NTN Direct IoT capabilities into Karrier One's ecosystem, enhancing global connectivity opportunities [1][11] - The collaboration aims to redefine connectivity beyond geographical limitations, with a bilateral agreement for technical integration and commercial rollout expected to follow [2] Collaboration Benefits - The partnership allows Karrier One deployers to connect sensors and devices globally, even in areas lacking terrestrial mobile networks, without needing local base stations [3] - Utilizing Iridium's low-Earth orbit satellite constellation, the collaboration provides reliable pole-to-pole coverage, facilitating immediate global connectivity for IoT solutions [4] - Key advantages include global reach for narrowband IoT devices, no infrastructure deployment, resilient M2M communications for critical industries, and seamless access to Iridium connectivity through Karrier One's platform [5] Recent Partnerships and Developments - Iridium has recently partnered with Deutsche Telekom to enhance global connectivity through its upcoming NTN Direct service, positioning both companies at the forefront of 5G-powered NTN [6] - In May 2025, Iridium collaborated with Syniverse to enable the global deployment of its NTN Direct service, aiming for direct-to-device and narrowband IoT connectivity integrated with terrestrial networks [7] Financial Outlook - Iridium is investing in R&D to enhance its technology infrastructure, with expectations to generate approximately $1 billion in annual service revenues by 2030 [8] - However, the company has revised its 2025 service revenue growth forecast down to 3-5% from an earlier estimate of 5-7%, citing various challenges including maritime broadband transition and revenue delays [9] Stock Performance - Iridium currently holds a Zacks Rank 3 (Hold), with its shares declining by 37.8% over the past year, contrasting with a 164.2% increase in the Zacks Satellite and Communication industry [10]