Core Viewpoint - Brazilian FinTech AGI, or Agibank, has reduced the size and price range of its U.S. initial public offering (IPO) due to market conditions and competitor performance [1][2][3] Company Overview - Agibank is focused on providing specialized financial services in Brazil, serving nearly 6.4 million active clients with access to social security benefits, severance fund benefits, and payrolls through secured lending solutions and various banking products [4] - The company targets consumers underserved by traditional banks and digital-only banks, utilizing a hybrid engagement model that combines an app with asset-light retail locations known as "Smart Hubs" [5] IPO Details - Initially, Agibank planned to offer 43.6 million shares priced between $15 and $18, but has since revised this to 20 million shares priced between $12 and $13 [2] - The decision to lower the IPO size and price range was influenced by the 20% drop in shares of competitor PicPay, which had a recent IPO that raised $434 million by selling 22.8 million shares at $19 each [3] Market Context - PicPay's IPO was one of the most closely watched in the Brazilian FinTech sector since the market cooled following Nubank's debut in 2021 [4] - Agibank was valued at approximately 9.3 billion Brazilian real (about $1.8 billion) in December 2024, following a significant investment [5] Business Model - Agibank employs a unique hybrid business model that emphasizes transactional and credit primacy, leveraging advanced technologies such as artificial intelligence and big data [6]

Core Insights - The article emphasizes the growing significance of big data as a foundational element for accurate automation, which is closely linked to AI investment trends projected for 2026 [1] Group 1: Investment Focus - The analyst specializes in technology, innovation, and sustainability investment, utilizing a "First Principles" approach to identify overlooked investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] Group 2: Content Themes - Articles focus on emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and foster collaboration among investors [1]

Core Viewpoint - MT ferrules are essential components in multi-core fiber optic connectors, playing a critical role in modern high-speed optical communication networks, with increasing demand driven by the expansion of 5G, 6G, and data centers [3][4][6]. Market Overview and Forecast - The global MT ferrule market is projected to grow from USD 262 million in 2024 to USD 416 million by 2031, with a compound annual growth rate (CAGR) of approximately 8.5% [6]. - In terms of volume, global sales of MT ferrules are expected to rise from approximately 84.87 million units in 2024 to 137.67 million units by 2031 [6]. - The 16-24 core type of MT ferrule is the most widely used, expected to account for about 65.31% of the market share in 2024, particularly in data centers and communication base stations [6]. Application Areas - The primary application area for MT ferrules is signal base stations, projected to account for approximately 39.08% of global revenue in 2024, followed by data centers and consumer electronics [6]. - The Asia-Pacific region has been the largest market for MT ferrules, expected to maintain a leading position with a market share of about 52.01% in 2024 [6]. Industry Drivers - The rapid development of cloud computing, artificial intelligence, and big data is driving the demand for high-speed and large-scale data center construction, which in turn increases the need for MT ferrules [9]. - The trend towards domestic production and the maturation of the supply chain for optical modules and connectors are raising the demand for high-precision MT ferrules [9][10]. Competitive Landscape - Major manufacturers of MT ferrules include USConec, Hakusan, Nissin Kasei, Sumitomo, and Furukawa Electric, which collectively hold over 71.57% of the market share [8]. - The industry is characterized by high concentration, and competition is expected to intensify as the optical communication market in China and the Asia-Pacific region grows rapidly [8]. Development Trends - There is a trend towards higher core counts and port densities in MT ferrules, with a shift from traditional 8-core and 12-core to 16-core and 24-core configurations to meet the demands of ultra-large data centers and AI computing clusters [15]. - The demand for single-mode MT ferrules is increasing as data center transmission distances lengthen, requiring higher precision and quality [16]. - Low-loss and ultra-low-loss MT ferrules are becoming core competitive indicators, with manufacturers focusing on optimizing materials and processing techniques to enhance performance [17].

Market Overview - The global hyperscale data center market was valued at US$ 111.57 billion in 2023 and is projected to reach US$ 177.58 billion by 2032, growing at a CAGR of 5.3% from 2024 to 2032 [1] - The market is experiencing unprecedented expansion due to the surging demand for big data technologies, with global data generation expected to reach 175 zettabytes by 2023 [2] Demand Drivers - The demand for hyperscale data centers is primarily driven by the exponential increase in connected devices, projected to reach 14.4 billion globally [4] - Real-time analytics and decision-making are becoming critical as daily content creation is expected to reach 463 exabytes within the next five years, necessitating immediate insights across various sectors [6] Infrastructure and Cooling Solutions - Hyperscale data centers are designed for extreme scalability and flexibility, allowing businesses to dynamically allocate computing resources and manage data processing demands [3] - The cooling solutions segment is vital, with Computer Room Air Conditioners (CRAC) and Computer Room Air Handlers (CRAH) units expected to generate revenues exceeding US$ 1.36 billion by 2032, growing at a CAGR of approximately 2.24% [8] Regional Insights - North America is projected to command over 45% of the total market revenue share by the end of the forecast period, driven by advanced technological infrastructure and significant investments [14] - Approximately 45 new hyperscale facilities are under development in the United States, each with power capacities of around 15 megawatts, fueled by major technology companies [15] Market Segmentation - The market is segmented by infrastructure, cooling system, cooling technique, general construction, and region [18]

https://t.co/KZZOD7A0V2Cointelegraph (@Cointelegraph):👁‍🗨Not Dead Yet | S1E4 — Frank M. AhearnIn the age of big data, surveillance capitalism, and AI, can you truly disappear anymore?In episode 4 of Not Dead Yet, @rkbaggs speaks with Frank M. Ahearn, a man who built a career finding those who didn't want to be found. Then he https://t.co/mT5V7fJFTw ...

Group 1: Company Overview - Weston focuses on providing software products and technical services related to AI and big data, primarily targeting the industrial and financial sectors [2] - The company's software offerings include industrial software, financial risk control software, and intelligent container yard management software, among others [2] - Weston is recognized as a national key software enterprise and has received multiple certifications, including ISO9001 and CMMI5 [3] Group 2: Business Strategy - The company aims to shift resources towards core product development in AI and big data, moving away from lower-margin system integration services [4] - Weston plans to pursue both organic growth and external growth strategies, including acquisitions to enhance capabilities [4] - The recent acquisition of Liangtou Technology is part of Weston's strategy to expand in the fintech sector, leveraging complementary client bases [5][6] Group 3: Future Development - Weston is exploring new fields such as smart transportation while continuing to deepen its services in smart manufacturing and financial technology [6] - The company has engaged in digital benchmark projects at major domestic ports, showcasing its ability to apply industrial internet technology across complex scenarios [6] - Weston recognizes the competitive landscape in new sectors and focuses on high-value applications that deliver efficiency and cost optimization [6] Group 4: Governance and Management - The actual controller of Weston does not hold any position within the company, ensuring stable operations managed by a core team with over 20 years of experience [6] - The management team is responsible for daily operations, research and development, and customer service, maintaining a mature and effective decision-making process [6]

日前，2026陕西省人工智能和大数据产业发展大会在西安召开，会上发布了《陕西省人工智能（大 数据）产业链发展研究报告（2025）》。《研究报告》数据显示，截至目前，陕西省人工智能（大数 据）产业链相关企业达到26671家，产业链实力、创新能力和发展环境指标得分均居西部前列。 陕西省区域大数据产业协会负责人介绍，《研究报告》由陕西省区域大数据产业协会、西安交通大 学管理学院、中国（西安）数字经济发展监测预警基地等单位主编，旨在提供产业发展数据，科学分析 产业发展现状，帮助产业应对市场变化，推动产业链高质量发展。 此外，大会上，陕西省大数据集团有限公司发布了"智+云产品"体系。该产品体系可为企业提供从 算力支撑、算法集成到场景应用的一体化解决方案，将进一步降低AI技术应用门槛，加速人工智能在 智能制造、智慧城市、数字政务等领域的规模化落地。（记者：沈谦） 《研究报告》分析了陕西省人工智能（大数据）产业链科技创新情况，陕西省人工智能与大数据产 业科技创新呈现"高校引领、企业跟进"的发展格局。陕西相关部门积极支持科研院校和企业开展技术攻 关，研发推出了一批人工智能（大数据）领域的算法、平台及软件，同时已布局应用的行业 ...

Core Insights - Aurora Mobile Limited has been recognized for its contributions to customer engagement and marketing technology services in China, with its CEO Mr. Weidong Luo being named a 2025 Greater Bay Area Strategic Emerging Industry Youth Leader [1][2] Company Overview - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services for enterprises [10] - The company has developed solutions such as Cloud Messaging and Cloud Marketing to facilitate omnichannel customer reach and interaction, alongside AI and big data-driven marketing technology solutions for digital transformation [10] Leadership and Recognition - Mr. Weidong Luo's leadership has been pivotal in driving the company's international expansion and AI integration, earning him recognition for his contributions to the industry [1][2][3] - The award reflects the industry's acknowledgment of Aurora Mobile's overseas strategy and its role in empowering companies in the Greater Bay Area to scale globally [2] Growth Strategy - Aurora Mobile has adopted a dual-engine growth strategy focusing on international expansion and AI integration, providing intelligent, end-to-end user engagement solutions for global companies [3] - The company has established service networks across key regions, including North America, Southeast Asia, the Middle East, and Latin America, to support Chinese companies expanding abroad and international brands operating in China [3] Product Offerings - EngageLab, a key product of Aurora Mobile, offers omnichannel customer engagement solutions, including App Push, Web Push, Email, SMS, and marketing automation, ensuring compatibility with global communication channels [4] - The company has developed a unified platform that consolidates user data from multiple channels, enabling businesses to achieve consistent identity verification and behavioral tracking [5] AI Integration - GPTBots.ai serves as the underlying technology for EngageLab and LiveDesk, providing enterprise-grade AI capabilities for customer engagement and support [6] - LiveDesk offers 24/7 automated responses and multilingual support, enhancing service efficiency and customer satisfaction [6] Future Commitment - The company aims to strengthen its localized service capabilities, enhance its product suite, and improve its AI technology to help more companies in the Greater Bay Area connect with global users efficiently [8]

Industry Overview - Financial technology (fintech) is transforming the global financial landscape by enhancing speed, accessibility, and customer focus in financial services through advanced technologies like AI, blockchain, Big Data, and cloud computing [1] - Fintech is significantly improving financial inclusion, allowing millions of unbanked and underbanked individuals to access financial services through digital wallets, mobile banking, and peer-to-peer lending [2] - Innovations in fintech have made cross-border payments faster and more affordable, disrupting traditional banking and investment models [2] Payment and Lending Transformation - Fintech has revolutionized payment and lending systems with contactless payments, buy-now-pay-later services, and app-based loans, increasing convenience for consumers and efficiency for businesses [3] - In capital markets, the emergence of robo-advisors and algorithm-based trading platforms is democratizing investments by lowering costs and reducing entry barriers [3] Transparency and Cybersecurity - Fintech enhances transparency and cybersecurity, with blockchain technology enabling secure transactions and AI tools improving fraud detection and risk management [4] - Traditional financial institutions are encouraged to innovate and collaborate due to the evolving fintech landscape, leading to a more agile and technology-driven financial ecosystem [4] Company Highlights: SoFi Technologies, Inc. (SOFI) - SoFi is reshaping traditional finance with its app-based digital banking platform, boasting a membership base of over 10 million and a comprehensive suite of services [6] - The company's B2B platform, Galileo, broadens revenue streams and strengthens its position in the embedded finance space, enhancing credibility and market reach [7] - SoFi's land-and-expand strategy fosters strong cross-selling opportunities, deepening customer engagement and retention [8] - The Zacks Consensus Estimate for SOFI's 2026 sales and EPS indicates year-over-year growth of 29.1% and 51.3%, respectively [9] Company Highlights: Visa Inc. (V) - Visa's market dominance is supported by consistent volume growth, strategic acquisitions, and innovations in digital payments [10] - The company is investing in digital security and technologies, such as contactless payments and tokenization, to adapt to the digital shift [11] - Visa's AI-driven security tools are in high demand, with the company embedding AI into over 100 products for fraud prevention [13] - The Zacks Consensus Estimate for V's fiscal 2026 sales and EPS suggests year-over-year growth of 11.2% and 11.8%, respectively [13] Company Highlights: Robinhood Markets, Inc. (HOOD) - Robinhood democratized finance with commission-free stock trading and is expanding its offerings beyond the core trading app through strategic acquisitions and new products [14] - The company operates in multiple financial sectors, including stock and ETF trading, options trading, and cryptocurrency transactions, aiming to diversify revenue streams [15] - Robinhood is pursuing growth through acquisitions and product innovation, including plans to acquire Indonesian entities and launch new tools for sophisticated investors [16][17] - The Zacks Consensus Estimate for HOOD's 2025 sales and EPS implies year-over-year growth of 53% and 85.3%, respectively [18]

February 3, 2026 © Chunghwa Telecom 4Q 2025 Operating Results NOTE CONCERNING FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements. These statements constitute "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. These forward- looking statements can be identified by terminology such a ...