🧑‍💻 Here are crypto's top 10 AI & Big Data projects by development. Directional indicators represent each project's ranking positioning since last update:➡️ 1) @filecoin $FIL 🥇➡️ 2) @chainlink $LINK 🥈➡️ 3) @dfinity $ICP 🥉➡️ 4) @nearprotocol $NEAR➡️ 5) @oasisprotocol $ROSE➡️ 6) @livepeer $LPT📈 7) @swarms_corp $SWARMS➡️ 8) @graphprotocol $GRT📈 9) @runonflux $FLUX📈 10) @aleph_im $ALEPH📖 Read about the @santimentfeed methodology for filtering notable github activity data from project repositories, and why it is ...

Industry Overview - Big Data refers to the massive amounts of information generated daily from various sources, including online shopping, sensors, social media, and videos, encompassing both structured and unstructured data [1] - The global Big Data market is projected to reach $401.2 billion by 2028, indicating significant growth potential across various industries such as healthcare, finance, retail, and manufacturing [4] Technological Advancements - Artificial Intelligence (AI) and advanced machine learning algorithms now enable the processing and analysis of large data sets, enhancing financial decision-making [2] - The finance sector has become more secure and efficient due to the widespread use of Big Data, which is facilitating real-time fraud detection and targeted marketing strategies [3] Company Insights - NVIDIA (NVDA) has transitioned from primarily selling gaming graphics chips to becoming a key player in AI and data center infrastructure, leveraging advanced chips to power Big Data applications [5][6] - Teradata Corporation (TDC) has evolved its platform to support the complexities of Big Data and AI, enabling clients to build and run advanced AI models for real-time decision-making [8] - Microsoft (MSFT) has transformed into a Big Data and AI powerhouse, with its Azure cloud platform facilitating the storage, management, and analysis of vast amounts of data [9] Product Innovations - NVIDIA's GPUs are now recognized for their efficiency in handling large data workloads compared to traditional CPUs, highlighting the company's significant role in the technology landscape [7] - Microsoft’s smart assistant tools, such as Copilot, utilize Big Data to assist users in various tasks, including writing emails and summarizing reports [10]

Core Viewpoint - Aurora Mobile Limited has announced a strategic partnership with the Shenzhen Stock Exchange to enhance its digital infrastructure through the deployment of its intelligent push notification solution, JPush, ensuring efficient delivery of critical market information [1][5]. Group 1: Partnership and Technology Integration - The partnership aims to strengthen SZSE's digital infrastructure, which is crucial for maintaining market transparency and fair disclosure in China's capital markets [2][6]. - Aurora Mobile will implement a customized "network-wide aggregation + intelligent distribution" solution to address SZSE's challenges in mobile messaging delivery, particularly during high traffic periods [3][4]. Group 2: Challenges and Solutions - SZSE previously faced issues with message delivery failures due to high traffic and device fragmentation, which are critical for ensuring information symmetry in capital markets [3]. - The JPush solution integrates with multiple operating systems and major device manufacturers, allowing notifications to bypass system restrictions and appear directly in notification bars, even when the app is inactive [4][5]. Group 3: Performance and Impact - The infrastructure powered by JPush can handle tens of billions of daily requests, providing millisecond-level message throughput, which significantly improves message delivery rates and user engagement [5][6]. - This collaboration emphasizes Aurora Mobile's expertise in technical and financial infrastructure, positioning it as a key technology partner in SZSE's digital transformation efforts [6].

Core Viewpoint - The Global X Artificial Intelligence & Technology ETF (AIQ) is gaining attention as it tracks companies advancing in artificial intelligence and big data, reflecting a bullish sentiment in the rapidly evolving tech segment [1][10]. Group 1: ETF Overview - AIQ has assets under management (AUM) of $7.36 billion, with a share price of $52.45 as of January 22, 2026 [4]. - The ETF has an annualized dividend yield of 0.18% and a one-year total return of 29.31% [4]. - The fund's strategy is to replicate the returns of its underlying index, focusing on leading firms in AI innovation [6][8]. Group 2: Recent Transactions - Intelligence Driven Advisers, LLC initiated a new position in AIQ by acquiring 153,047 shares valued at approximately $7.78 million [2]. - This new position represents 1.11% of the fund's 13F reportable assets under management as of December 31, 2025 [3]. Group 3: Performance and Holdings - As of January 22, 2026, AIQ shares have increased by 29.3% over the past year, outperforming the S&P 500 by 15.73 percentage points [3]. - AIQ's holdings include global AI companies, providing broad exposure across the AI ecosystem [11]. Group 4: Investment Strategy and Outlook - AIQ seeks to track the performance of an index focused on companies involved in AI and big data technologies, operating with a passive management approach [8]. - The positive outlook towards AIQ is supported by the rapid expansion of the artificial intelligence industry, with many companies in the sector experiencing strong sales growth [10][12].

Core Insights - Stonebridge Financial Group, LLC sold 308,055 shares of the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) for an estimated transaction value of $15.65 million, reflecting a significant reduction in their position in the fund [2][3][7] ETF Overview - The Global X Artificial Intelligence & Technology ETF had an AUM of 0.02% as of January 20, 2026, with a price of $50.94, a dividend yield of 0.18%, and a 1-year total return of 29.09% [5][8] Transaction Details - The value of Stonebridge's AIQ position decreased by $15.21 million due to share sales and price movements, with the transaction representing 1.34% of Stonebridge's 13F reportable AUM [3][7] - Post-sale, Stonebridge holds 4,534 shares valued at $230,579, and the AIQ stake fell from 1.36% to 0.02% of AUM, moving it outside the fund's top five holdings [7][8] Implications for Investors - The near exit from the Artificial Intelligence & Technology ETF by Stonebridge is notable, especially since it was a top 20 holding in Q3, indicating a potential shift in investment strategy [10] - The fund's continued significant positions in major tech companies like Apple and Microsoft suggest ongoing confidence in the technology sector despite the reduction in AIQ holdings [10] Investment Strategy - The ETF focuses on companies engaged in artificial intelligence and big data, aiming to replicate the performance of a specialized underlying index, with at least 80% of assets allocated to index constituents [11]

Group 1 - Major indices opened high and showed volatility, with noticeable rotation among sectors, particularly in commercial aerospace and AI applications [1] - The Big Data ETF (515400) rose over 2% as of 10:10 AM, aiming for a second consecutive increase, with leading stocks including Deepin Technology, Yonyou Network, China Great Wall, and China Software [1] - As of January 21, the Big Data ETF has seen a cumulative net inflow of 547 million yuan in January [2] Group 2 - NVIDIA's CEO Jensen Huang stated at the World Economic Forum in Davos that the AI industry, while appearing bubble-like, is not a bubble, and it is triggering a "platform-level transformation" with infrastructure investments expected to reach trillions of dollars [2] - OpenAI plans to launch advertising services for ChatGPT in early February, initially charging based on impressions and testing ads among free and low-cost subscription users [2] - The Big Data ETF closely tracks the CSI Big Data Industry Index, selecting 50 stocks from the Shanghai and Shenzhen markets related to big data sectors, with major holdings including iFlytek, Inspur, and Unisplendour [2]

Core Viewpoint - The "Jiangsu Province Accounting Supervision Regulations" is the first local legislation in China specifically for accounting supervision, marking a significant step towards legal and standardized accounting supervision in the province [1][2] Group 1: Legislative Framework - The regulation consists of six chapters and forty-five articles, establishing a comprehensive framework for accounting supervision [1] - The previous model of "finance department acting alone" has evolved into a "five-in-one" structure involving multiple supervisory entities, ensuring no oversight gaps [1] Group 2: Supervision Mechanism - The regulation promotes a "vertical and horizontal" working mechanism, clarifying the supervisory responsibilities of finance and relevant departments while enhancing coordination with various forms of supervision [1] - It emphasizes the integration of accounting supervision with disciplinary, inspection, and legislative oversight, as well as public and media supervision [1] Group 3: Technological Empowerment - The regulation highlights the use of technology, such as big data and artificial intelligence, to enhance accounting supervision through improved data integration and online monitoring [2] - It aims to achieve precise risk warnings and elevate the digital and intelligent level of supervision [2] Group 4: National Implications - The legislation not only provides a solid legal foundation for accounting supervision in Jiangsu but also offers replicable and promotable practices for nationwide accounting supervision reform [2] - The implementation of the regulation is expected to standardize financial order and mitigate economic risks, contributing to high-quality development in the region [2]

Industry Overview - The Staffing Firms industry is expected to gradually recover to pre-pandemic levels, enabling companies to pay regular dividends [1] - The industry encompasses a wide range of human resources and workforce solutions, including recruitment, payroll administration, and organizational planning [2] Market Trends - There is stable demand in the mature business services industry, with revenues and cash flows anticipated to recover to pre-pandemic levels [3] - The adoption of remote work and hybrid models has significantly increased, prompting staffing agencies to focus on flexible staffing solutions [4] - Technological advancements are being implemented to enhance operational efficiency, with AI-driven tools and platforms becoming more prevalent [5] Industry Performance - The Zacks Staffing Firms industry currently holds a Zacks Industry Rank of 227, placing it in the bottom 7% of 244 Zacks industries, indicating sluggish near-term prospects [6] - Over the past year, the industry has underperformed the S&P 500, declining 39.2% compared to the S&P 500's growth of 18.9% [8] Valuation Metrics - The industry is currently trading at an EV-to-EBITDA ratio of 5.76X, significantly lower than the S&P 500's 18.98X and the sector's 10.7X [9] Company Highlights Resources Connection (RGP) - RGP has seen favorable international growth, particularly in Europe, India, Japan, and the Philippines, with steady revenues and improved gross margins [14] - The company holds $90 million in cash with zero current debt, indicating a strong balance sheet [16] - RGP's current ratio is 2.64, suggesting strong short-term debt coverage capability [16] - The Zacks Consensus Estimate for RGP's 2025 earnings per share has been revised up by 14.3% [17] Kforce (KFRC) - Kforce reported a top line of $332.6 million and 63 cents in EPS, exceeding expectations [18] - The company maintains a strong balance sheet with zero current debt and a current ratio of 1.88 [20] - KFRC's shares have gained 21.1% over the past three months [21] HireQuest (HQI) - HQI's system-wide sales grew 6.1% year-over-year, with a net income of $2.3 million in the third quarter of 2025 [21][22] - The company's current ratio is 2.4, indicating a strong liquidity position [23] - HQI's shares have gained 29.6% over the past three months [23]

Group 1 - The company held its 48th meeting of the 8th Board of Directors on January 19, 2026, via electronic communication, with all 9 directors present [2] - The board approved a proposal for the company to apply for comprehensive credit from banks, including a credit line of RMB 100 million from Industrial Bank and RMB 46 million from China Construction Bank [3][4] - The board also approved the proposal for a wholly-owned subsidiary to apply for comprehensive credit and guarantees from banks [3][8] Group 2 - The company plans to dissolve two subsidiaries: Donghua Smart City Technology (Suzhou) Co., Ltd. and Donghua Headquarters (Shandong) Software Co., Ltd. [20][24] - The dissolution aims to optimize internal management structure, reduce management costs, and improve operational efficiency [24] - The dissolution will not have a substantial impact on the company's overall business development or financial status [24] Group 3 - The company intends to invest RMB 30 million to establish a wholly-owned subsidiary named Donghua Smart Technology (Beijing) Co., Ltd. [27][28] - The new subsidiary will focus on AI and big data, serving as a research and development center and a global technology delivery hub [32] - This investment aligns with the company's strategic planning and is expected to positively impact long-term development and corporate efficiency [33]

Core Insights - The big data industry focuses on companies that process, store, and analyze vast amounts of structured, unstructured, and semi-structured data, providing tools for data mining, transformation, visualization, and predictive analytics [1][3]. Company Summaries Fair Isaac Corp. (FICO) - Fair Isaac is experiencing strong financial performance, driven by growth in its Scores and Software segments, with an expected revenue growth rate of 21.1% and earnings growth rate of 34.6% for the current year [7][9]. - The company has expanded its scoring models to include 'Buy Now, Pay Later' loan data, enhancing predictive accuracy [7]. - FICO's Lenders Leading Inclusion Program supports better decision-making for lenders [8]. Teradata Corp. (TDC) - Teradata's prospects are bolstered by an improvement in ARR growth rate and productivity measures, with an expected revenue growth rate of -0.6% and earnings growth rate of 3.6% for the current year [11][14]. - The company is well-positioned to support Agentic AI workloads, managing critical enterprise data and delivering necessary performance [11]. - Recent acquisitions, such as Stemma, enhance Teradata's data search capabilities and analytics offerings [13]. F5 Inc. (FFIV) - F5 is benefiting from strong software growth, particularly in public cloud and security offerings, with an expected revenue growth rate of 1.8% and earnings growth rate of -5.2% for the current year [15][18]. - The company has made six acquisitions over the past five years to enhance its network security capabilities [16]. - F5's strong presence in Layer 4-7 content switching positions it well in the application networking market [17]. S&P Global Inc. (SPGI) - S&P Global is positioned to benefit from the growing demand for business information services, with an expected revenue growth rate of 7.2% and earnings growth rate of 11.6% for the current year [19][21]. - Recent acquisitions, including ProntoNLP, ORBCOMM, and TeraHelix, enhance its capabilities in textual data analytics and supply chain insights [19][20]. - The company's service launches are aiding growth and expanding market reach [19]. Moody's Corp. (MCO) - Moody's is leveraging its dominant position in the credit rating industry and strategic acquisitions to support top-line expansion, with an expected revenue growth rate of 7.8% and earnings growth rate of 11.9% for the current year [22][24]. - Recent acquisitions, such as securing majority ownership in Middle East Rating & Investors Service, are diversifying its revenue streams [23]. - A rebound in bond issuance volume is anticipated to drive growth for Moody's [23].