Core Insights - Qualcomm has experienced its seventh consecutive trading session of losses, with a recent downgrade by Mizuho analysts to "Neutral" due to increasing pressure in the mobile handset market [1] - Smartphone sales are projected to decline this year, influenced by rising chip costs and China's trend of insourcing components, which negatively impacts Qualcomm's core business [1] - Apple's decision to transition its modem business away from Qualcomm, utilizing its proprietary 5G modem technology, poses an additional challenge for Qualcomm [2] Business Developments - Despite challenges in the mobile sector, Qualcomm's Automotive and Internet of Things (IoT) divisions are witnessing strong demand, with the company showcasing advanced robotics technologies at CES [4] - Qualcomm is actively pursuing partnerships, such as discussions with Kuka Robotics for next-generation robotics solutions [4] - The company is launching new artificial intelligence (AI) chips, AI200 and AI250, aiming to compete with semiconductor giants and has accelerated its entry into the data center space through the acquisition of Alphawave IP Group [5] Market Position - Qualcomm, based in San Diego, California, is a leader in wireless technology and semiconductors, developing chips, software, and services that facilitate mobile communications globally [5]

Financial Data and Key Metrics Changes - Revenue for the third quarter of fiscal 2026 increased by 23% year over year, driven by a 16% increase in product sales and a 335% increase in contract R&D revenue [3][4] - Gross margin decreased to 79% from 84% in the prior year quarter due to a less profitable product mix and increased distributor sales [4] - Net income increased by 11% to $3.38 million or $0.70 per diluted share, up from $3.05 million or $0.63 per share [6][7] - Total operating expenses decreased by 12% compared to the third quarter of fiscal 2025 [4] Business Line Data and Key Metrics Changes - Product sales increased by 16%, while contract R&D revenue saw a significant increase of 335% [4] - The decrease in R&D expenses was attributed to the completion of certain projects and resource reallocation [5] Market Data and Key Metrics Changes - For the first nine months of fiscal 2026, total revenue increased by 0.4% to $18.7 million, with a 0.8% increase in product sales offset by an 8% decrease in contract R&D [8] - Accounts receivable decreased by $1.1 million, indicating improved customer payment timing [8] Company Strategy and Development Direction - The company aims to develop advanced electronics for high-value markets, including medical devices and autonomous vehicles, focusing on miniaturization and high sensitivity [12] - New equipment has been installed to enhance production capabilities, allowing for more precise manufacturing of spintronic devices [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about returning to a more normal flow in the defense business, which had been relatively weak [35] - The company is focused on increasing sales to existing customers while also adding new products to their portfolio [40] Other Important Information - The effective tax rate increased to 20% due to non-cash impacts of tax law changes, with an expected full-year tax rate of 16%-17% [6] - The company has made significant investments in marketing and trade shows, which are expected to yield positive results in future sales [27][28] Q&A Session Summary Question: Discussion on magnetic navigation in GPS-compromised areas - Management acknowledged the potential of their sensors for this application but noted that the technology is still evolving and not yet mature [18][19] Question: Status of new equipment and its impact on sales - Management confirmed that the new equipment is on schedule and is expected to enhance product sales and profitability [20][21] Question: Inventory levels of distributors - Management indicated that distributor sales are picking up, suggesting that previous inventory issues have been resolved [23] Question: Comparison of intellectual property with competitors - Management stated that while they operate in a different market than Everspin, they believe their intellectual property has significant value and are open to licensing opportunities [24] Question: Potential for recurring customer orders - Management emphasized the importance of existing customers and the goal to increase sales through new products and repeat orders [40]

Financial Data and Key Metrics Changes - Revenue for Q3 2026 increased by 23% year-over-year, driven by a 16% increase in product sales and a 335% increase in contract R&D revenue [3][4] - Gross margin decreased to 79% from 84% in the prior year due to a less profitable product mix and increased distributor sales [4] - Net income increased by 11% to $3.38 million or $0.70 per diluted share, up from $3.05 million or $0.63 per share [6] - Operating margin was 60%, pre-tax margin was 68%, and net margin was 54% [6] Business Line Data and Key Metrics Changes - Product sales increased by 16%, while contract R&D revenue saw a significant increase of 335% [4] - Total operating expenses decreased by 12%, attributed to a 9% decrease in R&D expenses and a 19% decrease in SG&A [4][5] Market Data and Key Metrics Changes - For the first nine months of fiscal 2026, total revenue increased by 0.4% to $18.7 million, with a 0.8% increase in product sales offset by an 8% decrease in contract R&D [7] - Accounts receivable decreased by $1.1 million, indicating improved customer payment timing [7] Company Strategy and Development Direction - The company aims to develop advanced electronics for high-value markets, including medical devices and autonomous vehicles, focusing on miniaturization and low power consumption [11] - New equipment has been installed to enhance production capabilities, allowing for more precise manufacturing of spintronic devices [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about returning to a more normal flow in the defense business, which had been relatively weak [29] - The company anticipates that investments in R&D and new products will pay off in future sales, particularly in the medical device sector [30] Other Important Information - The company has extended its supplier agreement with Abbott Laboratories for two years, which includes price increases for 2026 and 2027 [12] - The company is actively participating in trade shows to promote its products and generate leads [13] Q&A Session Summary Question: Discussion on magnetic navigation in GPS-compromised areas - Management acknowledged interest in MagNav technology for defense applications but noted it is still in a nascent stage [15][17] Question: Status of new equipment and its impact on sales - Management confirmed that new equipment is on schedule and expected to enhance product sales and profitability [18][19] Question: Inventory levels among distributors - Management reported that distributor sales are increasing, indicating a recovery from previous inventory build-up [20][21] Question: Comparison of intellectual property with competitors - Management stated that while they operate in a different market than Everspin, their intellectual property remains valuable and applicable to MRAM [22][23] Question: Marketing strategies and effectiveness - Management highlighted increased marketing efforts, particularly through trade shows and digital content, which have shown positive results [24][25] Question: Concerns about rare earth magnets and design wins - Management confirmed ongoing interest in rare earth-free ferrite magnets and noted some sales have been generated from this initiative [26][27] Question: Insights on the defense business volatility - Management expressed optimism about returning to a more stable flow in the defense sector [28][29] Question: Recurring customer orders and revenue expectations - Management emphasized the goal of increasing sales to existing customers and adding new products to drive consistent revenue growth [33][34]

Core Insights - The Lennox® L40 Smart Thermostat has been awarded "Smart Thermostat of the Year" at the IoT Breakthrough Awards, highlighting its innovative connected features [1][2]. Product Features - The L40 Smart Thermostat includes Smart Away® geo-fencing, which utilizes a homeowner's smartphone GPS to adjust temperature settings based on their location [3]. - It offers system alerts, maintenance reminders, and remote diagnostics to help identify potential issues promptly [3]. - The thermostat features guided prompts for setup, allowing easy Wi-Fi connection, account creation, and thermostat pairing [4]. - Homeowners can customize schedules, alerts, and utilize the One-Touch Away Mode for preset heating and cooling settings [4]. Integration and Compatibility - The L40 is managed through the Lennox Home app, enabling remote adjustments of temperature settings, schedule management, and system status monitoring [5]. - It supports integration with major smart home platforms, including Samsung SmartThings, Apple HomeKit, Amazon Alexa, and Google Assistant, thanks to built-in Matter compatibility [6]. Company Overview - Lennox (NYSE: LII) is recognized as a leader in energy-efficient climate-control solutions, focusing on sustainability and creating comfortable environments for both residential and commercial customers [8].

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].

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Suzhou Junion Intelligent Technology Co., Ltd. 蘇州玖物智能科技股份有限公司 (the "Company") (A joint stock company incorporated i ...

Core Viewpoint - The Global X Internet of Things ETF (SNSR) is designed to capitalize on the growth of connected devices and infrastructure, targeting companies across various sectors including semiconductor design, sensors, and industrial automation [1] Group 1: Investment Strategy - SNSR employs a rules-based methodology that encompasses a wide range of sectors, allowing it to capture both upstream enablers and downstream adopters in the IoT space [1] - The fund is positioned to benefit from investment cycles as capacity increases, standards evolve, and deployments scale, providing a growth-oriented investment opportunity [1] Group 2: Portfolio Characteristics - Thematic breadth of SNSR may dilute pure-play exposure but reduces reliance on any single use case, making it a versatile investment option [1] - The fund is sensitive to capital-expenditure cycles, inventory corrections, and valuation multiples, with potential defensiveness increasing as recurring software and services become a larger part of the portfolio [1] Group 3: Target Investors - Suitable for long-horizon allocators looking to build structured thematic buckets and for tech-focused strategies seeking diversified participation in the IoT sector [1] Group 4: Risks - A specific risk associated with SNSR is technological obsolescence or changing standards, which can rapidly alter the competitive landscape within the IoT ecosystem [1]

As filed with the Securities and Exchange Commission on January 16, 2026 Registration No. 333-292488 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _______________________ AMC Robotics Corporation (Exact name of registrant as specified in its charter) _______________________ (State or other jurisdiction of incorporation or organization) Delaware 7372 41-3041844 (Primary Standard Industrial Classifica ...

As filed with the Securities and Exchange Commission on January 16, 2026 Registration No. 333-292488 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT THE SECURITIES ACT OF 1933 _______________________ (State or other jurisdiction of incorporation or organization) AMC Robotics Corporation Delaware 7372 41-3041844 (Primary Standard Industrial Classification Code Number) (Exact name of registrant as specified in its charter) ____________ ...

Core Insights - InterDigital's technologies contribute significantly to the economy, generating $5.7 trillion annually and enabling 35 million jobs, representing over 5% of global GDP [1] - The company is well-positioned for future growth, particularly in the mobile internet sector, with projections indicating mobile traffic will triple to over 280 billion gigabytes by 2027 [2][6] - InterDigital's focus on licensing its technologies rather than creating proprietary products differentiates it from other tech companies [4] Market Opportunities - The mobile smartphone market is expected to grow at a modest rate of 3% from 2025 to 2028, while the Internet of Things (IoT) market is projected to grow at 6% annually, reaching a $400 billion market centered on automotive and connected entertainment applications [6] - Content and cloud services are experiencing double-digit growth rates, with a market size of $475 billion, which is expected to benefit significantly from AI adoption [7] - InterDigital aims to achieve $1 billion in annualized recurring revenue by 2030, driven by growth in these three key markets [7] Investment Perspective - InterDigital is considered an attractive addition to investment portfolios due to its combination of growth potential and value [8] - The stock currently trades at approximately 20 times its trailing earnings, but analysts predict a potential earnings decline in 2026, which could affect its valuation [9] - Despite potential earnings pullbacks, the opportunities presented by AI may mitigate the extent of these declines, making the stock a compelling investment [10]