Core Insights - AlphaTON Capital Corp. (NASDAQ: ATON) is positioned as a unique public-market vehicle for exposure to Toncoin (TON) and the Telegram economy, trading at $1.06 per share with a market capitalization of $8.1 million, while holding 12.9 million TON on its balance sheet, leading to a Net Asset Value (NAV) of $20.1 million [2][3] Group 1 - ATON's current market valuation implies a 0.40x Market-to-Net Asset Value (mNAV) based on a $1.56 TON price, suggesting that the discount on its shares is unwarranted [2][3] - The company has pivoted to a DAT model, deploying over $30 million into TON, indicating strong confidence in its business strategy while maintaining a low debt-to-equity ratio of approximately 7% [4] - ATON is enhancing its role as a core infrastructure provider within Telegram's ecosystem, committing $82.5 million to develop a GPU-based AI-compute network, Cocoon AI, aimed at serving Telegram's over 1 billion monthly active users [5] Group 2 - The treasury accumulation in TON not only anchors ATON's balance sheet but also generates recurring income through treasury yield generation, while ecosystem developments add value through Telegram-native assets in various sectors [3][4] - ATON holds 1.68 TON per share, presenting an arbitrage opportunity for investors alongside a cash-flow-generative operating platform that benefits from Telegram's growth [6]

Core Insights - AZIO AI Corporation is pursuing a potential business combination with Envirotech Vehicles, Inc. (EVTV), informed by an independent third-party valuation of approximately $480 million [3] - The proposed transaction would involve EVTV acquiring 100% of AZIO AI's outstanding equity, contingent upon due diligence, definitive agreements, and necessary approvals [2] Transaction Framework - The transaction framework is based on a valuation of AZIO AI at around $480 million, positioning AZIO AI as the primary operating entity to shift EVTV's strategy towards AI infrastructure [3] - AZIO AI's leadership, including CEO Chris Young, is expected to guide the strategic direction of the combined organization, while EVTV's existing leadership will support the transition [4] Strategic Rationale - The transaction aims to enhance AZIO AI's focus on establishing AI infrastructure globally, particularly in sovereign growth economies in Asia, driven by increasing global demand for scalable AI compute infrastructure [5] - AZIO AI's offerings include enterprise-grade GPU systems and modular data-center solutions designed to meet the needs of government, institutional, and enterprise clients [6] Application of Technology - EVTV's drone operations are anticipated to serve as an application-level platform that utilizes AI infrastructure, generating significant data that requires robust backend computing for processing and analytics [7] Market Context - The growth of publicly traded AI infrastructure companies, exemplified by CoreWeave's market capitalization of approximately $32 billion, highlights the demand for dedicated AI compute infrastructure [8] Path Forward - AZIO AI plans to advance diligence and transaction planning, with next steps including EVTV shareholder approval, SEC registration filings, and compliance audits of AZIO AI [9]

This week's market focus will be on US economic news. On Thursday, weekly initial unemployment claims are expected to fall -11,000 to 225,000. Also, Nov CPI is expected to be +3.1% y/y, and Nov core CPI is expected to be +3.0% y/y. On Friday, Nov existing home sales are expected to be up +1.2% m/m to 4.15 million. Also, the University of Michigan Dec consumer sentiment index is expected to be revised upward by +0.2 to 53.5 from the previously reported 53.3.US MBA weekly mortgage applications fell -3.8% in t ...

Famed investor Cathie Wood continues to see long-term potential in CoreWeave Inc. (NASDAQ: CRWV) even though the AI infrastructure firm has been cut in half over the past six months. The founder and c... ...

Core Company Insights - CoreWeave, Inc. (CRWV) is positioned as a significant player in the AI infrastructure boom, indicating strong growth potential in this sector [1] - The company is recognized for its aggressive growth prospects, with expectations of becoming highly profitable within 1-2 years [1] Investment Philosophy - The investment approach associated with CRWV emphasizes long-term discipline and consistent alpha generation, while also acknowledging the inherent risks involved [1] - The investment strategy is characterized as GARP (Growth at a Reasonable Price), focusing on companies that are expected to grow rapidly [1] Analyst's Position - The analyst has a beneficial long position in CRWV shares, indicating confidence in the company's future performance [1]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Renowned TV host Jim Cramer issued a “Sell” rating on a prominent AI infrastructure stock that has been under pressure in recent weeks, despite several bullish catalysts and tailwinds. Cramer Says It’s ‘Time To Sell’ The stock in question is Australian Bitcoin (CRYPTO: BTC) miner turned AI infrastructure company, Iren Ltd. (NASDAQ:IREN), which has witnessed a steep pullback over the past few weeks, follow ...

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Proposed combination positions EVTV at the forefront of sovereign and emerging-market AI infrastructure, spanning data centers, enterprise compute, AI-powered agriculture, and drone-enabled systems, anchored by AZIO AI's $50M+ active pipeline within its first two months of operationHOUSTON and NEWPORT BEACH, Calif., Dec. 16, 2025 (GLOBE NEWSWIRE) -- via IBN -- Envirotech Vehicles, Inc. (NASDAQ:EVTV) ("EVTV" or the "Company") today announced that it has entered into an exclusive strategic acquisition framewo ...

Renowned TV host Jim Cramer issued a “Sell” rating on a prominent AI infrastructure stock that has been under pressure in recent weeks, despite several bullish catalysts and tailwinds. Cramer Says It’s ‘Time To Sell’The stock in question is Australian Bitcoin (CRYPTO: BTC) miner turned AI infrastructure company, Iren Ltd. (NASDAQ:IREN) , which has witnessed a steep pullback over the past few weeks, following a monumental rally this year. On Monday, in a short and cryptic post on X, the host of CNBC’s “Mad M ...

Company Insights - Oracle announced a need to raise capital expenditure by an additional $15 billion for its current fiscal year and increase lease commitments for data centers, turning to debt for financing [2] - CoreWeave's shares dropped around 8%, while Broadcom retreated about 5.6% due to concerns over margin compression [2] - The stock performance of AI infrastructure companies indicates a shift in investor sentiment away from these stocks [1][2] Market Performance - Major indexes like the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite experienced minor declines of 0.16%, 0.09%, and 0.59% respectively, suggesting that fears are primarily contained within the AI infrastructure sector [3] - Despite the declines in AI-related stocks, investors are rotating into sectors such as consumer discretionary and industrials, indicating a broader market resilience [3] Investment Outlook - The head of late-stage growth at Wellington Management emphasized the importance of return on investment (ROI) for continued funding in AI investments, noting that the ROI is currently favorable [4] - There is a bullish sentiment in the AI sector, with companies asserting that increased computing resources will lead to higher revenues, highlighting the need for financial stability among AI infrastructure providers [4]