Core Insights - AIGH Capital Management LLC has completely sold its stake in Lumen Technologies, with the transaction valued at approximately $15.61 million based on quarterly average pricing [1][2]. Company Overview - Lumen Technologies is a prominent provider of telecommunications and technology solutions, utilizing a vast fiber network and advanced services to facilitate digital transformation for businesses and consumers [6]. - As of February 2, 2026, Lumen's stock price was $8.82, with a market capitalization of $9.05 billion and a total revenue of $12.69 billion over the trailing twelve months (TTM) [4]. - The company reported a net income loss of $1.65 billion (TTM) [4]. Recent Performance - Lumen Technologies' stock has increased by 78.5% over the past year, significantly outperforming the S&P 500 by 64.2 percentage points [8]. - The company has successfully leveraged its fiber network to support major artificial intelligence (AI) companies with data center connectivity, contributing to its recent stock surge [10]. Strategic Moves - Lumen Technologies has made strategic investments in fiber and cloud capabilities to enhance its competitive position in the evolving communications and enterprise markets [6]. - The company sold its mass market fiber business to AT&T for $5.75 billion, which has helped fund its new buildout initiatives [10].

The experience clarified something essential for the team: AI needed to be integrated far more deeply into the database itself to be reliable, predictable, and scalable.Data had to move through multiple systems before reaching the model, and updates required manual intervention. The entire setup depended on fragile connections that could break at any moment. For a database company, the irony was hard to miss.In early 2024, database company RavenDB explored building an AI assistant for its documentation in c ...

Achieving product-market fit before token incentives is rare.@CryptoRick98 lays out how @DabbaNetwork is scaling fixed broadband in India and why the metrics already point to PMF. 👇Rick (@CryptoRick98):India has over a billion internet users, but fewer than 5% have fixed broadband.Connectivity was scaled through mobile, not infrastructure.@DabbaNetwork is changing how broadband gets built in India. 👇 https://t.co/wPbOXLqMQE ...

RT Starlink (@Starlink)Spain will be the first country in the European Union to launch Starlink Direct to Cell this year.In partnership with @MASORANGE_ES, the satellite-to-mobile service will connect customers in remote areas where terrestrial coverage isn’t available ...

Spain will be the first country in the European Union to launch Starlink Direct to Cell this year.In partnership with @MASORANGE_ES, the satellite-to-mobile service will connect customers in remote areas where terrestrial coverage isn’t availableMasOrange (@MASORANGE_ES):🛰 Muy felices de anunciar que desde @MASORANGE_ES y @Starlink hemos firmado un acuerdo para el servicio de #conectividad “Direct to Cell” en España. Una solución pionera de conexión satélite-móvil que refuerza nuestro compromiso con la #inn ...

Core Viewpoint - Kyivstar Group Ltd. successfully closed a secondary public offering of 14,375,000 common shares at a price of USD 10.50 per share, which was over-subscribed by 5 times, indicating strong investor interest in the company [1][2]. Offering Details - The offering included the full exercise of underwriters' option to purchase an additional 1,875,000 common shares [3]. - The offering was conducted under a registration statement filed with the SEC on January 28, 2026, and was declared effective on January 29, 2026 [4]. Company Overview - Kyivstar Group Ltd. is a Nasdaq-listed holding company that operates JSC Kyivstar, the leading digital operator in Ukraine, providing a wide range of connectivity and digital services [5]. - The company plans to invest USD 1 billion in Ukraine from 2023 to 2027, focusing on infrastructure, technological development, strategic acquisitions, and charitable donations [6]. Shareholder Information - Following the offering, VEON's ownership in Kyivstar Group Ltd. is now at 83.6% [2].

Core Viewpoint - VEON Ltd. announces the successful closing of a secondary public offering of 14,375,000 common shares of Kyivstar Group Ltd. at a price of USD 10.50 per share, which was over-subscribed by 5 times, indicating strong investor interest in the company [1][2]. Group 1: Offering Details - The offering closed on February 2, 2026, and included shares held by VEON Amsterdam B.V. and other selling shareholders [1]. - VEON received proceeds of USD 139.8 million from the offering, which will be used for general corporate purposes [2]. - The offering included the full exercise of the underwriters' option to purchase an additional 1,875,000 common shares [3]. Group 2: Company Background - Kyivstar is the only Ukrainian company listed on a U.S. stock exchange and provides a wide range of digital services, including mobile and fixed-line voice and data, ride-hailing, e-health, digital TV, and enterprise solutions [8]. - VEON aims to invest USD 1 billion in Ukraine from 2023 to 2027, focusing on infrastructure, technological development, and social projects [9]. Group 3: Leadership Statements - Kaan Terzioglu, VEON Group CEO, emphasized the importance of the offering in expanding Kyivstar's investor base and making Ukraine's growth potential accessible to international investors [2]. - Oleksandr Komarov, Kyivstar Group President, expressed gratitude to international investors and highlighted the demand for well-managed Ukrainian companies [2].

Group 1 - SBA Communications Corporation will release its fourth quarter results for 2025 on February 26, 2026, after market close [1] - A conference call to discuss the results will take place on the same day at 5:00 PM (EST) [1] - The company operates over 46,000 communications sites across the Americas and Africa, making it a significant player in the wireless communications infrastructure sector [1] Group 2 - SBA Communications Corporation is listed on NASDAQ under the symbol SBAC and is part of the S&P 500 [1] - The company is recognized as one of the top Real Estate Investment Trusts (REITs) by market capitalization [1] - The CFO, Marc Montagner, is scheduled to speak at the UBS Global Media and Communications Conference on December 9, 2025 [1]

Core Insights - Anterix announced a rebranding and new visual identity at DISTRIBUTECH 2026, emphasizing its growth focus on utilizing its licensed 900 MHz spectrum for utility deployment solutions [1][3] - The company aims to enhance grid modernization by providing private wireless connectivity that unifies data and devices, enabling real-time visibility and operational control for utilities [2][3] Company Activities - At DISTRIBUTECH, Anterix will showcase its collaboration with utility leaders and over 125 technology companies in the Anterix Active Ecosystem (AAE), demonstrating the value of private wireless networks [2][3] - The event will feature live demonstrations and discussions on innovative deployment solutions using Anterix's 900 MHz private wireless broadband, with participation from utility partners like Evergy and Xcel Energy [3] Product and Service Offerings - Anterix's solutions include TowerX™ and CatalyX®, which streamline site readiness and enhance infrastructure resilience against high-impact events [6] - The company focuses on improving worker safety and field efficiency through reliable access to critical applications and data, while also scaling innovations such as EV charging and advanced metering [6] Industry Position - Anterix positions itself as a leading connectivity partner for utilities, providing secure and private 900 MHz licensed spectrum that supports digital transformation and operational efficiency [5][7]

Core Viewpoint - Ceragon Networks Ltd. is set to release its earnings results for Q4 and the full year ended December 31, 2025, on February 17, 2026, before market opening [1]. Group 1: Earnings Release and Conference Call - The earnings results will be discussed in a Zoom webcast at 8:30 a.m. ET on the same day, which will include a Q&A session for investors [2]. - Investors can register for the call through the company's website, and a replay will be available for those unable to attend live [2]. Group 2: Company Overview - Ceragon is a global innovator in end-to-end wireless connectivity solutions, focusing on transport, access, and AI-powered managed services [3]. - The company serves a diverse customer base, including service providers, utilities, public safety organizations, government agencies, and energy companies, with solutions for 5G and 4G broadband connectivity [4]. - Ceragon's solutions are deployed by over 600 service providers and more than 1,600 private network owners across 130 countries, emphasizing reliability and speed [4]. - The company aims to lower total cost of ownership (TCO) through efficient use of resources, positioning itself as a leader in the "connectivity everywhere" era [4].