Group 1: Technology Developments - DeepSeek has updated its GitHub repository, revealing a new model architecture "MODEL1," which is expected to be more efficient and suitable for edge devices compared to its predecessor DeepSeek-V3.2 [2] - Longji Technology announced significant progress in Co-packaged Optics (CPO) technology, with successful customer sample deliveries and testing, addressing the growing demand for high-bandwidth, low-latency optical interconnects [11] - Shanghai Yiyou Intelligent Control Technology has launched its first automated production line for robot joints in Zhangjiang, aiming to meet the increasing demand and reduce costs for humanoid robots [10] Group 2: Financial Performance and Projections - Moole Technology expects a net loss of 950 million to 1.06 billion yuan for 2025, despite launching a leading GPU product and experiencing revenue growth due to the AI industry's expansion [17] - Demingli anticipates a net profit of 650 million to 800 million yuan for 2025, representing a year-on-year increase of 85.42% to 128.21%, driven by advancements in storage solutions and AI demand [18] - Tianfu Communication projects a net profit of 1.881 billion to 2.150 billion yuan for 2025, reflecting a growth of 40% to 60% due to the accelerating AI industry and global data center construction [19] Group 3: Regulatory and Market Responses - The European Union plans to phase out "high-risk suppliers" in critical sectors, interpreted as targeting Chinese tech firms like Huawei, which has expressed concerns over the fairness of such regulations [2] - Pinduoduo was fined 100,000 yuan for failing to report tax information as required, highlighting regulatory scrutiny on internet platform companies [4] - Zhiyu Technology announced a temporary limit on the sale of its GLM Coding Plan due to high demand and resource constraints, reducing daily sales to 20% of current levels [3]

Core Viewpoint - The article discusses the growing interest in cheap stocks as investors seek to avoid high valuations in equity markets, highlighting a shift towards value stocks that have underperformed in recent years and are showing signs of recovery [1]. Group 1: Market Trends - The iShares Russell 1000 Value ETF increased by 3.9% in the fourth quarter, while the iShares Russell 1000 Growth ETF gained only 2.3%, indicating a renewed focus on value stocks [2]. - The S&P 500 is expected to continue its double-digit rallies, but future gains may be more challenging, with a potential shift towards value stocks as the Federal Reserve may cut interest rates [2]. - Dennis DeBusschere, chief market strategist at 22V Research, noted that productivity improvements could allow the economy to grow at 2.5% without inflation issues, benefiting fundamental factors and procyclical equities [3]. Group 2: Investment Methodology - The methodology for identifying the best cheap stocks involved selecting U.S.-listed stocks with a price-to-earnings (P/E) ratio of less than 15 and an upside potential of over 60% as of January 16, focusing on those popular among elite hedge funds [6]. - The strategy of imitating top stock picks from hedge funds has historically outperformed the market, with a quarterly newsletter returning 427.7% since May 2014, surpassing its benchmark by 264 percentage points [8]. Group 3: Company Highlights - VEON Ltd. (NASDAQ:VEON) has a forward P/E of 13.77 and an upside potential of 60.23%, with 12 hedge fund holders. The company confirmed that its subsidiary Kyivstar has over 3 million registered users for satellite connectivity in Ukraine [9][10]. - Playtika Holding Corp. (NASDAQ:PLTK) has a forward P/E of 6.98 and an upside potential of 105.13%, with 27 hedge fund holders. The company announced a cost-cutting initiative, laying off 15% of its workforce to transition to leaner teams utilizing AI and automation [16][17].

Core Insights - The NYSE's announcement of a new platform for tokenized securities marks a significant moment for blockchain technology, indicating its mainstream acceptance [2] - There is a strong likelihood that Congress will pass legislation to integrate crypto services into the financial system, suggesting a future where equities are tokenized and regulated [3] - Despite the optimistic outlook, there are doubts about the NYSE's ability to maintain its dominance in the evolving financial landscape, similar to AT&T's experience in the late 1990s [4] Group 1 - The NYSE's announcement is filled with hype but lacks specific details regarding its plans for tokenization, raising questions about its seriousness in the blockchain space [5] - Key unanswered questions include which blockchains and stablecoins the NYSE will support, the programming languages and token standards it will adopt, and the jurisdictions it will serve [6] - The NYSE's plans are pending regulatory approvals, and the lack of detailed information is particularly concerning given the complexities involved for a major exchange [7]

Core Insights - Spectral Capital Corporation's subsidiary, 42 Telecom Ltd., has exceeded its financial performance target for the year ended 2025, as per the Definitive Share Exchange Agreement [1][2] Financial Performance - 42 Telecom was required to achieve revenues of $16 million for the financial year ended 2025, and preliminary unaudited results indicate that it has surpassed this milestone [2][3] - The company believes it has fulfilled all financial performance obligations outlined in the acquisition agreement, with final audited financial statements currently being prepared [3] Strategic Validation - The achievement of exceeding financial targets shortly after acquisition is seen as a strong validation of the strategic rationale for acquiring 42 Telecom, highlighting the quality of its management and operational resilience [4] - The performance is viewed as a significant opportunity for long-term value creation within Spectral's portfolio, emphasizing the strength of 42 Telecom's operating platform and customer relationships [4] Integration and Future Focus - Spectral Capital is focused on the disciplined integration of 42 Telecom's operations into its broader communications and technology strategy, aiming for financial transparency and margin improvement [4] - Additional information regarding the acquisition and integration will be disclosed in forthcoming SEC filings [5]

Table of Contents As filed with the U.S. Securities and Exchange Commission on January 21, 2026 Registration No. 333-291869 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 GigCapital9 Corp. (Exact name of registrant as specified in its charter) Cayman Islands 6770 98-1894186 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. ...

Core Viewpoint - The EU plans to phase out components and equipment from "high-risk" suppliers in critical infrastructure sectors, with Huawei expected to be significantly affected by these measures [1][2]. Group 1: EU Measures and Regulations - The European Commission proposed these measures as part of the revision of the EU Cybersecurity Act, in response to rising cyberattacks and concerns over dependency on non-EU technology suppliers [1][2]. - The new measures will apply to 18 critical areas identified by the European Commission, including detection equipment, connected and autonomous vehicles, power supply and storage systems, water systems, drones, and anti-drone systems [2]. - The proposal indicates that mobile operators in Europe will have 36 months to phase out critical components from high-risk suppliers after the list is published, with specific timelines for fixed networks and satellite networks to be announced later [3]. Group 2: Industry Reactions - Huawei criticized the legislative proposal, arguing that it is based on the country of origin rather than factual evidence and technical standards, violating EU principles of fairness and non-discrimination [2]. - The telecommunications industry lobby group, Connect Europe, warned that the proposal could increase regulatory burdens, with additional costs potentially reaching billions of euros [3]. - The revised Cybersecurity Act will require negotiations with EU member states and the European Parliament before it can become law [3].

中国外交部发言人林剑此前表示，将经贸问题泛安全化、政治化，将阻碍技术进步和经济发展，损人不 利己。中方敦促欧盟为中国企业提供公平、透明、非歧视的营商环境，避免损害企业赴欧投资信心。 华为 凤凰网科技讯北京时间1月21日，据路透社报道，欧盟计划在关键基础设施领域逐步淘汰来自"高风 险"供应商的零部件和设备，此举遭到了华为的批评。华为预计将成为受影响的企业之一。 欧盟委员会在对《欧盟网络安全法》的修订中提出了这些措施。在此之前，欧盟网络攻击和勒索软件攻 击数量上升，而且欧盟还担心对非欧盟技术供应商的依赖程度不断加深。 欧盟委员会是欧盟27个成员国的执行机构，并未点名任何具体公司或国家。不过，欧洲近年来一直在收 紧对中国技术的审查。德国最近成立了一个专家委员会，重新评估对华贸易政策，并已禁止在未来的 6G电信网络中使用中国制造的组件。美国在2022年禁止批准华为和中兴通讯的新电信设备，并敦促欧 洲盟友采取同样的做法。 欧盟技术事务负责人亨娜.维尔库宁((Henna Virkkunen)在一份声明中表示："借助新的网络安全一揽子计 划，我们将有能力更好地保护关键信息和通信技术供应链，并且能够果断应对网络攻击。" 针对 ...

Core Viewpoint - The European Union plans to gradually eliminate components and equipment from "high-risk" countries in critical infrastructure sectors, targeting companies like Huawei and ZTE from China [1][3]. Group 1: Legislative Proposal - The European Commission introduced a new cybersecurity bill aimed at restricting access to critical telecom networks for specific companies, with a focus on 18 "critical areas" including telecommunications, power supply, and medical devices [1][3]. - Mobile operators will be required to phase out key components from the "high-risk supplier" list within 36 months after the law takes effect, with specific timelines for fixed networks and satellite networks to be announced later [1][3]. Group 2: Industry Response - Huawei responded by asserting its rights as a legally operating company in Europe, arguing that the proposal violates EU principles of fairness and non-discrimination [3][6]. - The proposal has faced criticism from industry groups, warning that it could impose additional regulatory costs amounting to billions of euros [6]. Group 3: Geopolitical Context - The proposal reflects growing concerns among EU leaders about China's dominance in high-tech manufacturing and the reliance on large American tech services, prompting a push for "European priority" in technology [7]. - French President Macron has called for increased Chinese investment in Europe’s high-tech sector to support growth and facilitate technology transfer, highlighting the paradox of seeking investment while promoting security measures against Chinese firms [7].

Award Brings Columbus Network to 304 Miles NEW YORK, Jan. 20, 2026 /PRNewswire/ -- Lightpath today announced it has secured a third major network award in the Greater Columbus market, reflecting continued, success-based investment driven by hyperscale demand for AI-ready connectivity infrastructure. The latest award builds directly on a network currently under construction, adding 55 route miles of 100% underground, multi-conduit network extending southwest of Columbus toward Cincinnati. This third award br ...

Core Viewpoint - The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) is gaining attention due to a significant options trade indicating expectations of increased volatility in the corporate bond market [2][3][4]. Group 1: ETF Overview - LQD provides exposure to a diverse range of high-quality, dollar-denominated corporate bonds in the U.S. market, with its benchmark being the Market iBoxx USD Liquid Investment Grade Index [1]. - Major holdings in LQD include bonds from leading financial institutions such as JPMorgan Chase, Goldman Sachs, and Bank of America, as well as prominent companies like AT&T, Verizon, Oracle, and UnitedHealth Group [1]. Group 2: Options Trade Analysis - A notable options trade involved the purchase of a long straddle on LQD, with a total premium of $4.07 paid for 6,500 contracts, amounting to a total investment of $2.645 million [2][3]. - The trader is anticipating significant price movement in LQD, either above $114.07 or below $105.93 by June 18, or an increase in volatility in the yield curve [3]. Group 3: Historical Context - LQD has historically shown an inverse relationship with the 10-year U.S. Treasury yield, which adds an interesting dimension to the recent options trade [4]. - Between August and October 2022, the 10-year Treasury yield fluctuated significantly, and during that period, LQD experienced a directional move of 16 points [5].