Core Points - A securities class action lawsuit has been filed against CoreWeave, Inc. and certain executives, representing investors who acquired CoreWeave securities between March 28, 2025, and December 15, 2025 [1] - The lawsuit is a response to delays from a third-party data center developer, which has negatively impacted CoreWeave's share price [2] - Hagens Berman, a national shareholder rights firm, is investigating claims that CoreWeave misled investors, urging those who suffered losses to come forward [3] Company Performance and Allegations - The complaint centers on CoreWeave's statements regarding its ability to meet high demand for its services and recognize revenue from long-term contracts [4] - Allegations include that CoreWeave overstated its capacity to meet customer demand and downplayed risks associated with reliance on a single third-party data center supplier [5] - Following a disappointing Q3 2025 financial report and a reduction in revenue guidance, CoreWeave's share price fell by $36.11, a decrease of 34%, resulting in a loss of approximately $14 billion in market capitalization [6] Investigation and Whistleblower Information - Hagens Berman is investigating whether CoreWeave intentionally misled investors about its business prospects [7] - The firm encourages individuals with non-public information regarding CoreWeave to consider participating in the investigation or the SEC Whistleblower program [7]

Core Insights - Guizhou is significantly enhancing its computing power industry, focusing on intelligent computing to support the national "East Data West Computing" strategy and facilitate digital transformation across various sectors [3][4] Group 1: Development of Computing Power - Guizhou has established 50 data centers by 2025, with a total computing power exceeding 150 EFLOPS, nearly doubling from 2024, and over 90% of this capacity is in intelligent computing [3] - The province has become one of the strongest regions in China for intelligent computing capabilities and resources, with 48 computing service providers aggregated at the national integrated computing network hub [3] Group 2: Infrastructure and Network Support - Guizhou has built a robust network infrastructure, including a national-level internet backbone direct connection point and an international internet data dedicated channel, making it one of the few provinces with all three major information infrastructure components [3] Group 3: Collaborative Development and Future Plans - The province is creating a new collaborative development model for the computing power industry, attracting major companies like Huawei Cloud and iFlytek to establish industry-leading projects [4] - Guizhou aims to further enhance the quality of its computing power industry by implementing more substantial measures and attracting additional projects to expand its digital intelligence industry cluster [4]

As filed with the Securities and Exchange Commission on January 16, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SHARONAI HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 7370 41-2349750 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 745 5th Ave, Sui ...

Core Insights - The article discusses the latest trends and developments in the investment banking sector, highlighting key financial metrics and market movements. Group 1: Financial Performance - Investment banks have reported a significant increase in revenue, with an average growth of 15% year-over-year, driven by strong trading volumes and advisory fees [1]. - The total assets under management (AUM) in the sector have reached $5 trillion, reflecting a 10% increase compared to the previous year [1]. Group 2: Market Trends - There is a growing trend towards digital transformation within investment banks, with 70% of firms investing in technology to enhance operational efficiency [1]. - The demand for sustainable investment products is rising, with a reported 25% increase in ESG (Environmental, Social, and Governance) fund inflows [1]. Group 3: Regulatory Environment - Recent regulatory changes are impacting the investment banking landscape, with new compliance requirements expected to increase operational costs by approximately 5% [1]. - The article notes that firms are adapting to these changes by enhancing their risk management frameworks [1].

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by hype around AI and corporate news, including Nebius Group NV, IREN Ltd., D-Wave Quantum Inc., Microsoft Corp., and Oklo Inc. [1] Nebius Group NV (NBIS) - Nebius Group is experiencing bullish momentum due to its plans for early adoption of Nvidia's Vera Rubin platform, with Morgan Stanley initiating coverage and projecting a potential upside of 23.55% [5] - The stock has a 52-week range of $18.31 to $141.10, currently trading around $103 to $105, with a yearly increase of 176.36% and 94.87% over the last six months [6] IREN Ltd. (IREN) - IREN has gained analyst enthusiasm, particularly after a significant Microsoft contract, leading H.C. Wainwright to upgrade the stock to Buy with a price target of $80 [6] - Bernstein has reiterated IREN as a top AI pick for 2026, reflecting optimism in AI demand following CES [6] D-Wave Quantum Inc. (QBTS) - D-Wave Quantum has made a key technical breakthrough in scalable on-chip cryogenic control of qubits, enhancing its roadmap towards error-corrected systems [11] - The stock has a 52-week range of $5.12 to $76.87, trading around $51 to $53, with a yearly return of 353.19% and 199.77% over the last six months [11] Microsoft Corp. (MSFT) - Microsoft is facing a near-term decline amid news of an emergency auction for power contracts, but sentiment remains positive with predictions of reclaiming a $4 trillion valuation [15] - The stock has a 52-week range of $344.79 to $555.45, currently trading around $456 to $458, with a yearly increase of 7.56% but a decline of 9.68% over the last six months [16] Oklo Inc. (OKLO) - Oklo is advancing a nuclear power campus project in partnership with Meta Platforms, with pre-construction expected to start in 2026 and first power by 2030 [16] - The stock has a 52-week range of $4.45 to $46.75, trading around $28 to $30, with a yearly increase of 394.32% and 69.84% over the last six months [12]

Core Points - A class action lawsuit has been filed on behalf of shareholders who purchased CoreWeave, Inc. securities between March 28, 2025, and December 15, 2025, with a deadline for lead plaintiff motion by March 13, 2026 [1] - The lawsuit alleges that CoreWeave made materially false and misleading statements regarding its business operations and prospects, particularly concerning its reliance on a single third-party data center supplier [7] Company Events - On July 7, 2025, CoreWeave announced an agreement to acquire Core Scientific to enhance operational efficiency, but the merger was terminated on October 30, 2025, due to insufficient shareholder votes [3] - Following the termination of the merger, CoreWeave's stock price fell by $8.87, or 6.3%, closing at $131.06 per share on October 30, 2025 [4] - On November 10, 2025, CoreWeave lowered its revenue guidance for 2025 due to delays from a third-party data center developer, which was revealed to affect multiple data centers [4] - The stock price dropped further by $17.22, or 16.3%, closing at $88.39 per share on November 11, 2025 [5] - On December 15, 2025, it was reported that Core Scientific was the partner behind the delayed data centers, leading to another stock price decline of $2.85, or 3.9%, closing at $69.50 per share on December 16, 2025 [6]

Core Viewpoint - The AI sector is experiencing a collective pullback, particularly in the entrepreneurial board, with significant declines in AI application stocks, while the computing power segment shows localized activity and resilience [1][3]. Group 1: Market Performance - The entrepreneurial board's AI sector saw a drop of over 3% in early trading, with notable declines in AI application stocks such as Yidian Tianxia and Lihua Lu, which faced trading suspensions and limit-downs [1]. - The entrepreneurial board AI ETF (159363) experienced a price drop of 3.20%, with a trading volume exceeding 5 billion CNY and a net subscription of 140 million shares, indicating continued capital inflow despite the downturn [1][2]. Group 2: Sector Dynamics - The AI industry is witnessing rapid developments, with significant financing activities in overseas AI companies and the introduction of domestic policies promoting "AI + manufacturing," which are expected to catalyze new application trends [3]. - The IDC (data center) sector is showing signs of a potential revaluation, driven by increased capital expenditures from major domestic firms and improvements in chip supply, suggesting a favorable investment window for the IDC sector [3]. - The optical module sector is anticipated to experience a performance boost due to accelerated production capacity, with expectations of a concentrated release of capacity in Q1 2026, which could drive earnings growth [3]. Group 3: Investment Opportunities - The entrepreneurial board AI ETF is positioned to benefit directly from the commercialization of AI technologies, with approximately 60% of its portfolio allocated to computing power (optical modules + IDC) and 40% to AI applications, highlighting its dual focus on both sectors [3].

Core Viewpoint - The AI sector is experiencing a collective pullback, particularly in the entrepreneurial board, with significant declines in AI application stocks, while the computing power segment shows localized activity and resilience [1][3][7]. Group 1: Market Performance - On the morning of the 15th, the entrepreneurial board's AI sector dropped over 3%, with notable declines in AI application stocks such as Yidian Tianxia and Yihualu, which faced trading halts and limit downs respectively [1][3]. - The entrepreneurial board AI ETF (159363), which focuses on "computing power + AI applications," saw a price drop of 3% with a trading volume exceeding 5 billion, indicating continued capital inflow with a net subscription of 140 million shares [1][3][7]. Group 2: Sector Catalysts - The entrepreneurial board's AI sector is poised for multiple catalysts, including accelerated commercialization of AI applications and a value reassessment in the computing power segment, particularly in IDC and optical modules [3][7]. - Recent developments in the AI industry, such as financing rounds for xAI and Anthropic, and the introduction of domestic "AI + manufacturing policies," are expected to drive new waves of AI application enthusiasm [3][7]. - The IDC sector is showing signs of a potential revaluation due to increased capital expenditure from major domestic companies and improvements in chip supply, suggesting a favorable investment window [3][7]. Group 3: Industry Outlook - The optical module sector is anticipated to experience a concentrated release of production capacity by Q1 2026, which could drive a new growth phase in performance [3][7]. - The entrepreneurial board AI ETF (159363) is structured to benefit directly from the commercialization explosion of AI technology, with approximately 60% of its portfolio allocated to computing power and 40% to AI applications [3][7][8].

Core Insights - Galaxy Digital Holdings Ltd. experienced significant volatility in 2025, with shares dropping below $9 in April and rising to nearly $43 before retreating due to investor concerns about dilution from a $1 billion exchangeable notes offering [3] - The company's legacy digital asset business continues to thrive, distinguishing it from competitors who are pivoting away from cryptocurrency [5][7] Financial Performance - In Q3 2025, Galaxy Digital reported a net income of $505 million, marking a 1,500% increase sequentially, driven by its Global Markets business [5] - Digital asset trading volumes surged by 140% year-over-year, reaching all-time highs, while the average loan book size expanded to $1.8 billion [5] - The Asset Management & Infrastructure Solutions business saw over $2 billion in net inflows, ending the quarter with nearly $9 billion in assets under management [6] Strategic Positioning - Galaxy Digital's decision to maintain its digital asset operations while also expanding into data center and AI business could provide recurring revenue and reduce reliance on cryptocurrency trading [7] - The company is capitalizing on data center demand, leveraging its infrastructure to enhance its business model [4]

Core Viewpoint - Advanced Energy Industries expresses strong confidence in its long-term data center growth, driven by the unique demands of the AI data center market and the need for continuous product innovation [1][5]. Data Center Business - The company has improved data center margins from the "teens" towards the corporate average, aiming to sustain this level despite a complex tariff regime that poses a 100 basis point headwind to gross margin [4][11]. - Data center revenue now constitutes approximately 37% to 38% of total revenue, up from the low 20% range a year ago, contributing positively to overall company margins [10]. - Advanced Energy anticipates significant contributions from new products (Everest, eVoS, NavX) in 2025, with expected revenues of $10–20 million, accelerating in 2026 and having a more substantial impact in 2027 and 2028 [3][15]. Semiconductor Equipment Outlook - The company expects 2026 to be a growth year for semiconductor equipment, driven by DRAM and leading-edge logic, with increased optimism based on customer feedback [12][13]. - Management highlighted that the semiconductor equipment segment is approximately 42% of total revenue, with a focus on high-end power delivery markets [2][5]. Product Development and Capacity - Advanced Energy is actively expanding its manufacturing capacity in the Philippines, Mexicali, and a new factory in Thailand, ready to support increased demand [6][19]. - The company is selective in its competitive positioning, achieving a win rate close to 100% in its engagements [8]. Financial Performance and Strategy - The company aims for operating expense leverage as revenue grows, expecting operating expenses to increase at roughly half the rate of revenue growth, with a target of 35% to 45% operating leverage at the operating income level [20]. - Advanced Energy has a strong balance sheet with $750 million in cash and approximately $565 million in debt as of the end of September [20]. M&A Activity - Management remains active in pursuing mergers and acquisitions, aiming to close a significant deal this year to build scale in industrial/medical and fill capability gaps through technology tuck-ins [21].