Group 1: AI Energy Sector - The AI energy sector has seen significant catalysts recently, with uranium prices continuing to rise, reaffirming investment opportunities in this sector. The World Nuclear Association's report indicates that if governments meet their nuclear power construction goals, global nuclear capacity could reach 1,446 GW by 2050, exceeding the previous target of 1,200 GW [5][11] - To achieve the 1,446 GW target by 2050, a structured annual grid connection rhythm is required, with specific capacity targets set for different periods: 14.4 GW from 2026 to 2030, 22.3 GW from 2031 to 2035 (a 55% increase), 49.2 GW from 2036 to 2040 (doubling), and 65.3 GW from 2046 to 2050 [12][11] - The report emphasizes that nuclear power and uranium are transitioning from "optional energy" to "strategic necessities," which is expected to enhance their long-term pricing power, cash flow stability, and capital attractiveness [12] Group 2: Financial Technology Sector - The financial technology sector experienced a downturn this week, with most stocks under pressure. Credicorp led the gains with a 7.0% increase, following the announcement that its digital banking subsidiary, Tenpo, received operational approval in Chile, making it the first licensed new bank under Chile's banking law [14][16] - Capital One announced plans to acquire fintech company Brex for approximately $5.15 billion, aiming to expand its presence in corporate payments and expense management, reflecting the trend of traditional financial systems integrating with new technologies [16][17] - Interactive Brokers reported Q4 2025 earnings that exceeded market expectations, with a 15.4% year-on-year revenue increase to $1.64 billion, and a non-GAAP EPS of $0.65, surpassing general market forecasts by 11% [17] Group 3: Quantum Computing Sector - D-Wave announced the completion of its acquisition of Quantum Circuits Inc., solidifying its position as the only dual-platform quantum computing company globally. This acquisition enhances D-Wave's capabilities in error correction, crucial for commercializing gate model quantum computers [21][22] - The market saw fluctuations, with top gainers including Oxford Instruments (+3.9%) and Microsoft (+1.3%), while D-Wave experienced a significant drop of 11.1% [19][20] - The report highlights that D-Wave's acquisition addresses a critical shortcoming in the gate model route, with the dual-track qubit being a key asset for accelerating error correction, indicating a clearer timeline for the gate model project's deliverables [22] Group 4: Commercial Aerospace Sector - The aerospace sector experienced a slight pullback this week, with major indices showing declines, including a 1.9% drop in the US Space Economy Index and a 3.2% decline in the S&P Aerospace and Defense Select Industry Index [24] - Blue Origin announced its TeraWave project, which aims to provide up to 6 Tbps of symmetrical data transmission rates globally, utilizing a constellation of 5,408 interconnected satellites. This project is designed to meet the connectivity needs of businesses and government users, particularly in remote areas [26][27] - GE Aerospace reported Q4 earnings that slightly exceeded market expectations, but the stock fell due to a notable decline in operating profit margins in its core commercial engine business [24]