Core Insights - Yunqi Technology has completed a Series B financing round led by ALC Capital, indicating strong investor interest in the company [1] - The company focuses on providing self-developed AI and data infrastructure for the Chinese market and overseas enterprises, highlighting its innovative approach in the tech sector [1] Company Overview - Yunqi Technology specializes in AI and data solutions, positioning itself as a key player in the next-generation data infrastructure market [1] - The company has established partnerships with notable firms such as Ant Group, Xiaohongshu, Kuaishou Technology, and Ninja Van, showcasing its broad industry connections [1] Market Reach - Yunqi Technology's services extend across multiple countries and regions in Asia, indicating a significant geographical footprint and potential for growth in international markets [1]

As filed with the Securities and Exchange Commission on January 30, 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 ––––––––––––––––––––––––––––––––––––––– Iron Dome Acquisition I Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | 6770 | N/A | | --- | --- | --- | | (State or other juris ...

FOURTH QUARTER AND FULL YEAR, DECEMBER 31, 2025 Cautionary Statement Regarding Forward-Looking Statements This Supplemental Information contains forward-looking information within the meaning of Canadian provincial securities laws and "forward-looking statements" within the meaning of certain securities laws including Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, "safe harbor" provisions of the United States Private Securitie ...

Core Insights - Applied Digital (APLD) and Sandisk (SNDK) are positioned to benefit from the rapid growth of AI-driven data infrastructure, with APLD focusing on data center development and SNDK providing high-performance NAND flash storage [1][6] Industry Overview - The global digital infrastructure market was valued at approximately $360 billion in 2025 and is projected to exceed $1.06 trillion by 2030, indicating a compound annual growth rate (CAGR) of about 24.10% [2] Applied Digital (APLD) - APLD's strategy involves building data centers in cost-effective locations, such as North Dakota, which offers inexpensive energy and favorable regulations, thus reducing operational costs [3] - APLD has secured a $5 billion, 15-year lease for 200 megawatts at Polaris Forge 2, with total contracted capacity reaching 600 megawatts and prospective lease revenues of approximately $16 billion over 15 years [4] - The company is investing in advanced liquid cooling and collaborating with Babcock & Wilcox for grid power expansion, enhancing its position in the data center ecosystem [4] - The Zacks Consensus Estimate for APLD's fiscal 2026 loss is projected at 36 cents per share, indicating an annual improvement of 55% [5] Sandisk (SNDK) - SNDK supplies NAND flash storage that meets critical AI infrastructure needs, with disciplined capacity expansion to support sustainable market growth [6] - The company’s BiCS8 technology, developed with Kioxia, enhances capacity and energy efficiency, accounting for 15% of bit shipments in the fiscal first quarter [7][8] - SNDK's data center segment grew 26% sequentially in the first quarter, with a focus on high-bandwidth flash technology for AI inference applications [9] - The Zacks Consensus Estimate for SNDK's fiscal 2026 EPS is projected at $13.46, reflecting a substantial improvement from the previous year's EPS of $2.99 [10] Price Performance and Valuation - Over the past six months, SNDK shares have increased by 894%, while APLD shares have risen by 237.2%, with SNDK's performance driven by improving earnings visibility and data center demand [11] - SNDK trades at a forward price-to-sales ratio of 5.08x, compared to APLD's 22.98x, indicating that SNDK's fundamentals are not fully reflected in its valuation [14] Conclusion - Both APLD and SNDK are positioned to benefit from AI-driven data infrastructure expansion, but SNDK's growth profile appears more balanced, with improving earnings visibility and disciplined capacity expansion [16][18]

Group 1 - The Shandong provincial government is focusing on building a strong digital economy during the "14th Five-Year Plan" period, emphasizing the importance of data infrastructure for releasing the value of data elements [1][2] - The total computing power in Shandong has reached 23.18E, nearly tripling since the beginning of the "14th Five-Year Plan," with over 51% of this being intelligent computing power [1][2] - The province has established a unified computing service platform, supporting over 3800 industrial platforms and providing digital transformation services to 262,400 enterprises [2] Group 2 - Shandong is actively participating in national data infrastructure initiatives, with cities like Qingdao leading pilot projects that have connected 739 data utilization entities and launched over 1300 data products [2] - The provincial government allocates over 12 million yuan annually to support high-quality data set construction, resulting in the establishment of 16 data annotation bases and the release of 90 high-quality industry data sets [3] - The development of high-end data annotation industries is encouraged, with specific examples such as the marine ranch in Yantai utilizing 192 types of data to enhance fish farming efficiency and income [3]

Core Insights - Confluent is a data infrastructure company specializing in real-time data streaming, allowing businesses to build applications that respond to data in real-time [1] - IBM has announced its acquisition of Confluent for $11 billion in cash, valued at $31.00 per share, which is slightly above the current stock price [2] - The acquisition is part of IBM's strategy to enhance its data and automation offerings amid the growing trend of cloud migration and AI adoption [2] Stock Performance - Despite a downgrade from Piper Sandler from Overweight to Neutral, Confluent's stock has increased by 28.54%, with a change of $6.61 [3] - The stock has fluctuated between $29.70 and $29.86, with a market capitalization of approximately $10.41 billion [3] - High trading volume of 66.97 million shares indicates strong investor interest [3] Investigation - Halper Sadeh LLC is investigating the fairness of the proposed sale to IBM, focusing on the best interests of Confluent shareholders and the board's fiduciary duties [4]

Group 1: Netflix and Warner Bros. Discovery Deal - Netflix announced a significant acquisition of Warner Bros. Discovery for $82.7 billion, aiming to create a new content and entertainment powerhouse [5] - The deal will include the streaming and movie studio segments, while cable networks like CNN and TNT will be spun off into a standalone company by 2026 [5] - This merger is seen as a strategic move to enhance Netflix's competitive position against rivals like Disney+, Apple TV+, and Amazon Prime Video, providing a vast library and reducing licensing volatility [5][6] Group 2: Market Reactions and Implications - The acquisition has raised concerns among investors and analysts about potential increases in subscription fees and its impact on the broader streaming market [5] - Movie theater stocks have reacted negatively to the news, indicating market apprehension regarding the future of theatrical releases in light of the merger [5] - Regulatory scrutiny is anticipated, with discussions around whether the deal will create an overly powerful entity in the entertainment sector [6] Group 3: Other Industry Developments - Carvana has been added to the S&P 500, marking a significant turnaround from being one of the most heavily shorted stocks [4] - Yardeni Research has advised investors to reduce exposure to the "Magnificent Seven" technology giants, indicating a shift in market sentiment towards these stocks [4]

Core Viewpoint - Confluent is experiencing significant stock price increases due to reports of IBM's interest in acquiring the data-infrastructure company [1] Group 1 - Confluent's stock is surging as a result of acquisition interest from IBM [1]

Group 1 - Confluent Inc's shares rose 31.8% to $30.49 in pre-market trading following reports of IBM's advanced discussions to acquire the company for approximately $11 billion [1][2] - IBM is close to finalizing a deal to purchase Confluent, which specializes in technology for managing real-time data streams used in large artificial intelligence models [1] Group 2 - Treasure Global Inc experienced a significant gain of 128% to $58.00 in pre-market trading after a previous jump of 276% on Friday [6] - Cemtrex Inc surged 106.8% to $6.35 in pre-market trading after announcing a share purchase agreement to acquire Invocon [6] - Other notable gainers include Top Wealth Group Holding Ltd, which rose 88.5% to $11.35, and Paranovus Entertainment Technology Ltd, which gained 87.4% to $0.069 [6] Group 3 - Several companies experienced declines in pre-market trading, including Polyrizon Ltd, which tumbled 22.1% to $10.20, and Inspire Veterinary Partners Inc, which declined 19.1% to $0.083 [6] - SMX (Security Matters) Public Limited Company fell 17.2% to $275.00 after a significant jump of 135% on Friday [6] - Gulf Resources, Inc. shares dipped 16.1% to $6.87, and Wheeler Real Estate Investment Trust, Inc. also dipped 16.1% to $5.35 after a surge of 98% on Friday [6]

Core Insights - IBM is reportedly in advanced discussions to acquire Confluent Inc for approximately $11 billion, marking a significant move in its restructuring around AI [1][2][3] Group 1: Acquisition Details - The acquisition of Confluent would enhance IBM's capabilities in managing real-time data streams, which are crucial for large AI models [2][3] - This deal follows IBM's previous acquisition of HashiCorp for $6.4 billion, indicating a strategic focus on strengthening its cloud and AI offerings [3] Group 2: Market Context - The demand for Confluent's services has surged due to the AI boom, with various sectors such as retail, technology, and financial services seeking its capabilities [3] - The potential acquisition aligns with a broader trend of M&A activities in the technology sector, including notable deals by Salesforce and Palo Alto Networks [6] Group 3: Financial Performance - IBM reported a 9% year-over-year increase in total revenue in Q3 2025, driven by strong demand for AI-related services [4] - Year-to-date, IBM's stock has climbed 13.18%, reflecting positive market sentiment towards its AI initiatives [7]