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 ...

The Global X Defense Tech ETF ( SHLD ) is a paradigm change in the defense industry, which breaks through traditional heavy industry to focus on the high-margin realm of software-defined warfare. Its portfolio focuses on aWith a background in asset management, FinHeim Research is specialized in investment analysis and portfolio management, maintaining a global perspective on financial markets. Expertise in portfolio construction and optimization. Long term investor. Passionate about finding value in traditi ...

There was a significant rise in “Physical AI” robotics through November, but December showed how a software-based autonomous AI layer is now taking shape. Investors are seeking agents capable of executing end-to-end operation workflows over smarter assistants.Investors are seeing the real-time functional shift in how AI is developing. It is moving from advisory support to the practical delegation of action. AI systems used to only suggest improvements, but now we are seeing independent task execution, such ...

Group 1 - The Global X Defense Tech ETF (SHLD) has reached a 52-week high and is up 105.98% from its 52-week low price of $36.61 per share, indicating strong momentum for investors [1] - The fund aims to provide exposure to defense technology companies that benefit from technology, services, systems, and hardware catering to the defense and military sector, with an annual fee of 50 basis points [1] - The Aerospace and Defense sector is gaining attention due to a complicated geopolitical landscape, including U.S. military actions in Syria and Venezuela, which highlight rising global instability [2] Group 2 - Ongoing tensions in the Middle East and Asia, along with President Trump's proposal for a $1.5 trillion U.S. military budget by 2027, enhance the strategic appeal of Aerospace and Defense funds [3] - SHLD is expected to maintain strong performance in the near term, supported by a positive weighted alpha of 93.65, suggesting potential for further gains [4]

Core Insights - Investor confidence has been tested over the past year due to policy changes and a government shutdown, but sentiment is shifting positively as of 2026, driven by enthusiasm for artificial intelligence (AI) [1] IPO Predictions - Kraken has an 83% chance of going public before 2027, having already filed confidentially for a U.S. IPO, contributing to a trend among digital asset companies preparing for the U.S. equity markets ahead of the 2026 midterms [3] - Cerebras Systems, an AI chipmaker, has a 77% probability of announcing an IPO before next year, with plans to re-file after previously withdrawing its IPO paperwork [4] - Databricks, an AI software company, has a 70% chance of going public before 2027, having raised over $4 billion at a valuation of $134 billion [5] - Discord also has a 70% probability of announcing an IPO before 2027, with a last valuation around $15 billion [5] - Fintech firm Plaid has a 49% chance of going public, while defense tech company Anduril and apparel brand Skims both have a 46% likelihood [6]

You can catch Warrior Money on Apple Podcasts, Spotify, Amazon Music, or wherever you get your podcasts. Former Marine Colonel Tyler Zagurski joins Warrior Money to break down why veterans are increasingly essential in defense tech—and how AI is reshaping recruiting, logistics, and readiness. Tyler explains R4 Technologies' “Humans at the Helm” approach to decision intelligence, why “ROI in defense is readiness,” and how the military’s recruiting pipeline is shrinking fast. He also shares practical guidance ...

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the aerospace and defense industry, specifically focusing on the implications of the Executive Order titled "Ensuring American Space Superiority" signed by President Trump on December 18, 2025 [1][2]. Core Insights and Arguments - The Executive Order outlines several priorities for the U.S. government regarding space, including: - Expanding and defending the American presence in space [2]. - Growing the commercial space economy [7]. - Positioning the U.S. as the preferred global provider of space equipment and services [1]. - The EO indicates a significant commercial involvement in achieving these objectives, suggesting that defense contractors and space launch companies may benefit from these initiatives [1]. - Specific goals mentioned in the EO include: - Returning Americans to the Moon by 2028 through the Artemis Program [6]. - Establishing initial elements of a permanent lunar outpost by 2030 [6]. - Developing next-generation missile defense technologies by 2028 [6]. - Targeting $50 billion of additional investment in American space markets by 2028 [9]. Potential Investment Opportunities - Companies that may benefit from the EO include: - Rocket Lab Corp. (RKLB) and Firefly Aerospace (FLY) are noted as neutral investments, while L3Harris Technologies (LHX) and AeroVironment Inc. (AVAV) are rated as buys due to their positioning to win contracts related to the Golden Dome program [1]. - The EO aims to increase launch and reentry cadence through new facilities and improved efficiency, which could enhance the operational capabilities of involved companies [9]. Additional Important Information - The EO directs relevant government agencies to provide guidance on implementation within 60-180 days, focusing on programs that are significantly behind schedule or over budget [9]. - The emphasis on commercial pathways to replace the International Space Station (ISS) by 2030 indicates a shift towards privatization in space operations [9]. - The EO also highlights the need for enhanced space security spending and operational cooperation with allies, which could lead to increased collaboration opportunities within the industry [9].

Core Insights - MicroVision, Inc. is expanding into the defense technology sector by establishing a new Aerial Systems team and facilities in the greater D.C. area [1] Company Developments - The new Aerial Systems team has set up an office, testing facilities, and an airstrip to support its strategic expansion [1] - This move aims to enhance MicroVision's capabilities in the intelligence, surveillance, and reconnaissance (ISR) sector [1]

Core Viewpoint - Michael Burry, known for predicting the 2008 housing crisis, is taking a significant bearish position against AI companies Palantir Technologies and NVIDIA, raising concerns in the market [1][5]. Company Summary Palantir Technologies - Palantir's stock has increased by 155% year-to-date, reaching a 52-week high following strong Q3 earnings [2][3]. - Following the news of Burry's put options, Palantir's stock price fell by 8% [3]. - Burry has purchased put options covering approximately 5 million shares of Palantir, valued at around $912 million, which constitutes 66% of his firm's assets under management [5]. - Palantir reported $1.18 billion in revenue for the quarter, reflecting a 63% year-over-year increase, and raised its full-year guidance to $4.4 billion [5]. NVIDIA - Burry also holds put options representing 1 million shares of NVIDIA, valued at about $187 million, marking it as his second-largest position [6]. Industry Commentary - Palantir CEO Alex Karp criticized Burry's short position, suggesting it reflects a misunderstanding of Palantir's business and the AI sector [4][7]. - Karp emphasized that AI is a significant driver of GDP growth and defended the ethical implications of Palantir's work, which he believes supports important societal functions [7].

Core Viewpoint - Palantir is facing scrutiny due to an Army internal memo highlighting significant cybersecurity flaws in a prototype battle communications system, leading to a decline in its stock price by over 6% [1][5]. Summary by Sections Cybersecurity Concerns - The Army's internal memo, written by the chief technology officer, flagged deep weaknesses in the new command and control prototype developed by Palantir and Anderal, categorizing the project as "very high risk" [2]. - Structural flaws include uncontrolled user data access and unassessed third-party code, allowing any authorized user to access all applications and data without proper clearance or auditing [3][4]. Stock Market Reaction - Following the report, Palantir's shares dropped approximately 6.5%, making it the second most trending equity ticker on Stockwits [5][6]. - Despite the negative report, some investors remain optimistic about Palantir's potential, citing its significant year-to-date stock performance increase of 130% and a 345% rise over the past year [7][8]. Future Growth Potential - Palantir is not solely reliant on the Army project, as it has other growth avenues, including the Golden Dome system project, which could be a major growth driver due to government support [9][10]. - The company has diversified its revenue streams, reducing its dependency on government contracts while still benefiting from defense spending [10][11]. Market Sentiment - Despite the negative news, market sentiment remains bullish towards Palantir, with discussions in forums indicating continued confidence in the company's prospects [12].