Lantronix Inc. (NASDAQ:LTRX) surged 17.68% in after-hours trading on Tuesday to $8.11.According to Benzinga Pro, the stock of the California-based provider of intelligent compute and connectivity solutions for IoT closed the regular session at $6.89, up 8.5%.Partnership Agreements SignedLantronix announced on Tuesday a memorandum of understanding and master services agreement with Florida-based AI-driven security and defense technology company Safe Pro Group Inc. (NASDAQ:SPAI) .The company said the agreemen ...

Core Insights - WISeKey is set to unveil SEALCOIN, a space-based, quantum-resistant crypto transaction platform at Davos 2026, showcasing a new class of crypto and machine-economy infrastructure that extends beyond Earth into orbit [1][14] Group 1: SEALCOIN Platform Features - The SEALCOIN platform leverages WISeSat's low-Earth-orbit satellite constellation, enabling blockchain-based transactions to be executed using space infrastructure rather than terrestrial networks [2] - Satellites within the SEALCOIN ecosystem can securely store data, validate transaction outcomes, enforce access policies, and deliver encrypted payloads to authenticated devices on Earth [3] - The platform provides a resilient execution layer for AI agents, IoT devices, and critical infrastructure systems in environments with limited or unreliable terrestrial connectivity [4] Group 2: Quantum-Resistant Technology - SEALCOIN will integrate quantum-resistant cryptographic signatures generated onboard satellites, allowing for the signing of transactions using post-quantum algorithms at the hardware level [5] - This integration addresses long-term security threats and ensures orbital systems remain secure for extended periods without the possibility of cryptographic retrofits [6] Group 3: Machine Economy Infrastructure - SEALCOIN serves as a transactional infrastructure for the machine economy, enabling machines to autonomously authenticate, coordinate, and exchange value [7] - The QAIT token is the native utility and payment instrument of the SEALCOIN network, facilitating machine authentication and transaction settlement [8][12] Group 4: Enterprise Adoption and Revenue - The SEALCOIN platform is built on an established base of industrial and institutional clients from WISeKey, generating direct transactional demand for QAIT through the use of SEALCOIN-enabled services [11][12] - QAIT's demand is linked to real service usage, grounding its utility in operational systems rather than speculative trading [13] Group 5: Strategic Positioning - At Davos 2026, WISeKey will position SEALCOIN as a response to a structural shift in global technology markets, emphasizing the convergence of semiconductors, space infrastructure, and quantum-resistant security [14]

Core Insights - The event "Trust and Convergence 2026: The Year of Quantum Security" aims to address the challenges of maintaining trust and security in a rapidly evolving technological landscape, particularly with the rise of quantum computing [1][2] - The gathering aligns with the World Economic Forum's 2026 Annual Meeting theme "A Spirit of Dialogue," focusing on collaboration amid significant geopolitical and technological changes [3] Event Overview - The event will take place on January 21, 2026, in Davos, Switzerland, and will feature global leaders, policymakers, and technologists discussing the intersection of various technologies [1][2] - Carlos Creus Moreira, the Founder and CEO of WISeKey, will chair the event, emphasizing the urgency of quantum security [4] Discussion Topics - Key discussions will include the disruption of existing trust models by quantum computing across various sectors such as government, finance, and healthcare [6] - The need for evolution in digital identity and governance in a post-quantum world will be a focal point, alongside the importance of public-private leadership [6][7] Technological Focus - The event will highlight the deployment of post-quantum cryptography and secure hardware, addressing threats like "harvest-now, decrypt-later" [7] - Space infrastructure will be discussed as a critical component for establishing global trust in digital systems [7] Speaker Lineup - The event features a diverse group of speakers from various fields, including technology, policy, and ethics, such as David Shrier from Imperial College London and Mark Hughes from IBM Consulting Cybersecurity Services [5][11]

Core Insights - Gorilla Technology Group Inc. will participate in an investor webinar on January 28, 2026, to discuss its latest milestones and strategic objectives for 2026 [1][2]. Company Overview - Gorilla Technology Group Inc. is a global solution provider specializing in AI-driven Security Intelligence, Network Intelligence, Business Intelligence, and IoT technology, with over 24 years of operating history and 29 granted patents [3]. - The company is headquartered in London, U.K., and offers a wide range of solutions across various sectors, including Government & Public Services, Manufacturing, Telecom, Retail, Transportation & Logistics, Healthcare, and Education [4]. Financial Performance - Gorilla has a growing pipeline exceeding $7 billion, driven by strong demand for GPU-as-a-Service infrastructure, AI-powered smart cities, and mission-critical security platforms [3]. - Recent milestones include a $1.4 billion multi-year partnership to deploy AI-ready data centers in Southeast Asia and continued expansion of public safety programs in Asia and Latin America [3]. - The company reaffirmed its 2025 revenue guidance of $100-$110 million with EBITDA margins of 20-25% and expects 2026 revenue to range from $137 million to $200 million, reflecting increasing scale and sustained momentum [3].

Group 1 - Lantronix Inc. is identified as a promising investment opportunity, particularly within the drone industry, with a price target increase from $6 to $8 by Lake Street, which maintains a Buy rating on the shares [1] - The company is experiencing growth due to steady demand from a Tier-1 wireless provider for cell site monitoring and strength in the out-of-band management market, which is expected to drive revenue growth into the next year [1] - A collaboration with Trillium Engineering has been announced to integrate Lantronix's Edge AI technology into gimbaled imaging systems for Uncrewed Aircraft Systems, providing NDAA/TAA-compliant solutions for military and commercial drone platforms [2][3] Group 2 - The collaboration utilizes Lantronix's Open-Q 5165RB System on Module, powered by Qualcomm Dragonwing processors, enabling advanced on-device AI functions such as real-time edge processing and AI-driven object detection and tracking [3] - The technology is optimized for Size, Weight, and Power, ensuring high performance in compact uncrewed platforms while maintaining precision targeting and low latency in challenging environments [3] - Lantronix develops, markets, and sells industrial and enterprise IoT products and services across multiple regions, including the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan [4]

Group 1 - Lin Bin, co-founder and vice chairman of Xiaomi, plans to cash out $2 billion (approximately 14 billion yuan) worth of Xiaomi shares starting December 2026, with a maximum of $500 million per year [3][36] - The proceeds from the share sale are intended to establish an investment fund focusing on emerging technologies and sports industries, indicating Lin Bin's confidence in Xiaomi's future [5][36] - Lin Bin currently holds 2.155 billion shares of Xiaomi, representing 8.31% of the total shares, making him the second-largest shareholder [5][37] Group 2 - Xiaomi's latest financial report shows total revenue of 113.1 billion yuan for the third quarter, marking a 22.3% year-on-year increase, with adjusted net profit soaring by 80.9% [21][56] - The revenue from Xiaomi's smart electric vehicles and AI innovation businesses reached 29 billion yuan, with over 100,000 new cars delivered in the quarter, achieving profitability for the first time [26][61] - Xiaomi's smartphone business remains a major revenue contributor, with Q3 revenue of 46 billion yuan and a global smartphone shipment of 43.3 million units, continuing a nine-quarter growth trend [26][61] Group 3 - Xiaomi's IoT and lifestyle products generated 27.6 billion yuan in revenue, reflecting a 5.6% year-on-year growth, with the AIoT platform connecting 1.04 billion devices [31][66] - The company has launched the Xiaomi 17 Ultra smartphone series, continuing its strategy to penetrate the high-end market, with prices starting at 6,999 yuan [31][68] - Xiaomi's global active user base has reached 742 million, with over 15,000 hardware partners and a developer community of 1.2 million [33][68]

雷军刚砸1亿港元增持小米表信心，副董事长林斌就宣布要套现140亿人民币——这俩创始人到底在唱哪出？是小米内部对未来看法分裂，还是资本操作背 后另有隐情？普通投资者该跟着慌吗？ 这两天，小米集团的一则公告把科技圈和财经圈都搅活了。12月28日晚间，港交所公告显示，小米联合创始人、副董事长林斌计划从2026年12月开始，分 四年减持公司股票，累计套现不超过20亿美元，按当前汇率算差不多140亿人民币，每年减持金额不超过5亿美元。而就在一个月前的11月24日，创始人雷 军刚自掏腰包1亿港元增持260万股小米股票，当时还带动股价第二天大涨。 先把公告里的关键信息拎清楚，林斌在公告里明确表态："对小米集团的业务前景充满信心并将长期服务于本集团"，减持所得款项主要用于成立投资基金 公司，投向新兴科技、体育等产业。这句话看着矛盾，却得结合他的身份和小米的发展阶段慢慢拆。 首先得明确一个背景，林斌并非普通高管，而是小米的核心创始人之一，且拥有美国国籍。 公开资料显示，1968年出生于广东广州的林斌，是典型的技术精英出身，被保送至中山大学电子系后，又赴美国德雷塞尔大学深造并获得计算机科学硕士 学位。职业生涯早期，他曾在微软任职 ...

Core Viewpoint - Xiaomi Group's co-founder Lin Bin plans to sell up to $5 billion of Class B shares annually starting December 2026, with a total cap of $20 billion (approximately 140 billion RMB) [2][4]. Group 1: Shareholding and Selling Plan - Lin Bin's share sale proceeds will primarily fund the establishment of an investment fund company, indicating his confidence in Xiaomi's business prospects [4]. - Lin Bin holds approximately 1.835 billion Class B shares, representing about 8.56% of the company's issued share capital, valued at over $10 billion based on the latest market capitalization [5]. - In June of the previous year, Lin Bin sold 10 million shares for approximately 1.79 million HKD, with the proceeds allocated for charitable purposes, including a 100 million RMB donation to his alma mater, Sun Yat-sen University [5]. Group 2: Stock Performance - Since late September, Xiaomi's stock price has been on a downward trend, closing at 39.22 HKD per share on December 24, reflecting a cumulative decline of over 36% from its June peak of 61.45 HKD [6]. Group 3: Financial Performance - In Q3, Xiaomi reported revenue of 113.1 billion RMB, a year-on-year increase of 22.3%, marking the fourth consecutive quarter of revenue exceeding 100 billion RMB [8]. - The adjusted net profit for Q3 was 11.3 billion RMB, up 80.9% year-on-year, with total revenue for the first three quarters reaching 340.4 billion RMB, nearing last year's total [8]. - The smartphone segment generated 46 billion RMB in Q3, maintaining a top-three global position with 43.3 million units shipped, marking nine consecutive quarters of year-on-year growth [8]. - The innovative business segment, including smart electric vehicles and AI, contributed 29 billion RMB in Q3, with a year-on-year growth exceeding 199%, and achieved a positive operating profit of 700 million RMB for the first time [8]. - The IoT and lifestyle products segment generated 27.6 billion RMB in Q3, reflecting a year-on-year increase of 5.6%, with over 1 billion connected IoT devices on the platform [8].

INVESTOR PRESENTATION Gorilla Technology Group, Inc. (NASDAQ : GRRR) December 2025 Disclaimers Disclaimer This investor presentation (this "Presentation") is for informational purposes only. The information contained herein does not purport to be all-inclusive and none of Gorilla Technology Group Inc. ("the Company") or its respective affiliates makes any representation or warranty, express or implied, as to the accuracy, completeness or reliability of the information contained in this Presentation. The Com ...

机构：中银国际 研究员：Alex LIN/LOU Jia/Olivia NIU/Alina LIN With concerns over smartphone and IoT priced in, smart EV and AI business remains focus of debate The smartphone sector faces a challenging 2026 characterised by a super memory cycle which further pushes up DRAM/NAND prices dramatically in Nov/Dec. The prolonged EV capacity uncertainty further amplifies negative sentiment towards the stock. However, as long as Xiaomi's new products either EVs, smartphone or IoTs are able to repeat its past mass market succes ...