Margins Cushion Wakefit’s ProfitabilityFresh from its IPO, Wakefit reported a profitable Q3 FY26. Despite seasonal discounts and a CFO transition, the D2C furniture and mattress brand clocked record quarterly revenues, alongside a sharp improvement in its margins. Here is a snapshot of Wakefit’s Q3 numbers:Profits stood at ₹31.9 Cr compared to a loss of ₹2.4 Cr in Q3 FY25Revenue from operations rose 9.4% YoY to ₹421.3 Cr EBITDA improved 158% YoY to ₹70.3 Cr, while margins expanded to 53.8% Total expenses ro ...

This week's calendar brings a high-volume slate of earnings reports from the technology, consumer discretionary, and energy sectors, that will provide a look at current market momentum and act as barometers for investor sentiment. RIVN stock is moving ahead of earnings. See the chart and price action here. Here's a look at the earnings schedule for the week ahead: Monday, Feb. 9Before Market Open: Work management SaaS provider Monday.com Ltd. (NASDAQ:MNDY) and fintech company Pagaya Technologies Ltd. (NASDA ...

One of the main qualities I look for in downstream companies like Constellium SE ( CSTM ) is the ability to pass on input costs to customers, taking no hit on the income statementMy name is Andres Veurink and I have been in the financial markets for over a decade at this point, spending the majority of that in a hedge fund here in Rotterdam, working my way up as an analyst. My work relfect rigourious standards as I myself have a very high standard as to what I invest my money in. My preferred sectors to fol ...

"AI的早期发展主要还是在算力、大模型等基础设施方面，随着基础设施领域投入了海量资源，下一步 的发展重点一定会进入垂直应用方向。"胡奎说，AI能力主要取决于两个因素，一个是算法和算力，另 一个是经过标注用于训练的数据。前者是大模型企业的优势，而一旦进入垂直行业，拥有海量结构化私 域数据的SaaS企业将具有明显的护城河优势和先发优势。 本报讯随着算力成本大幅降低、大模型能力持续突破，AI正从"稀缺资源"走向"普惠服务"。多家机构认 为，AI产业的焦点正从底层算力竞赛，加速转向商业应用的规模化落地。 在这一背景下，SaaS行业迎来价值重估。传统通用型、轻量级SaaS工具面临被大模型原生能力替代的风 险，而能够深度融合AI、重塑复杂工作流，以及在垂直细分领域拥有深厚数据壁垒的专业SaaS软件， 成为资本关注的重点方向。 和创科技联合创始人胡奎认为，在AI时代传统SaaS企业的挑战与机会并存。传统SaaS企业还是着眼于 企业的信息化和数字空间维度，更多定位于提升效率的管理或业务工具，大多是帮企业降本增效；AI 是直接将能力转化为生产力，直接进入物理空间维度，是从技术架构到商业模式的彻底重构。 涉及到基础大模型的能力方 ...

Core Viewpoint - Valaris Limited (VAL) is highlighted as a strong investment pick for the end of 2025, indicating confidence in the company's future performance and growth potential in the energy and minerals sectors [1]. Company Insights - Valaris Limited is positioned within the energy sector, which is noted for its growth opportunities and active market dynamics [1]. - The analyst has a long position in VAL shares, suggesting a personal investment belief in the company's prospects [2]. Industry Context - The energy and minerals sectors are characterized by significant growth potential and frequent news updates, making them attractive for research and investment [1].

As filed with the Securities and Exchange Commission on January 29, 2026. Registration No. 333-292217 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ––––––––––––––––––––––––––––––––––––––– AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– Proem Acquisition Corp I (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | 6770 | N/A | | --- | --- | --- | | ...

Core Viewpoint - The article presents a cautious perspective on the investment potential of United States Antimony (UAMY), highlighting its rapid rise over the past year and suggesting a need for a more measured analysis of its future prospects [1]. Company Analysis - United States Antimony (UAMY) has experienced significant growth in the past 12 months, indicating a potentially lucrative investment opportunity [1]. - The author emphasizes the importance of rigorous standards in investment decisions, reflecting a disciplined approach to evaluating UAMY [1]. Sector Insights - The author has a strong background in the tech sector, particularly in SaaS and cloud businesses, but has recently expanded interest into the energy and minerals sectors, which are seen as offering substantial growth opportunities [1]. - The energy and minerals sectors are characterized by active developments and frequent news updates, making them engaging areas for research and investment [1].

Core Insights - The Hurun Research Institute identified 819 gazelle companies globally, an increase of 16 from last year and 131 (19%) from two years ago [1] - The United States leads with 302 gazelles, a decrease of 28 (8%) from last year, while China ranks second with 278 gazelles, an increase of 20 (8%) [1][6] - The report highlights significant growth in sectors such as fintech, AI, SaaS, and robotics, with 206 new entries, including 64 from the US and 55 from China [1][2] Company Insights - 71 companies upgraded to unicorn status, with notable examples including Sierra (AI, valued at 71 billion RMB) and Abridge (AI, valued at 38 billion RMB) [1][19] - 33 companies went public, with the highest value being Gu Ming, a tea brand from Hangzhou, valued at 55 billion RMB [1][19] - 42 companies were downgraded, with 9 from the US and 8 each from China and India, primarily in biotech and fintech [1][21] Industry Insights - The leading industries for gazelle companies are biotechnology (119), fintech (87), SaaS (77), AI (71), and health tech (65) [1][17] - Medical health is the most impacted sector, followed by financial services and enterprise management solutions [3][16] - 63% of gazelle companies focus on software and services, while 37% sell physical products [3][16] Geographic Insights - The distribution of gazelle companies spans 43 countries and 220 cities, with the US and China accounting for 71% of the total [6][12] - San Francisco surpassed Shanghai as the "Gazelle Capital," with Beijing and New York following [1][13] - The Yangtze River Delta region has 134 gazelles, an increase of 30 from last year, while the Beijing-Tianjin-Hebei region has 64, up by 13 [1][12] Investment Insights - Sequoia Capital is the most successful investor in gazelle companies, with 62 investments, followed by CICC, SoftBank, Hillhouse, and Tiger Global [22][23] - The report emphasizes the importance of identifying and supporting these high-growth companies to foster innovation and economic growth [5][22]

Group 1 - The HuRun Research Institute released the "2025 HuRun Future Unicorn: Global Gazelle Enterprises List," identifying 819 high-growth companies likely to reach a billion-dollar valuation within three years, marking a 19% increase from 688 two years ago [1] - China ranks second with 278 gazelle companies, an increase of 20 from the previous year, representing 34% of the global total [1] - Among the new entrants, 206 are first-time appearances, with 29 in fintech, 28 in artificial intelligence, and 15 each in SaaS and robotics, with the US contributing 64 and China 55 [1] Group 2 - Since 2019, the number of HuRun gazelles in China has nearly quadrupled from 70 to 278, with 55 new faces and 26 upgrades in the past year [2] - Artificial intelligence is transforming various industries, with 71 gazelle companies leveraging AI for efficiency, innovation, and growth [2] - In healthcare, AI aids in diagnostics and personalized medicine, while in finance, it is used for fraud detection and risk management; retail benefits from AI-driven personalization, and manufacturing utilizes AI for automation and quality control [2]

Investment Rating - The report rates the industry as "Outperforming the Market" [6] Core Insights - The integration of Qianwen into Alibaba's ecosystem marks a significant advancement in AI applications, enabling complex functionalities such as ordering food, shopping, and booking flights, thus creating new application scenarios and traffic entry points for Alibaba's AI applications [1][20] - The AI application industry is experiencing a productization inflection point due to supportive policies and advancements in AI hardware and infrastructure, with a focus on integrating AI with supply chains and service consumption [2][16] - The AIGC (AI-Generated Content) market is projected to grow significantly, with independent device penetration expected to reach 4.83 billion units by October 2025, indicating a strong demand for AI applications [3][23] Summary by Sections Section 1: Qianwen's Integration into Alibaba Ecosystem - Qianwen App's full integration into Alibaba's ecosystem allows for AI-driven shopping functionalities, enhancing user experience and operational efficiency [1][20] - The AI application landscape is rapidly evolving, with Qianwen achieving a compound growth rate of 37% over the past nine months, positioning it as a strong competitor in the market [3][25] Section 2: Policy and Supply Development - The Chinese government is actively promoting AI applications through various policies, including the establishment of a 60 billion RMB national fund aimed at supporting the AI industry across its entire value chain [14][15] - AI infrastructure is maturing, with decreasing costs and continuous model iterations, setting the stage for significant advancements in AI application productization by 2025-2026 [2][16] Section 3: Market Potential and Competitive Landscape - The global and Chinese GEO (Generative AI Output) market is expected to grow from 11.2 billion USD and 2.9 billion RMB in 2025 to 100.7 billion USD and 24 billion RMB by 2030, indicating vast future market opportunities [3][28] - Companies within the Alibaba ecosystem, such as AI agents in various sectors (e.g., SaaS, advertising, and offline retail), are expected to benefit from the integration of AI capabilities, enhancing their operational efficiencies and market reach [4][32][36] Section 4: Key Company Announcements - Notable company announcements include Chongqing Department Store's revenue forecast of 14.7 billion RMB for 2025, a decrease of 14.2%, and a net profit of 1.02 billion RMB, down 22.4% [5][38] - Focus on companies like Weimeng Group, which has launched its GEO solution, indicating a shift towards AI-enhanced visibility and performance in the market [5][39]