IPO Landscape - 2026 is anticipated to be a super cycle for IPO activity, with many companies ready to go public [1] - IPO activity is expected to accelerate towards the end of Q1 and into Q2, with some companies already on the road with their offerings [1] - Mega IPOs like OpenAI, Anthropic, and SpaceX may adopt a more selective approach due to the large capital they intend to raise [1] Market Resilience - Despite geopolitical instability, US markets remain resilient, reaching new highs in the Dow and S&P 500 [2] - The IPO pipeline is diversified across multiple sectors, not solely reliant on the tech industry [2] - AI is recognized as a transformational technology, but companies from various sectors are preparing to go public [2] SunPower Inc. (NASDAQ:SPWR) - SunPower reported Q4 2025 revenue of $88.5 million, up from $70 million in the previous quarter, with an operating income of $3.5 million [9] - The company nearly doubled its sales force to approximately 2,000 representatives and provided conservative Q1 2026 revenue guidance of $84 million [10] - SunPower aims to reach $1 billion in revenue by 2028 and is involved in solar system sales and installation in the US [10] GlobalFoundries Inc. (NASDAQ:GFS) - GlobalFoundries' stock performance increased by 28.79% in the last month, with 27 hedge fund holders [11] - Citi raised its price target on GlobalFoundries to $42 from $35, maintaining a Neutral rating [11] - The company executed a definitive agreement to acquire Synopsys' ARC Processor IP Solutions business, aimed at enhancing capabilities in custom silicon solutions [12][13]

Technology from SunPower-REC Joint Development AgreementOREM, Utah, Jan. 26, 2026 (GLOBE NEWSWIRE) -- SunPower Inc. (herein “SunPower,” the “Company,” or Nasdaq: “SPWR”), a solar technology, services, and installation company, today announced that it achieved its first installation of Monolith panels created by Renewable Energy Corporation (REC), the leader in U.S. residential solar panel sales. Silicon Valley’s Cobalt Power Systems installed the panels for a premium customer in Santa Cruz, California. Coba ...