TECH BULLETIN

Thursday, August 27, 2026

Tech Market Context: Macro Drivers

Key macro instruments that drive tech market movements: yields, dollar, risk appetite

Market Commentary

Today's Interesting Company News

Hyperliquid Strategies Inc Reports Financial Results for the Fiscal Year Ended June 30, 2026

(NASDAQ:PURR) Hyperliquid Strategies Inc reported its financial and operational results for the fiscal year ended June 30, 2026. The company raised $647 million in equity capital through a committed equity facility. The treasury increased from an initial 12.5 million to 29.3 million HYPE tokens. Hyperliquid Strategies Inc created a fortress balance sheet, with $149.9 million in cash and cash like instruments and zero debt. The company reported total assets of $2,060.0 million as of June 30, 2026, including $1,904.1 million in HYPE tokens. Net income for the twelve months ended June 30, 2026 was $305.5 million. $773.4 million was deployed to accumulate approximately 16.5 million HYPE tokens at an average cost of $46.77, increasing total HYPE token holdings to 29.3 million. $27.8 million was deployed to repurchase approximately 5.8 million PURR shares at an average cost of $4.80 per PURR share.

Identiv Powers ZATAP's Phygital Studio to Turn Physical Products Into Connected Digital Experiences

(NASDAQ:INVE) Identiv, Inc. announced its NFC technology has enabled several million connected product taps through ZATAP's Phygital Studio, a platform that transforms physical products into secure, interactive digital experiences. Identiv's secure NFC technology is used in products including apparel, collectibles, and keychains to create authenticated digital access points. The Phygital Studio allows brands to update the digital experience over time, enabling fans to unlock event-specific content, tour alerts, private messages, new product drops, and early ticket access. For Ben Folds and Red Star Merchandise, ZATAP and Identiv added NFC tags to T-shirts to support Folds' Keys for Kids initiative, providing access to a personal video, additional content, and a donation pathway. For Clueso and Sony Music Entertainment Germany, the experience involved a miniature cassette embedded with an Identiv NFC tag, granting access to the album and related content. For the Nashville Predators' first jersey retirement, ZATAP and Identiv enabled limited-edition Pekka Rinne retirement jerseys with NFC tags for authenticity verification, exclusive content, and blockchain-recorded proof of attendance. Identiv's solutions are integrated into over 2.0 billion applications worldwide.

Gana Media: American Football Broadcasting Partnership

(AIM:GANA) Gana Media Group plc announced that its Mexican sports media platform, Estadio Deportes, has entered into a content and broadcasting partnership with Máximo Avance, the holder of broadcast rights for matches from ONEFA, Mexico's leading university American football competition. Under the agreement, Estadio Deportes will produce content and broadcast matches involving UNAM, UVM and UDLA across its digital platforms, including YouTube, Instagram and Facebook. The agreement initially covers 15 regular season fixtures between September and November 2026. Should the participating teams qualify for the playoffs, Estadio Deportes will also broadcast their postseason fixtures. Estadio Deportes will also launch a dedicated American Football section on estadiodeportes.mx, providing ongoing coverage, news and related content around ONEFA and Mexican university American football. The partnership further expands Estadio Deportes' live sports and original content offering and strengthens its presence amongst another highly engaged segment of the Mexican sports audience.

AITX's RAD Posts Most Diverse 24-Hour Order Intake in Company History

(OTC:AITX) Artificial Intelligence Technology Solutions, Inc. announced that its subsidiary Robotic Assistance Devices, Inc. (RAD) received orders for 14 units across five customer relationships during a single 24-hour period, marking the most diverse day of order intake in RAD history in terms of multiple orders from multiple sources. The orders comprise 11 ROSA units, two RIO units, and one TOM unit. If all units are manufactured, delivered, installed, accepted and placed into service under their current terms, these orders are expected to represent approximately $150,000 of annualized recurring revenue to RAD, net of channel-partner margin. The 24-hour activity spanned both RAD's direct sales operation and dealer channel. The property management order adds two ROSAs to an existing deployment that will total 12 units once the new devices are installed. For the fiscal year ended February 28, 2026, the Company reported revenue of $7,745,336 and a loss from operations of $11,943,397. As of February 28, 2026, total liabilities were approximately $58 million against total assets of approximately $9 million, resulting in a stockholders' deficit of approximately $49 million.

Tantalus Systems and Calix to Leverage Fiber Networks for AMI Deployments

(TSX:GRID) (OTCQX:TGMPF) Tantalus Systems announced that it is working with Calix, Inc. (NYSE:CALX) to jointly bring fiber-enabled applications to electric cooperative and municipal utilities. As part of Calix's Partner Program, Tantalus expects to expand its sales channel and addressable market, especially within the electric cooperative segment. More than 200 electric cooperatives across North America are currently in the process of deploying fiber networks. Tantalus' TRUSense Fiber Gateway and TRUConnect AMI platform will be paired with Calix Optical Network Terminal (ONT) technology and the AI-native Calix One platform to enable utilities with fiber investments to deploy next-generation AMI, enhanced broadband, and accelerated grid optimization. BrightRidge, a public power and broadband utility based in Johnson City, Tennessee, is one of the first joint Tantalus and Calix customers. Tantalus has tested the TRUSense Fiber Gateway in conjunction with Calix ONTs to confirm interoperability between the two companies' technologies, and the companies are ready for field deployment of their solutions.

Prospect Markets Secures CFTC Introducing Broker License, Unlocking U.S. Market Entry

(TSXV:MKT) (OTCQB:MKTSF) Prospect Prediction Markets Inc. announced that its indirect wholly-owned subsidiary, Prospect Brokerage USA LLC, has been approved for membership with the National Futures Association and registered as an introducing broker with the U.S. Commodity Futures Trading Commission. Prospect Brokerage is authorized to introduce U.S. retail customers to Crypto.com | Derivatives North America for the trading of fully-collateralized event contracts, with a primary focus on sports event contracts. Prospect Brokerage is registered as a guaranteed introducing broker pursuant to a guarantee agreement with Foris DAX FCM LLC (operating as OG Broker), a CFTC-registered futures commission merchant and related entity of Crypto.com. Registration as an introducing broker gives Prospect direct, regulated access to the U.S. market. Prospect Markets is the prediction market platform built natively for sports. Fans trade peer-to-peer on outcomes using real-time data from the company's second-screen experience.

System1 Launches Test Your Ad Screen

(AIM:SYS1) System1 Group PLC announced the launch of Test Your Ad Screen, an AI screening tool providing rapid, directional predictions of an advertisement's commercial effectiveness. The tool has been trained on 18 million real human emotional responses from System1's Test Your Ad Competitive Edge database. Test Your Ad Screen helps marketers screen up to 100 finished long-form adverts or other creative assets at a time, with results available in approximately 10 minutes. Test Your Ad Screen's predictions match human testing nine times out of ten and the screening tool will not show a result if it lacks confidence in the accuracy of its predictions. System1 works with more than 600 clients, including 48 of the world's top 100 brands by media spend, 5 of the top 10 US and 8 of the top 10 UK advertisers. System1 operates across 81 markets globally.

Canadian Government Contract Award

(AIM: THRU) Thruvision Group plc announces that it has received an order in Canada through its Value-Added Reseller, representing Thruvision's first Canadian Government customer and its first deployment in Canada's entrance market. The 8108 WalkTHRU solution will be deployed at a municipal building to provide secure, efficient and respectful screening of visitors to the Council Chambers. The deployment incorporates SmartSCREEN and DynamicDETECT, and utilises a battery-powered configuration, providing flexibility of deployment. Thruvision has worked with its Canadian partner since 2019, delivering people-screening solutions to customers across Canada. A number of orders have been received recently from new and existing Retail Distribution customers, across the UK, Europe and the US, as well as from a new Government customer in Europe. These orders are for WalkTHRU and SpotCHECK solutions including software options. Thruvision's technology is deployed in more than 30 countries around the world by government and commercial organisations in a wide range of security situations.

Enablence Technologies and ShunYun Technology Complete Volume Production Readiness at Vietnam Fab Designed to Support AI Data Centers Growth

(TSXV: ENA) Enablence Technologies Inc. and ShunYun Technology announced the volume production launch of Enablence's advanced optical manufacturing facility in Vietnam with production samples availability immediately. All major production-line equipment is now production qualified at SYT's site in Vietnam, and initial production lines have successfully produced qualified samples released to key North American customers for evaluation. Enablence's supply chain now integrates chip design in Ottawa, Canada; wafer fabrication, specialized assembly, packaging and test at Enablence's Silicon Valley Fab in Fremont, California; and advanced, high-volume packaging and assembly at SYT's facility in Vietnam. SYT has completed installation of all production-line equipment and successfully produced qualified samples at its advanced manufacturing facility in Vietnam. Optical chip manufacturing takes place in Fremont, CA, while assembly and packaging are now executed via dedicated, qualified production capacity at SYT's facility in Vietnam, giving the completed platform full supply-chain origin compliance outside of China. The completed platform directly supports high-speed Planar Lightwave Circuit (PLC) products, including Enablence's FR4 wavelength management solutions, and custom optical engines required for Co-Packaged Optics (CPO) and Linear Pluggable Optics (LPO) deployed in AI clusters. SYT's Vietnam production includes Enablence's high-density CWDM MUX/DEMUX and other AAWG products for data center interconnect and AI infrastructure applications.

Verra Mobility and Hertz Expand Technology Partnership Under Renewed Contract

(NASDAQ:VRRM) Verra Mobility Corporation and The Hertz Corporation announced a five-year contract renewal to expand their technology partnership and explore opportunities to modernize toll processing. The renewed agreement extends their 20-year partnership and includes plans to explore new technology solutions to improve Hertz's customer experience. Verra Mobility will continue to provide Hertz with a fully outsourced toll and violations management program across North America. The company supports more than 7.6 million vehicles globally and empowers more than 300 communities to increase safety for all road users through intelligent technology and data-driven insights. In 2025, more than 350 million toll transactions and over 5.6 million violations were processed for fleet customers.

Veeva Announces Fiscal 2027 Second Quarter Results

(NYSE:VEEV) Veeva Systems Inc. announced total revenues for the second quarter ended July 31, 2026 were $928.0 million, up from $789.1 million one year ago, an increase of 18% year over year. Subscription revenues for the second quarter were $766.8 million, up from $659.2 million one year ago, an increase of 16% year over year. Second quarter operating income was $275.0 million, compared to $195.9 million one year ago, an increase of 40% year over year. Non-GAAP operating income for the second quarter was $415.9 million, compared to $352.6 million one year ago, an increase of 18% year over year. Second quarter net income was $273.4 million, compared to $200.3 million one year ago, an increase of 37% year over year. Non-GAAP net income for the second quarter was $387.4 million, compared to $333.4 million one year ago, an increase of 16% year over year. For the second quarter, fully diluted net income per share was $1.66, compared to $1.19 one year ago, while non-GAAP fully diluted net income per share was $2.35, compared to $1.99 one year ago.

Everpure Announces Second Quarter Fiscal 2027 Financial Results

(NYSE: P) Everpure announced financial results for its second quarter fiscal year 2027 ended August 2, 2026, reporting revenue of $1.2 billion, up 38% year-over-year. Product revenue was $687 million, up 54% year-over-year, and subscription services revenue was $499 million, up 20% year-over-year. Subscription annual recurring revenue (ARR) reached $2.1 billion, up 20% year-over-year, and remaining performance obligations (RPO) were $4.1 billion, up 44% year-over-year. GAAP operating income was $63 million and non-GAAP operating income was $230 million, with GAAP operating margin at 5.3% and non-GAAP operating margin at 19.4%. Everpure returned approximately $69 million to stockholders through share repurchases of 0.9 million shares. The company significantly increased FY27 revenue and operating profit guidance, with new FY27 revenue guidance of $5.03B to $5.07B and non-GAAP operating income guidance of $940M to $960M.

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