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Wednesday, July 29, 2026

Tech Market Context: Macro Drivers

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Today's Interesting Company News

Maison Luxe Announces Execution of Definitive Share Exchange Agreement With Moonshot Studios

(OTC:MASN) Maison Luxe, Inc. announced that it has executed a definitive Share Exchange Agreement with Moonshot Studios, a South African-based artificial intelligence marketing and business support agency. The agreement follows the successful completion of the Company's due diligence process, during which management conducted an extensive review of Moonshot Studios' business operations, capabilities, and strategic fit. The execution of the Share Exchange Agreement constitutes a material corporate event and reflects the Company's continued efforts to position itself for future expansion through the acquisition of an operating business with established expertise in AI-driven marketing, digital communications, and business support services. The completion of the transaction remains subject to the terms and conditions set forth in the definitive agreement and any customary closing requirements. The Company is actively working with OTC Markets Group to obtain OTCID status and expects to complete the required onboarding process and update the Company's management profile with OTC Markets. Additional updates regarding the transaction and other corporate developments will be provided as material information becomes available and as appropriate under applicable securities regulations.

SEALSQ: Physical AI Requires Quantum-Safe Chips Today; Company's Common Criteria Certification Will Strengthen Trust for Tomorrow

(NASDAQ: LAES) SEALSQ Corp announced an update to its quantum resistant hardware certification roadmap, first outlined in March 2026. SEALSQ is now sampling customers with its TPM185, a full Post-Quantum Cryptography Trusted Platform Module designed to meet the next generation of trusted computing requirements. The company is an active participant in the Trusted Computing Group (TCG) Working Group responsible for developing the certification requirements and the new Protection Profile for post-quantum TPMs. The current expectation is that the Protection Profile will be ready for approval by ANSSI, the French National Cybersecurity Agency, in December 2026. SEALSQ expects to be among the first wave of semiconductor manufacturers to submit its TPM185 to accredited evaluation laboratories for Common Criteria certification under this new Protection Profile. SEALSQ’s technology integrates Semiconductors, PKI (Public Key Infrastructure), and Provisioning Services, with a strategic emphasis on developing state-of-the-art Quantum Resistant Cryptography and Semiconductors. The company’s products are engineered to safeguard critical systems, enhancing resilience and security across diverse industries.

HawkEye 360 Pinpoints Hard‑to‑Locate Transmitter, Restoring Spectrum Availability for NOAA's GOES Weather System

(NYSE: HAWK) HawkEye 360, Inc. announced the successful geolocation of an environmental data transmitter that had been operating for several years on the GOES Data Collection System (DCS). The transmitter was occupying a valuable GOES uplink position used by more than 600 organizations in 42 countries for environmental and hazard monitoring. The device transmitted for only 1.9 seconds at a time and used a narrow 1.5 kHz channel, making it extremely difficult to isolate. HawkEye 360 provided NOAA with a precise geolocation, enabling the operator to verify and remove the equipment, restoring full availability of the uplink slot. Previous missions included identifying and helping resolve a persistent UHF uplink interferer impacting environmental data delivery across more than 50 countries and geolocating a disruptive transmitter near Quito, Ecuador. The company states that its space-based RF intelligence supports the reliability of civil, non-military systems such as the GOES Weather System, which supports real-time volcanic monitoring, flood forecasting, tsunami alerts, and thousands of environmental sensors worldwide. The company projects that the availability and capabilities of its products will continue to support essential civil systems.

Laureate Education Accelerates AI-Powered Learning in Latin America With Google Cloud, Powered by Gemini Enterprise and Gemini for Education

(NASDAQ: LAUR) Laureate Education, Inc. announced a three-year agreement with Google Cloud to accelerate its AI capabilities building across its network of institutions. Laureate serves approximately 500,000 students across Mexico and Peru and operates five higher education institutions in these countries. The collaboration will bring cloud infrastructure, collaboration and productivity tools, artificial intelligence (AI), and innovative skills and career programs into Laureate's universities. Laureate expects to deploy Gemini Enterprise, Google’s AI solution for organizations, alongside Google Cloud Platform, Google Workspace for Education, Gemini for Education, and other Google AI offerings, as well as cloud-skills and career-readiness programs such as Google Cloud Skills Boost. These capabilities will unify data across hundreds of institutional applications and are accompanied by implementation, innovation, and change-management services. Laureate's strategic imperatives include preparing graduates to be job-ready in a world increasingly shaped by technology and AI, personalizing each student's learning journey, and expanding access by strengthening the value of a Laureate education. The company projects that with Google Cloud’s capabilities, the initiative will advance across the three pillars: what Laureate teaches, how it teaches, and the evolving value for students.

CleanCore Solutions Signs AI Colocation Services Agreement With Cerebras Systems for a Data Center Campus in Minnesota

(NASDAQ: CBRS) Cerebras Systems has entered into a 10-year Colocation Services Agreement with CleanCore Solutions (NYSE AMERICAN: ZONE) for a data center campus in Minnesota, with an initial contract value of approximately $800 million and two 10-year renewal options representing more than $3 billion of total potential contract value. The AI data center campus is designed to Tier 3 standards and will deliver approximately 55 MW of utility power capacity and 40 MW of critical IT load upon full buildout. Approximately 20 MW of utility power is already energized today, supporting the initial 15 MW of critical IT load. The agreement represents 100% pre-leased occupancy under a long-term agreement with Cerebras, providing revenue visibility from commencement of operations. The company expects initial revenue in the first quarter of 2027. Through the partnership, ZONE expects to own nearly 80% of the project. The development expands ZONE's pipeline to over 500 MW across strategic U.S. markets.

3D Systems’ Saudi Arabian Joint Venture NAMI Obtains Critical Military Manufacturing License for Local Defense Hardware Production

(NYSE:DDD) 3D Systems announced that the National Additive Manufacturing and Innovation Company (NAMI) has been granted a Military Manufacturing License by the General Authority for Military Industries (GAMI) of Saudi Arabia. NAMI is a joint venture between 3D Systems, Dussur (Saudi Arabian Industrial Investments Company), and Saudi Energy. The GAMI license authorizes NAMI to engage in regulated military manufacturing activities in the Kingdom, positioning it among a limited group of Saudi companies with this authorization. The license strengthens NAMI’s ability to support Saudi Arabia’s Vision 2030 objective of localizing more than 50 percent of military spending by 2030. NAMI operates in a growing additive manufacturing market in Saudi Arabia, an industry valued at more than $300 million currently and projected to grow to almost $2 billion by 2034. NAMI focuses on three priority markets in Saudi Arabia: military aerospace and defense, oil and gas, and energy generation and transmission. The company’s advanced manufacturing capabilities also support efforts to reduce risk of infrastructure interruptions by enabling localized, on-demand production of critical parts.

Agereh Technologies Launches AGSET for Airport GSE Safety, Security and Readiness

(TSXV: AUTO) (OTCQB: CRBAF) — Agereh Technologies Inc. announced the launch of AGSET™, a rugged, solar-assisted cellular GPS solution for airport ground support equipment ("GSE"). AGSET™ provides location, geofence, movement and impact-event data across aprons, ramps, yards, hangars, cargo areas and remote stands. The solar-assisted, battery-powered unit mounts directly to GSE with two screws and begins transmitting immediately over public or private cellular networks. AGSET™ supports public cellular, private cellular using CBRS and 900 MHz communication options, and its IP67-rated enclosure supports demanding airport environments from approximately -40°C to +65°C. Public cellular configurations can operate in more than 150 countries, subject to carrier coverage and deployment configuration. AGSET™ requires no external power, airport-wide reader infrastructure, new cabling or dependency on airport Wi-Fi. The company projects that AGSET™ will deliver exceptions that require action, such as equipment outside an approved zone, a critical asset not staged before arrival, unexpected after-hours movement or an impact event that may require inspection.

Leidos Introduces New AI Platform to Find, Fix Cybersecurity Vulnerabilities

(NYSE: LDOS) Leidos has developed Parcata™, a proprietary platform designed to autonomously find and fix software vulnerabilities for government and commercial organizations. The platform harnesses a diverse set of large language models to accelerate vulnerability detection in first and third-party software and can patch zero-day vulnerabilities in real time. Parcata was developed by the Kudu Dynamics team and its technology was validated through DARPA's AI Cyber Challenge. Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. The company is headquartered in Reston, Virginia, with more than 50,000 global employees. This work aligns with Leidos' NorthStar 2030 strategy and its focus on AI-enabled capabilities and effects at operational scale across dynamic warfighting environments. The platform has demonstrated its capabilities through recent internal technical exercises and is being executed against Leidos code before deployment to mission environments.

GMEX Robotics Corporation Enters Into Definitive Agreement to Acquire Strategic Equity Interest in MediaMeta.Ai to Advance Social Intelligence

(NASDAQ:GMEX) GMEX Robotics Corporation announced it has entered into a definitive share purchase agreement to acquire an initial 30% fully diluted equity interest in Alpha Meta AI Pte. Ltd., with an option to acquire additional shares for a controlling interest, subject to the terms and conditions of the Share Purchase Agreement. The purchase consideration will consist of a combination of cash and GMEX common shares, subject to definitive transaction terms. The issuer agreed to certain make good provision to achieve more than USD $52.6 million in revenues over the next five years from closing. GMEX will be entitled to certain adjustment or partial refund of the consideration paid to the Issuer if it fails to achieve the Revenue Target. The transaction includes a perpetual, exclusive, fully paid-up and royalty-free technology license for GMEX and its subsidiaries covering specified intellectual property, software, AI systems, models and robotics-related data. The transaction remains subject to the satisfaction or waiver of closing conditions, including completion of due diligence, receipt of required approvals and consents, and execution of related ancillary agreements. The company projects that the collaboration with MediaMeta is expected to enhance GMEX’s ability to develop robotic systems that can better read, interpret and respond to human social cues.

Syntec Optics Secures New Space Order, Expanding Footprint From Orbital Highway to Critical Orbital Safety

(NASDAQ: OPTX) Syntec Optics Holdings, Inc. announced a major new production order to launch an additional space optics product line. The expansion addresses the urgent, rapidly growing market demand for advanced collision avoidance optics in low Earth orbit. Syntec Optics has orders to start building the specialized optics that enable "eyes" for satellites, and has already built thousands of optics links for satellites to communicate with each other. The company has a dedicated team of nearly 180 employees and supports critical missions ranging from low-Earth-orbit satellites to advanced defense platforms and AI data centers. Statistical models maintained by ESA and NASA estimate that there are approximately 1.2 million objects between 1 and 10 cm and more than 140 million fragments smaller than 1 cm in orbit. Light-enabled technologies represent nearly $16 trillion of the $106 trillion in total worldwide production as of 2023. The company projects that its expertise and production capabilities will help satellites gain the sharp eyesight needed to dodge space junk and keep the space highway safe.

VisionWave Files U.S. Non-Provisional Patent Application for DeepWave RF™, an AI-Powered Subsurface Sensing and Visualization Platform

(NASDAQ: VWAV) VisionWave Holdings, Inc. announced that it has filed a U.S. non-provisional utility patent application relating to its DeepWave RF™ technology, an advanced subsurface sensing and visualization platform. The application, U.S. Patent Application No. 19/752,680, was filed with the United States Patent and Trademark Office on July 24, 2026, and claims priority to U.S. Provisional Patent Application No. 64/032,626, filed April 8, 2026. Dr. Danny Rittman is identified as the first named inventor on the application. DeepWave RF™ is designed to integrate a software-defined radio platform with the drill string or bottom-hole assembly, a near-bit antenna system, adaptive RF waveform control, edge processing, and an AI-assisted hybrid inversion engine. The system is intended to process electromagnetic signals and convert them into a probabilistic representation of the subsurface formation, with look-ahead sensing distances in the tens-of-meters range in favorable resistive formations. The patent application recognizes that highly conductive formations may substantially reduce achievable RF penetration. The company projects that, if successfully developed and commercialized, DeepWave RF™ could provide improved geosteering, earlier detection of drilling hazards, reduced risk of unexpected formation changes, improved reservoir-zone navigation, and better-informed decisions during drilling operations.

Energous’ PowerBridge Pro+ Receives FCC Certification, Advancing Commercialization of the Company’s End-to-End Wireless Power Solution

(NASDAQ: WATT) Energous Corporation d/b/a Energous Wireless Power Solutions announced that its PowerBridge Pro+ transmitter has received FCC certification, adding another certified PowerBridge transmitter to Energous’ portfolio. The PowerBridge Pro+ combines high-power RF wireless power delivery with integrated BLE gateway functionality in a single infrastructure device, delivering over-the-air power to compatible ambient IoT devices. The device is integrated with the Energous e-Compass platform, enabling centralized monitoring, analytics, configuration, and control across enterprise IoT deployments. Energous’ portfolio of FCC-certified products now includes PowerBridge Pro+, 2W PowerBridge Pro, and 1W PowerBridge Lite. The company has scheduled its quarterly investor conference call for 4:30pm EDT on August 12, 2026. The PowerBridge Pro+ was developed to serve requirements including semi-perishable goods inventory tracking, national grocery operations and cold chain management, and asset tracking across manufacturing facilities. The company projects that customers now have a certified platform that can support broader deployment of end-to-end battery-free IoT networks across these environments.

Robo.ai and Abu Dhabi Enterprise Jointly Establish AI Industrial Group Alif Holding to Serve Infrastructure, Government and Industrial Sectors

(NASDAQ: AIIO) Robo.ai Inc. announced that it has entered into a joint venture agreement with Abu Dhabi-based Eleven International Holdings for the proposed establishment of Alif Holding, an intelligent industrial technology group. The Group will be headquartered in Abu Dhabi, with Robo.ai holding a controlling stake, and will develop intelligent software and smart equipment for government, infrastructure and industrial sectors across the UAE, the GCC region and global markets. The venture is structured around two integrated platforms: an intelligent equipment platform covering robotics and automation, advanced composite materials, and intelligent equipment and manufacturing, and an intelligent software platform covering industrial AI, computer vision, AI agents and large language models, digital twin, and data and analytics. The Group plans to establish engineering, assembly and production capabilities in Abu Dhabi, delivering on a "Made in UAE" proposition. According to PwC's estimates, artificial intelligence could contribute close to US$96 billion to the UAE economy by 2030, equivalent to approximately 13.6% of GDP. The initiative is strongly aligned with the UAE National Strategy for Artificial Intelligence 2031 and with Abu Dhabi's development as a centre for artificial intelligence and advanced industry. The Group's development roadmap comprises four phases: acquiring proven global technologies, integrating them into a unified platform, manufacturing in the UAE to international standards, and scaling into regional and global markets.

Inturai Fast Tracks DomeCommand Commercialisation with European Defence Tech Hub and Singapore Air Force

(CSE: URAI) Inturai Ventures Corp. announced that its DomeCommand drone-swarm command-and-control platform has been selected in a highly selective first wave from over 450 applicants for SDTH 2026, a three-month fast-track defence commercialisation program in Singapore. The program involves development in partnership with the European Defence Tech Hub and the Republic of Singapore Air Force, and includes a partner network featuring DSTA, DSO National Laboratories, ST Engineering, NUS Enterprise, TUM Venture Labs, Accenture, Cognition, and Shield AI. Over three months, selected platforms are prototyped, tested, and advanced toward procurement-ready form, with direct pathways to incubation, milestone funding, testbeds, and senior defence networks. The program culminates in the main SDTH event on September 25 to 27, 2026. DomeCommand will develop within Little Red Dome, the program's layered counter-drone mission built to detect, decide, and defeat drone swarms and advanced aerial threats. The Company holds a rare greenfield position outside the saturated, capital-intensive drone hardware market. Further updates on the acquisition and the program will be provided as milestones are reached.

Tracsis: Proposed Acquisition of Mistral Data

(LSE: TRCS) Tracsis plc has agreed to acquire Mistral Data Limited, a wholly owned subsidiary of FirstGroup plc, for an enterprise value of £48 million on a cash-free, debt-free basis. The consideration will be payable in cash on completion, funded from existing cash resources and debt facilities, and is subject to clearance from the UK Competition and Markets Authority and other customary conditions. Mistral Data generated revenue of c.£13m and adjusted EBITDA of c.£4m, representing an adjusted EBITDA margin of c.30% in the twelve months ended 31 March 2026, with approximately 85% of revenue recurring under long-term contracts. The Group's revolving credit facility has been extended by one year and increased to provide total capacity of up to £40 million, including a £5 million accordion. On completion, the Group's net debt to adjusted EBITDA ratio is expected to be approximately 2.0x, reducing to approximately 1.0x by the end of December 2027 through free cash flow generation. The transaction is expected to complete by no later than 31 October 2026. The company projects that the acquisition will be materially earnings-enhancing and margin-accretive from completion while increasing the Group's proportion of Annual Recurring Revenue.

Sterling Digital: Commencement of On-Site Power

(LSE:ASIC) Sterling Digital plc announced the successful commencement of on-site electricity generation at its West Texas site, following the installation of two 2 MW Caterpillar natural gas generators. The generators are now running as part of the commissioning programme and will deliver approximately 1.6 MW net power each, together powering 420 ASIC mining servers with approximately 193,500 terahashes per second (TH/s) of computing capacity. Power is generated from underutilised, economically stranded natural gas in the WAHA pipeline in West Texas, secured under a five-year Gas Purchase Agreement announced on 8 June 2026, with access to up to 6,500 MMBtu per day and expected to support up to 25 MW of computing capability. The company has issued 501,000 warrants over ordinary shares to a contractor in partial lieu of payment, with an exercise price of 6 pence per ordinary share, vesting immediately and expiring five years from the date of issue. The company's initial focus is on West Texas, which benefits from significant energy resources, established infrastructure, and constrained gas markets. The company projects that the agreement is expected to support up to 25 MW of computing capability. The generators have completed initial start-up and are undergoing fine-tuning and control-system calibration to optimise performance, reliability, and fuel efficiency.

KRM22: Trading Update

(AIM:KRM) KRM22 plc issued a trading update for the six months ended 30 June 2026, reporting an increase in Annual Recurring Revenue (ARR) from £7.6m at the end of FY 2025 to £7.9m at the end of the Period. The company estimates total revenue recognised for the Period at £3.8m, compared to £3.7m in H1 2025, and adjusted EBITDA at £0.2m, down from £0.3m in H1 2025. The cash balance as at 30 June 2026 was £4.7m, compared to £5.2m at FY 2025. New ARR of £0.3m in the Period included £0.1m from the first sale of the Margin-as-a-Service API and £0.1m from the partnership with Trading Technologies International, Inc. Customer churn of £0.1m was attributed to a single institutional customer cancelling their subscription to the Surveillance Manager application. The company projects accelerated growth in 2027 and beyond through expansion of its applications to support multi-asset coverage, grow ARR, and maintain high levels of service.

Nexteq: Mass Production PO for Pro-AV Display Solution

(AIM: NXQ) Nexteq plc announced that Densitron, the Group's display and human machine interface technology brand, has received a mass production purchase order for a Pro-AV integrated display solution featuring its Tactila® technology. The contract is expected to commence in H2 2026 and the number of units ordered will increase incrementally over a period of four years. The order was received from a new customer in the professional audio-visual market and will be used within a next-generation connected control product for professional installation environments. Nexteq operates in six countries and services over 500 customers worldwide. The Group rebranded to Nexteq in 2023 after being founded in 2005 and floating on the London Stock Exchange's AIM stock market as Quixant plc. The Group's Taiwan operation is at the heart of Asian supply networks and facilitates cost effective manufacturing and strategic supply chain management. The Board believes this customer relationship has the potential to support further revenue opportunities over time.

Verra Mobility Reaches Framework Agreement With Avis Budget Group

(NASDAQ: VRRM) Verra Mobility Corporation announced it has reached an agreement with Avis Budget Group on the key commercial terms of a new seven-year tolling and violations services contract. 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. The terms of the new agreement are expected to be materially less favorable to the Company when compared to the prior agreement it had with ABG. Verra Mobility operates in the United States, Australia, Europe, and Canada. The company is headquartered in Arizona. No specific dollar amounts or revenue figures were disclosed in the announcement.

ICF Solution Achieves "Awardable" Status in Department of War Platform One (P1) Solutions Marketplace

(NASDAQ:ICFI) ICF announced that its AI-enabled DevSecOps knowledge fabric solution has achieved "Awardable" status in the Department of War's (DOW) Platform One (P1) Solutions Marketplace. The P1 Solutions Marketplace connects DOW teams with pre-assessed DevSecOps solutions and mission-ready tools and services. ICF's solution is designed to accelerate software development and delivery through an integrated approach to DevSecOps that combines engineering, automation, data integration and knowledge management capabilities into a single, scalable platform. ICF is a Cybersecurity Maturity Model Certification (CMMC) Level 2 certified vendor, recognizing its ability to meet stringent federal cybersecurity standards when supporting U.S. defense and civilian agency programs. Since 1969, public and private sector clients have worked with ICF to navigate change and shape the future. The company notes that statements not historical in nature are "forward-looking statements" and may involve risks and uncertainties. No specific revenue, contract value, or financial figures are disclosed in the announcement.

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