TECH BULLETIN

Tuesday, August 25, 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

Alkami Remains #1 Digital Banking Solution for Credit Unions and is Now Fastest-Growing Digital Banking Solution for Banks

(NASDAQ:ALKT) Alkami Technology, Inc. announced that FI Navigator data reflects Alkami as the top digital banking solution for credit unions based on the number of retail mobile banking enrolled users. FI Navigator data also ranks Alkami as the fastest-growing digital banking solution for banks based on net market growth for retail mobile banking client count and deposit accounts. Credit unions that have been on Alkami Digital Banking for five or more years achieved 1.3x asset growth, 1.9x deposit account growth, 2x member growth, 1.7x deposit balance growth, 1.4x revenue growth, and 1.4x loan growth compared to peer groups. Alkami brings together onboarding and account opening, digital banking, data and marketing, business banking, payment security, and an ecosystem of integrated partner capabilities to help institutions act on data, improve the account holder experience, and drive measurable growth. Alkami provides a digital sales and service platform for U.S. banks and credit unions. The unified Platform integrates onboarding, digital banking, and data and marketing - each solution can stand alone, but together they deliver more - to help institutions onboard, engage, and grow relationships.

AITX's PURSUON Reports Growing ROAMEO Deployment Pipeline and Expands Production Readiness in Support of Its Stated Goal of 50 Units by August 2027

(OTC:AITX) Artificial Intelligence Technology Solutions, Inc. provided an update on the deployment pipeline for ROAMEO autonomous security patrol vehicles. The Company currently expects to have seven revenue-generating ROAMEO units in service by the end of calendar 2026 and has established an internal goal of 50 cumulative ROAMEO units deployed by August 2027. The Company has placed deposits on long-lead components for the planned production of an additional 20 ROAMEO units. ROAMEO units are currently deployed in paid service within the global logistics and healthcare sectors, with an additional unit operating in a healthcare pilot program. Another paid unit is en route to a client site, while additional contracted deployments for logistics and healthcare clients are being prepared. A further paid deployment for a logistics client is planned for November. The Company's operations and internal controls have been validated through successful completion of its SOC 2 Type 2 audit.

BTC Digital Signs Three-Party MOU to Advance AI Data Center Project in Hai Phong, Vietnam

(NASDAQ:BTCT) BTC Digital Ltd. announced that it signed a memorandum of understanding (the "MOU") on August 20, 2026 with Nam Trang Cat Investment and Development Joint Stock Company ("NTC") and SG Partners Co., Limited ("SGP"). The MOU establishes a three-party framework to evaluate and prepare an artificial intelligence data center ("AIDC") project in Hai Phong, Vietnam. According to information confirmed by NTC, the Nam Trang Cat Industrial Park in Hai Phong covers approximately 2 million square meters and has a planned power load of approximately 300 megawatts ("MW"). The MOU provides for a two-year cooperation period and an initial six-month exclusivity period. Except for provisions concerning the cooperation period, exclusivity and general terms, the principal commercial arrangements under the MOU are non-binding.

Jackpot Digital Launches Two Jackpot Blitz ETGs at Inn of the Mountain Gods Resort & Casino

(TSXV:JJ) (OTCQB:JPOTF) Jackpot Digital Inc. announced the successful installation of two Jackpot Blitz® dealerless poker electronic table games at Inn of the Mountain Gods Resort & Casino, a Mescalero Apache Tribe-owned property located in Mescalero, New Mexico. Jackpot Blitz® is an advanced, fully automated casino poker table that replaces the need for traditional live dealers, delivering faster gameplay, operational efficiency, and an engaging experience for players. The deployment at Inn of the Mountain Gods further expands Jackpot Digital's presence in the U.S. tribal gaming market and demonstrates the Company's ability to help operators respond to player demand beyond the limitations of traditional live-dealer operations. The Inn of the Mountain Gods installation adds to Jackpot Digital's growing list of land-based deployments across U.S. tribal and commercial casinos, as well as its established presence in the international cruise ship market. Jackpot Digital Inc. is the leading provider of electronic poker table games, offering innovative gaming solutions to casinos worldwide. The Company specializes in the development and deployment of dealerless multiplayer poker ETGs, providing operators with efficient, cost-effective, and revenue-generating alternatives to traditional live-dealer table games. Jackpot Digital is committed to enhancing the player experience and helping operators optimize their gaming offerings.

Pennant International Group: Siemens-driven Auxilium Sales Into US Defence

(AIM:PEN) Pennant International Group plc has secured a further Auxilium software sale through its Siemens channel partnership to a major US defence end user. The contract follows the first Siemens-generated Auxilium order secured earlier this year. Auxilium Annual Recurring Revenue (ARR) has now reached approximately £2.9 million, compared with £2.4 million at the end of FY2025. The company is strategically focused on sustainable recurring and repeatable revenues and profitability growth, shifting its model towards high margin software and services. The Group operates worldwide, with offices in the UK, North America and Asia-Pacific.

SCX.ai Strategic Partnership With Global AI Leader DDN to Power Australia's Largest Sovereign AI Inferencing Cloud

(ASX:SCX) SCX.ai and DDN announced a landmark partnership to expand and accelerate Australia's largest sovereign AI inferencing cloud. SCX.ai debuted on the Australian Securities Exchange on 21 August, following a fully underwritten $40 million IPO. Contracted annual recurring revenue reached $6.5 million at the end of July, up 20.9% since May. The platform now has more than 400 active users. SCX.ai's first sovereign AI node at the Equinix SY5 data centre in Sydney is operational. Testing disclosed by SCX.ai ahead of its ASX listing showed its SambaNova-based infrastructure delivering approximately 2.5x to 5.6x the performance per watt of GPU-based systems across selected stable inference workloads. SCX.ai is accelerating deployment of Node 2, targeted to be operational by the end of 2026.

Tuya Reports Second Quarter 2026 Unaudited Financial Results

(NYSE:TUYA HKEX:2391) Tuya Inc. announced its unaudited financial results for the second quarter ended June 30, 2026, reporting total revenue of US$92.9 million, up approximately 16.0% year-over-year. Platform-as-a-service (PaaS) revenue was US$67.9 million, up approximately 16.9% year-over-year, and AI application & others revenue was US$11.5 million, up approximately 3.9% year-over-year. Smart home & robot product revenue was US$13.5 million, up approximately 23.2% year-over-year. Overall gross margin was 46.3%, down 2.1 percentage points year-over-year, while operating margin was 10.0%, up 8.6 percentage points year-over-year. Net profits were US$18.6 million, and net cash generated from operating activities was US$6.2 million. Total cash and cash equivalents, time deposits and treasury securities recorded as short-term and long-term investments were US$976.1 million as of June 30, 2026.

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