📡 Hourly Briefing | 19:00–20:00

1. Applied Optoelectronics announced that it has completed the previously disclosed $600 million at-the-market equity offering. Headquartered in Sugar Land, Texas, the company primarily provides optical communications and HFC network products for AI networks.

2. Cybersecurity company Keyfactor appointed former CyberArk CEO Matt Cohen to its board of directors and as a strategic advisor. The company has completed a growth investment of more than $1 billion led by Summit Partners, and its annual recurring revenue has surpassed $200 million.

3. Poland’s antitrust regulator announced an investigation into Google, focusing on its practices around payments for media content. The regulator believes Google may be using its dominant position in online advertising and content distribution to adversely affect Polish media organizations’ ability to receive fair compensation for their content.

4. Charles Wu, an executive at Morgan Asset Management, said at the SuperReturn conference in Singapore that foreign banks, pension funds, sovereign wealth funds, and insurers from Asia and the Gulf region are increasingly financing AI computing capacity in North America, where capital spending in the sector is approaching $1 trillion.

5. GEO Group announced the sale of three of its prison and detention facility assets in California for $950 million. The buyer and expected deal closing date have not been disclosed.

6. SignSplit, a technology startup headquartered in Wilmington, Delaware, completed a $400 million strategic seed round, valuing the company at $1 billion. It provides individuals and institutions with services to protect, license, and share revenue from data, creative works, and image rights.

7. Agility Robotics announced that its CEO, Peggy Johnson, has been selected to join Project Meridian, a strategic research initiative focused on the future of warfare. Johnson will bring expertise in commercial humanoid robotics to the project.

8. Resero Bio announced that research on its cell-free RNA diagnostic platform was published in Nature Medicine. The study showed that a non-invasive urine sample alone can be used to determine whether a tumor is present and predict how it will respond to treatment.