Blockonomi

TLDR:

Nansen launches dedicated Sui dashboards providing real-time visibility into protocols and DeFi platforms

Integration brings AI-powered analytics and smart money tracking tools to Sui developers and institutions

Token God Mode and Nansen Profiler features will roll out in phases for deeper wallet analysis

Platform consolidates fragmented onchain data into unified views for easier interpretation and decisions

 

Nansen has officially integrated support for Sui, bringing real-time onchain analytics to the growing blockchain ecosystem. 

The integration expands access to comprehensive data tracking across wallets, tokens, and decentralized applications. 

Builders, institutions, and researchers can now monitor asset flows and participant behavior through dedicated dashboards. Additional features will launch in phases to support deeper analysis across the network.

Enhanced Analytics Platform Brings New Visibility Tools

The integration introduces AI-powered analytics and wallet intelligence to Sui users. Nansen’s platform enables teams to track smart money movements across the ecosystem. 

This visibility helps developers understand how applications perform as they scale operations.

Sui operates through programmable objects that coordinate assets, permissions, and users. These systems create complex economic interactions that require detailed monitoring. 

The analytics platform provides a consolidated view of how value moves through various protocols and applications.

Real-time data access helps teams identify adoption patterns as they emerge. Users can compare activity levels across different sectors and protocols simultaneously. 

The platform aggregates on-chain information to reveal coordination patterns among network participants.

Traditional blockchain monitoring often fragments data across multiple sources and tools. Nansen consolidates this information into unified dashboards for easier interpretation. Teams gain clearer context around network usage without managing separate data streams.

Phased Rollout Expands Analytical Capabilities Over Time

Dedicated Sui ecosystem dashboards are available immediately following the integration launch. 

These tools provide high-level visibility into top protocols and DeFi platforms. Users can track growth metrics and monitor activity across key sectors.

Token God Mode will arrive in subsequent phases to analyze performance metrics. This feature examines holder distribution patterns and transactional flow data. 

Teams can assess how tokens move through the ecosystem and identify concentration trends.

Nansen Profiler adds detailed wallet behavior analysis for institutional participants. The tool tracks smart money movements and fund activity across applications. Ecosystem builders gain insight into how experienced participants interact with protocols.

The phased approach delivers immediate value while expanding toward comprehensive coverage. 

Teams access high-impact analytics without waiting for full feature deployment. This strategy balances current needs with long-term analytical depth.

Data Access Supports Informed Decision-Making

Transparent on-chain data helps teams make allocation decisions with greater confidence. Developers can evaluate which features drive actual usage versus theoretical interest. Institutions gain measurable evidence about capital flows and participant engagement levels.

The integration strengthens the ecosystem’s ability to operate on verifiable information. Decision-makers rely less on speculation and more on observable network behavior. This approach reinforces data-driven development as applications mature and expand.

Clearer visibility into complex systems reduces uncertainty around protocol performance. Teams iterate based on concrete usage patterns rather than incomplete signals. 

Access to comprehensive analytics becomes increasingly valuable as the network grows.

Nansen’s support for Sui represents expanded infrastructure for ecosystem participants. The platform makes sophisticated analytics accessible to builders at various experience levels. 

This accessibility supports transparent evaluation as the blockchain ecosystem continues to develop.

The post Nansen Integrates Sui Blockchain to Deliver Real-Time Analytics and Onchain Data Visibility appeared first on Blockonomi.

TLDR:

Halborn joins as Strategic Partner to provide blockchain security guidance and incident response protocols. 

HashPack becomes Community Partner as leading non-custodial wallet connecting users to Hedera applications. 

Hashgraph Online contributes open-source tools that generated 34 million transactions on Hedera network. 

Genfinity adds ecosystem storytelling through educational content and podcast conversations with builders.

 

Hedera Council has expanded its partnership network with the addition of Halborn as a Strategic Partner and three organizations joining as Community Partners. 

HashPack, Hashgraph Online, and Genfinity bring specialized capabilities in security, developer tools, and ecosystem communication. 

The partnerships aim to strengthen network adoption and support builders across the Hedera ecosystem.

Security-Focused Collaboration Through Strategic Partnership

Halborn enters the Hedera Council Strategic Partner program with proven expertise in blockchain security and Web3 risk management.

 The firm will work directly with ecosystem builders and enterprise teams on secure development practices and incident response protocols. 

This collaboration represents a structured approach to embedding security throughout the development lifecycle rather than treating it as supplementary.

According to Rob Behnke, Co-Founder and Executive Chairman at Halborn, security performs best when integrated from initial design stages. 

The firm plans to provide hands-on guidance covering pre-launch preparation, ongoing security engagement, and incident readiness support. 

Behnke emphasized that their role on Hedera Council will contribute practical guidance to help builders and enterprises collaborate with greater resilience.

The Strategic Partner program connects mission-aligned organizations with demonstrated scale and technical depth to the Hedera ecosystem. 

Halborn will participate in working groups, workshops, and technical collaborations alongside Council members. 

This structure enables coordinated efforts between enterprises, developers, and security professionals working on the network.

Hedera Council announced these partnerships through its official X account, highlighting how each organization brings distinct capabilities to accelerate adoption. 

Hedera Council welcomes @HalbornSecurity as a Strategic Partner, alongside new Community Partners @hashpack, @HashgraphOnline, and @Genfinity.

By joining, they bring expertise across security, builder enablement, and ecosystem visibility, to accelerate real-world adoption… pic.twitter.com/y3PyFY3HVo

— Hedera (@hedera) January 23, 2026

The announcement grouped Halborn separately from the Community Partners, reflecting different program structures and engagement models within the Council’s partnership framework.

Community Partner Program Expands Builder Support

HashPack joins as a Community Partner, serving as a primary wallet interface for Hedera network participants. 

The non-custodial wallet provides access to decentralized applications, DeFi protocols, and NFT platforms built on Hedera. 

Available across iOS, Android, and browser extensions, the wallet simplifies user interaction with network applications.

May Chan, CEO of HashPack, described the wallet as core infrastructure within the Hedera ecosystem connecting users and enterprises to network capabilities. 

Chan expressed enthusiasm about the Community Partner Program’s expansion and confirmed HashPack will continue delivering secure tools for managing digital assets. 

The company plans to support growing momentum in enterprise adoption and decentralized finance applications.

Hashgraph Online brings builder-focused resources through open standards and developer tooling to the Community Partner program. 

The organization maintains the Hashgraph Consensus Standards framework, which supports on-chain applications with production-ready protocols. 

Michael Kantor, President of Hashgraph Online, reported their open-source specifications and tools have generated over 34 million transactions on the network.

Genfinity contributes ecosystem storytelling and educational content as a Community Partner. Ryan Solomon, Founder and CEO, stated their focus remains on representing ecosystem developments with clarity and professionalism as real-world deployments expand. 

The media organization produces articles and podcast conversations featuring founders, builders, and emerging projects across the Hedera network.

The post Hedera Council Adds Halborn as Strategic Partner Alongside Three Community Partners appeared first on Blockonomi.

TLDR

Shares of Adani Group companies fell sharply following SEC court filings on bribery and fraud charges.

The SEC seeks permission to issue summons to Gautam and Sagar Adani regarding misleading investors and corruption.

The Adani Group is accused of raising $3 billion by securing energy contracts through illegal payments to officials.

Adani Green Energy dropped nearly 14%, and Adani Enterprises saw a 10.7% decline due to the news.

The SEC’s filing details a $250 million bribery scheme to obtain $2 billion in solar energy contracts.

Shares of Adani Group companies dipped on Friday following court filings from the U.S. Securities and Exchange Commission (SEC). According to CNBC, the filings indicate the SEC is seeking to send summons to Adani Group Chairman Gautam Adani and Sagar Adani, the executive director of Adani Green Energy, in relation to bribery and fraud charges.

U.S. SEC Seeks to Issue Summons to Adani Executives

The SEC has approached U.S. District Judge Nicholas Garaufis in Brooklyn to request permission to issue a legal summons. This action targets Gautam Adani and Sagar Adani in connection with charges of misleading international investors regarding anti-bribery and anti-corruption practices. 

The SEC claims the Adani Group executives raised more than $3 billion by securing energy contracts while making illegal payments to Indian government officials. The SEC’s filing also states that the Indian Ministry of Law and Justice rejected two requests last year to serve the summons under the Hague Convention.

According to the SEC, the Ministry contended that it lacked the authority to allow the summons to be served. This legal challenge marks a critical moment in the ongoing investigation into the Adani Group’s financial practices.

Adani Group Shares See Sharp Declines

Shares of Adani Green Energy closed nearly 14% lower, reflecting the market’s reaction to the news. The company’s stock price drop follows the filing of charges related to bribery and fraudulent activities. Similarly, Adani Enterprises, one of the flagship companies of the Adani Group, saw a 10.7% drop in its share price.

Adani Power, another major player in the group, also saw a 5.7% decline. The SEC’s court filings describe a bribery and fraud scheme involving the payment of more than $250 million in bribes to secure solar energy contracts. The contracts, which generated more than $2 billion in profits, were allegedly obtained through corrupt dealings with Indian government officials.

The SEC’s charges suggest a coordinated effort by the Adani Group to mislead investors about the legality of their business practices. The U.S. federal court is expected to review the SEC’s request to issue the summons to the Adani executives. Meanwhile, the ongoing investigation into the Adani Group’s practices continues to unfold, with potential legal consequences for those involved.

The post Adani Group Shares Fall Amid SEC Charges of Bribery and Fraud appeared first on Blockonomi.

TLDR:

STRC menargetkan investor pendapatan tetap, menciptakan akses modal yang independen dari sentimen pasar ekuitas

Instrumen ini mempertahankan kapasitas pembelian Bitcoin bahkan ketika rasio mNAV membuat penggalangan ekuitas menjadi marginal

Pembelian STRC meningkatkan NAV tanpa pengenceran, memperkuat kondisi untuk penerbitan ATM di masa depan

Kombinasi mekanisme STRC dan ekuitas menciptakan siklus penguat yang memperbesar total kapasitas akuisisi



Instrumen saham preferen STRC dari MicroStrategy telah memperkenalkan pergeseran struktural dalam strategi akumulasi Bitcoin perusahaan, menurut analis pasar Adam Livingston.

TLDR:

SEC and CFTC chairmen will discuss eliminating unclear regulatory boundaries affecting crypto firms. 

The January 27 event aims to support the goal of making America the leading crypto capital globally. 

Market participants have struggled with misaligned regulations based on outdated jurisdictional divisions. 

The meeting will be livestreamed publicly with Eleanor Terrett moderating the fireside discussion.

 

The Securities and Exchange Commission and Commodity Futures Trading Commission will convene a joint public event next week focused on regulatory harmonization in the cryptocurrency sector. 

Chairman Paul S. Atkins and Chairman Michael S. Selig announced the meeting Tuesday, scheduled for January 27 at CFTC headquarters in Washington, D.C. 

The one-hour session aims to address long-standing regulatory conflicts affecting digital asset market participants.

NEXT WEEK: We are partnering with the @CFTC to hold a joint event on harmonization and U.S. financial leadership in the crypto era.

The event, held at CFTC headquarters, will be open to the public and livestreamed on our website.

— U.S. Securities and Exchange Commission (@SECGov) January 22, 2026

Regulatory Leaders Address Jurisdictional Challenges

Both agencies have acknowledged the persistent difficulties facing crypto businesses navigating overlapping regulatory frameworks. 

“For too long, market participants have been forced to navigate regulatory boundaries that are unclear in application and misaligned in design,” the chairmen stated. 

They attributed these challenges to legacy jurisdictional silos that have hindered the industry’s development.

The event represents a concrete step toward resolving these conflicts between the two primary federal financial regulators. 

Chairman Atkins will open the session at 10 a.m., followed by remarks from Chairman Selig. The program includes a 30-minute discussion moderated by Eleanor Terrett, co-founder of Crypto in America.

Registration is not required for those planning to watch the livestream on the SEC’s website. Physical attendance at Three Lafayette Centre will be available on a first-come basis, with doors opening at 9:30 a.m. 

The SEC shared details about the partnership through its official social media channels earlier this week.

Broader Implications for American Crypto Policy

The joint statement framed the initiative within the Trump administration’s stated goal of establishing United States dominance in cryptocurrency markets. 

According to the chairmen, the event “will build on our broader harmonization efforts to ensure that innovation takes root on American soil.” 

They emphasized their commitment to fostering development under American law while serving investors, consumers, and economic leadership.

The harmonization effort seeks to eliminate regulatory ambiguity that has pushed some crypto firms to operate offshore. 

Current rules often force companies to interpret whether their products fall under SEC securities regulations or CFTC commodity oversight. 

This uncertainty has created compliance challenges that industry participants have documented extensively.

The session on January 27 will explore specific approaches to aligning the agencies’ regulatory positions. Both chairmen indicated that clear, coordinated rules would encourage crypto businesses to establish operations domestically. 

The event marks one of the first major policy announcements from both agencies under their current leadership.

Market observers view the meeting as a signal that federal regulators are moving toward a unified approach. The timing aligns with broader congressional discussions about comprehensive digital asset legislation.

Industry stakeholders have long advocated for clarity on which regulator oversees different types of crypto products and services.

The post SEC and CFTC to Hold Joint Event on Crypto Regulatory Harmonization appeared first on Blockonomi.

TLDR:

YZi Labs, kendaraan investasi CZ senilai $10B, mengambil posisi strategis dalam penawaran umum BitGo di NYSE.

BitGo mengelola $82B dalam aset di lebih dari 5.100 institusi dengan catatan keamanan bebas peretasan selama satu dekade.

Platform menawarkan layanan kustodi penuh, infrastruktur staking, dan penerbitan stablecoin label putih.

Kemitraan ini menggabungkan infrastruktur teratur BitGo dengan jangkauan global ekosistem Binance dan BNB.



YZi Labs telah mengumumkan investasi strategis dalam penawaran umum perdana BitGo saat platform kustodi aset digital mulai diperdagangkan di New York Stock Exchange.

TLDR:

BOJ mempertahankan suku bunga pada 0,75% dalam pemungutan suara 8-1, dengan satu anggota mendorong kenaikan menjadi 1%, mengutip risiko harga.

Perkiraan pertumbuhan dinaikkan menjadi 0,9% untuk FY2026 karena inflasi tetap di atas target 2% selama 45 bulan berturut-turut.

Yen jatuh 4,6% sejak Oktober menjadi 158,97 per dolar, memicu peringatan dari Menteri Keuangan Katayama.

Hasil obligasi mencapai tertinggi dalam beberapa dekade meskipun ada pengetatan, dengan Ueda siap untuk tindakan cepat terhadap volatilitas.



Bank of Japan mempertahankan suku bunga acuan sebesar 0,75% selama pertemuan kebijakan hari Jumat sambil meningkatkan perkiraan pertumbuhan ekonomi.

TLDR

JPMorgan menyoroti Nvidia, Broadcom, dan Micron sebagai investasi chip AI terkemuka sebelum laporan pendapatan

Pendapatan industri semikonduktor diperkirakan akan tumbuh lebih dari 15% pada tahun 2026 dengan permintaan AI yang kuat

Nvidia menguasai 80-90% pasar akselerator AI dengan laporan pendapatan yang jatuh tempo pada 25 Februari

Pendapatan chip AI Broadcom melonjak 74% tahun ke tahun dengan pangsa pasar 55-60% dalam chip kustom

Saham Micron melonjak 40% tahun ini tetapi hanya dapat memenuhi setengah hingga dua pertiga dari pesanan pelanggan untuk memori bandwidth tinggi

JPMorgan telah merilis daftar investasi semikonduktor pilihan mereka seiring dengan mendekatnya musim laporan pendapatan. Raksasa perbankan ini mengharapkan kinerja yang solid dari perusahaan chip sepanjang tahun 2026.

TLDR

Nvidia stock climbed 1.5% after Bloomberg reported China granted preliminary approval for tech companies to order H200 AI chips

Chinese tech giants Alibaba, Tencent, and ByteDance can now discuss specific purchase quantities with Nvidia

Chinese companies could buy around 1.5 million H200 chips worth roughly $30 billion in revenue

Nvidia agreed to give the U.S. government a 25% cut of sales from China

The approval reverses earlier reports that Beijing was blocking H200 chip shipments to China

Nvidia shares jumped Friday morning after reports emerged that Chinese regulators have cleared the path for major tech companies to order the chipmaker’s H200 AI processors.

The stock rose 1.5% following a Bloomberg report that Beijing granted preliminary approval to companies including Alibaba, Tencent, and ByteDance. These firms can now advance to the next stage of purchase preparations and discuss specific order quantities.

The development marks a reversal from recent reports suggesting China was blocking H200 shipments. Sources told Bloomberg that Chinese officials have given in-principle approval for the orders to move forward.

The H200 chips are critical components for running AI systems. They represent a key part of Nvidia’s high-performance computing lineup.

Massive Revenue Potential

KeyBanc analyst John Vinh estimates Chinese companies could purchase around 1.5 million H200 chips. That translates to roughly $30 billion in potential revenue for Nvidia.

The deal comes with strings attached. Nvidia agreed to pass 25% of the China sales to the U.S. government.

Chinese regulators reportedly plan to encourage companies to buy a certain amount of domestic chips as a condition for approval. However, no specific quota has been set yet.

Supply Chain Impact

The Financial Times previously reported that manufacturers in Nvidia’s H200 supply chain had paused production. This followed customs officials blocking shipments of the hardware designed for the Chinese market.

Beijing’s stance now appears to be softening on these restrictions. The chips involved are specially designed versions created for the Chinese market.

Other semiconductor companies also saw movement Friday morning. Advanced Micro Devices stock rose 2.7% in premarket trading. Broadcom shares dipped 0.3%.

AMD hopes to secure its own chip sales in China. Broadcom works with ByteDance on custom AI processors.

Nvidia’s regular trading session Thursday saw shares gain 0.8%. The stock opened premarket Friday at $187.74.

The H200 chips are essential for tech companies building and operating AI systems. China’s tech sector has been racing to develop AI capabilities.

Alibaba, Tencent, and ByteDance rank among China’s largest technology firms. All three companies are investing heavily in AI development and infrastructure.

The approval allows these companies to now discuss specific quantities they would require from Nvidia. This marks a concrete step forward in the purchasing process after the preliminary clearance.

The post Nvidia (NVDA) Stock: China Finally Greenlights H200 Chip Orders Worth $30 Billion appeared first on Blockonomi.

TLDR

Movano (MOVE) stock jumped 160.55% in pre-market trading after merger partner Corvex announced a GPU lease deal

Corvex secured a long-term agreement to lease Nvidia H200 GPUs to an AI battery technology company

The GPU deployment will support AI development and research for the battery tech provider

Movano is set to merge with Corvex in an all-stock transaction announced in November 2025

Pre-market volume exceeded 14 million shares compared to the typical 27,000 daily average

Movano stock rocketed higher on Friday morning after Corvex announced a major GPU lease agreement. The company’s shares climbed 160.55% in pre-market trading.

Corvex, an AI cloud computing company, secured a long-term deal with an established AI-driven battery technology provider. The agreement involves leasing Nvidia H200 GPUs for AI development and research work.

Movano stock is moving because the company is merging with Corvex. The all-stock transaction was announced on November 10, 2025. Right now, MOVE shares represent the only public way to invest in Corvex.

The GPU deployment will support the battery company’s AI initiatives. The customer chose Corvex for its superior value and hyperscaler-class operations over other AI infrastructure providers.

Corvex designed the solution to maximize compute density while maintaining flexibility for peak demand. The company is providing a secure, managed on-premise setup with hardware-enforced encryption.

This addresses strict data sovereignty and compliance requirements. The battery technology provider needed infrastructure that could handle these security demands.

Jay Crystal, Co-CEO of Corvex, commented on the deal. He said the deployment shows how AI innovators are scaling production without compromising economics, market access, or operational velocity.

Market Response and Trading Activity

Trading volume tells the story of investor interest. Pre-market activity saw more than 14 million shares change hands.

For context, Movano’s three-month daily average sits around 27,000 shares. That’s roughly 500 times the normal volume.

Seth Demsey, the other Co-CEO of Corvex, weighed in on what the deal means. He noted growing demand from AI model builders for secure GPU infrastructure that’s easy to use and more cost-effective than existing options.

Stock Performance Context

The surge comes after a rough stretch for MOVE. Shares had dropped 2.24% the previous day.

Year-to-date, the stock is down 16.13%. Over the past 12 months, shares have fallen 85.76%.

The merger deal positions Corvex to enter public markets through Movano. Corvex specializes in GPU-accelerated infrastructure for AI workloads.

The battery technology customer selected Corvex’s infrastructure over competing providers. The deal validates Corvex’s approach to AI computing solutions.

Corvex’s GPU clusters are built to handle demanding AI workloads. The infrastructure supports both development and production environments.

The security features include hardware-enforced encryption. This level of protection matters for companies with strict compliance needs.

Pre-market trading on Friday showed MOVE at sharply higher levels following the Corvex announcement about its GPU lease agreement with the AI battery technology provider.

The post Movano (MOVE) Stock Soars as Partner Secures Nvidia H200 GPU Deal appeared first on Blockonomi.

TLDR

UK regulator Ofcom has launched an investigation into Meta Platforms over potentially incomplete or inaccurate information about WhatsApp

The probe centers on data Meta submitted during Ofcom’s review of the wholesale market for business bulk SMS messages

HSBC maintains a Buy rating on Meta stock with a $905 price target, citing AI benefits to advertising business

Meta’s capital expenditures expected to grow by approximately $39.4 billion in 2026

Meta stock currently trades at $647.63 with analyst price targets ranging from $685 to $1,117

British telecommunications regulator Ofcom dropped a bombshell on Meta Platforms this week. The watchdog announced it’s investigating whether the tech giant provided complete and accurate information about WhatsApp during a market review.

The investigation focuses on Meta’s submissions during Ofcom’s examination of the wholesale market for business bulk SMS messages. These are the texts you get for appointment reminders and package delivery updates.

Ofcom stated the available evidence suggests Meta’s responses may not have been complete and accurate. The regulator conducted this SMS market review last year.

The timing is interesting given Meta’s broader push into AI and advertising. HSBC recently reiterated its Buy rating on Meta stock with a $905 price target.

The investment bank points to Meta’s early involvement in AI models and heavy tech investments. These efforts already support Meta’s advertising business by driving higher usage and increasing ad space.

Meta’s financial health looks solid on paper. The company boasts 82.01% gross profit margins and 21.27% revenue growth over the last twelve months.

Meta stock currently trades at $647.63. That’s well below HSBC’s target but within the broader analyst range of $685 to $1,117.

Capital Spending on the Rise

Meta has signaled major spending increases ahead. The company guided that capital expenditure dollar growth in 2026 will be substantially larger than the $32 billion increase expected in fiscal year 2025.

Market consensus anticipates capital expenditures to grow by approximately $39.4 billion in 2026. That’s a hefty jump in infrastructure and technology investment.

Total expenses will also climb faster. Meta indicated that total expenses will grow at a faster percentage rate in 2026 than in 2025.

Consensus expectations point to 23% growth in 2025 and 28% growth in 2026. These numbers reflect Meta’s aggressive AI push.

AI Strategy Takes Center Stage

HSBC acknowledges Meta isn’t the best positioned company in Generative AI traffic. Competitors like OpenAI, Gemini, Deepseek, and Claude lead that race.

But Meta’s initial focus has been different. The company is leveraging AI for its main advertising business rather than chasing pure AI traffic.

Meta’s valuation appears in line with its fair value. The stock trades at a P/E ratio of 28.56.

The UK investigation adds a wrinkle to Meta’s otherwise bullish outlook. Ofcom’s probe specifically examines information provided during the wholesale SMS market review.

Business bulk SMS messages represent a specific market segment. Companies use these services for customer communications like appointment reminders and delivery notifications.

Ofcom has not disclosed specific details about what information may have been incomplete or inaccurate. The regulator launched the investigation based on available evidence from last year’s market review.

The post Meta Platforms Stock: UK Regulator Opens Investigation Into WhatsApp Data appeared first on Blockonomi.

TLDR:

Ledger mengincar valuasi lebih dari $4 miliar dalam rencana IPO AS, hampir tiga kali lipat penilaian putaran pendanaan 2023.

Goldman Sachs, Jefferies, dan Barclays akan menjadi penjamin emisi untuk listing New York yang diharapkan akan dilakukan akhir tahun ini.

Pendapatan perusahaan mencapai tiga digit pada 2025 seiring dengan lonjakan pencurian kripto dari $13 miliar menjadi $17 miliar setiap tahun.

Ledger mengamankan sekitar $100 miliar dalam Bitcoin untuk pelanggan melalui perangkat dompet kerasnya.



Produsen dompet keras kripto Prancis, Ledger, sedang mempersiapkan penawaran umum perdana di AS yang dapat menilai perusahaan di atas $4 miliar.

TLDR

TSMC memposting pertumbuhan pendapatan Q4 sebesar 26% dan meramalkan ekspansi 30% pada tahun 2026

Perusahaan mengharapkan tingkat pertumbuhan tahunan sebesar 25% hingga tahun 2029 dipicu oleh permintaan chip AI

Saham dinilai 24 kali laba yang akan datang dibandingkan dengan 30x untuk perusahaan teknologi besar

Perluasan manufaktur Phoenix mencakup investasi $165 miliar dalam fasilitas baru

Taiwan menginvestasikan $250 miliar untuk produksi semikonduktor AS di bawah perjanjian perdagangan baru

Taiwan Semiconductor Manufacturing melaporkan hasil kuartalan yang kuat dan mengeluarkan panduan optimis yang menyoroti perluasan infrastruktur AI yang sedang berlangsung. Proyeksi pabrik chip menunjukkan pertumbuhan berkelanjutan selama bertahun-tahun ke depan.

TLDR

Rigetti Computing (RGTI) received a Buy rating upgrade from B.Riley with a $35 price target

An $8.4 million contract from India’s C-DAC drove the analyst’s decision

The order accounts for 36-48% of projected 2025 revenue estimates

Stock trades at $23.67 with 46% upside potential to target price

Company pushed back Cepheus-1-108Q system launch to late Q1 2026

B.Riley moved Rigetti Computing back to a Buy rating Thursday. The quantum computing company earned the upgrade after landing a contract with India’s government.

The firm kept its $35 price target unchanged. That level sits 46% above the current share price of $23.67.

Rigetti announced an $8.4 million purchase order from the Centre for Development of Advanced Computing on January 20. The Indian government agency will receive a 108-qubit quantum computer for deployment at its Bengaluru facility in the second half of 2026.

The contract size matters for a company that brought in only $7.49 million in total revenue over the past twelve months. B.Riley notes the India order represents between 36% and 48% of Wall Street’s 2025 revenue estimates, according to FactSet data.

Analyst Reverses November Downgrade

B.Riley first rated Rigetti a Buy when it started covering the stock in July 2025. The firm changed its stance to Neutral in early November when shares traded near $39. Valuation concerns prompted that downgrade.

The research team cited “enhanced full-year estimate attainment visibility” as the reason for returning to a Buy rating. The India contract provides measurable revenue expectations for the year ahead.

B.Riley’s price target assumes shares reflect 35% of the total addressable market between 2030 and 2035. The stock carries a beta of 1.71, indicating high volatility relative to the broader market.

Product Timeline and Analyst Views

Rigetti delayed its Cepheus-1-108Q quantum computing system. The launch now targets the end of Q1 2026 instead of earlier in the quarter. Additional testing and optimization work required the schedule adjustment.

The company holds more cash than debt and maintains strong liquidity. However, it continues to burn money with a negative EBITDA of $73.01 million.

Multiple analysts recently initiated coverage. Rosenblatt Securities assigned a Buy rating with a $40 price target, showing confidence in Rigetti’s qubit scaling approach. Wedbush started with an Outperform rating and $35 target, highlighting the company’s industry experience.

Jefferies took a more cautious view with a Hold rating and $30 target. That firm flagged execution risks and revenue mix concerns while acknowledging potential upside from quantum computing advances.

The stock has gained 6.86% year-to-date. Trading volume averaged 44.9 million shares. Market capitalization stands at $8.25 billion.

Rigetti manufactures quantum chips at its in-house Fab-1 facility. The company uses a chiplet-based architecture and fast superconducting gates for its quantum systems. These technical advantages helped justify higher valuation models from analysts following the India contract announcement.

The post Rigetti Computing (RGTI) Stock Receives Upgrade Following $8.4M India Deal appeared first on Blockonomi.

TLDR

Elon Musk menyatakan bahwa robot humanoid Optimus Tesla akan tersedia untuk pembelian konsumen pada akhir tahun 2026 setelah melewati tes keselamatan.

Robot Optimus saat ini dikerahkan di pabrik Tesla untuk menangani tugas dasar dengan harapan dapat mengelola pekerjaan kompleks pada akhir tahun 2025.

Musk mengatakan produksi taksi otonom Cybercab akan dimulai dengan lambat pada tahun 2026 sebelum meningkat secara signifikan.

Saham Tesla meningkat lebih dari 3% setelah pengungkapan garis waktu Musk di Forum Ekonomi Dunia.

Pabrikan mobil menghadapi dua tahun berturut-turut penurunan pengiriman kendaraan akibat penuaan produk dan hilangnya insentif pajak.

TLDR:

Token META melompat ke wilayah “Scalp” sementara sebagian besar altcoin tetap terjebak dalam fase akumulasi sejak 9 Januari.

Perubahan tokenomi AXS yang mengurangi inflasi memicu minat spekulatif di seluruh ekosistem permainan.

Pertumbuhan jaringan yang menurun dan likuiditas yang tipis menunjukkan adanya rally kantong yang didorong oleh modal cepat yang mencari imbal hasil segera.

Momentum yang berkelanjutan memerlukan pemulihan dominasi Bitcoin dan Ethereum ditambah adopsi nyata di luar perdagangan naratif.



Kripto kecil telah mendominasi momentum pasar sejak 9 Januari, dengan token metaverse mendorong spekulasi di tengah pertumbuhan jaringan yang menurun dan likuiditas yang rendah.

TLDR

DVLT shares surged 20.2% Thursday to $0.90 on 91.2 million shares traded

Maxim Group upgraded to Buy with $4 target while other firms hold Sell ratings

Company posted $0.33 per share loss with negative 1,394% net margin

Insiders dumped 31.2 million shares worth $32.5 million in three months

Management targets $200 million revenue in 2026 through AI network expansion

Datavault AI shares posted a strong 20.2% gain during Thursday’s session. The stock closed at $0.8972 after touching an intraday high of $0.9072.

Trading volume reached 91.2 million shares. Despite the elevated activity, that figure still trailed the stock’s 137 million share average by 33%.

The rally comes as DVLT works through a volatile period. Shares have fallen roughly 38% since a technical breakdown on January 5.

Charts continue to signal downside risk until a clear bottom emerges. The stock trades below both its 50-day moving average of $1.32 and 200-day moving average of $1.14.

Analysts Split on Path Forward

Maxim Group recently shifted its stance to Buy. The firm raised its price target from $3.00 to $4.00.

Other analysts maintain Sell ratings on the stock. The conflicting views produce a consensus Hold rating with a $4.00 target.

That target represents potential upside exceeding 300%. But the wide gap in analyst opinions reflects uncertainty about execution.

The company carries a market cap of roughly $515 million. Its beta of 0.14 suggests lower volatility versus the broader market.

Losses Continue to Mount

The latest quarterly results showed a loss of $0.33 per share. Revenue for the period came in at $2.90 million.

Return on equity sits at negative 100.90%. The company’s net margin registered at negative 1,394.07%.

Wall Street expects full-year losses of $13.02 per share. The stock trades at a negative P/E ratio of 0.85.

Balance sheet metrics show a debt-to-equity ratio of 0.14. The quick ratio stands at 0.64 with a current ratio of 0.68.

Institutional ownership remains minimal at 0.66%. Vanguard Group established a new $1.3 million position in the third quarter.

BNP Paribas initiated a $416,000 stake. JPMorgan Chase bought $303,000 worth of shares during the same period.

Major Shareholder Exits Continue

Company insiders sold 31.2 million shares over the past three months. Those sales generated proceeds of $32.5 million.

Brett Moyer offloaded 49,016 shares on December 23. He received $0.93 per share for a total of $45,585.

Scilex Holding Co sold 10.7 million shares on January 12. The transaction occurred at $0.88 per share, totaling $9.4 million.

Scilex still holds 219 million shares valued at approximately $193 million. Company insiders own 7.70% of outstanding shares.

Management has outlined plans to roll out an AI-powered zero-trust edge data network across more than 100 U.S. cities beginning in the second half of 2026, with revenue projections of $200 million for the year and aspirations for $2 billion to $3 billion in 2027.

The post Datavault AI (DVLT) Stock Rallies 20% Despite Heavy Insider Selling appeared first on Blockonomi.

TLDR

Phillip Securities starts coverage on Palantir with Buy rating and $208 price target, indicating 25% upside potential

Revenue projected to jump 47% to $4.2 billion in FY25, with commercial segment growing 51% year-over-year

Net profit expected to nearly double in FY25 due to improved operational scale and higher-value contracts

U.S. market driving growth with 66% year-over-year expansion expected, representing 66% of total revenue

U.S. commercial deal values doubled in Q3 FY25, showing strong AI platform adoption

Phillip Securities analyst Alif Fahmi launched coverage on Palantir Technologies with a Buy rating and $208 price target. The target represents a 25% gain from current trading levels.

The analyst sees accelerating growth ahead. Rising AI platform adoption and strong U.S. demand are the main catalysts.

Fahmi forecasts revenue will climb 47% year-over-year to $4.2 billion in fiscal 2025. The commercial business is expected to lead this growth.

Commercial revenue should increase 51%, outpacing government revenue growth of 43%. This marks a shift as enterprises embrace AI tools.

The company is expanding beyond defense into broader industry applications. This diversification is fueling the commercial segment’s faster growth rate.

U.S. commercial deal sizes roughly doubled in the third quarter of fiscal 2025. This demonstrates strong momentum in the AI business.

Profit Margins Set to Expand

Net profit is forecast to nearly double in FY25. Better operational scale is driving this improvement.

A shift toward higher-value contracts is also boosting profitability. These deals typically carry better margins.

The U.S. market remains the primary revenue driver. It accounts for approximately 66% of total sales.

Fahmi expects U.S. revenue to surge 66% year-over-year in FY25. Both government and commercial segments are contributing.

Government demand is rising due to global tensions. U.S. intelligence spending is also increasing.

The commercial business is accelerating at the same time. Strong AI platform uptake is fueling this expansion.

Valuation and Analyst Sentiment

The stock trades at 170 times forward price-to-earnings as of January 16, 2026. This sits below the negative one standard deviation level of 190.

Fahmi acknowledges the elevated valuation. However, he believes strong growth justifies room for further gains.

The firm used a DCF model for the $208 target. They assumed an 8.3% weighted average cost of capital and 8% terminal growth rate.

On TipRanks, the stock carries a Hold consensus rating. Six analysts rate it Buy, 10 say Hold, and two recommend Sell.

The average analyst price target stands at $193.76. This implies 17.20% upside from current levels.

The company recently renewed its three-year contract with France’s DGSI intelligence agency. This partnership began nearly a decade ago.

Palantir also expanded its strategic partnership with HD Hyundai in Korea. This represents the largest collaboration in the region and will boost Foundry and AI Platform adoption across HD Hyundai business units.

The post Palantir (PLTR) Stock: Why This Analyst Sees 25% Upside in 2025 appeared first on Blockonomi.

TLDR

UnitedHealth reports Q4 earnings on January 27 with Wall Street forecasting 69% earnings decline to $2.12 per share

Shares down 34% over 12 months amid Justice Department probe and Senate investigation into Medicare billing practices

16 analysts rate UNH a Buy with average price target of $399.61, implying 12.7% upside from current levels

Medicare Advantage 2027 rate announcement could deliver 9-10% increases versus Street’s 5% estimate

Company will rebate 2026 ACA profits to members while facing congressional pressure on affordability

UnitedHealth releases fourth-quarter fiscal 2025 earnings before the opening bell on January 27. Analysts project earnings per share will plunge 69% year-over-year to $2.12.

Revenue estimates sit at $113.8 billion, marking 13% growth compared to the same quarter last year. The health insurer has missed earnings forecasts in two of its last eight quarters.

Shares climbed 2% to $354.74 on Thursday with volume reaching 7.36 million shares. That’s 5% above typical trading activity.

The stock has dropped 34% over the past year. Multiple headwinds have pressured shares including regulatory scrutiny and rising costs.

A Justice Department investigation into alleged Medicare Advantage billing malpractices continues. Senate investigators recently concluded UnitedHealth employs aggressive tactics to inflate Medicare payments.

President Trump’s healthcare proposal adds another layer of uncertainty. The plan would redirect subsidies straight to consumers, potentially cutting ACA marketplace revenue.

UnitedHealth announced it will rebate 2026 ACA plan profits to customers. The decision helps members but creates near-term earnings pressure.

Wall Street Stands Behind Recovery Thesis

Five analysts reaffirmed Buy ratings heading into the earnings release. Bernstein’s Lance Wilkes selected UnitedHealth as his 2026 top pick.

Wilkes points to gradual improvement in Medicare Advantage and Medicaid businesses. He sees pricing and utilization trends moving in the right direction.

His $444 price target leads the Street. That represents 27.7% upside potential from current prices.

JPMorgan boosted its target to $425 from $310 with an overweight rating. Mizuho lifted its objective to $430 from $300, maintaining an outperform stance.

The consensus rating stands at Strong Buy. Sixteen analysts recommend buying while three suggest holding. The average price target of $399.61 implies 12.7% gains ahead.

Medicare Rate Decision Takes Center Stage

Mizuho’s Ann Hynes highlights the Medicare Advantage 2027 advance notice as a critical catalyst. She forecasts 9-10% rate increases compared to Wall Street’s 5% projection.

Higher reimbursement rates would boost margins for managed care companies. UnitedHealth’s heavy Medicare Advantage exposure positions it to capture outsized benefits.

The rate announcement could mirror the positive impact seen with the 2026 decision. Hynes believes this marks an inflection point for sector recovery.

Options pricing suggests traders expect a 6.31% move in either direction post-earnings. That trails the stock’s average post-earnings swing of 8.84% over the prior four quarters.

Investors will focus on medical cost trends and medical cost ratio beyond headline numbers. Rising medical expenses and elevated cost ratios threaten to squeeze margins.

Congressional leaders grilled UnitedHealth executives on healthcare affordability recently. The increased political scrutiny raises execution risks and public relations challenges.

Institutional investors control 87.86% of outstanding shares. Brighton Jones LLC increased its position by 176.2% during the fourth quarter.

Analysts warn that cost pressures remain a red flag. Some recommend waiting for the January 27 earnings report and rate guidance before adding positions.

The post Is UnitedHealth Stock (UNH) a Buy Ahead of Earnings? appeared first on Blockonomi.

TLDR

Microsoft Outlook crashed Thursday afternoon, preventing users from sending or receiving emails with “451 4.3.2 temporary server issue” errors starting at 2:37 p.m. ET.

Over 15,890 users reported problems at peak, with OneDrive, Teams, SharePoint, Microsoft Defender, and Microsoft Purview also experiencing disruptions.

Faulty North American infrastructure caused the outage, which lasted more than seven hours before Microsoft restored services Friday morning.

Microsoft rerouted traffic to alternate infrastructure and performed load-balancing to fix the issue affecting businesses, schools, and government offices.

By 1:05 a.m. ET Friday, incident reports dropped to 113 as Microsoft confirmed all affected infrastructure was healthy again.

Microsoft battled a major Outlook outage Thursday that knocked email services offline for thousands of users during critical business hours.

The problems began at 2:37 p.m. ET. Users trying to access email received “451 4.3.2 temporary server issue” errors. The disruption hit schools, companies, and government agencies across the country.

Microsoft acknowledged the crisis on X. The tech giant confirmed issues affecting Outlook and several other Microsoft 365 applications.

#BREAKING Microsoft is experiencing a major outage right now!

Thousands of users are reporting issues with Microsoft 365 services, including:
– Outlook (email sending/receiving blocked, error codes like 451 4.3.2)
– Teams
– Exchange
– Microsoft Defender
– Microsoft Purview
– And… pic.twitter.com/npcBnvcMbm

— Breaking News (@TheNewsTrending) January 22, 2026

The outage spread beyond email. OneDrive file searches slowed to a crawl or stopped working entirely. Teams users couldn’t create meetings, chats, or channels.

SharePoint Online collaboration tools also went down. Microsoft Defender and Microsoft Purview joined the growing list of broken services.

Downdetector recorded the damage. More than 15,890 users flooded the site with complaints at the outage’s peak.

North American Infrastructure Fails

Microsoft identified the problem by 3:17 p.m. ET. A chunk of North American service infrastructure wasn’t handling traffic properly.

The company started shifting users to backup systems. Engineers worked to restore the failing infrastructure while balancing loads across healthy servers.

At 4:14 p.m. ET, Microsoft announced it had fixed the broken infrastructure. The team redirected traffic to functioning systems to speed recovery.

But normalcy didn’t return quickly. Services stayed degraded well past 9:00 p.m. ET, more than seven hours after the initial failure.

Slow Path to Recovery

Microsoft posted updates throughout the evening. “We’re seeing continued improvements in service availability and functionality as a result of our load-balancing efforts,” the company said at 9:46 p.m. ET.

Engineers monitored performance and tweaked settings to stabilize systems. The recovery process stretched into Friday morning.

Social media filled with frustrated users. The outage exposed how reliant organizations have become on Microsoft’s cloud infrastructure.

Friday brought relief. Microsoft declared all services restored and infrastructure healthy.

Downdetector confirmed the turnaround. Incident reports crashed from over 15,890 to just 113 by 1:05 a.m. ET.

Microsoft successfully rerouted traffic back to repaired infrastructure. The company resolved impact across all affected Microsoft 365 services after hours of emergency repairs.

The post Microsoft (MSFT) Stock: Email Crisis Disrupts Businesses Nationwide appeared first on Blockonomi.