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Category AI

2026 The New Era – Watchlist Space-AI-Defense

2026 opens in a geopolitical environment that looks like a “Cold War 2.0” – but running at a much higher speed and across more domains than anything we have seen before. Classic threat pillars – nuclear deterrence, air and sea control, conventional superiority – are still there, but they have been reshaped by disruptive technologies that make them far more lethal and unpredictable.

POET Technologies Inc Jan Recap

January 2026 has been anything but quiet for POET Technologies. The stock first extended the late-2025 rerating on the “AI optics” narrative and then got hit hard by a US$150 million registered direct offering that erased most of the month’s gains. The industrial thesis around the Optical Interposer has not changed, but the share count has – and the market is repricing that.