Denver, Colorado- Markets head into the session with a clear thematic throughline: infrastructure is no longer abstract, it is strategic, sovereign, and increasingly monetized.
AlphaTON Capital (NASDAQ:ATON): Confidential Compute Moves From Concept to Cash Flow
AlphaTON delivered one of the most consequential infrastructure announcements of the morning, closing a $46 million AI compute expansion centered on 576 NVIDIA B300 GPUs. The deployment materially expands AlphaTON’s balance-sheet-backed AI infrastructure and is projected to generate a 27% IRR, 3.82x equity multiple, and 282% total ROI over five years.
The strategic importance goes beyond returns. AlphaTON is positioning itself as a privacy-first alternative to hyperscaler-controlled AI, leveraging:
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Sovereign GPU ownership
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Cocoon AI’s confidential compute network
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Telegram’s 1+ billion-user distribution layer
The cluster will be hosted in Sweden at AtNorth’s hydroelectric-powered facility, underscoring a growing intersection of AI demand, energy efficiency, and data sovereignty. With revenue already flowing from pilot Cocoon deployments, AlphaTON’s February delivery marks a transition from experimentation to scaled execution.
Xeriant (OTCQB:XERI): From R&D Optionality to Commercial Proof Points
Xeriant continues to reframe its investment narrative following its late-2025 pivot around Factor X Research Group, its internal “skunk works” innovation arm. The company’s NEXBOARD
composite wallboard, derived from aerospace materials science, is emerging as an early validation of its convergence strategy, linking defense-derived engineering, AI-informed design, and near-term commercial markets like construction.
While still early-stage, Xeriant reflects a broader market shift away from open-ended R&D toward disciplined innovation with visible commercialization paths.
Heritage Global (NASDAQ:HGBL): Asset Monetization Scales with DebtX Acquisition
Heritage Global strengthened its Financial Assets division with the $8.5 million all-cash acquisition of The Debt Exchange, Inc. (DebtX). The deal expands Heritage’s footprint in the secondary loan market, adding a profitable, technology-enabled platform with more than two decades of transaction history.
With DebtX’s valuation, underwriting, and execution capabilities integrated, Heritage Global deepens its exposure to a market benefiting from credit dislocation, portfolio rebalancing, and institutional demand for liquidity. Management expects the transaction to be accretive in calendar 2026, reinforcing Heritage’s steady, execution-driven growth profile.
Palladyne AI (NASDAQ:PDYN): Defense AI Reaches an Operating Inflection
Palladyne AI raised full-year 2026 revenue guidance to $24–$27 million, implying 336%–440% year-over-year growth as recent acquisitions are fully integrated. Backlog climbed to more than $13 million, while year-end cash stood at approximately $47 million, supporting near-term execution.
The company’s focus on embedded AI, collaborative autonomy, and defense-grade avionics places it squarely within a fast-growing segment of government and industrial spending, where resilience, sovereignty, and edge intelligence are non-negotiable.
Rezolve Ai (NASDAQ:RZLV): Agentic Commerce Scales at Enterprise Speed
Rezolve Ai delivered one of the boldest growth outlooks of the session, guiding to approximately $350 million in 2026 revenue and a $500 million ARR exit run rate, nearly 10× year-over-year growth. The company exited 2025 with $209 million ARR, following its first profitable month in December.
With over 650 enterprise customers, deep partnerships with Microsoft and Google, and billions of API calls processed, Rezolve is positioning itself as core infrastructure for AI-driven commerce, not a discretionary software layer.
AgEagle Aerial Systems / EagleNXT (NYSE:UAVS): Defense Demand Remains Durable
AgEagle’s EagleNXT division announced the sale of eBee VISION drones to NATO’s Kosovo Force (KFOR). The Blue UAS–cleared systems reinforce EagleNXT’s position within allied defense procurement channels, where interoperability, cybersecurity, and rapid deployment remain critical priorities.
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