Deals/IPOs/M&A

2026 Tech IPO Watchlist Signals a Cautious Market Reopening

The 2026 Tech IPO Watchlist outlines a growing pipeline of private technology companies preparing to test public markets after several years of limited issuance. With investor focus shifting toward cash flow, disciplined growth, and credible AI-driven business models, the upcoming IPO cycle reflects a more selective environment than prior market peaks. Companies across AI, fintech, enterprise software, and consumer platforms are assessing timing as market conditions stabilize. For investors, the watchlist underscores the importance of valuation discipline, understanding private-market dynamics, and distinguishing between mature brands and businesses with remaining growth potential. [more]

Analyst Articles

SoftBank Acquires DigitalBridge for $4B to Secure AI Infrastructure Assets

SoftBank has agreed to acquire DigitalBridge in a $4 billion cash transaction, marking a strategic pivot toward AI infrastructure assets. The deal values DigitalBridge at $16.00 per share and reflects premium valuation multiples tied to scarce, power-secured data center capacity. As AI demand accelerates, SoftBank is shifting from software-focused venture investing to owning the physical backbone required to support large-scale computing. The acquisition strengthens SoftBank’s exposure to data centers, fiber, and power-ready land while supporting large AI initiatives such as the Stargate project. The transaction is expected to close in the second half of 2026. [more]

2025-12-12 PDAC 2026 - Mining and Technology_fi
Analyst Articles

PDAC 2026 Technical Sessions on AI and Geophysics for Exploration

PDAC 2026 Technical Sessions outline how artificial intelligence and advanced geophysics are being applied in mineral exploration. The program includes an AI session covering computer vision, machine learning for structural modeling, and implementation considerations for large language models. Two geophysics sessions focus on integrated exploration case histories and newer methods, including magnetotellurics, inversion workflows, airborne geophysics analytics, and muon tomography. Regional technical sessions add examples from Latin America and brownfield exploration. Across the agenda, presentations emphasize multi-dataset interpretation, risk reduction, and operational constraints. The sessions collectively frame technology adoption as workflow-driven and incremental. This article summarizes sessions and key themes. [more]

Analyst Articles

Canada Advances AI Policy with Focus on Digital Sovereignty and Quantum Computing

Canada has outlined a national strategy to secure digital sovereignty and expand AI adoption. In speeches delivered in Montreal and Toronto, Minister Evan Solomon emphasized the risks of foreign jurisdiction over Canadian data and the need for sovereign compute infrastructure. The plan is structured around three pillars: capital, customers, and compute, with government procurement supporting domestic AI champions such as Cohere. Additional priorities include updating data privacy laws, strengthening trust, and retaining research talent. A 30-day AI Task Force will accelerate policy development, with a full national strategy expected by year-end. [more]

eResearch-Edgewater-Wireless
Analyst Articles

Solving Wi-Fi’s Congestion Crisis with Edgewater’s Patented Technology

Edgewater Wireless Systems (TSXV: YFI) developed Spectrum Slicing technology to address growing Wi-Fi congestion caused by the proliferation of connected devices. Its patented approach splits a single Wi-Fi channel into multiple streams, improving capacity, latency, and performance. Backed by successful pilots and strategic partnerships, Edgewater is releasing its next-generation solution and scaling production of its MLX 488 chip, integrating AI to optimize traffic. The Company’s IP value is estimated between $90 to $180 million, far above its current market cap. Positioned as a fabless semiconductor innovator, Edgewater is targeting enterprise, residential, and IIoT markets as Wi-Fi demands increase globally. [more]

eResearch - PDAC 2025 - Techn Keynote - Flavia Nardini - Fleet_sm
Analyst Articles

PDAC 2025 – Technology and Innovation Keynote – Flavia Tata Nardini of Fleet Space Technologies

At PDAC 2025, Fleet Space Technologies CEO Flavia Tata Nardini highlighted how AI, machine learning, and satellite technology could significantly accelerate and improve mineral exploration. Drawing parallels with space missions, she emphasized the importance of hiring data scientists and integrating cross-disciplinary datasets to stay competitive. With AI already helping reduce project timelines from months to days, she warned that mining companies risk being overtaken by tech firms if they fail to adapt. Fleet’s space-driven exploration technologies are also targeting lunar seismic mapping, further underscoring how Earth and space discoveries are increasingly interconnected. [more]

Analyst Articles

PDAC 2025 – Commodity Outlook Keynote – Mike Henry of BHP

BHP CEO Mike Henry outlined a bold vision at PDAC 2025, emphasizing the rising global demand for critical minerals and the investment opportunities ahead. With the world’s population expected to reach 10 billion by 2050, demand for copper alone is projected to increase by 70%, requiring significant exploration and innovation. He stressed the importance of policy reforms to maintain global competitiveness and highlighted BHP’s commitment to sustainability and local partnerships. He positioned BHP as a leader in shaping the future, ensuring that the mining industry remains essential to global infrastructure and economic development in the decades to come. [more]

Security

Turnium Unveils Next-Generation Universal Edge Device Leveraging AI and Post Quantum Cryptography

Turnium Technology Group (TSXV: TTGI | FSE: E48) has announced a next-generation Universal Edge Device integrating AI-driven dynamic traffic steering and Post Quantum Cryptography (PQC). The device is designed to enhance SD-WAN performance, providing nearly 10x faster data throughput on consumer chips and 13x faster on enterprise chips. It supports up to 100,000 nodes per management server and includes biometric security and remote management. The initiative aligns with Turnium’s Technology-as-a-Service (TaaS) strategy, following its acquisition of Claratti. The new device strengthens Turnium’s market position in SD-WAN and cybersecurity solutions. [more]

Insights from the CEO Panel on Critical Metals at PDAC 2024
Analyst Articles

Insights from the CEO Panel on Critical Metals at PDAC 2024

The CEO panel on Critical Metals at PDAC 2024, featured industry leaders from Teck, Albemarle, Vale, and BHP, and delved into the future of commodities amidst volatile markets. Discussions highlighted sustainability as a strategic advantage, the balance between growth and environmental stewardship, community engagement, and the role of technology in accelerating mineral discovery. The panel underscored the importance of secure, ethically sourced supply chains and collaborative efforts to overcome regulatory challenges. These insights emphasize the industry’s commitment to sustainable practices and innovation, ensuring a resilient supply of critical metals for the energy transition. [more]

Analyst Articles

Navigating the AI Revolution: A Deep Dive into TTD and UiPath

Ark Invest forecasts AI software revenue to reach $14 trillion by 2030, potentially surpassing Nvidia‘s valuation elevenfold. Aligning with this, Ark has focused on AI software stocks, notably The Trade Desk and UiPath. TTD‘s ad tech platform and independent stance set it apart in the market, while UiPath‘s integration of RPA and AI offers significant operational efficiencies. Both companies show promising growth trajectories, with TTD potentially outpacing the ad tech industry’s 14% annual growth and UiPath poised for accelerated growth with its AI-centric approach. [more]