A message from our friends at Equiscreen Small-Cap Defense-AI Platform VWAV is Positioned at the Center of Surging U.S. Military Spending, Autonomous Warfare, and the Global Race for Real-Time Decision Dominance 
As U.S. and global defense budgets accelerate into a new era, the nature of warfare is shifting rapidly toward artificial intelligence, autonomous systems, RF sensing, and edge-based decision-making where milliseconds matter. Defense is no longer about future concepts—it is about deployable, validated technology that can operate in denied, contested, and bandwidth-constrained environments. VisionWave Holdings (NASDAQ: VWAV) is emerging as one of the most compelling small-cap players aligned with this transformation. With its proprietary Evolved Intelligence™ platform, VWAV delivers battlefield-ready AI designed to operate at the edge, integrating sensor fusion, RF intelligence, and autonomous reasoning without reliance on cloud connectivity. This architecture directly addresses the operational gaps facing modern militaries as drones, ground systems, and multi-domain platforms become central to defense doctrine. What sets VWAV apart is execution. The company has transitioned from platform formation into active commercialization through disciplined acquisitions, IP consolidation, and real-world defense pilots across the U.S., Europe, the Middle East, and beyond. Strategic moves such as the acquisition of QuantumSpeed™ to collapse decision latency, the majority stake in SaverOne to consolidate RF engineering talent, and the expansion of autonomous capabilities through Solar Drone and ground systems testing position VWAV as a full-spectrum autonomy and sensing platform. Backed by capital strength, third-party validation, elite military and diplomatic advisors, and milestone-driven integration, VWAV is no longer a speculative idea—it is a defense-AI company approaching an inflection point as pilots convert to contracts and adoption accelerates. See why Wall Street is beginning to recognize this under-the-radar defense technology platform!
This Month's Exclusive Story Shopify Defies Logic: AI Disruption Is a Good ThingWritten by Thomas Hughes. Publication Date: 2/11/2026. 
Quick Look - Shopify's SaaS services are being disrupted by AI, and it's a good thing for investors.
- Growth is sustained at a 30% pace, margins are strong, and cash flow enables capital returns.
- Analyst sentiment is robustly bullish, pushing this market towards record highs.
Shopify's (NASDAQ: SHOP) Q4 2025 earnings report is a standout, showing that AI disruption can be beneficial—at least for companies able to monetize it effectively. Shopify, a leading provider of eCommerce solutions for businesses of all sizes, has embedded AI across its stack, offering a platform and suite of tools that simplify, accelerate, and automate processes for merchants and consumers. The critical takeaway is that this megacap tech stock sustains a roughly 30% growth pace, forecasts that pace to continue into 2026, and produces solid cash flow — with a new buyback underscoring the company's strength. Almost no one sees it coming, but AI is about to split America into two over the next 12 months. On one hand, it'll make America's one-percenters richer and more powerful than ever. On the other hand, it's set to trap millions of hardworking Americans in financial quicksand. Former Google exec Kai-Fu Lee says AI could wipe out 50% of jobs by 2027. Elon Musk has said AI will surpass human intelligence by 2027. Mark Zuckerberg has said half of all coding could be done by AI within the next year. One ex-hedge fund manager whose team predicted Nvidia's rise in 2020 calls this the AI End Game, and he says there are three critical moves every American should make in the next 12 months to protect and grow their wealth through this paradigm shift. See the three moves before the AI split happens AI is not hurting its business. Shopify's board authorized a new $2 billion buyback plan, roughly 3% of the pre-release market capitalization. The buybacks will be executed using automated algorithms and are expected to occur over subsequent quarters, helping limit downside risk in the event of price pullbacks. 
Shopify Blows Past Consensus, Guides for Strength in 2026 Shopify delivered a robust quarter, with revenue growth sustained in the low-30% range. The company reported $3.67 billion in net revenue, up 30.6% — about 220 basis points above consensus — driven by strength across regions, channels, and business sizes. Subscriptions, the smaller segment, grew 16.6% while Merchant Solutions rose 35%. Gross merchandise volume increased 31%, and gross payment volume climbed 37%. On a regional and channel basis, International and Business-to-Business stood out, up 33% and 96%, respectively. Margin news was also positive. The company experienced margin pressure, as expected, but less than forecast thanks to AI-driven efficiency and revenue leverage. Although margin pressure remains a concern, recent increases in marketing and R&D appear to be paying off: gross profit rose about 25% and free cash flow improved roughly 19%. Guidance was the catalyst for the share-price move. Shopify issued strong Q1 guidance, targeting low-30% revenue growth — nearly 500 basis points above consensus. Operating expenses are expected to increase as the company invests for growth, but those investments should support sustained revenue and earnings expansion. Importantly, they do not impair the capital-return outlook or the balance sheet: Shopify has no debt and is net cash on a total-liabilities basis. Analysts Point to Fresh All-Time Highs in 2026: A Critical Pivot Will be Crossed Analyst sentiment is broadly bullish and likely to firm as Q1 2026 progresses. Coverage has expanded — 45 analysts tracked by MarketBeat covered SHOP in early February, assigning the stock a consensus Buy. Price-target trends are also constructive, implying upside above the consensus figure. Upgrades issued the day before the release put SHOP's consensus price target in the $170–$200 range, which would be sufficient to set a fresh all-time high at the midpoint. A move to fresh highs would mark a significant pivot. The base case projects a move equal to the trading range preceding the breakout — roughly $145. Projecting that range from the breakout point would put the market well above $300, a level that could be reached within a few quarters of a successful break. Risks include institutional activity. The institutional group owns more than 60% of the stock and was a headwind in early 2026, with selling slightly outpacing buying and leaving the market vulnerable to a pullback driven by AI-disruption fears. If institutions continue to sell into the rally, the stock will struggle to make new highs. The opportunity is that institutions could return to accumulation now that guidance is out, turning that headwind into a tailwind.
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