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Glonghui, January 26｜USA Rare Earth Chief Financial Officer Rob Steele told analysts during a conference call that the government’s investment will enable the company to accelerate operations, and the company now expects to achieve cash flow breakeven by 2029. He stated that the company expects to reach gross profit breakeven in 2027 and achieve EBITDA breakeven in 2028. The company has also set a revenue target of $6 billions for 2032. Steele said, “We are excited about this deal because it accelerates our path to commercial scale.” USA Rare Earth surged 21% in pre-market trading.

Glonghui, January 26｜Dell has admitted that AI marketing has little impact on PC sales. Dell's product leader Kevin Terwilliger stated: "Over the past year, especially from the consumer perspective, what we've learned is that they are not making purchasing decisions based on AI." He also added: "In fact, I think AI actually confuses them more, rather than helping them understand what specific benefits it can bring."

ChainCatcher News, according to SoSoValue data, as of 8:30 am EST on January 26, 2025, the total net weekly bitcoin purchases by global listed companies (excluding mining companies) amounted to $290 million, a decrease of 86.5% compared to the previous week. Strategy (formerly MicroStrategy) announced on January 26 that it had invested $264 million (an 87.7% decrease compared to the previous week), acquiring an additional 2,932 bitcoin at a price of $90,061 each, bringing its total holdings to 712,647 bitcoin. Japanese listed company Metaplanet did not purchase any bitcoin last week, marking two consecutive weeks without purchases. In addition, three other companies purchased bitcoin last week. Japanese fashion brand ANAP announced on January 21 that it had invested $6.94 million, acquiring an additional 70.4485 bitcoin at a price of $98,574.8 each, bringing its total holdings to 1,417.0341 bitcoin; Japanese food brand DayDayCook announced on January 22 that it had invested $17.62 million, purchasing 200 bitcoin at a price of $88,085 each, bringing its total holdings to 1,583 bitcoin; UK website and digital marketing services company The Smarter Web Company announced on January 22 that it had invested $900,000, acquiring an additional 10 bitcoin at a price of $90,289 each, bringing its total holdings to 2,674 bitcoin; Asset management and bitcoin reserve company Strive announced the subsequent issuance of Variable Rate Series A Perpetual Preferred Stock (SATA Stock) to raise $150 million, with the funds intended to increase its holdings by more than 5,000 bitcoin. As of press time, the total bitcoin holdings of the global listed companies (excluding mining companies) in the statistics amounted to 963,020 bitcoin, an increase of 0.3% compared to the previous week, with a current market value of approximately $8.466 billion, accounting for 4.8% of bitcoin's circulating market capitalization.