Stock Markets January 28, 2026

AlphaTON Shares Jump After Presentation at Mar-a-Lago; Company Details Expansion and AI Investments

Investor presentation at Palm Beach club coincides with a near-20% intraday gain as AlphaTON outlines TON-focused infrastructure and recent capital moves

By Jordan Park ATON
AlphaTON Shares Jump After Presentation at Mar-a-Lago; Company Details Expansion and AI Investments
ATON

AlphaTON Capital Corp. (NASDAQ: ATON) saw its stock climb 19.6% after company executives presented to an invitation-only investor audience at Mar-a-Lago Club on January 27, 2026. The presentation detailed the firm’s plans to expand TON blockchain infrastructure, strategic acquisitions, and an investment program in AI compute capacity, while the company highlighted recent capital raises and revenue from AI infrastructure deployments.

Key Points

  • AlphaTON’s stock surged 19.6% after executives presented at an invitation-only investor event at President Donald Trump’s Mar-a-Lago Club on January 27, 2026.
  • The company positions itself as a public-market gateway to the TON blockchain, building infrastructure, operating validators, managing a TON token reserve and investing in decentralized applications across finance, gaming and digital commerce.
  • AlphaTON recently raised net $44 million, closed a $15 million registered direct offering at $1.00 per share and launched a $46 million AI infrastructure expansion that includes 576 NVIDIA B300 chips due in March 2026; the company is generating revenue from AI infrastructure deployments and has a revenue-generating partnership with Midnight Foundation.

AlphaTON Capital Corp. (NASDAQ: ATON) experienced a significant market move after its leadership team spoke at a private investor event held at President Donald Trump’s Mar-a-Lago Club in Palm Beach, Florida. The company’s shares rose 19.6% on Wednesday following the presentation, according to company announcements.

The gathering was an invitation-only affair on January 27, 2026, attended by high-net-worth individuals, family offices, and strategic capital partners. During the session, AlphaTON’s management reviewed the company’s strategic direction within the TON blockchain ecosystem, including planned infrastructure buildouts, targeted acquisitions and a broader growth road map.

AlphaTON positions itself as a public-market gateway to the TON environment, leveraging Telegram’s global user base as the ecosystem’s underlying audience. The company described its role as building TON-based infrastructure, operating validator systems, maintaining a TON token reserve and deploying capital into decentralized applications across finance, gaming and digital commerce.

Management also reviewed recent financing activity and use of proceeds. AlphaTON recently raised net $44 million in capital. The company closed a $15 million registered direct offering at $1.00 per share and has initiated a $46 million investment in AI infrastructure expansion. That program includes an order for 576 NVIDIA B300 chips, with delivery scheduled for March 2026.

In addition to capital raises and hardware commitments, AlphaTON reported it is already generating revenue from AI infrastructure deployments. Executives emphasized their mission to construct the infrastructure and applications intended to support the next generation of the digital economy, and noted that the Mar-a-Lago presentation provided an opportunity to engage directly with a sophisticated investor cohort.

AlphaTON has also announced strategic partnerships, including an agreement with Midnight Foundation that establishes the company as a Founding Federated Node Architecture Provider for privacy-preserving AI. The arrangement is described as generating monthly revenue for the company.

The presentation and attendant market reaction underscore investor interest in firms that combine blockchain infrastructure with AI compute strategies. AlphaTON’s recent capital transactions and hardware investment were highlighted as key elements of the company’s near-term execution plan shared with attendees.


Context and implications

While the company outlined expansion and revenue-generating activities, the information released focused on strategic intent, capital allocation and partnership arrangements rather than on a detailed timeline for revenue scaling beyond the stated AI deployments and partnership revenue streams.

Risks

  • Execution risk tied to the AI infrastructure expansion and timing of hardware deliveries - impacts technology and data center sectors.
  • Uncertainty around the scale and timing of revenue growth beyond current AI deployments and partnership income - impacts investor returns and the company’s financial outlook in the blockchain and AI sectors.
  • Market sensitivity to investor presentations and perception-driven stock moves, which can lead to volatility in the company’s shares - impacts equity markets and investor sentiment in niche blockchain-AI hybrid firms.

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