{"filings":[{"id":3081676,"accession_number":"0001185185-26-004321","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2026-09-25T11:30:34+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blue Acquisition updates Blockfusion merger investor presentation; BCA amended six times through Sept 21, 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Updated investor presentation dated September 2026 supersedes the version furnished June 30, 2026, for Blue's business combination with Blockfusion USA and Pubco.","Business Combination Agreement dated Nov 19, 2025 has been amended six times, most recently by the Sixth Amendment on Sept 21, 2026, per the filing.","Under the BCA, Blue and Blockfusion will become wholly-owned subsidiaries of Blockfusion Digital Infrastructure, Inc. (Pubco), which will become publicly traded.","Exhibit notes Blockfusion financial information is unaudited and subject to change based on an ongoing PCAOB audit; no deal terms or financial projections disclosed in the exhibit text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2999438,"accession_number":"0001185185-26-004183","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2026-09-22T01:01:39+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blue Acquisition and Blockfusion amend deal: earnout up to 15M shares, CoreWeave warrant converted","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sixth Amendment to BCA on 2026-09-21 increases max earnout shares to 15,000,000 from prior amount.","Earnout thresholds: VWAP $13.00, $15.00, $17.00 over 20/30 trading days, each tranche 5,000,000 shares.","CoreWeave warrant cancelled pre-closing; Pubco issues new warrant for 2,870,813 shares at $7.4643/share.","Amendment excludes CoreWeave warrant from Fully-Diluted Company Shares calculation for exchange ratio."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2631277,"accession_number":"0001185185-26-003819","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2026-09-02T20:05:29+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blue Acquisition extends BCA outside date to Nov 30, 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Fifth Amendment executed Sept 2, 2026 between Blue, Blockfusion USA, Pubco, and merger subs.","Amends Section 8.1(b) of BCA to set Outside Date as November 30, 2026.","Prior amendments (First through Fourth) and original Nov 19, 2025 BCA remain in force.","All other BCA terms unchanged; amendment keeps business combination on track."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1996236,"accession_number":"0001185185-26-003212","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2026-07-31T20:35:35+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blue Acquisition Corp. extends outside date for Blockfusion merger to September 21, 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Fourth Amendment to Business Combination Agreement signed July 31, 2026.","Outside Date for closing extended to September 21, 2026.","All other terms of the BCA remain unchanged.","Parties: Blue Acquisition Corp., Blockfusion Digital Infrastructure, and merger subs.","Prior amendments in March, May, and June 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1609756,"accession_number":"0001185185-26-002914","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K/A","filed_at":"2026-07-13T20:05:37+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Blue Acquisition Corp. amends BCA with Blockfusion: adds earnout of up to 9.25M shares, reduces board to 7","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Third Amendment adds earnout of up to 9,250,000 Pubco Class A shares to Blockfusion stockholders, contingent on stock price targets from $15 to $35 per share over 36 months post-closing.","Earnout shares issued in five tranches of 1,850,000 each upon achieving VWAP targets; 10% may be assigned to third parties assisting AI/HPC transition.","Post-closing Pubco board of directors reduced from 9 to 7 members.","Other terms of the Business Combination Agreement remain unchanged; amendment filed to correct prior Exhibit 2.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1342878,"accession_number":"0001185185-26-002723","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2026-06-30T12:02:24+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Blue Acquisition Corp. amends BCA; Blockfusion secures anchor lease LOI for 300 MW, $175M convertible note financing","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Third Amendment adds earnout of up to 9.25M Pubco shares based on price targets; board reduced from 9 to 7.","Non-binding LOI with leading AI customer for up to 300 MW, 85 MW guaranteed take-or-pay for 15 years; est. $2.8B revenue over 15 years.","Term sheet for $175M convertible note financing anchored by Sona Asset Management; conversion at premium to business combination valuation.","Non-redemption agreement with Sona for ~$33M (3.3M shares) to support closing of Business Combination.","Exclusivity agreement for expansion of Niagara Falls campus to support >300 MW total critical IT capacity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":955356,"accession_number":"0001185185-26-002444","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2026-06-10T12:25:29+00:00","items":["5.02"],"status":"ready","headline":"CEO Ketan Seth resigns; CFO David Bauer appointed interim CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ketan Seth resigned as CEO and director effective June 9, 2026, for family reasons; no disagreement with company.","David Bauer, current CFO, appointed as interim CEO by board of directors on same date.","No family relationships or reportable transactions between Bauer and company exist."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97508,"accession_number":"0001185185-26-001744","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blue Acquisition Corp. amends Blockfusion deal: extends deadline to July 31, 2026, raises equity plan to 12%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Post-closing incentive plan increased from 8% to 12% of Pubco common shares outstanding immediately after closing.","Outside Date for deal closing extended to July 31, 2026.","Listing exchange for Pubco Class A common stock may be NYSE, NYSE American, or NASDAQ as mutually determined.","Second Amendment to BCA entered on May 6, 2026; original BCA dated November 19, 2025 amended March 19, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112359,"accession_number":"0001185185-26-000991","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blue Acquisition Corp amends BCA to increase incentive plan to 8% and board to 9 members","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Post-Closing equity incentive plan increased from 5% to 8% of Pubco common stock outstanding.","Post-Closing PubCo board size increased from 7 to 9 members; 6 designated by Blockfusion, 2 by SPAC, 1 mutually agreed.","All other terms of the Business Combination Agreement remain unchanged as originally executed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128949,"accession_number":"0001185185-25-001805","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Blue Acquisition Corp enters into Business Combination Agreement with Blockfusion USA, Inc. for $450M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["On November 19, 2025, Blue Acquisition Corp (BACC) signed a Business Combination Agreement with Blockfusion USA, Inc. and other parties.","Aggregate merger consideration of $450 million in Pubco common stock will be issued to Blockfusion security holders.","Closing conditions include minimum $75 million in trust and transaction financing proceeds and Nasdaq listing of Pubco Class A shares.","Post-closing Pubco board will consist of 7 members: 2 designated by Blue, 4 by Blockfusion, and 1 mutually agreed.","Termination date is May 31, 2026; agreement may be terminated earlier under customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128948,"accession_number":"0001185185-25-001796","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blockfusion to go public via SPAC merger with Blue Acquisition at $450M pre-money equity value","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Pre-money equity value of $450M; enterprise value $480M; Blue Acquisition trust holds ~$204M.","Expected proceeds of $200M from trust retention and PIPE; closing targeted first half 2026.","Blockfusion's Niagara Facility currently 46 MW Tier 1; plans to expand to >100 MW Tier 3 for AI/HPC.","Projected 2028 revenue of $128M and EBITDA of $75M; 2030 revenue $209M and EBITDA $132M (cash-based, excl. capex).","Director nominee Aber Whitcomb (Core Scientific co-founder) expected to join post-closing board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145688,"accession_number":"0001185185-25-000873","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Blue Acquisition Corp. allows separate trading of shares and rights starting Aug 4, 2025","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Holders of units may elect separate trading of Class A ordinary shares and rights from August 4, 2025.","Separated Class A shares will trade under symbol 'BACC'; rights under 'BACCR'.","Units not separated continue trading under symbol 'BACCU' on Nasdaq.","To separate units, holders must contact Continental Stock Transfer & Trust Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164063,"accession_number":"0001185185-25-000681","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Blue Acquisition Corp. closes $201.25M IPO and $5.92M private placement; trust funded","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 20,125,000 units at $10.00/unit, including full overallotment, gross proceeds $201.25M.","Private placement of 592,250 units at $10.00/unit to sponsor and underwriters, gross $5.92M.","Total $201.25M placed in trust account; audited balance sheet shows $202.9M assets, $5.69M deficit.","Auditor notes substantial doubt about going concern due to expected high costs and limited resources."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164062,"accession_number":"0001185185-25-000662","cik":2059654,"company_name":"Blue Acquisition Corp/Cayman","ticker":"BACC","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["1.01","3.02","5.02","5.03","8.01","9.01"],"status":"ready","headline":"Blue Acquisition Corp completes IPO of 20.125M units at $10, raising $201.25M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 20,125,000 units (including full over-allotment) at $10/unit, gross proceeds $201.25M.","Simultaneous private placement of 592,250 units to sponsor and underwriters at $10/unit for $5.92M.","$201.25M placed in trust; company has 21 months to target green energy, data centers, AI, cybersecurity.","Board appointed: Ketan Seth (CEO), David Bauer (CFO), Gen. Wesley Clark, Dino Ferrari, Kenneth Moritsugu, Nadim Qureshi."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":290806485.00000006,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}