Leerink Partners

Business

ExxonMobil Launches Major Carbon Capture Hub in Louisiana, Testing Investor Confidence at $141 Share Price

ExxonMobil has commenced commercial operations at a significant carbon capture and storage (CCS) facility in Louisiana, developed in partnership with CF Industries. The move signals a strategic expansion of the oil giant's low-carbon portfolio and has sparked debate among investors weighing its long-term value against current momentum.

Feb 2, 2026

Business

Kalmar Forges AI Alliance with Tata Consultancy, Betting on Digital Overhaul to Power Future Growth

Finnish cargo handling giant Kalmar Oyj partners with Tata Consultancy Services to build an AI-powered digital core, aiming to boost operational efficiency and solidify its long-term service offerings in the global ports sector.

Feb 2, 2026

Business

Hess Midstream Charts Course for Cash Flow Surge as Major Infrastructure Build Nears Completion

Hess Midstream Partners LP (HESM) signals a pivotal shift towards robust free cash flow generation, forecasting a 40% drop in capital expenditures for 2026 as its core system build-out concludes. Despite near-term weather headwinds, strong minimum volume commitments underpin financial targets through 2028.

Feb 2, 2026

Business

Snowflake Inks Major $200M AI Pact with OpenAI, Embedding Models Directly Into Data Cloud

Snowflake announces a strategic $200 million partnership with OpenAI to integrate its AI models natively into the data cloud platform. The move aims to let enterprises query and analyze proprietary data using natural language, intensifying competition in the AI-infused data management sector.

Feb 2, 2026

Business

JPMorgan Boosts Celsius Target on PepsiCo Deal Momentum, Sees Alani Nu as Growth Engine

JPMorgan raises its price target for Celsius Holdings (CELH) to $77, citing upside potential from its deepening PepsiCo partnership and the expanding distribution of its Alani Nu brand ahead of Q4 earnings.

Feb 2, 2026

Business

Palantir's AI Software Growth Exceeds 25% Annually, Phillip Securities Sees Major Upside with $208 Target

Phillip Securities initiates coverage of Palantir Technologies with a Buy rating, citing its AI software segment's robust growth and significant market expansion potential. A new partnership with Innodata aims to enhance Palantir's rodeo analysis platforms through advanced data services.

Feb 2, 2026

World

UK's Gridworks Inks $400M Ethiopia Power Deals as Foreign Minister Visits to Address Migration Pressures

During UK Foreign Secretary Yvette Cooper's visit to Addis Ababa, British investor Gridworks signed landmark agreements to develop two major transmission projects. The deals, part of a broader UK strategy linking economic development with migration management, mark Ethiopia's first public-private partnerships in its power transmission sector.

Feb 2, 2026

Business

Carlsberg Exits Tibetan Brewery Venture, Ceding Full Control to Local Partner

Danish brewing giant Carlsberg has agreed to sell its 50% stake in the Lhasa Brewery joint venture to its local partner, Tibet Development, for 292 million yuan ($42 million), ending a partnership marked by operational disputes and significant financial impairments.

Feb 2, 2026

Business

Williams F1 Taps Anthropic's Claude as 'Thinking Partner' in High-Stakes Tech Alliance

The historic Williams Formula 1 team has entered a multi-year partnership with AI firm Anthropic, deploying its Claude AI as a strategic tool for engineering and race strategy. This deal marks a significant move as AI companies accelerate their push into elite sports sponsorships.

Feb 2, 2026

Business

BlackRock's Private Markets Ambition Faces Scrutiny Amid Valuation Concerns

As BlackRock expands access to private assets for wealthy clients through a new partnership, a significant markdown in one of its private credit portfolios and a new executive incentive plan are drawing investor attention to the risks and opacity inherent in the booming alternatives space.

Feb 2, 2026

Business

Qatar Joins Abu Dhabi's Shorooq in $200M Fund Targeting Gulf's Late-Stage Startup Gap

The Qatar Investment Authority has backed a new $200 million fund by Shorooq Partners, aiming to inject institutional capital into the region's mature startups and bridge a critical funding hurdle on the path to public listings.

Feb 2, 2026

Business

Dainese Ownership Transfer Finalized: BlackRock and TIAA-Backed Funds Take Full Control

The European Commission has granted regulatory approval, concluding the acquisition of iconic Italian motorsports brand Dainese by asset management firms Arcmont and HPS Investment Partners, effectively placing ownership under major institutional investors.

Feb 2, 2026

Business

AMD and GIGABYTE Forge Deeper Alliance, Bringing On-Device AI to Mainstream Gaming and Creator PCs

GIGABYTE is expanding its strategic partnership with AMD to launch a new generation of AI-enhanced gaming laptops, motherboards, and monitors. This collaboration integrates AMD's Ryzen AI and 3D V-Cache technologies directly into consumer hardware, aiming to deliver tangible benefits in gaming smoothness, system stability, and creative workflow acceleration.

Feb 2, 2026

Business

London's Historic Ibex House to Become Art Deco Hotel After Planning Nod

A Dominus and Cheyne Capital partnership wins City of London approval to convert the Grade II-listed Ibex House into a 382-room hotel, slated for a late 2028 opening, complete with a hospitality academy and restored pub.

Feb 2, 2026

Business

Private Equity Firm Expands Sustainable Packaging Footprint with Acquisition of South Carolina's Paper Converters

Foundation Investment Partners, through its platform Sustainable Packaging, has acquired Paper Converters, a Walterboro-based manufacturer of spiral-wound paper tubes and boards, marking a strategic consolidation in the eco-friendly packaging sector.

Feb 2, 2026

Business

UFC Inks Multi-Year Deal with Good Greek, Expanding Year-Round Sponsorship Footprint

TKO Group Holdings' UFC has secured a new, multi-year marketing partnership with Good Greek Moving & Storage. The agreement will feature brand integration across UFC Fight Nights, Dana White's Contender Series, and athlete ambassador campaigns, signaling a continued push to monetize its combat sports audience beyond traditional media rights.

Feb 2, 2026

Business

Realty Income's 2026 Outlook: International Expansion and Portfolio Diversification Fuel Optimism

Following a strategic partnership with Singapore's GIC, Realty Income (NYSE: O) is poised for a transformative year. Analysts forecast further international growth, portfolio diversification into new property verticals, and a potential rebound in share performance as catalysts align.

Feb 2, 2026

US-Africa Trade Pact AGOA Granted Stopgap Reprieve, Long-Term Future Remains Uncertain

A last-minute, short-term extension of the cornerstone US-Africa trade program AGOA has been passed, averting immediate expiration but leaving businesses and governments on both continents anxious about the partnership's long-term trajectory.

Feb 2, 2026

Business

ServiceNow Doubles Down on Practical AI Integration Amid Market Scrutiny

ServiceNow accelerates its push into real-world AI automation, expanding key partnerships and retooling its global partner ecosystem to embed AI agents directly into enterprise workflows, as the company seeks to translate AI investment into tangible business value under investor pressure.

Feb 2, 2026

Business

Saks Global Severs Ties with Amazon Amid Bankruptcy Restructuring

The luxury retailer is moving to terminate its 'Saks on Amazon' partnership as part of its Chapter 11 proceedings, aiming to refocus on core luxury operations while navigating disputes over financial commitments and brand concerns.

Feb 2, 2026