D-Wave Quantum Inc. announces the relocation of its headquarters and core R&D from Palo Alto, California, to Boca Raton, Florida, citing the state's business climate and partnership opportunities, in a move emblematic of a wider coastal tech migration.
BeOne Medicines (NasdaqGS: ONC) has significantly expanded its strategic partnership with systems biology firm InSysBio. The deepened collaboration aims to leverage advanced mechanistic modeling to de-risk clinical trial design, with a particular focus on optimizing dosing and preempting safety challenges like cytokine release syndrome in oncology studies.
Samsung Electronics has launched a special edition Galaxy Z Flip7 for the 2026 Winter Olympics, packed with AI-powered translation and athlete-centric features, while also previewing new on-screen privacy controls designed to thwart 'shoulder surfing'. These dual announcements underscore the tech giant's push to blend high-profile partnerships with user-centric innovation as it seeks to differentiate in a competitive market.
Oracle Corp. plans a colossal $45-$50 billion capital raise in 2026 to expand its cloud infrastructure, aiming to meet surging demand from AI giants like OpenAI and Nvidia. The move comes as the company's aggressive data center spending pushes its free cash flow negative, a condition projected to last for years.
Lantronix's new partnership to develop edge AI threat detection systems for drones has spotlighted the stock, but analysts are divided on whether its current valuation fully prices in the risks and opportunities of the nascent defense tech market.
Marketing automation firm Klaviyo is deepening its AI capabilities with a new ChatGPT app and a Wunderkind partnership. Yet, despite these strategic moves, its stock performance tells a more cautious story, leaving investors to weigh its growth potential against a significant valuation discount.
Circle Internet Group (NYSE: CRCL) unveils a strategic 2026 roadmap for its Arc blockchain, secures a landmark partnership with Intuit, and receives conditional approval to establish a federally supervised digital currency bank, signaling a major push to bridge crypto and traditional finance.
Franklin Resources, Inc. (NYSE: BEN) saw its shares climb over 5% following a better-than-expected fiscal Q1 2026 report and the unveiling of its AI-powered 'Intelligence Hub', developed in partnership with Microsoft, signaling a push towards operational modernization.
Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.
As Nvidia's Blackwell and Rubin chips push power densities to unprecedented levels, the $4 trillion AI revolution faces a formidable physical constraint: heat. Vertiv Holdings, a critical infrastructure provider, is emerging as an essential player in solving this thermal challenge, with surging demand signaling a major shift in data center economics.
Medtronic's expanded partnership with Mindray integrates its monitoring technologies into ASC-focused platforms, a strategic move to embed itself in a high-growth segment while analysts debate its impact on the broader investment thesis.
Amid soaring market expectations, ServiceNow is aggressively integrating AI across its platform through enhanced partnerships and strategic acquisitions, aiming to make artificial intelligence a native component of enterprise service and security operations.
Solid-state battery developer QuantumScape appoints former NVIDIA CFO Geoffrey Ribar to its board, signaling a strategic shift towards manufacturing discipline and capital allocation as it transitions from R&D to pilot production.
Citi analyst Geoff Meacham raised his price target on Bristol-Myers Squibb (BMY) to $60, citing a more favorable setup for the sector. The move comes as the drugmaker also announces a partnership with Microsoft to leverage AI for earlier lung cancer detection.
Zeta Global Holdings (NYSE: ZETA) is drawing increased attention from Wall Street, with multiple firms raising price targets amid early 2026 momentum. Analysts point to strategic AI partnerships and sector recovery prospects as key drivers.
In a significant shift from its long-standing marketing playbook, Pizza Hut will not advertise during NBC's Super Bowl pre-game coverage this year, ending a tradition that spanned over a decade. The move comes as the chain undergoes a strategic review and reallocates its ad budget toward other sports and partnerships.
Credit Acceptance (CACC) posted strong fourth-quarter results, surpassing revenue and profit forecasts. The auto finance firm credits its performance to new digital tools for dealers and strategic investments in AI, aiming to deepen partnerships in a competitive market.
Swedish investment giant EQT is expanding its footprint through a strategic partnership in the private equity secondaries market with Coller Capital, while its foundation launches a science grant program targeting substitutes for critical minerals. The dual moves signal a broader strategy to tap into new fee streams and align with long-term sustainability trends, even as the firm's shares trade at levels some analysts consider undervalued.
Mastercard's Q4 2025 results surpassed profit expectations, driven by strong demand for its value-added services and key global partnerships, highlighting the payments giant's resilience amid economic uncertainty.
While public attention focuses on flashy AI applications, Baseten is building the critical infrastructure beneath them. Its explosive growth and backing from investors like Nvidia signal its pivotal role in the AI economy's next phase.
