Partner Strategy

Business

NextEra Bets Big on Tech's Power Hunger: Nuclear, Renewables, and Carbon Capture in Focus

NextEra Energy is aggressively pursuing long-term power supply agreements with major technology firms, positioning itself as a one-stop shop for clean, reliable electricity to fuel the data center boom. Its strategy hinges on a three-pronged approach: record renewable energy additions, potential nuclear fleet expansion, and a pioneering gas plant with carbon capture technology developed with ExxonMobil.

Feb 2, 2026

Business

Tilray Bets on Italy: A New Medical Cannabis Unit Aims to Anchor European Growth

Tilray Brands deepens its commitment to Europe's regulated medical cannabis sector with the launch of Tilray Medical Italia, a strategic venture with local partner Molteni Farmaceutici. The move comes as the company seeks to stabilize its growth narrative amid significant stock market volatility.

Jan 31, 2026

Business

Franklin Resources Surges on Strong Earnings and Strategic AI Platform Launch

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.

Jan 31, 2026

Business

Lockheed Martin Bolsters Defense Portfolio with Major Missile Pact, Expands into Wildfire Tech

Defense giant Lockheed Martin secures a pivotal seven-year agreement to dramatically ramp up production of key missile defense systems while launching a new venture aimed at combating wildfires, signaling a dual-track strategy of reinforcing core government business and diversifying into civilian applications.

Jan 31, 2026

Business

ExxonMobil Charts Post-Transformation Course, Touts Record Returns and Tech-Driven Growth

ExxonMobil's 2025 year-end results underscore a reshaped corporate strategy, delivering record shareholder returns and production milestones in Guyana and the Permian, while advancing carbon capture and enterprise digitalization.

Jan 31, 2026

Business

WisdomTree Hits Record $160.8B AUM, Driven by European Surge and Digital Asset Growth

WisdomTree Investments capped off a transformative 2025 with record assets under management, fueled by a landmark European expansion and a burgeoning digital assets platform. The firm's strategic acquisition of Ceres Partners has also opened a new frontier in private markets, setting the stage for continued margin growth in 2026.

Jan 31, 2026

Business

D-Wave Quantum's Strategic Pivot: Acquisition, Major Deals, and a Cross-Country Move Reshape Its Trajectory

D-Wave Quantum solidifies its dual-platform strategy with the acquisition of Quantum Circuits, announces multi-million dollar enterprise contracts, and relocates its headquarters from Silicon Valley to Florida, marking a significant shift in its operational and market focus.

Jan 31, 2026

Business

Intuit Doubles Down on Accounting's Future: New Talent Pipeline and Streamlined Background Checks

Intuit expands its ecosystem with a dual-pronged strategy, launching a career development program for accounting students while integrating Checkr's background check services directly into its payroll and enterprise platforms, aiming to solidify its role from talent cultivation to HR operations.

Jan 31, 2026

Business

ServiceNow Doubles Down on AI, Forging Deeper Ties with Anthropic and OpenAI to Embed Intelligence into Core Workflows

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.

Jan 30, 2026

Business

OpenAI in Advanced Talks for Massive Funding Round, Eyeing Up to $40 Billion from Tech Titans Nvidia, Amazon, and Microsoft

OpenAI is reportedly in late-stage discussions to secure a colossal funding package, potentially nearing $40 billion, from its key partners and suppliers Nvidia, Amazon, and Microsoft, as the AI leader seeks capital for an ambitious global expansion.

Jan 30, 2026

Business

Brookfield Renewable Posts Record Year, Sees 'Material Shift' in Global Power Markets

Brookfield Renewable Partners (BEP) reported robust 2025 financial results, highlighted by record deployment and a strategic pivot to capitalize on surging global electricity demand driven by AI and reindustrialization.

Jan 30, 2026

Business

Pizza Hut Ends a Super Bowl Tradition: No More Pre-Game Ads After Decade-Long Run

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.

Jan 30, 2026

Business

New Tariff Regime Reshapes Global Apparel Sourcing, Threatens U.S. Consumer Prices

A strategic report warns that recent tariff hikes could significantly increase clothing costs for American shoppers unless brands rapidly diversify production to a network of partner nations.

Jan 30, 2026

Business

Cavco Industries Navigates Weather, Tariffs to Post Solid Q4 Growth; Unveils Major Rebranding Strategy

Cavco Industries reported a 21% year-over-year revenue increase to $508.4 million for fiscal Q4 2025, driven by a 28.5% surge in home shipments. Despite February weather disruptions and ongoing economic uncertainty, the manufactured housing leader saw a strong March rebound, executed a $33 million stock buyback, and launched a company-wide rebranding initiative aimed at simplifying the homebuyer journey.

Jan 30, 2026

Business

Uber Doubles Down on Autonomous Future with $1B Waabi Bet, Expanding Robotaxi Ambitions

Uber's strategic investment in self-driving startup Waabi, founded by its former AI chief, signals a major push into robotaxis. The $1 billion deal underscores Uber's sprawling portfolio of over 20 AV partnerships, raising questions about its 'bet-on-everything' approach in the high-stakes race for autonomy.

Jan 30, 2026

Business

LyondellBasell Navigates Prolonged Downturn with Strategic Cash Preservation and Portfolio Reshaping

Facing one of the longest downturns in industry history, LyondellBasell reported Q2 2025 earnings of $0.62 per share, outlining a disciplined strategy focused on cash conservation, portfolio optimization in Europe, and a pivot towards circular and low-carbon solutions to emerge stronger from the cycle.

Jan 30, 2026

Business

Rivian's Rocky Road: Can the EV Underdog Deliver a Turnaround by 2029?

From post-IPO darling to a stock trading near historic lows, Rivian faces a critical five-year window. With new models on the horizon and a major Volkswagen partnership, analysts see a path to growth—if it can navigate fierce competition and persistent losses.

Jan 30, 2026

Business

ASGN Bets Big on AI with Quinnox Acquisition and $1B Buyback: Strategic Pivot or Risky Gamble?

ASGN reaffirms strong Q4 2025 revenue guidance and launches a dual-pronged strategy: a $290 million cash acquisition of AI-focused consultancy Quinnox and a $1 billion share repurchase program. The moves signal a decisive shift towards high-value AI and digital implementation services, even as the company navigates elevated debt and integration challenges under its new Everforth brand.

Jan 30, 2026

Business

ExxonMobil Launches Major Louisiana Carbon Capture Project, Bolstering CCS Ambitions

ExxonMobil has begun commercial operations of a significant carbon capture and storage venture with CF Industries in Louisiana, marking a key step in its strategy to become a leading player in the emerging CCS network along the U.S. Gulf Coast.

Jan 30, 2026

Business

Visa Doubles Down on Digital Frontiers: Stablecoin Settlements and Crypto Access Take Center Stage

Visa is aggressively expanding its footprint beyond traditional card payments, launching new initiatives in stablecoin settlements, renter-focused commerce, and streamlined crypto-to-fiat conversions. These partnerships aim to embed Visa's network into the burgeoning worlds of blockchain-based finance and essential housing expenditures.

Jan 30, 2026