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Business Partnerships News 21 December 2025 - 7 February 2026

CrowdStrike stock jumps nearly 5% after Aramco pact — what investors watch next

CrowdStrike stock jumps nearly 5% after Aramco pact — what investors watch next

CrowdStrike shares jumped 4.8% to $395.50 after the company announced a non-binding memorandum of understanding with Saudi Aramco. The move ended a seven-session losing streak for the stock, which remains about 30% below its 52-week high. Investors await more details on the Aramco talks and CrowdStrike’s March 3 earnings report. Trading volume topped 4.9 million shares, well above average.
7 February 2026
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Lam Research stock jumps as new CEA-Leti R&D pact lands during choppy U.S. session

Lam Research stock jumps as new CEA-Leti R&D pact lands during choppy U.S. session

Lam Research shares rose 3.1% to $240.70 Monday after announcing an expanded research deal with CEA-Leti. The stock outperformed chip-tool peers amid a volatile session driven by CME Group’s margin hike for precious metals. Lam forecast third-quarter revenue above estimates last week. The new multi-year collaboration will target specialty device materials and fabrication processes.
2 February 2026
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Netskope stock rises as Telefónica Tech rolls out “Security Edge” service in UK, Ireland

Netskope stock rises as Telefónica Tech rolls out “Security Edge” service in UK, Ireland

Netskope shares rose 3.2% to $15.92 Tuesday after Telefónica Tech UK&I launched a managed security service using Netskope’s platform in the UK and Ireland. Trading volume reached 3.6 million shares. The move comes days before Netskope’s Jan. 31 fiscal year-end, with investors watching for subscription growth and partner-driven revenue impact.
27 January 2026
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Booking Holdings (BKNG) stock slips as Booking.com expands Navan tie-up ahead of Feb. 18 results

Booking Holdings (BKNG) stock slips as Booking.com expands Navan tie-up ahead of Feb. 18 results

Booking Holdings shares slipped 0.25% to $5,150.90 Thursday, bucking gains in broader U.S. indexes and sector peers like Expedia. Trading volume reached about 220,000 shares. The company set February 18 for its fourth-quarter and full-year results release. Navan announced an expanded API integration with Booking.com to offer more lodging options for business travelers.
23 January 2026
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Envirotech Vehicles stock surges 442% after partner flags $107 million Nvidia GPU order

Envirotech Vehicles stock surges 442% after partner flags $107 million Nvidia GPU order

Envirotech Vehicles shares jumped 442% to $2.51 on Monday and rose another 21% after hours, following news that merger partner AZIO AI secured a $107 million Nvidia chip order tied to a Southeast Asian government project. Trading volume hit 756 million shares. Envirotech’s merger remains at the letter-of-intent stage, with a shareholder meeting scheduled for Jan. 20.
13 January 2026
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Qualcomm (QCOM) stock rises after-hours on Google auto AI pact, CES chip launches

Qualcomm (QCOM) stock rises after-hours on Google auto AI pact, CES chip launches

New York, Jan 6, 2026, 19:42 EST — After-hours Qualcomm Incorporated shares rose 3.5% to $182.45 in after-hours trading on Tuesday, after swinging between $176.50 and $184.38 during the session as investors weighed a string of CES updates tied to cars and PCs. The moves land as CES 2026 opens in Las Vegas and suppliers try to convince investors they can turn artificial intelligence into revenue beyond smartphones. The trade show runs from Jan. 6 to 9 and is expected to feature autonomous-driving and AI-heavy pitches across the industry. Qualcomm Technologies, a unit of Qualcomm, and Google said they expanded
7 January 2026
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Caterpillar stock rises as CAT tees up CES 2026 AI keynote, expands Nvidia tie-up

Caterpillar stock rises as CAT tees up CES 2026 AI keynote, expands Nvidia tie-up

New York, Jan 5, 2026, 12:46 EST — Regular session Caterpillar (CAT.N) shares rose about 2.7% on Monday after the heavy-equipment maker said it will showcase new Industrial AI and autonomy initiatives at CES 2026 and deepen its collaboration with Nvidia (NVDA.O). Caterpillar Investors The CES spotlight matters because Caterpillar has become a high-conviction industrial bellwether for investors who want exposure to automation, digital services and AI-enabled equipment — themes that can carry more weight when the macro picture turns choppy. Monday’s move came as traders weighed fresh U.S. factory data and the outlook for rates, both key swing factors
5 January 2026
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Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

NEW YORK, December 31, 2025, 10:43 ET Applied Digital said it plans to spin out its cloud computing business and combine it with Ekso Bionics to form ChronoScale, a new platform built around graphics processing units (GPUs) used to run artificial intelligence workloads. Applied Digital shares were up about 2.4% at $24.65 in morning trading. Applied Digital Corporation The proposed deal lands as demand for dedicated AI computing capacity pushes companies to secure scarce GPU supply. GPUs are specialized chips that speed up AI training and “inference,” the process of running models after they are built. Investors have also tended
31 December 2025
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Adobe stock (ADBE) weekend update: AI partnerships, Semrush deal, and analyst targets ahead of Monday’s open

Adobe stock (ADBE) weekend update: AI partnerships, Semrush deal, and analyst targets ahead of Monday’s open

NEW YORK, Dec. 28, 2025, 12:46 a.m. ET — Market closed. Adobe Inc. (Nasdaq: ADBE) heads into the final trading days of 2025 with U.S. equity markets shut for the weekend and investors sifting through a fresh wave of late-December analysis that centers on one question: can Adobe turn its AI momentum into a clearer re-rating for the stock in 2026? As of the latest available quote, ADBE was around $353.80, little changed on the day. The bigger context is what matters: Wall Street just wrapped a thin, post-holiday session near record territory, with traders broadly reluctant to take big
28 December 2025
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Mastercard Stock (NYSE: MA) Today: Holiday Sales Rise 3.9%, New Tencent Partnership, and Wall Street Forecasts (Dec. 23, 2025)

Mastercard Stock (NYSE: MA) Today: Holiday Sales Rise 3.9%, New Tencent Partnership, and Wall Street Forecasts (Dec. 23, 2025)

December 23, 2025 — Mastercard Incorporated (NYSE: MA) is drawing fresh investor attention today after new U.S. holiday spending data signaled resilient consumer demand and accelerating e-commerce growth—two themes that can support transaction volumes across the payments ecosystem. At the same time, Mastercard announced a new international collaboration with Tencent MIDAS focused on tokenization and Click to Pay, reinforcing the company’s long-term push toward faster, more secure “password-free” digital checkout experiences. Mastercard+1 Shares were trading around $579 in early afternoon Eastern time on Tuesday, reflecting modest day-to-day gains as markets digested the holiday update and broader year-end positioning. StockAnalysis+1 Below
23 December 2025
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Pegasus Airlines Becomes Chelsea FC’s Official Airline Partner in Global Multi-Year Deal

Pegasus Airlines Becomes Chelsea FC’s Official Airline Partner in Global Multi-Year Deal

Chelsea Football Club and Turkey-based Pegasus Airlines announced a new global, multi-year partnership on December 23, 2025, naming Pegasus the club’s Official Airline Partner across both the men’s and women’s teams. Chelsea FC+1 The agreement links one of the Premier League’s most internationally followed clubs with a fast-growing carrier that says it is expanding capacity, footprint, and brand reach in key overseas markets—especially the United Kingdom, which Pegasus described as a priority market with service to five destinations and additional growth plans. Chelsea FC+1 What’s been announced on December 23, 2025 Both organizations positioned the partnership as a commercial and
23 December 2025
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BigBear.ai Stock (BBAI) News, Forecasts and Analyst Views on Dec. 20, 2025: Border-Security Partnership Fuels Momentum as Ask Sage Deal Looms

BigBear.ai Stock (BBAI) News, Forecasts and Analyst Views on Dec. 20, 2025: Border-Security Partnership Fuels Momentum as Ask Sage Deal Looms

BigBear.ai Holdings, Inc. (NYSE: BBAI) is back in the spotlight heading into the Dec. 20, 2025 weekend after a sharp surge in the prior session reignited debate over whether the small-cap defense AI specialist is building a durable growth runway—or simply riding headline-driven volatility. At the center of the latest move: a newly announced partnership with radar technology firm C Speed aimed at deploying BigBear.ai’s ConductorOS AI orchestration platform at the tactical edge for real-time threat detection and decision support. Investors are also tracking two bigger, longer-dated catalysts: the company’s $250 million agreement to acquire Ask Sage and a share-authorization
21 December 2025
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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