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Business Partnerships 15 October 2025 - 17 December 2025

Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

December 17, 2025 — Arista Networks, Inc. is back in focus for investors on Wednesday as a mix of AI-infrastructure headlines, analyst updates, and technical commentary reshapes the near-term narrative around one of the market’s most closely watched data-center networking names. ANET shares were trading around $122 late Wednesday, down roughly 3% on the session, with the day’s range stretching from the low $121s to the high $127s.
OpenAI News Today, December 5, 2025: Australia AI Megacampus, Neptune.ai Deal, LSEG Tie‑Up and More

OpenAI News Today, December 5, 2025: Australia AI Megacampus, Neptune.ai Deal, LSEG Tie‑Up and More

Published: December 5, 2025 OpenAI’s Friday news cycle is packed: a multibillion‑dollar AI campus in Australia, a new acquisition to sharpen its model‑training stack, a major Wall Street data partnership, and fresh deals in travel and chip supply. At the same time, the company is facing outages, lawsuits, an unflattering AI‑safety “report card,” and growing pressure from Google’s Gemini.
Salesforce Stock Pops as Q3 2026 Earnings, AI Deals and AstraZeneca Partnership Lift Guidance — But Investor AI Skepticism Lingers

Salesforce Stock Pops as Q3 2026 Earnings, AI Deals and AstraZeneca Partnership Lift Guidance — But Investor AI Skepticism Lingers

Salesforce has triggered a fresh wave of headlines after posting record third‑quarter fiscal 2026 results, raising its full‑year outlook and signing a high‑profile AI deal with AstraZeneca. Yet despite the post‑earnings stock pop and new enterprise wins, CEO Marc Benioff is still fighting to convince Wall Street that Salesforce’s aggressive artificial intelligence strategy will translate into lasting shareholder returns. Salesforce Investor Relations+2Reuters+2 For its fiscal third quarter ended October 31, 2025, Salesforce reported:
Iveda Solutions (IVDA) Stock Soars on New Egyptian 360‑Camera Manufacturing Partnership

Iveda Solutions (IVDA) Stock Soars on New Egyptian 360‑Camera Manufacturing Partnership

Shares of Iveda Solutions, Inc. ripped higher today after the AI video analytics company announced a tri‑lateral manufacturing partnership in Egypt to locally produce its latest 360‑degree surveillance cameras.iveda.com+1 The deal, which deepens Iveda’s localization strategy in the Middle East and Africa, immediately sparked investor excitement and pushed IVDA stock up more than 50% in today’s session, according to multiple market data providers.Investing.com+2Benzinga+2
OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI News Today, November 21, 2025: Foxconn Hardware Deal, $3B Data Center Bet, ChatGPT Group Chats & New Global Partnerships

OpenAI’s news cycle today is dominated by huge infrastructure deals, new features for ChatGPT, and fresh partnerships that stretch from U.S. classrooms to Middle Eastern airlines and the Armenian tech ecosystem. Here’s a comprehensive look at the most important OpenAI developments being reported on 21 November 2025. The headline story today is OpenAI’s new strategic partnership with Taiwanese electronics giant Foxconn to design and manufacture key hardware for AI data centers in the United States.The Washington Post+1
Pfizer Stock News Today (PFE): Texas ADHD Settlement, New Antibody Partnership and Obesity Push – November 19, 2025

Pfizer Stock News Today (PFE): Texas ADHD Settlement, New Antibody Partnership and Obesity Push – November 19, 2025

Pfizer headlines today include a $41.5 million ADHD drug settlement with Texas, a new antibody discovery deal with Nona Biosciences, and fresh guidance on cost cuts and obesity drugs from the Jefferies Healthcare Conference — here’s what it all means for PFE stock on November 19, 2025. Ahead of and shortly after the open on Wednesday, November 19, 2025, Pfizer shares are hovering around the $25–26 range. MarketWatch shows pre‑market trading near $25.37, modestly below the prior close at $25.45, implying a small early decline of roughly 0.3%. MarketWatch
Lyft (LYFT) News Today: OVG venue deal goes national, LA taxi integration advances, and LYFT stock check — Nov. 11, 2025

Lyft (LYFT) News Today: OVG venue deal goes national, LA taxi integration advances, and LYFT stock check — Nov. 11, 2025

Lyft becomes the Official Rideshare Partner across 75+ Oak View Group venues serving ~65M fans a year, while its licensed‑taxi integration in Los Angeles gains fresh coverage. Here’s what it means for riders, venues, and investors—plus the LYFT price snapshot for today. What’s new: Oak View Group and Lyft announced a multi‑year national partnership that makes Lyft the Official Rideshare Partner at more than 75 OVG‑managed and Alliance venues across the U.S.. OVG says these venues collectively draw ~65 million fans each year. Beyond naming rights, the partnership standardizes fan transportation operations—clearly marked rideshare zones, accurate in‑app pins/coordinates, and push updates about road closures—to reduce bottlenecks before and after concerts and games. PR Newswire
Endava (DAVA) Sinks After Q1 FY26 Miss; FY26 Outlook Trimmed as Company Expands TRD U.S.A. Partnership — Nov 11, 2025

Endava (DAVA) Sinks After Q1 FY26 Miss; FY26 Outlook Trimmed as Company Expands TRD U.S.A. Partnership — Nov 11, 2025

Endava plc reported weaker‑than‑expected first‑quarter fiscal 2026 results before the U.S. market open today and cut its full‑year guidance. Shares fell sharply in early trading as investors digested a year‑over‑year revenue decline and softer outlook; the company also announced an expanded multi‑year partnership with Toyota Racing Development. Business Wire+3Business Wire+3MarketWatch+3 Business mix & clients. Endava ended the quarter with 11,636 total headcount; 133 clients generated over £1M on a rolling‑12‑month basis. Revenue mix: North America 42%, UK 28%, Europe 24%, RoW 6%. By industry: BCM 22%, Payments 17%, TMT 17%, Healthcare 12%, Mobility 9%, Insurance 9%, Other 14%. Business Wire
Intel (INTC) Pops as Tesla Mulls Chip Partnership; Pre‑Market Rebounds on Musk Comments — Nov. 7, 2025

Intel (INTC) Pops as Tesla Mulls Chip Partnership; Pre‑Market Rebounds on Musk Comments — Nov. 7, 2025

Intel shares are edging higher in early U.S. trading after Elon Musk said it’s “worth having discussions” with Intel about manufacturing Tesla’s next‑gen AI chips, a remark that instantly pushed the chipmaker back into the AI spotlight. Intel’s stock ticked up in pre‑market trade on Friday as traders weighed the significance of a potential Tesla–Intel tie‑up alongside this fall’s landmark Nvidia partnership and the U.S. government’s 10% equity stake in Intel. Reuters+1 1) Musk floats Intel as a possible Tesla chip partner.At Tesla’s annual meeting, Musk said building a “gigantic chip fab” is likely and that “maybe we’ll do something with Intel,” noting the EV maker’s AI5 processor roadmap and massive chip needs for autonomy and robotics. Intel shares jumped on the remarks, with after‑hours and pre‑market gains spilling into Friday. Intel declined to comment. Reuters+1
Celsius Holdings (CELH) Q3 2025: Revenue Jumps 173% to $725.1M; GAAP Loss on Distribution Charges as PepsiCo Partnership Deepens

Celsius Holdings (CELH) Q3 2025: Revenue Jumps 173% to $725.1M; GAAP Loss on Distribution Charges as PepsiCo Partnership Deepens

At a glance Celsius Holdings reported $725.1 million in Q3 sales, up 173% year over year, as the company’s broadened energy portfolio and expanded distribution powered growth. GAAP results swung to a $ diluted loss per share, primarily due to $246.7 million in distributor termination costs tied to moving Alani Nu into the PepsiCo system—costs that PepsiCo will fund in cash but which must be expensed up‑front under GAAP. On a non‑GAAP basis, adjusted EPS was $0.42. Business Wire
Datavault AI (DVLT) Stock Skyrockets on Bitcoin Deal & AI Hype – Is the 400% Rally Sustainable?

Datavault AI (DVLT) Stock Surges 52% on $150M Funding Deal and IBM Partnership

Datavault AI’s Nasdaq stock leapt on Oct. 24, 2025 amid a flurry of corporate news. Datavault AI’s share price has been on a tear this week. On Oct. 24 it jumped 52% to close at $3.42stockanalysis.com, continuing a multi-week run of gains. Before Wednesday’s surge, DVLT had risen roughly 33% over the past yearstocktwits.com. The stock’s volatility reflects dramatic developments: according to StockAnalysis, DVLT’s 52-week range was as low as $0.25 earlier in 2025, so it has climbed more than tenfold from those lows. This sudden spike comes after weeks of news flow. Late Oct. announcements — a $150M financing deal and IBM partnership — drove most of Wednesday’s move. Traders noted the stock even briefly hit a 52-week high of $3.49 intradaystockanalysis.com. After hours, DVLT gave back some gains as investors digested the headlinesstockanalysis.com. Still, analysts say the rally has legs: one MarketBeat report called the surge a breakout “built on a solid foundation” of new contracts and fundingmarketbeat.com.
HOVR Stock Rockets as Horizon Aircraft Lands Pratt & Whitney Engine Partnership

HOVR Stock Rockets as Horizon Aircraft Lands Pratt & Whitney Engine Partnership

New Horizon Aircraft is focused on certifying and producing its Cavorite X7, a 7-seat hybrid-electric VTOL aircraft. The company envisions a first flight-worthy prototype within ~18 months and full production by the late-2020s. CEO Brandon Robinson said the successful May 2025 test flight “was already an incredible year for the technical team,” and now they are pushing toward full-scale design completion Verticalmag. Horizon notes it has the cash runway and partnerships to achieve these goals Sec Sec. Financially, Horizon remains pre-revenue. Its Q1 FY2026 report did not list sales, only R&D expenses. The company reported a loss per share and noted EPS slightly missed expectations Marketbeat, but emphasized instead the non-financial progress and funding. For example, management stressed a “streamlined” cost base and successful funding rounds, saying these give it 18+ months of operating capital Sec. This liquidity cushion is a key part of future forecasts: with a solid balance sheet and new technical milestones, Horizon expects to accelerate development.

Stock Market Today

  • SpaceX (SPCX) shares fade after IPO pop; attention turns to Nasdaq-100 inclusion
    June 29, 2026, 1:43 PM EDT. SpaceX (NASDAQ: SPCX) jumped as high as $225 from its $135 IPO, but slipped back to near $155. The company is still losing cash even with $4.7 billion Q1 2026 revenue. Some see index funds as forced buyers if SPCX gets added to the Nasdaq-100, which could bring new demand and help counter worries about valuation and the risk from lock-up expiry. Analysts point to SpaceX's strong position in launches and Starlink's global network, but note ongoing cash burn and no dividend. Some investors now look at the current price as a possible opportunity with index inclusion ahead as the next big event.
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