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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

Arista Networks shares fell 3.1% to $122.26 on Dec. 17 after Morgan Stanley lowered its price target to $159 from $171, though kept an Overweight rating. Fortinet announced a joint “secure AI data center” solution with Arista, now deployed at Monolithic Power Systems. Arista’s market cap stood near $183.1 billion late Wednesday.
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

OpenAI and NextDC signed a memorandum to build a $4.6 billion AI campus near Sydney. The company also agreed to acquire Poland’s Neptune.ai and struck a data partnership with the London Stock Exchange Group. OpenAI faces legal challenges, outages, and criticism over AI safety standards. CEO Sam Altman has reportedly considered launching a space-focused compute venture.
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 reported Q3 FY26 revenue of $10.3 billion, up 9%, and adjusted EPS of $3.25, beating estimates. The company raised its full-year outlook, now projecting up to $41.55 billion in revenue and $11.77 adjusted EPS, citing strong demand for its AI products and the $8 billion Informatica acquisition. Remaining performance obligation rose 12% to $59.5 billion.
Iveda Solutions (IVDA) Stock Soars on New Egyptian 360‑Camera Manufacturing Partnership

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

Iveda Solutions shares jumped over 50% after the company announced a tri-lateral manufacturing deal in Egypt with AOI Electronics and ZeroTech to locally produce its AI-powered Iveda360 surveillance cameras. The agreement expands Iveda’s localization in the Middle East and Africa, with IVDA stock trading near $1.02 and a market cap around $4.2 million.
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 and Foxconn announced a partnership to design and manufacture AI data center hardware in the U.S., with Foxconn planning to invest up to $5 billion in its American facilities. SoftBank will invest $3 billion to convert an Ohio plant into a factory supplying modular data center units for OpenAI’s upcoming sites, including in Texas.
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 and Tris Pharma agreed to pay $41.5 million to settle Texas claims over adulterated ADHD drug Quillivant XR. Pfizer also announced a research deal with Nona Biosciences for antibody discovery. At the Jefferies Healthcare Conference, management reaffirmed $7.7 billion in cost cuts and a push into obesity drugs. PFE traded near $25.37 early Wednesday, slightly down from the prior close.
Palantir (PLTR) Stock Soars on AI Hype – Is It a Bubble or the Next Tech Giant?

Palantir’s New AI Partnerships With FTAI Aviation and PwC UK Signal Next Phase in PLTR’s Expansion

Palantir announced a multi-year partnership with FTAI Aviation to deploy its Artificial Intelligence Platform across FTAI’s global engine maintenance network. PwC UK also expanded its alliance with Palantir, naming it a preferred AI delivery partner. Both deals focus on integrating AI into large-scale operations in aviation and enterprise consulting.
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 named Official Rideshare Partner for over 75 Oak View Group venues, reaching about 65 million fans annually. The company’s integration with Curb Flow now lets Los Angeles riders request licensed taxis in-app, with expansion planned. New 13F filings show Campbell & CO initiated a $1.76M LYFT position, while Connor Clark & Lunn cut its stake by 16%. LYFT traded in the low $23s intraday.
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 reported Q1 FY26 revenue of £178.2M, down 8.6% year-over-year, and cut its full-year outlook, sending shares down over 20% in early trading. IFRS diluted EPS was £(0.15), with adjusted EPS at £0.15, both missing estimates. The company announced a multi-year IT partnership with Toyota Racing Development and a payments deal worth up to $100M.
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 rose in pre-market trading Friday after Elon Musk said Tesla may discuss manufacturing next-generation AI chips with Intel. The comment followed Tesla’s annual meeting, where Musk mentioned possible collaboration on a “gigantic chip fab.” Intel declined to comment. Rival AMD flagged risks from Intel’s recent $5 billion partnership with Nvidia.
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

Celsius Holdings posted Q3 revenue of $725.1 million, up 173% year over year, with North America accounting for $702 million. GAAP diluted EPS fell to $(0.27) due to $246.7 million in distributor termination costs tied to the Alani Nu transition, while adjusted EPS reached $0.42. Gross margin rose to 51.3%. The company’s U.S. ready-to-drink energy portfolio captured a 20.8% dollar share.
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 (DVLT) closed up 52% at $3.42 on Oct. 24, 2025, after announcing a $150 million investment, a partnership with IBM, and a new AI center in Georgia. The stock hit a 52-week high of $3.49 before slipping to $3.13 after hours. Wall Street consensus rates DVLT a “Strong Buy” with a $7.00 target, though some analysts remain cautious.
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 (NASDAQ: HOVR) closed at $3.91 on Oct 14, 2025, up 6.5% and near its 52-week high after announcing a deal to use Pratt & Whitney Canada’s PT6A engine for its Cavorite X7 hybrid eVTOL. Shares have surged about 28% since early October and now value the company at $150–160 million. Horizon reported no revenue in Q1 FY2026 but cited strong liquidity and technical milestones.

Stock Market Today

  • NSE Allocates 10% of Annual CSR Fund to Social Stock Exchange
    June 9, 2026, 10:16 AM EDT. The National Stock Exchange (NSE) will deploy 10% of its annual Corporate Social Responsibility (CSR) corpus through the Social Stock Exchange, signaling trust in this market-based platform designed to connect social enterprises with investors. This move aims to enhance transparency and impact investing by leveraging the exchange's resources to support social causes.

Latest articles

Regentis Biomaterials Stock: Tiny RGNT Is Back In Focus Before The Bell

Regentis Biomaterials Stock: Tiny RGNT Is Back In Focus Before The Bell

9 June 2026
Regentis Biomaterials shares dipped 2 cents to $1.28 premarket after the company announced European surgeon training for its GelrinC knee implant will begin in Q3, marking a key commercial step but leaving investors waiting for revenue proof as the stock trades far below its $8 IPO price.
IREN Stock Approaches $60 as AI Data-Center Bet Hits Key Point

IREN Stock Approaches $60 as AI Data-Center Bet Hits Key Point

9 June 2026
IREN surged 8.9% to $59.19 and was quoted higher premarket after a bitcoin rebound and renewed focus on its pivot to AI cloud infrastructure, but the stock remains exposed to bitcoin swings, heavy spending, and risks tied to its new 800MW South Australia data center project and major contracts with Nvidia and Microsoft.
AT&T Moves Higher Pre-Market on $45 Billion Payout Plan Still in Focus

AT&T Moves Higher Pre-Market on $45 Billion Payout Plan Still in Focus

9 June 2026
AT&T shares edged up to $22.58 pre-market after reaffirming 2026 guidance and a $45B+ shareholder return plan, providing a cash-flow marker as satellite broadband competition looms; the stock remains pressured by SpaceX risks flagged by Oppenheimer, with second-quarter free cash flow seen at $4.0–$4.5B.
GSK’s $10.6 Billion Oncology Leap Goes Deeper Than Headlines Show

GSK’s $10.6 Billion Oncology Leap Goes Deeper Than Headlines Show

9 June 2026
GSK will buy Nuvalent for $10.6 billion in cash, paying a 40% premium, to boost its oncology pipeline ahead of looming HIV drug patent expiries; Nuvalent shares jumped 38.9% premarket while GSK fell 1.4%, with the deal expected to add to GSK sales and profit from 2027 but dilute earnings per share 2026-2028 if it closes in Q3, and final outcome depends on FDA approvals and regulatory clearance.
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