Business ❯ Corporate Partnerships

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Analysts Raise Targets as Palo Alto Networks Re‑rates on AI Security and Platform Momentum

Recent broker upgrades reflect growing investor confidence in the company’s AI-driven security and observability revenue.

Firmus and Nvidia Strike Deal to Build 170,000‑GPU AI Campus in Batam

SpaceX Recasts Itself as an AI‑Compute Provider With Major Google and Anthropic GPU Leases

Foxconn Hits Record May Revenue and Signals Stronger Q2

Ouster Signs Sensor Deal With ARGUS to Add Lidar to Net-Based Drone Interceptors

Report Links Applied Materials to Tesla’s Terafab as AI Tool Demand Surges

BlackBerry’s QNX Extends NVIDIA Pact to Power Safety-Certified Edge AI

HII and GrayMatter Robotics Sign MOU to Test Physical AI in U.S. Shipyards

Apple Set to Top $1 Billion From AI App Fees in 2026 After $900 Million Last Year

Tower Semiconductor Soars on Oriole Networks Pact as AI Infrastructure Bet Hits Multi‑Year Highs

Lilly and Innovent Forge Territory-Split Cancer and Immunology Alliance

USA Rare Earth’s LCM Strikes Solvay–Arnold Supply Deal to Bolster Ex‑China Magnet Materials

Olema Soars on Roche SERD Win, Then Slips on Planned Stock Offering

Pony.ai Wins Shenzhen’s First Citywide Permit for Fully Driverless Robotaxis

Tubulis Raises €308 Million Series C to Accelerate Lead Cancer ADC

IonQ Wins U.K. Approval for Oxford Ionics Deal as Analyst Day Sets Out Scaling Plan

Quantinuum Raises $600 Million at $10 Billion Valuation as Nvidia Joins Investor Group

Buffett, CPKC Reject Rail Megamergers, Narrowing CSX’s Options

Oracle Secures $40 Billion Nvidia Chip Deal for OpenAI's Texas AI Hub