Investing.com -- Berenberg launched coverage of the U.S. and European space sector, initiating Rocket Lab, AST SpaceMobile, Planet Labs, and HawkEye 360 at Buy, and Avio SpA at Hold. The new coverage joins Berenberg’s existing Buy rating on OHB SE.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Nvidia and Amazon Web Services are deepening their AI partnership with two million new GPUs, custom chips, and government AI factories.
Investing.com -- Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The companies plan to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure in 2027-2028.

The results prompted the enterprise software company to bump up its full-year sales and profit forecasts, factoring in a boost in organic growth as well as acquisitions it expects to close this quarter.

Apple debuted its newest Mac Mini and Mac Studio desktops geared toward AI developers.

Eshallgo’s California subsidiary will exclusively distribute Zhongshan Senwei printing consumables in North America, initially targeting major e-commerce channels as the company builds its overseas operations. Key Investor TakeawaysEshallgo (NASDAQ:EHGO) has secured an exclusive North American distribution partnership with Chinese printing consumables manufacturer Zhongshan Senwei.

Alibaba Group Holding Ltd. shares rose the most in two weeks as the launch of a new ecommerce platform boosted optimism toward the company before its June quarter earnings this week.

The partnership has extended the presence of Oracle AI Database@AWS to 22 regions.
Sandisk Stock Jumps as New Forecast Points to Strong Growth and Cash Flow
Investing.com -- SanDisk (Nasdaq: SNDK) shares rose 12% following the company’s "In Focus" 2026 Investor Day, where leadership outlined a highly optimized financial model, durable customer partnerships, and a leading NAND technology roadmap designed to drive sustainable long-term value in the AI era. “Our strong performance today is the direct result of disciplined execution against the strategy we outlined 18 months ago,” said David Goeckeler, Chairman and CEO of SanDisk. Goeckeler highlighted

IBM (NYSE:IBM) announced a strategic partnership with OpenAI on August 13, 2026, aimed at bringing advanced artificial intelligence models and products into IBM Consulting’s enterprise AI delivery platform. The collaboration will target large-scale deployments across industries including financial services, government, telecommunications and retail, with GPT-5.

For years, McDonald's fans in the U.S. have looked overseas for some of the fast-food giant's most unusual menu items, collaborations, and collectibles. But lately, the company has been bringing more of that international appeal to its home market, using limited-time promotions and ...
Aug 11 () - South Korean battery maker Samsung SDI said on Tuesday it will end its joint venture agreement with General Motors in Indiana and acquire the U.99% stake, citing weaker-than-expected electric vehicle demand.
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to funnel $500 billion towards the buildout of AI infrastructure over time.
CVS Health said it will revamp its weight management program through a partnership with Eli Lilly as the company lifted its full-year outlook and reported a nearly threefold increase in its second-quarter profit.
General Motors (NYSE:GM) has renewed its joint venture with China’s SAIC Motor for another 20 years, marking a new chapter for the partnership after a major restructuring of its operations in the Chinese market that included factory closures and a streamlined vehicle lineup. The renewed agreement preserves the companies’ 50-50 ownership structure and places greater emphasis on developing vehicles within China to better meet the preferences of local consumers.
The partnership plans to launch at least 30 new-energy vehicles by 2030 and deploy tech solutions developed in China for the Chinese market.
SoFi Technologies announced a multi-year partnership with Notre Dame Athletics as the department's official financial services partner.
Leasing prices start at $17.99 per month for iPhone, $11.99 for Apple Watch, $24.99 for Mac, and $11.99 for iPad.
Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.
D-Wave stock pops as AT&T announces an expanded agreement. But does that warrant buying QBTS shares into strength today?
Nvidia (NVDA) has agreed to expand its partnership with South Korean conglomerate SK Group with a mo
Nvidia Makes Surprise $1 Billion Move as Naver Stock Explode
SEOUL, July 25 (Reuters) - South Korea's Samsung Electronics and SK Hynix will pursue memory chip supply partnership with U.S. big tech companies including Nvidia worth $950 billion overall, South
Archer's new autonomous aircraft could open a large commercial market, but investors shouldn't confuse an exciting reveal for revenue.
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to...
Virgin Atlantic to become exclusive UK airline partnerJoby Aviation (NYSE:JOBY) shares gained 4% on Wednesday after the electric aircraft developer announced a long-term partnership with Virgin Atlantic to introduce commercial air taxi services across the United Kingdom. The agreement, unveiled during the Farnborough International Airshow, names Virgin Atlantic as Joby’s exclusive airline partner for UK air taxi operations.
The deal gives Microsoft more computing capacity in Europe and brings Mistral's AI models into Microsoft Foundry and Copilot Studio
