News

Janus Henderson, a major traditional asset manager, has made an investment in ENA, the governance token of Ethena, and is exploring distribution of Ethena's synthetic dollar USDe. The partnership signals growing institutional interest in Ethena's crypto-native yield products. No financial terms of the investment were disclosed.

Coinbase has backed Ethena ahead of a savings product launch targeting the exchange's 100 million users. The partnership positions Ethena's product for significant distribution through Coinbase's large retail user base. No financial terms of the investment or product launch timeline were disclosed in the headline.

Stellar's XLM token surged over 50% this week following an announcement that DTCC (Depository Trust & Clearing Corporation) entered into a partnership with the Stellar Network. The article notes that despite the rally, XLM faces potential downside risk in the coming weeks. No further details on the scope or terms of the DTCC partnership are provided.

IREN shares rose sharply after the company announced a $1.6 billion deal with Dell to expand its AI cloud business. The partnership represents a significant contract win for IREN, signaling a major push into AI infrastructure. Dell is the equipment or services provider in the arrangement.

Classover has announced a partnership with 1Legion on a planned $50M AI GPU infrastructure venture. The deal represents a significant capital commitment to build out AI computing infrastructure. No further financial terms or timeline details were disclosed in the announcement.

Eli Lilly is planning nearly $4 billion in vaccine-related deals as part of a strategic expansion into infectious disease research and development. The news sent LLY shares modestly higher. No specific deal counterparties or timelines were disclosed in the report.

Meta has signed an agreement to deploy AWS Graviton processors at scale, starting with tens of millions of cores, making it one of Amazon's largest Graviton customers globally. The deal is aimed at enhancing Meta's AI capabilities. Amazon is approaching its April 29, 2026 earnings report, with analysts holding a Buy rating and an average price target of $290.81.

Amazon announced a large-scale partnership with Meta to deploy AWS Graviton custom silicon for Meta's AI and cloud workloads, expanding Amazon's in-house chip ecosystem. Separately, Amazon launched a nationwide GLP-1 weight loss drug program integrating telehealth, prescriptions, and fulfillment through One Medical and Amazon Pharmacy. Both developments represent significant expansions of Amazon's cloud infrastructure and healthcare businesses.

Meta has announced a partnership with Amazon Web Services to deploy tens of millions of AWS Graviton cores for agentic AI workloads. Amazon shares rose 1.2% following the announcement. Industry observers suggest this deal could be the beginning of broader adoption of Graviton processors for AI agent use cases.

Meta has announced a deal to use Amazon's Graviton CPUs, with the scale described as "tens of millions of cores," for AI workloads. The agreement signals a significant procurement relationship between Meta and Amazon's cloud/chip division. The deal has potential implications for both companies' AI infrastructure strategies and may affect demand dynamics for competing chip suppliers such as Broadcom.

BlackBerry stock rose over 13% on Monday after announcing two deals: an expanded collaboration with Nvidia to integrate its QNX OS with Nvidia's IGX Thor edge AI computer, and a new agreement with Chinese EV maker Leapmotor to deploy QNX in its D19 electric SUV. Both deals position QNX as a growing platform in edge computing and automotive AI software.

Broadcom stock rose 4.19% after announcing a multiyear partnership with Meta to co-design custom AI accelerator chips using Broadcom's XPU platform and networking solutions. The deal is intended to power Meta's AI infrastructure at scale and reduce Meta's dependence on third-party chipmakers. The announcement positions Broadcom as a direct beneficiary of AI infrastructure spending while implying reduced demand for competing chip suppliers.

GitLab announced an expanded partnership with Google Cloud, enabling customers to access GitLab's Duo Agent Platform through Google's Vertex AI models, including Gemini, with built-in compliance and audit controls. The deal sent GTLB shares up 8.39% on the day. GitLab stock remains down roughly 50% over the past year and currently trades at approximately 27x forward earnings.

Oracle surged 4.74% to $163.00 after announcing an expanded fuel-cell power partnership with Bloom Energy, securing up to 2.8 gigawatts to support its AI infrastructure buildout. The stock is up nearly 14% for the week, partially offsetting a 45% decline over the prior six months. Bloom Energy is a direct beneficiary of the expanded supply agreement.

Anthropic's Project Glasswing announcement triggered a ~13% sector-wide cybersecurity selloff, which the article argues is a misread. Named launch partners CrowdStrike, Palo Alto Networks, and Cisco are framed as beneficiaries of the AI-driven security initiative, while non-partners Zscaler and Cloudflare are flagged as facing genuine competitive headwinds. The article recommends buying partners and selling excluded names.