Claude + TurboTax + Real Lawyers: The Partnership Wall Street Didn’t See Coming
Intuit, LegalZoom, Docusign & Intapp all teamed up with Anthropic. Custom AI agents, real lawyers in chat, and smarter contracts – turning AI fear into stock gains.
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CECO to Acquire Thermon in $2.2B Deal – 27% Premium
CECO Environmental agrees to buy Thermon Group for ~$2.2B in cash & stock. Thermon shareholders get ~$63.13/share (27% premium). Deal to close mid-2026, creating global leader in environmental & thermal solutions.
Meta Bets Big on AMD: $60B AI Chip Pact Plus Option for 10% Ownership
AMD seals a huge multi-year agreement with Meta to supply up to $60 billion in AI chips, including 6 gigawatts of powerful GPUs and custom CPUs. The deal boosts AMD's position in the AI race and includes stock options for Meta.
SambaNova's SN50 Chip Promises 3x Lower Costs for Agentic AI – Teams Up with Intel, Raises $350M+
SambaNova Systems launches the powerful SN50 AI chip for fast, efficient "agentic" AI, teams up with Intel for better alternatives to Nvidia GPUs, and secures over $350 million in funding to scale up.
Home Depot Beats Expectations as Pro Customers Keep the Lights On
Home Depot reports Q4 2025 same-store sales up 0.4% (beat expectations), raises dividend 1.3%, shares +2.6% premarket. Steady pro demand offsets soft big remodeling amid housing uncertainty.
Teradata Wins $480M Settlement Against SAP Over Trade Secret Theft
Teradata reached a $480M settlement with SAP to resolve a long-running trade secret lawsuit.