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Partnerships

NVAX

Novavax CEO announced that the company has signed contracts for the broad distribution of its updated COVID-19 vaccine.

Portfolio Pulse from Bill Haddad

September 11, 2023 | 8:04 pm

FUBO

FuboTV Inc. (NYSE:FUBO) shares fell over 18% following a report suggesting Disney and Charter are nearing a carriage deal. The dispute between Disney and Charter over carriage fees had resulted in Charter disconnecting Disney’s channels for its 15 million customers. The companies have reportedly reached a deal which would end the cable blackout.

Portfolio Pulse from Ryan Gustafson

September 11, 2023 | 7:58 pm

AMZN

GOOGL

MSFT

NVDA

Alphabet CEO Sundar Pichai is confident in Google's AI development despite Microsoft's early lead. Pichai believes that Google can do more after people have understood how AI technology works. Google's AI divisions, Deep Mind and Google Brain, have merged to speed up AI development. Google is also expanding its AI offering within cloud services, in collaboration with Nvidia. Pichai supports government regulation for AI due to the potential risks it poses.

Portfolio Pulse from Natan Ponieman

September 11, 2023 | 7:43 pm

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CZR

DIS

DKNG

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WBD

The 2023 NFL season is kicking off with a game between the Buffalo Bills and New York Jets, with the game being broadcasted on ABC, ESPN, and ESPN+ (units of Walt Disney Co). Betting odds are provided by DraftKings Inc. Promotional offers for betting are available from FanDuel (a unit of Flutter Entertainment), Caesars Entertainment Inc, and PointsBet (acquired by Fanatics). The game also marks the end of a carriage dispute between Disney and Charter Communications Inc, allowing Charter customers access to ESPN. The Jets have gained media visibility through the NFL preseason docuseries “Hard Knocks,” which airs on Warner Bros. Discovery’s HBO and Max streaming platforms.

Portfolio Pulse from Chris Katje

September 11, 2023 | 6:52 pm

RSSS

Research Solutions, Inc. (RSSS) has partnered with Clinitech India to transform medical education. The details of the partnership and its potential impact on the companies' operations and revenues are not specified in the article.

Portfolio Pulse from Benzinga Newsdesk

September 11, 2023 | 6:29 pm

CHTR

DIS

FUBO

FuboTV shares are trading lower following a report suggesting Disney and Charter are nearing a carriage deal.

Portfolio Pulse from Bill Haddad

September 11, 2023 | 6:09 pm

LMT

Poland's Ministry Of National Defense has signed a framework agreement with Lockheed Martin for the HOMAR-A Rocket Artillery System Program. Under the agreement, 486 HOMAR-A vehicles will be assembled in Poland, with first deliveries starting in 2026.

Portfolio Pulse from Benzinga Newsdesk

September 11, 2023 | 5:44 pm

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JNJ

NVS

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RXRX

Several publicly traded companies are integrating artificial intelligence (AI) into their operations to catalyze transformations in the biotech and pharmaceutical sectors. These companies include Recursion Pharmaceuticals (RXRX), 23andMe (ME), Novartis (NVS), Roche (RHHBY), Pfizer (PFE), Johnson & Johnson (JNJ), Regeneron Pharmaceuticals (REGN), and Illumina (ILMN). The integration of AI is expected to enhance drug discovery, patient care, and other operations.

Portfolio Pulse from Steve Macalbry

September 11, 2023 | 5:27 pm

VOD

Vodafone and Project Kuiper have announced a plan to extend connectivity in Africa and Europe, leading to a rise in Vodafone's share prices.

Portfolio Pulse from Bill Haddad

September 11, 2023 | 5:25 pm

FANG

Diamondback Energy Inc (FANG) has announced a joint venture with Five Point Energy LLC, named Deep Blue Midland Basin LLC. The 15-year deal involves FANG producing and supplying water in a 12-county area in the Midland Basin. FANG will hold a 30% stake in Deep Blue and has received upfront cash proceeds of around $500 million. Both companies plan to contribute $500 million in follow-on equity capital for future projects and acquisitions. Deep Blue has also secured long-term acreage dedications with two investment-grade customers.

Portfolio Pulse from Lekha Gupta

September 11, 2023 | 5:00 pm