Marvell Technology (MRVL) saw significant gains in premarket trading after reports surfaced that it might collaborate with Google on developing future AI chips. This news, however, led to dips for existing Google partners Broadcom (AVGO) and Celestica (CLS), as well as for Google itself (GOOG, GOOGL), reflecting a potential shift in Google's AI chip development strategy.

Brady Corp. has agreed to acquire Honeywell International’s productivity solutions and services business for $1.4 billion in an all-cash transaction. The deal includes Honeywell’s hardware, software, and services for automated data collection and tracking in mobile computers, barcode scanners, and printing. Honeywell had been reviewing strategic alternatives for this division.

Micron Technology is positioned at the center of the AI boom due to its expertise in high-bandwidth memory (HBM). The article explores whether the surging demand for AI memory can translate into sustained profits for investors, considering the company's core business model, key markets, competitive landscape, and strategic initiatives. While analysts are largely positive about AI-driven demand as a multi-year catalyst, risks such as cyclical oversupply and geopolitical tensions remain.

Wealth Enhancement Trust Services Inc. has made a new investment of $981,000 in U.S. Bancorp, acquiring 18,376 shares during the fourth quarter. This comes as U.S. Bancorp exceeded Q1 earnings expectations, reporting an EPS of $1.18 and revenue of $7.29 billion, driven by strong net interest income and fee revenue. Analysts currently hold a "Moderate Buy" consensus rating for U.S. Bancorp, with a target price of $61.18.

Vista Finance LLC significantly reduced its stake in FS KKR Capital Corp. (NYSE:FSK) by 36.8% in Q4, selling 91,537 shares and leaving it with 157,481 shares valued at $2.33 million. The stock is the 10th largest holding for Vista Finance LLC, comprising 1.5% of its portfolio. This reduction comes amid analyst downgrades and trimmed price targets, with the company also announcing a special dividend after missing its quarterly EPS consensus.

Trinity Capital Inc. (Nasdaq: TRIN) has committed $50 million in growth capital to Cala Health, a bioelectronic medicine company. This capital will support the commercial expansion of Cala Health's FDA-cleared Cala kIQ System, a wearable device designed to manage hand tremors in patients with essential tremor and Parkinson's disease. The funding aims to accelerate product innovation and market presence for the at-home therapy.

Trinity Capital Inc. has committed $50 million in growth capital to Cala Health, a bioelectronic medicine company specializing in wearable neuromodulation therapies for tremors. This funding will support the commercial expansion of Cala Health's FDA-cleared Cala kIQ® System, a wearable device that helps manage hand tremors for individuals with essential tremor and Parkinson's disease. The partnership aims to accelerate the delivery of personalized therapy to improve patients' daily lives.

CenterWell, a healthcare services business of Humana Inc., has launched the CenterWell Fulfillment Index. This new national measure aims to understand what drives the well-being of aging individuals, emphasizing that aging well involves more than just physical health. The index, built from 72 indicators, identifies factors like purpose, emotional stability, and social connection as crucial for fulfillment in older adults and aims to guide tailored care and support.

Jack Henry (Nasdaq: JKHY) has released its 2026 Sustainability Report, coinciding with its 50th anniversary, detailing progress across three pillars: people and communities, responsible business practices, and the planet. The report highlights the company's commitment to long-term value creation for all stakeholders, including associates, clients, communities, and stockholders, while reaffirming its focus on governance and environmental stewardship. It also includes disclosures aligned with SASB and TCFD standards, emphasizing transparency in climate-related and sustainability reporting.

McKesson Corporation announced a definitive agreement with Apollo Funds to acquire a minority ownership interest in McKesson’s Medical-Surgical Solutions (MMS) business. Apollo Funds will invest $1.25 billion in convertible preferred equity, valuing MMS at approximately $13 billion and giving Apollo an approximate 13% minority stake. This transaction marks a significant step in McKesson's planned separation of MMS, positioning it for a future initial public offering, with McKesson retaining operating control and majority ownership.