Trending Tickers: $ROKU Partners With Amazon, $LLY Buys $VERV, $TXN Commits $60B to U.S. Chips
This week, several stocks caught investors’ attention, driven by significant developments and market momentum. Here’s the breakdown of this week’s trending stocks:
Roku ($ROKU) and Amazon DSP Team Up to Expand CTV Advertising Reach
Roku, Inc. ($ROKU), a major U.S. streaming platform with a large user base and integrated operating system, has formed a new partnership with Amazon Ads to integrate Amazon DSP (Demand-Side Platform) for Connected TV (CTV) campaigns. This integration enables advertisers to reach more than 80 million logged-in U.S. households—over 80% of the country’s CTV audience—across Roku and Fire TV platforms.
Amazon DSP is Amazon’s programmatic advertising platform that allows advertisers to buy video, display, and audio ads at scale using Amazon’s first-party audience insights. It enables precise audience targeting across Amazon-owned media and third-party publishers, making it a critical tool for advertisers looking to connect ad exposure to measurable consumer actions such as purchases.
Under the new arrangement, advertisers using Amazon DSP can now target logged-in users across a wide range of streaming apps on Roku’s platform, including The Roku Channel, Prime Video, Disney+, FOX, Paramount, and Discovery+. Amazon’s identity resolution technology will also help advertisers control ad frequency and improve measurement by recognizing the same viewer across different channels and devices.
According to the companies, early campaigns using this integration saw advertisers reach 40% more unique viewers with the same budget while reducing repetitive ad exposures by nearly 30%. These efficiencies could boost return on ad spend and support broader adoption of CTV as a performance-oriented advertising channel.
Stock Price Reaction
$ROKU shares jumped 10.5% on the day of the announcement, reflecting optimism over the platform’s ability to better monetize its ad inventory and enhance targeting for marketers.
Lilly ($LLY) to Acquire Verve Therapeutics ($VERV) in $1B Deal
Eli Lilly and Company ($LLY) announced it will acquire Verve Therapeutics ($VERV), a clinical-stage biotech firm developing gene editing therapies for cardiovascular disease, in a transaction valued at up to $1.3 billion. The upfront cash offer of $10.50 per share represents a 113% premium over Verve’s 30-day average, with an additional $3.00 per share contingent on the start of a Phase 3 trial for lead asset VERVE-102.
Strategic Rationale
Verve is focused on creating single-dose gene editing treatments for atherosclerotic cardiovascular disease (ASCVD). Its lead program, VERVE-102, aims to turn off the PCSK9 gene—a key regulator of cholesterol—and is currently in Phase 1b trials. By acquiring Verve, Lilly aims to shift the paradigm in cardiometabolic care from chronic medication to long-term genetic solutions.
Lilly sees the move as complementary to its existing pipeline and capabilities in diabetes and cardiometabolic disease. “This acquisition supports our vision of moving from managing disease to potential one-time cures,” said Lilly’s VP of Metabolic R&D, Ruth Gimeno.
Stock Price Reaction
$VERV shares surged 81.5% on the day of the announcement, closing at $11.38. $LLY shares remained mostly flat.
Texas Instruments ($TXN) Unveils $60B U.S. Chip Expansion
Texas Instruments ($TXN) announced plans to invest over $60 billion in expanding its U.S. manufacturing operations across seven semiconductor fabs. The move marks the largest investment in foundational chipmaking in American history and is aimed at meeting growing demand for analog and embedded processing semiconductors used in everything from vehicles to smartphones to satellites.
The investment spans three mega-sites in Texas and Utah and is expected to support more than 60,000 jobs. TI’s largest site in Sherman, Texas, could see up to $40 billion across four fabs. Other projects are underway in Richardson, TX and Lehi, UT.
According to the company, partnerships with Apple, Ford, Medtronic, NVIDIA, and SpaceX are central to the initiative. These companies rely on TI’s U.S.-produced chips for applications like iPhones, EVs, AI servers, and satellite connectivity.
CEO Haviv Ilan said the expansion reflects TI’s commitment to cost-efficient, scalable production of critical chips. Meanwhile, government backing from the Trump administration highlights the political momentum behind domestic semiconductor growth.
Stock Price Reaction:
Shares of $TXN were up modestly after the announcement.
This article is for informational purposes only and is not investment advice or a solicitation to buy or sell securities. The content is based on publicly available information and reflects the author’s opinions as of the publication date, which may change without notice. All investments carry inherent risks, including the potential loss of principal, and past performance is not indicative of future results. Forward-looking statements, including references to projected revenues, market trends, or business developments, are based on current expectations and assumptions. Actual results may differ due to various factors, including regulatory changes, economic conditions, competitive pressures, and unforeseen market fluctuations. Readers should conduct their own research or consult a financial advisor before making investment decisions. BBAE holds no position in the securities mentioned, nor are they compensated by the companies mentioned.
