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ENXTAM:VLK
ENXTAM:VLKCapital Markets

Did Winning SPW’s €15 Billion Mandate Just Shift Van Lanschot Kempen’s (ENXTAM:VLK) Investment Narrative?

Earlier in January 2026, Stichting Pensioenfonds voor de Woningcorporaties appointed Van Lanschot Kempen as fiduciary manager for its €15.00 billion pension fund serving over 80,000 participants. This win, taking over from APG after more than a decade, underscores Van Lanschot Kempen’s role in large-scale Dutch pension asset management. Next, we’ll examine how securing this sizeable fiduciary mandate shapes Van Lanschot Kempen’s investment narrative and future business profile. Explore 23...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

Is Political Risk Around NASA Contracts Reframing Intuitive Machines' (LUNR) Core Investment Narrative?

In early January 2026, analysts reassessed Intuitive Machines after mixed views emerged on the company’s prospects amid political uncertainty surrounding NASA’s Lunar Terrain Vehicle contract. This split in analyst opinion, set against growing attention on new lunar missions and recent corporate moves, has sharpened investor focus on how government contract risk shapes the company’s outlook. Next, we’ll examine how the political uncertainty around the Lunar Terrain Vehicle contract shapes...
NYSE:SES
NYSE:SESElectrical

SES AI (SES) Is Up 19.0% After Expanding Battery Ecosystem Into Aviation And Grid Storage

SES AI Corporation announced in January 2026 that it is working with Korea’s Top Material to expand battery cell manufacturing for drones and urban air mobility, while also unveiling its MU-1 Molecular Universe platform, a joint venture with Hisun New Materials, and the completed acquisition of UZ Energy to enter the energy storage systems market. Together, these moves highlight SES AI’s push to build a broader battery technology ecosystem spanning advanced aviation uses, materials...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Rocket Lab Tank Failure Tests Neutron Timeline And Rich Valuation

Rocket Lab reported a Stage 1 tank rupture during hydrostatic qualification testing for its upcoming Neutron rocket. The failure occurred during a critical step in validating the rocket's primary structure and has prompted a detailed data review. The company plans to update the Neutron development and launch timeline on its upcoming earnings call. For investors watching NasdaqCM:RKLB, this test failure hits at the core of Rocket Lab's push into the medium lift market, where Neutron is a key...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Electric Vehicles Update - Battery Management Systems Powering EV Technology Advancements

The Electric Vehicle Battery Management Systems (EV BMS) market is experiencing significant growth, driven by the rapid increase in global EV production, decreasing lithium-ion cell prices, and strict regulatory requirements for safety compliance. Modular battery management system architectures are being widely adopted across various vehicle platforms, with a shift towards wireless topologies that streamline production and facilitate updates. Despite ongoing semiconductor shortages, market...
SWX:KOMN
SWX:KOMNMachinery

3 European Stocks Possibly Trading At Up To 40.3% Below Intrinsic Value

As the European markets show resilience with the STOXX Europe 600 Index ending higher, supported by robust economic data and earnings results, investors are keenly observing opportunities for undervalued stocks amidst mixed performances across major indices. In this context, identifying stocks trading below their intrinsic value can be a strategic move for those looking to capitalize on potential market inefficiencies.