NYSE:DELL
NYSE:DELLTech

Assessing Dell Technologies (DELL) Valuation After Sector Downgrade And AI Optimism

Dell Technologies (DELL) has been under pressure after Morgan Stanley turned cautious on IT hardware, pointing to softer enterprise demand and higher component costs, even as Barclays highlighted strength in Dell’s AI focused business. See our latest analysis for Dell Technologies. Dell’s recent swings, including the sell off after Morgan Stanley’s sector downgrade and gains tied to AI server optimism, sit against a 30 day share price return of an 8.19% decline and a 3 year total shareholder...
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...