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Factorial and SK On Sign MoU to Explore Solid-State Battery Manufacturing
Stocktwits19h agoneutral
Factorial and SK On Sign MoU to Explore Solid-State Battery Manufacturing

Factorial Energy Inc.(Nasdaq: FAC) (“Factorial” or the “Company”), a global leader in next-generation solid-state battery technology, today announced it has signed a Memorandum of Understanding (MOU) with SK On Co., Ltd. (“SK On”), a leading global battery manufacturer. This partnership brings together Factorial’s advanced cell technology and scale-up expertise with SK On’s extensive global manufacturing network and pilot capabilities. A key objective of this collaboration is to assess whether and how SK On’s world-class manufacturing footprint and existing lithium-ion battery manufacturing infrastructure could support future development of solid-state battery technologies.

General Motors (GM) Puts 100% Recycled Battery Minerals Into Customer EVs
Simply Wall St.20h agoneutral
General Motors (GM) Puts 100% Recycled Battery Minerals Into Customer EVs

General Motors (NYSE:GM) has rolled out EV batteries using cathode material made entirely from recycled nickel, cobalt, and manganese in a new pilot. The recycled minerals come from end-of-life GM EV battery packs processed by recycling partner Cirba Solutions. These 100% recycled critical minerals met original safety and performance specifications and are now installed in Cadillac Lyriq and Chevrolet Silverado EVs sold to customers. GM's first EV batteries using fully recycled critical...

Karman Holdings (KRMN) Jumped, What Is Behind The Move?
Simply Wall St.20h agobullish
Karman Holdings (KRMN) Jumped, What Is Behind The Move?

Karman Holdings (KRMN) has been drawing attention after recent trading, with the share price closing at $34.92 on September 24. Short term moves now sit against a backdrop of sharply mixed return figures. For context, Karman Holdings has combined a sharp 1 day share price gain of 5.66% with a slightly lower 7 day share price return. Over 30 days, the share price return is down 29.02%, and the year to date share price return has declined 54.56%, indicating fading momentum despite a less severe...

Moderna Stock Jumped 7% Thursday. The Real Test Comes at ESMO on October 24.
TIKR20h agobullish
Moderna Stock Jumped 7% Thursday. The Real Test Comes at ESMO on October 24.

Key TakeawaysOncology Repricing: Moderna stock jumped 7% on Thursday, September 24, closing at $195 as investors kept betting on intismeran autogene’s Phase 3 melanoma data due at ESMO on October 24. Street Split: The 23 analysts covering Moderna stock are split 4 buys, 1 outperform, 16 holds, 1 underperform, and 1 sell, with a mean target of $120 that sits 39% below Thursday’s close.

Brookfield Has an Enviable Record of Boosting Profits. Its Stock Looks Cheap.
Barrons.com20h agoneutral
Brookfield Has an Enviable Record of Boosting Profits. Its Stock Looks Cheap.

Brookfield is one of the world’s largest alternative-asset managers with a strategy inspired by Berkshire Hathaway that has produced 30 years of impressive profit growth and shareholder returns. Brookfield doesn’t get the attention of major U.S. alternative managers like Blackstone KKR and Apollo Global Management even though it manages over $1 trillion and is a leader in renewable energy, infrastructure, real estate, private credit, and insurance. Brookfield’s U.S-listed shares look appealing after falling 20% this year to about $37 (all figures are in U.S. dollars)—little more than they fetched five years ago.

'Is AI Gonna Kill Us?’ Mark Zuckerberg Has an Answer — And He’s ‘Quite Optimistic’ About the Future
Benzinga20h agoneutral
'Is AI Gonna Kill Us?’ Mark Zuckerberg Has an Answer — And He’s ‘Quite Optimistic’ About the Future

Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said AI companies do not need industry-wide coordination to develop advanced systems safely, arguing that individual labs can address risks internally while prioritizing trust, privacy and alignment. AI Won’t ‘Kill Us’ If Companies Act Responsibly Speaking in an interview with journalist Joanna Stern posted on YouTube Thursday, Zuckerberg was asked, "Is AI gonna kill us?" In response, Zuckerberg said he was "quite optimistic" about AI’s futu

Ciena (CIEN) Stock Gets a $550 Price Target as AI Networking Opportunity Expands
Insider Monkey20h agoneutral
Ciena (CIEN) Stock Gets a $550 Price Target as AI Networking Opportunity Expands

Ciena Corporation (NYSE:CIEN) is positioned to benefit from the growing importance of optical networking as artificial intelligence infrastructure expands. As AI data centers scale, the need to move massive volumes of data between GPUs, servers, and data centers is driving demand for faster and higher-bandwidth optical connectivity. Wall Street’s view on Ciena has shifted sharply. […]

Dell vs. HPE: Which AI Server Stock Is the Better Buy?
Insider Monkey20h agobullish
Dell vs. HPE: Which AI Server Stock Is the Better Buy?

Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) sell the physical systems behind the AI boom. Dell trades near 20 times forward earnings, while HPE is closer to 14 times. That roughly six-turn gap is large enough to change the portfolio decision. We recently examined why Dell and HPE posted record AI demand […]

Alphabet vs. Meta: Which AI Advertising Giant Is the Better Stock to Buy?
Insider Monkey20h agobullish
Alphabet vs. Meta: Which AI Advertising Giant Is the Better Stock to Buy?

Alphabet Inc. (NASDAQ:GOOGL) and Meta Platforms, Inc. (NASDAQ:META) are both using AI to make advertising more valuable while spending tens of billions of dollars on the models and infrastructure underneath it. Their valuations now make the portfolio choice unusually close. Alphabet trades at roughly 25 times forward earnings, while Meta is near 23 times. The […]

HPE vs. Super Micro: Which AI Server Stock Offers the Better Risk-Reward?
Insider Monkey20h agoneutral
HPE vs. Super Micro: Which AI Server Stock Offers the Better Risk-Reward?

Hewlett Packard Enterprise Company (NYSE:HPE) and Super Micro Computer, Inc. (NASDAQ:SMCI) are both selling the hardware behind AI inference and training, but their valuations imply different levels of risk. HPE trades near 14 times forward earnings, while Supermicro trades below 10 times. The lower multiple is not automatically the bargain. Oracle’s decision to put HPE […]

Broadcom vs. Marvell: Which Custom AI Chip Stock Has the Better Risk-Reward?
Insider Monkey21h agoneutral
Broadcom vs. Marvell: Which Custom AI Chip Stock Has the Better Risk-Reward?

Broadcom Inc. (NASDAQ:AVGO) and Marvell Technology, Inc. (NASDAQ:MRVL) are two of the clearest ways to bet that hyperscalers will keep replacing some merchant AI chips with custom silicon. The stocks now ask very different prices for that opportunity. Broadcom trades at about 20.5 times forward earnings, while Marvell trades near 47.8 times. That gap matters […]