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How Investors Are Reacting To Veeva Systems (VEEV) Expanding Agentic AI And Winning New Pharma Clients
Simply Wall St.13h agoneutral
How Investors Are Reacting To Veeva Systems (VEEV) Expanding Agentic AI And Winning New Pharma Clients

In recent days, Veeva Systems has rolled out new AI-powered tools such as Veeva Study Builder Agent and Veeva Falcon Router, while announcing major customer wins including Oxford Biomedica adopting Veeva Quality Cloud and Amgen planning a global deployment of Veeva Vault CRM. Together, these developments highlight Veeva’s push to embed agentic AI across clinical, safety, quality, and commercial workflows, reinforcing its role as an end-to-end software partner for life sciences...

CrowdStrike (CRWD) Joined A Founding Alliance To Secure AI Agents
Simply Wall St.13h agoneutral
CrowdStrike (CRWD) Joined A Founding Alliance To Secure AI Agents

CrowdStrike Holdings (NasdaqGS:CRWD) has joined peers as a founding member of the new Blueprint Alliance to secure AI agents. The Blueprint Alliance brings together AWS, Google Cloud, Okta, Salesforce, ServiceNow, Zscaler and others in a shared security effort. Members plan to create common principles and a reference architecture that enterprises can use to manage and protect AI agents. The Blueprint Alliance launch only captures one angle of CrowdStrike's AI agent push, which extends beyond...

Lemonade (LMND) Could Be 8% Undervalued As Kentucky Pet Launch Expands Reach
Simply Wall St.13h agoneutral
Lemonade (LMND) Could Be 8% Undervalued As Kentucky Pet Launch Expands Reach

Why Lemonade’s Kentucky pet launch matters for LMND investors Lemonade (LMND) just rolled out its pet insurance product in Kentucky, extending Lemonade Pet coverage to 44 states plus Washington, D.C., and giving the insurer fresh ground to test its app-first model. The Kentucky rollout lands at a time when Lemonade’s 1 day share price return of 2.1% contrasts with a 30 day share price return that is down 16.8%, while the 3 year total shareholder return of about 2.9x still signals strong...

Do Cloudflare’s (NET) New AI Crawler Controls Quietly Strengthen Its Data-Moat Narrative?
Simply Wall St.13h agoneutral
Do Cloudflare’s (NET) New AI Crawler Controls Quietly Strengthen Its Data-Moat Narrative?

In September 2026, Cloudflare, Inc. launched new AI crawling controls, including a “Disallow AI Training” setting and an Accountable designation for AI crawlers, giving website owners granular control over search, AI training, and AI agents while keeping them visible in search results. A key innovation is Cloudflare’s Bot Preference Sync and accountability criteria, which standardize how websites express AI access preferences across major crawlers like Apple, Google, and Microsoft, aligning...

CRISPR Therapeutics (CRSP) Stock Looks Fully Valued As Book Value Questions Linger
Simply Wall St.13h agoneutral
CRISPR Therapeutics (CRSP) Stock Looks Fully Valued As Book Value Questions Linger

CRISPR Therapeutics has seen its share price move around over the years, leaving investors with a mixed track record and a lot of questions about what the current US$55.70 level really reflects. The key issue now is whether that price lines up with the company’s book value or if the market is leaning heavily on more optimistic expectations. Over the past 5 years the stock has fallen 50.2%, which puts the spotlight firmly on whether the balance sheet and book value still underpin today’s...

Royal Caribbean (RCL) Stock Looks Cheap On Its 178% Five Year Run
Simply Wall St.13h agoneutral
Royal Caribbean (RCL) Stock Looks Cheap On Its 178% Five Year Run

Royal Caribbean Cruises has delivered a powerful 177.9% share price gain over the past five years, yet the stock is currently down sharply over the last year. This puts fresh attention on whether its earnings still justify where the market is pricing it today. With that mixed return profile and a series of capital and expansion moves underway, the question for readers is how much of the earnings story is already embedded in the valuation. Over 5 years the share price has climbed 177.9%,...

Factorial and SK On Sign MoU to Explore Solid-State Battery Manufacturing
Stocktwits13h 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.

MARKETS LIVE: US futures gain as Anthropic deal lifts Akamai
Proactive13h agoneutral
MARKETS LIVE: US futures gain as Anthropic deal lifts Akamai

Dow Jones futures: 51,886.00 points. S&P 500 futures: 7,794.75 points. Nasdaq 100 futures: 30,966.00 points. FTSE 100: 10,709.90 points. 8.00 EDT: Wall Street preview Dow Jones futures rose 169.00 points to 51,886.00, S&P 500 futures gained 27.75 points to 7,794.75 and...

General Motors (GM) Puts 100% Recycled Battery Minerals Into Customer EVs
Simply Wall St.14h 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.14h 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.
TIKR14h 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.com14h 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
Benzinga14h 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 Monkey14h 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. […]