
There's a joke on Wall Street that analysts never saw an S&P 500 stock they didn't like. Well, that doesn't seem to be the case now.
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There's a joke on Wall Street that analysts never saw an S&P 500 stock they didn't like. Well, that doesn't seem to be the case now.

The S&P 500 and Nasdaq regain their 50-day lines and Treasury yields fall in a bullish day two Fed reaction. SpaceX, AMD, Moderna are buys.

Anthropic's Dario Amodei, OpenAI's and SpaceX's Elon Musk say they want an AI slowdown. Will they? The Fed looms as well.

Dow Jones futures: Despite Friday's bounce, the stock market had a tough week amid $100 oil prices and surging Treasury yields. Apple, Moderna are buys.

Techne (TECH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Tempus AI could capture a lucrative slice of Moderna and Merck’s personalized cancer therapy business, with Personalis at the center of the bet.

August was good to U.S. stock investors. All three major U.S. indexes are on track to finish the month in the green—something that has happened since May. The tech-focused Nasdaq is leading the way, up about 4.

For drugmakers, a clock starts before a drug is even approved: Patents run out, lower-priced copycats flood in and sales collapse. The pharma industry is entering its biggest wave of patent expirations in decades. The world’s bestselling drug in 2025, Merck’s cancer immunotherapy Keytruda, loses U.S. patent protection in 2028, and nearly every pharma company has at least one blockbuster drug that will go off patent in the next five years.

Over the past 12 months, the State Street SPDR S&P Biotech ETF is up around 85% versus roughly 20% for the S&P 500. Last week added an exclamation point: Moderna more than doubled in a single session after its mRNA cancer vaccine, developed with Merck, cleared a late-stage melanoma trial. For decades, U.S. and other Western companies enjoyed something close to a monopoly on cutting-edge science.

Daraxonrasib, the pill touted by a former member of Congress and cancer patient as a ‘miracle drug,’ has been granted approval in patients with pancreatic adenocarcinoma.

Gain insight on Moderna, Novo Nordisk and more in the latest Market Talks covering the Health Care sector.

Three catalysts, one reshuffling, and a Fed that refuses to move
Moderna Stock Jumps as Wolfe Upgrade Puts Cancer Pipeline in Spotlight

Merck added billions in a single day after its Moderna-partnered cancer vaccine cleared a major hurdle.

Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.

Moderna has always been a stock driven by narrative extremes. During the pandemic, it traded as if mRNA would transform medicine overnight, with its market capitalization peaking near $200 billion. Shares exploded 177% in a single session on Wednesday—the largest one-day surge for an S&P 500 company in over two decades—after Moderna and partner Merck reported successful late-stage trial results for their personalized mRNA melanoma vaccine.

Plus, the secret’s out on the Catskills, and Democrats gear up for a wave of investigations into Trump and his allies.

After years of layoffs, cash burn and political attacks on its core technology, Moderna’s melanoma vaccine data notched the biotech company a much-needed win.

Scientists are on the cusp of fulfilling a decades-long quest: to use vaccines to teach the immune system to spot and destroy cancer cells. News that an mRNA cancer vaccine developed by Merck & Co. and Moderna Inc. kept melanoma from returning in a large, late-stage trial marks a critical next chapter for a technology beleaguered by post-pandemic political backlash and years of false starts before then. Bloomberg Opinion Columnist Lisa Jarvis writes "Moderna and Merck's Cancer Vaccine Is a Marvel."

The stock market still looks basically healthy, but the bond market is starting to show signs of stress.
Investing.com -- A historic single-day move in biotech dominated the week, while a Treasury liquidity announcement impacted crypto and metals. Two well-known consumer names went in opposite directions on earnings.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Find insight on Moderna, Merck KGaA, Novonesis and more in the latest Market Talks covering the health care sector.

Michael Reinking, Senior Market Strategist at the NYSE, recaps a week dominated by Treasury Secretary Bessent, whose doubled liquidity support buybacks reignited the debasement trade, sending gold back above 4,500 and triggering a massive crypto short squeeze that propelled Bitcoin up ~15% and Ethereum up 25%. Escalating Iran tensions pushed ICE Brent into the low 90s after a 60-day ceasefire expired, while equity markets drifted lower with the S&P 500 down ~1.5% as retail earnings disappointed broadly and healthcare surged nearly 4% on landmark cancer trial results from Merck and Moderna. Looking ahead, next week's PCE print, Nvidia earnings, and Fed Chair Warsh's first Jackson Hole speech are the marquee events to watch.
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