Moderna’s Cancer Breakthrough Just Sent the Stock Soaring 93%
The vaccine is individualized using Moderna’s messenger-RNA technology to flag dozens of mutations unique to each patient’s tumor.
The companies will confer with U.S. regulators about filing for approval of the combination treatment.
Source: Barron's
U.S. missile production to more than double to over 6,000 a year within the next few years.
Investors might want to revisit the sector. Higher spending on missiles is a tailwind for defense shares.
Source: Barron's
August 19, Wednesday, Insights from the July Fed meeting will be released. Markets will analyze internal discussions regarding interest rate trajectories, labor market cooling, and inflation trends.
(NVDA, AVGO, AMD, MU) Broad chip stocks remain sensitive to macro interest rate shifts signaled in the FOMC minutes.
High rate shrinks the present value of the future profits, causing immediate stock price multiple contraction.
Watch the chip makers stocks this coming week, which could experience sharp swings.
Newmont Corporation (NYSE: NEM) is the world’s largest gold mining company and the only gold producer included in the S&P 500 Index.
Wall Street analysts generally treat Newmont as a premier "blue-chip" exposure to precious metals.
Gold continues to trade near elevated historical levels, driven by ongoing geopolitical tensions, lower real interest rates, and structural central bank buying. Because Newmont is an unhedged gold producer, a rising gold price translates directly into expanding profit margins and record free cash flow generation.
Current Stock Price: Floating around $117.76 per share.
52-Week Range: The stock has traded between $67.20 (low) and $134.88 (high) over the past 52 weeks.
Recent Increase: The stock is up approximately 16.3% year-to-date, rebounding strongly from its 52-week lows due to surging underlying gold prices.
Wall Street still presents a bullish case on it.
Wall Street analysts have highlighted MP Materials (MP) as a bullish pick in the rare earth sector.
MP serves as a geopolitical hedge for Western supply chains against the China controls on the global rare-earth market.
Financial backing and multi-million dollars contracts from Pentagon help de-risk MP's massive capital expenditure plan.
Wall Street consensus 12-month price target of approximately $75 – $78 per share of MP.
Remitly Global (RELY) is emerging as a structural winner in the global money transfer industry, capturing market share from legacy brick-and-mortar incumbents (such as Western Union and MoneyGram) through its mobile-first, digital-scaled platform.
Wall Street analysts view Remitly as uniquely positioned to expand its market share from 9% to 10%–15%+ of global consumer remittances by 2030, supported by digital tailwinds and lower customer friction.
Analysts reiterate a buy rating with a price target around $33, representing a 35%+ upside from its recent trading level near $24.
NVDA consensus target 325 this year. I bought it at 212.
Earlier, investors worried that massive CapEx outlays for AI data centers, chips, and energy infrastructure would drag down free cash flows without producing immediate top-line growth. However, recent quarterly results have shown that tech giants aren't just spending aggressively—they are continuing to deliver strong earnings and revenue growth.
Unlike the dot-com era, today's tech giants (Microsoft, Meta, Alphabet, Amazon) are funding these massive buildouts largely out of strong operating cash flow rather than taking on unsustainable debt.
So, the fear of tech CapEx hasn't been erased; rather, Wall Street has granted big tech a "hall pass" as long as current earnings continue to fund the buildout.
The Dow rose 1.3% or 693 points, setting a fresh record close. The S&P 500 rose 1.5%, just below its previous record. The Nasdaq rose 2.1%.
Today's Magnificent Seven outperformance didn't come at the expense of the so-called other 493. In fact, most sectors traded higher for the day.
Source: Barron's
Publicis Groupe (PUBGY) is one of the world's largest advertising, marketing, and communications conglomerates. Founded in 1926 and headquartered in Paris, France.
Wall Street recommends buying Publicis stock because the company is successfully positioning itself as the leader in AI-driven advertising while trading at an unusually cheap valuation.
Here are the key drivers behind the recommendation:
**Winning the AI Transition:** Unlike legacy competitors struggling with digital disruption, Publicis invested early in proprietary data assets (Epsilon) and tech consulting (Publicis Sapient). This infrastructure allows them to run hyper-targeted, automated, and AI-driven ad campaigns at scale.
**Outperforming Market Growth:** The group continues to deliver industry-leading organic growth and market share gains across global markets, driven by strong demand for its connected media and digital transformation services.
**Discounted Valuation:** Despite superior operational performance, the market misprices the stock due to general sector skepticism over AI disruption. It trades at an attractive forward P/E of roughly 11x earnings with a high free cash flow yield of ~10.9%.
**Strong Cash Returns:** Investors benefit from immediate downside protection via a healthy ~4% dividend yield alongside active share repurchases.
**Significant Upside:** Analysts see substantial upside (aiming for up to $40 per share), expecting earnings expansion and a multiple re-rating as Wall Street recognizes its technological advantage.
Reddit and Google are in contract renewal talks over licensing Reddit’s content for artificial-intelligence training.
A Wells Fargo analyst forecast that Reddit’s renewed agreements with Google and OpenAI could reach a combined $550 million a year.
Google has paid a reported $60 million a year to train its artificial-intelligence models using conversations from Reddit’s more than 100,000 communities. The pair are now locked in contract renewal talks that could make or break Reddit stock.
Reddit stock fell more than 21% on Friday after the company’s latest quarterly earnings crushed estimates. It's a buying opportunity.
Source: Barron's
This week we saw sector rotation: Highly valued tech and semiconductor stocks saw heightened volatility as markets weighed intense AI capital spending against actual current returns. Non-tech sectors—including energy, financials, and healthcare—saw rotation inflows, cushioning broader indices.
Stock movers:
Upward (healthcare):
CORT
THC
CRNX
Downward:
APPL
RBLX
RDDT
META
MU
This week's focus of earnings was entirely dominated by the "Magnificent 7" tech giants. The central narrative across Wall Street right now is a brutal tug-of-war between massive AI infrastructure spending (CapEx) and near-term profitability.
If your portfolio is 100% tech, a sudden sector pull-back could hurt.
The smart move is hedging with stocks decoupled from the tech sector.
LLY
CAT
WMT
NEE
COST
Investors are focused on the outsize capital expenditures that Google Cloud and its competitors need to support the rapid growth of the artificial-intelligence cloud.
Alphabet stock was down 7% the day after it reported its earnings. During its earnings call, Alphabet said that it was raising its already sky-high capex estimate for this year, and reiterated that spending would increase significantly in 2027.
The stock cratered on the news.
Source: Barron's
I sold MU stock at 956. Skipped the dip. Find my trading platform in my profile.
High-Volatility Semiconductor:
Memory and equipment manufacturers like Micron (MU) and Lam Research (LRCX) continue to show strong fundamental momentum driven by data center demand. A post-earnings relief rally or stabilization after Wednesday's chip earnings could offer a solid entry point for momentum or swing traders.
Applied Aerospace & Defense is a specialized mid-tier advanced manufacturer. Rather than building entire rockets or satellites from scratch, AADX designs and manufactures mission-critical, high-consequence subsystems built for extreme operating environments.
Because their components require high precision and specialized materials science, AADX frequently acts as a sole- or single-source supplier for major aerospace prime contractors and next-gen space innovators—including SpaceX.
Following its NYSE debut, AADX experienced a relatively quiet post-IPO dip, pulling back from its peak near $24 down to around the $18 range. This lackluster initial trading action creates an opportunistic entry price for long-term investors looking to buy a high-growth manufacturer at a discount.
Micron and SK Hynix stocks slipped early Friday but remain relatively high following a recent rally in chip stocks.
Alphabet earnings helped boost the memory chipmakers by revealing that data center spending is expected to continue expanding.
Microsoft and Amazon report earnings next week, which Wall Street expects could show higher spending that benefits Micron.
Source: WSJ
I bought MU stock at $868. Someone said its price could reach 2000 soon. I think of 1500. Agree?
General Motors (NYSE: GM) reported its Q2 2026 earnings, beating Wall Street estimates for revenue and adjusted earnings per share, and raised its full-year profit guidance.
Source: CNBC