r/StockHours

$MRNA and $MRK say their personalized mRNA cancer vaccine, intismeran, combined with Keytruda slowed melanoma recurrence and spread in a late-stage trial.

The study was stopped at its first interim analysis after positive results, though detailed efficacy data have not yet been released.

If the benefit holds up, this would mark the first randomized Phase 3 validation of a personalized neoantigen cancer vaccine and could significantly broaden the use of mRNA technology beyond traditional vaccines.

Bank of America launched a new tracker covering model intelligence, usage, t**en pricing, GPU rentals and memory costs across the AI stack.

Anthropic currently leads the intelligence rankings, with Claude Opus 5 at #1 and Claude Fable 5 at #2, followed by OpenAI’s GPT-5.6 Sol.

DeepSeek leads Vercel usage at 30%, while Anthropic accounts for 65% of spend.

AI t**en prices are down 9% MoM, while B200 GPU rental prices fell 2% and DRAM prices rose 8%.

DeepSeek said in a Thursday notice that prices across its AI services will rise substantially and urged users to plan accordingly, but disclosed neither the new rates nor an effective date.

V4 Flash currently costs $0.14/M input and $0.28/M output tonkes. The increase would affect customers using DeepSeek directly. Since its model weights are openly available, users can still self-host or access V4 Flash through other providers.

Source: Bloomberg

NioCorp $NB’s updated Elk Creek feasibility study projects a $4.1B pre-tax NPV and $3.4B after-tax NPV, with a 22.8% after-tax IRR over a 40-year mine life.

The project would produce eight U.S.-designated critical minerals, generate an estimated $608M in average annual EBITDA, and require $1.85B in upfront capex.

NioCorp says completion of the study also satisfies a key due diligence requirement for potential U.S. EXIM financing.

Kevin Hassett (National Economic Council Director) adds important context to non-farm jobs data.

He said on Fox Business that if you exclude declines in government workers and temporary hiring shifts from the end of the World Cup, the economy actually gained about 100,000 jobs in July.