The FDA said no. Then it said yes. And Moderna shareholders are having a very good Wednesday because of it. Shares of the biotech company surged more than 6% after Moderna announced that the Food and Drug Administration reversed its earlier decision and agreed to review the company’s experimental mRNA flu vaccine, mRNA-1010. Just last week, the FDA had refused to even accept the application for review — citing the lack of a comparison study with a vaccine currently used by older adults. The reversal came after Moderna made what the company called "concessions," though the specifics remain vag...

When the biggest chip company on the planet starts selling its stakes in AI startups, you pay attention. Nvidia’s latest 13F filing — dropped Tuesday after the bell — reveals the AI kingmaker has been quietly reshuffling its investment portfolio, and the moves tell a story about where the smart money thinks this AI cycle is actually heading. The exits were surgical. Nvidia dumped its entire positions in Applied Digital, ARM Holdings, Recursion Pharmaceuticals, and WeRide during the fourth quarter of 2025. Applied Digital shares cratered Wednesday morning on the news, and Recursion and WeRide ...

For years, Wall Street treated Palantir Technologies like that friend who is clearly talented but charges way too much for dinner. The data analytics company had a cult following among retail investors, but analysts kept their distance, turned off by a valuation that made nosebleed seats look cheap. That dynamic just flipped. After Palantir shares tumbled 25% since the start of 2026, more than half of Wall Street analysts now rate the stock the equivalent of a buy. That is a dramatic shift from December, when only 25% were willing to stick their necks out. Nothing changes sentiment like a pri...

Remember when everyone said software was eating the world? Well, plot twist: AI is now eating the software. For the past 15 years, Software-as-a-Service (SaaS) was basically a money printer. Build a decent dashboard, slap a monthly fee on it, and watch the cash roll in as companies hired more people who needed more "seats." It was beautiful in its simplicity. But here's the thing nobody saw coming: AI doesn't need a seat at the table. Think about it. If one AI agent can do the work of five junior analysts, companies don't just cut payroll—they cut software licenses too. Why pay $70 per mont...

Bayer's eight-year Roundup nightmare may finally have an expiration date — and the market can't decide if it's relieved or terrified. On Tuesday, Bayer's Monsanto unit filed a proposed $7.25 billion class-action settlement in Missouri state court designed to resolve roughly 65,000 pending lawsuits and cap future claims over a 21-year period. The lawsuits allege that Roundup, the world's most widely used weedkiller, causes non-Hodgkin lymphoma and other cancers. Bayer denies wrongdoing and maintains decades of studies show the product is safe. But the company has already paid about $10 billion...

When the people running a company start selling their own stock in size, the rest of us should probably pay attention. Right now, the insider buy/sell ratio across American public companies has crashed to 0.24 — meaning executives are buying just $0.24 of stock for every $1 they sell. That's one of the lowest readings on record, and well below the long-term average of 0.40. In plain English: the people closest to the numbers are heading for the exits while markets hover near all-time highs. The selling is particularly aggressive in AI data center stocks. At Oracle, the CEO sold 10,000 shares...

Meta and Nvidia just made every other chipmaker in the room nervous. On Tuesday, the two Silicon Valley giants announced a sweeping multiyear, multigenerational AI infrastructure deal. Meta will deploy millions of Nvidia chips across its U.S. data centers — including current-generation Blackwell GPUs, next-generation Vera Rubin systems arriving in 2027, and, for the first time ever at scale, Nvidia's standalone Grace CPUs. No financial terms were disclosed, but analyst Ben Bajarin of Creative Strategies estimated the deal is "certainly in the tens of billions of dollars" and expects a good ch...

Remember when everyone was obsessed with Nvidia and AI chips? Well, plot twist: the real money might be in the boring stuff nobody talks about – memory chips. And no, I'm not talking about your laptop's RAM. Here's what's happening: Applied Materials (AMAT) just dropped earnings that made Wall Street do a double-take. The stock jumped 12% after hours because this company – which makes the machines that make memory chips – basically said "we can't keep up with demand." The Memory Crisis Nobody Saw Coming While everyone was fighting over AI processors, a quiet crisis was brewing. Data centers...

So Morgan Stanley's chief equity strategist Michael Wilson just did something that'll make your portfolio smile: he bumped up his S&P 500 target from 7,200 to 7,800 for the end of 2026. That's an 18% jump from where we're sitting now at around 6,600. Not too shabby for a year's work, right? Here's the thing that's got Wilson all fired up – he thinks we're not just riding the same old bull market wave. Nope, he's calling this a brand new bull market that kicked off in late April after that gnarly crash earlier in the year. "We're in the midst of a new bull market and earnings cycle," Wilson sa...

You know that feeling when you're at a party and suddenly notice all the cool kids have quietly slipped out the back door? That's basically what's happening in the stock market right now, except instead of cool kids, it's corporate insiders – and instead of a lame party, it's their own companies. Here's the thing about insider selling: it's like watching your Uber driver frantically exit his own car while it's still moving. Sure, maybe he just really needs to use the bathroom. But maybe – just maybe – he knows something you don't about where this ride is headed. The Data Center Drama Queens ...