Moderna, Inc. (MRNA) Stock Price Today
Laser chip shortage worsens as AI demand surges, boosting optical tech stocks like Lumentum and Applied Optoelectronics.
The optical industry's two largest laser chip suppliers, Lumentum Holdings and Coherent Corp., confirmed a severe supply shortage driven by rising demand for AI-related optical solutions. This shortage is causing major customers to seek alternative s...
AMD invests $565M in SpaceX despite SpaceX choosing Nvidia for AI chips.
AMD revealed a $565 million stake in SpaceX following its June IPO, despite SpaceX's decision to use Nvidia chips exclusively for its AI infrastructure. While Nvidia's investment aligns with its chip supply role, AMD's smaller stake appears to be a f...
S&P 500 hits record high amid rising energy prices and momentum stock pullback
The S&P 500 reached a record high for the 27th time this year, driven by strength in the Energy and Cyclical sectors. Crude oil and gasoline prices rose again following a brief ceasefire with Iran, boosting energy stocks. However, momentum stocks are...
Anthropic plans a $2T IPO priced on 2028 revenue, testing investor faith in long-term AI growth forecasts.
Anthropic is preparing for an October IPO with a valuation target of $2 trillion, based on projected 2028 revenues of $190-200 billion, far exceeding its current $47 billion run rate. This approach prices the IPO on long-term growth forecasts rather ...
AI-driven stock portfolio beats S&P 500 with 48.48% return in under 9 months
An AI-managed stock portfolio by Grok turned $100,000 into $148,485 in less than nine months, outperforming the S&P 500's 14.10% return over the same period. The portfolio's strong gains were driven mainly by heavy investments in Micron Technology, b...
Memory stocks rebound as SanDisk forecasts strong margins through 2030, easing fears of a market crash.
Memory stocks like SanDisk and Micron saw a sharp rebound after SanDisk forecasted mid-to-high-teens revenue growth and stable gross margins around 80% through 2028-2030. This eased earlier bearish sentiment driven by social media and concerns over p...
Nvidia launches Spectrum-X, revolutionizing AI data center networking with faster, efficient optics integration.
Nvidia has begun full production of its Spectrum-X Ethernet Photonics platform, the first co-packaged optics Ethernet switch designed for 200G-per-lane volume shipping. This innovation integrates optics directly onto the switch chip, drastically redu...
Data center ETF DTCR surges 38% YTD as AI drives strong pricing power and bookings.
The Global X Data Center & Digital Infrastructure ETF (DTCR) has gained 38% year to date, fueled by strong demand for data center capacity and AI computing. Nearly half of DTCR’s holdings are in data center REITs like Equinix and Digital Realty, whic...
California Pizza Kitchen co-founder shares insights on the chain's rise, bankruptcy, and hopeful comeback.
California Pizza Kitchen (CPK), founded in 1985 by former prosecutors Rick Rosenfield and Larry Flax, revolutionized casual dining with its California-style pizza and grew to over 200 locations worldwide. After being acquired by Golden Gate Capital i...
NVIDIA trades at a discount despite strong growth and AI-driven revenue surge, signaling a buy opportunity.
NVIDIA is trading at 17 times forward earnings, considered a discount given its strong revenue growth of 65% year-over-year and $96.58 billion in free cash flow. The company beat earnings estimates consistently in FY2026, with Q4 revenue up 73% year-...
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