US AI stocks info gap today:
1. $OpenAI's $20B raise clarified—everything bounced back. $QQQ +0.64%, $SPY +0.3%, ending 7-week losing streak.
2. $PLTR ripped 5% to new ATH at $209. Price target raised to $230. Sovereign AI + custom enterprise demand = software stock breakout.
3. $MRNA exploded 15% to new high of $225. US rolling out cancer vaccine acceleration program—Moderna is the top beneficiary.
4. $LITE surged 6.8%. CEO says orders booked through 2030, can only fulfill 30% of 2028 demand. Ripple effect: $AAOI $COHR $GLW $CIEN all up 5-10%.
5. $GOOGL dropping Gemini 4 Argon—output token limit pushed to 1M. Still testing stronger Carbon version to compete with Opus 5.5.
Market's rotating back into AI infra + biotech. Don't fade the momentum.
1. $OpenAI's $20B raise clarified—everything bounced back. $QQQ +0.64%, $SPY +0.3%, ending 7-week losing streak.
2. $PLTR ripped 5% to new ATH at $209. Price target raised to $230. Sovereign AI + custom enterprise demand = software stock breakout.
3. $MRNA exploded 15% to new high of $225. US rolling out cancer vaccine acceleration program—Moderna is the top beneficiary.
4. $LITE surged 6.8%. CEO says orders booked through 2030, can only fulfill 30% of 2028 demand. Ripple effect: $AAOI $COHR $GLW $CIEN all up 5-10%.
5. $GOOGL dropping Gemini 4 Argon—output token limit pushed to 1M. Still testing stronger Carbon version to compete with Opus 5.5.
Market's rotating back into AI infra + biotech. Don't fade the momentum.