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Trump has been trading Moderna $MRNA Here’s the timeline of his personal purchases: March 2, 2026: Purchased common shares valued between $15,001 & $50,000 March 17 2026: Purchased shares worth between $1,001 & $15,000 May 18 2026: Partial sell valued between $1,001 &
MRNA+5.53%
Moderna $MRNA will present their phase 3 melanoma data at ESMO 2026 on 8/24 They are also expected to present: - Cancer Phase 1 Data - Phase 3 results from high risk
MRNA+5.53%
SpaceX $SPCX Grok 4.7 at the same base API pricing as Grok 4.6🤖 Pricing starts at $2/M input + $6/M output tokens, while SpaceXAI also offers a fast variant with 2x output speed for 2x the price.
SPCX+0.49%
Rothschild & Co has also initiated coverage on Coreweave $CRWV with a Sell rating They have assigned a $54 price target implying significant downside They have cited the following concerns: - Pipeline Execution & Conversion Risk - Credit markets pricing in additional risk
CRWV+1.53%
How $AMD investors are moving today
AMD+1.40%
Advanced Micro Devices $AMD has crossed a few milestones this morning: - New all time high - $1T Market Cap - Crossed $600 The stock is up on news that there’s a potential 10% increase in prices across the board
AMD+1.40%
Rothschild has initiated coverage on Nebius $NBIS with a sell rating They have assigned a $84 price target They believe the current valuation is “over optimistic”. They have said they are anticipating a compute repricing event. Other concerns include: - Credit Market
NBIS+1.45%
Here’s how the magnificent 7 has started off trading this week🟢🟢🔴🔴🟢🟢🟢 Nvidia $NVDA +0.74%🟢 Amazon $AMZN +0.73%🟢 Apple $AAPL -0.79%🔴 Microsoft $MSFT -0.28%🔴 Tesla $TSLA +2.64%🟢 Meta $META +5.13%🟢 Google $GOOGL +1.16%🟢
NVDA+0.69%
AMZN-1.37%
AAPL+0.21%
MSFT-0.69%
TSLA+0.94%
Wells Fargo has raised their price target on $META to $796 from $640 while maintaining overweight They have cited multiple reasons behind the massive raise, Meta Muse has shown solid traction with more than anticipated downloads. Meta connect has also shown them strong product
META-0.60%
Here’s the top 10 stocks I’m watching this week👀📋 1. Terawulf $WULF (Infrastructure🔋) 2. Costco $COST (Earnings🚨) 3. Ondas $ONDS (Drones🚁) 4. Intel $INTC (Chips🤖) 5. Iren $IREN (Infrastructure🔋) 6. Rocket Lab $RKLB (Space🚀) 7. Crowdstrike $CRWD (Security🔒) 8. Cipher
WULF-0.77%
COST+0.09%
ONDS+4.67%
INTC+1.67%
IREN+2.75%
RTX Corp $RTX has now delivered more than 1,500 F135 engines worldwide🚀 Existing aircraft can be upgraded through F135 depot facilities while new production F-35s can receive ECU directly on the production line.
RTX-1.73%
Micron $MU new 512GB DDR5 module can deliver up to 1.4x higher performance versus 256GB DDR5 configurations🤖 They also see benefits for memory intensive platforms including Redis and RocksDB.
MU+4.89%
This week will be a very quiet earnings week📆 $COST after close Thursday, $BB before open Thursday
COST+0.09%
BB+1.11%
How it feels listening to anyone trying to predict oil prices
Meta $META has launched America’s Workforce Academy (AWA) This will be a free $115M training program that will rapidly train blue collar workers skilled AI data center building techniques Meta will cover 100% of the lodging, airfare, and provide a daily stipend, the program
META-0.60%
Nvidia $NVDA & Infleqtion $INFQ are pushing quantum processors with GPU supercomputers🤖 Nvidia is building the software and interconnect stack around CUDA-Q + NVQLink, Infleqtion is already using the new CUDA-Q Logical layer for fault tolerant quantum development.
NVDA+0.69%
INFQ+0.57%
Cerebras $CBRS new Mikkeli campus will provide up to 165 MW of contracted IT capacity🤖 The build scales from 50 MW to 165 MW with a customer base that includes OpenAI, $AMZN AWS, G42, and MBZUAI.
CBRS+1.85%
AMZN-1.37%
MongoDB $MDB is broadening AI search by combining Atlas Text & Vector Search with its Voyage embedding models🍃 MongoDB says the platform already has thousands of customers and integrations across an AI ecosystem including Anthropic, LangChain, and Vercel.
MDB+4.92%
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Northrop Grumman $NOC is targeting $10B in annual international sales by 2031🛰️📡 The biggest growth opportunity is tactical missiles, ammunition, and counter UAS. Northrop also sees international growth across command and control + aircraft like E-2D and Triton.
NOC-3.18%
Germany takes delivery of their first Lockheed Martin $LMT F-35A🚀 More than 1,355 F-35s are operational globally, operating from 42 bases and collectively surpassing 1M flight hours.
LMT-2.40%