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The creator reviews major financial news from the week, including rising bond yields, a Meta settlement, an...

The creator reviews major financial news from the week, including rising bond yields, a Meta settlement, and Nvidia's strong earnings report, while highlighting the broader implications for the AI trade.

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MRKNeutralMedium ConvictionSignal-backedSecondary

Merck shares rose alongside Moderna's following positive phase 3 trial results for their joint cancer vaccine.

MRNANeutralMedium ConvictionSignal-backedSecondary

Moderna's stock surged following positive phase 3 trial results for its personalized mRNA cancer vaccine.

NVDANeutralHigh ConvictionSignal-backedPrimary

Nvidia reported massive quarterly revenue of $96 billion, driven by AI data center demand.

METANeutralMedium ConvictionSignal-backedPrimary

Meta's stock rose despite an $18 billion settlement, as the market reacted positively to the news.

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