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Moderna’s Melanoma Momentum Rekindles the mRNA Growth Story—and Keeps Biotech Investors Hunting for Precision -( $EPRX $XBI $MRK $MRNA )

by John F. Heerdink, Jr. August 19, 2026 422Views 0Likes

The biotechnology market has a habit of demanding patience right up until it abruptly decides to reward it. Moderna, Inc. (NASDAQ: MRNA) recently reminded investors of that rule as enthusiasm around its personalized melanoma-vaccine program with Merck & Co., Inc. (NYSE: MRK)…

Nasdaq Leads Broad Decline as Rising Oil Prices, High Treasury Yields and Housing Weakness Pressure Equities – Tuesday, August 18, 2026 -( $AMLX $DOCS $EPRX $HPP $MODD $SMWB Rise! )

by John F. Heerdink, Jr. August 18, 2026 896Views 0Likes

U.S. stocks closed lower Tuesday, August 18, 2026, with technology shares and small-cap stocks sustaining the sharpest losses. The selling followed renewed pressure from elevated oil prices, historically high long-dated Treasury yields, and economic data showing a sizable decline in U.S. housing…

The Great Growth Asset Rotation: AI, Orbit and Silver Take Center Stage -( $AMZN ANTH.PVT $ASTS OPAI.PVT $RKLB $SIL $SPCX $T $VZ )

by John F. Heerdink, Jr. August 18, 2026 667Views 0Likes

Wall Street has rarely lacked for ambition, but 2026 is offering an especially lavish menu: artificial intelligence firms approaching trillion-dollar valuations, a space company with revenue aspirations that would make many nations glance nervously at their GDP tables, and silver holding its…

Amylyx Ignites a New GLP-1 Investment Narrative as Clinical Data, Pharmacy Access and Diabetes Innovation Converge -( $AMLX $CVS $LLY $MODD $NVO )

by John F. Heerdink, Jr. August 18, 2026 455Views 0Likes

Amylyx Pharmaceuticals, Inc. (NASDAQ: AMLX) has delivered the kind of Phase 3 result biotechnology investors wait patiently—and, on occasion, not so patiently—for. The company reported that avexitide reduced the composite rate of severe and clinically meaningful post-bariatric hypoglycemia events by 55% versus…

bullish market story examines how rising bond yields

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

by John F. Heerdink, Jr. August 18, 2026 229Views 0Likes

This bullish market story examines how rising bond yields are reshaping—not ending—the investment opportunity set. It highlights **NVIDIA (NASDAQ: NVDA)** and its enormous AI data-center ambitions, **Alphabet (NASDAQ: GOOGL, GOOG)** and the growing strategic value of proprietary business data, and the emerging…

Stocks Retreat as Oil, Rates and Geopolitics Temper AI Optimism – Monday, August 17, 2026 -( $AXTI $EPRX $LPL $VIX Rise! )

by John F. Heerdink, Jr. August 17, 2026 739Views 0Likes

U.S. stocks moved lower in afternoon trading and into the close on Monday as investors weighed rising geopolitical and energy-market risks against ongoing enthusiasm for artificial intelligence infrastructure. The selling was broad-based, with the Dow Jones Industrial Average, S&P 500, Nasdaq Composite,…

Heartflow’s AI-Cardiology Moment Arrives as Consumer Cyclicals Catch Their Breath -( $AMWL $HD $HTFL $LOW $TGT $WMT )

by John F. Heerdink, Jr. August 17, 2026 385Views 0Likes

Heartflow, Inc. (NASDAQ: HTFL) is delivering the kind of growth story investors usually hope to find before it becomes obvious: rapid revenue expansion, rising gross margins, stronger adoption of a second product line, and a materially higher full-year outlook. In a market…

The Energy Abundance Trade Is Getting Local -( $SOC $TE )

by John F. Heerdink, Jr. August 16, 2026 381Views 0Likes

The image above that depics the “largest oil producers” makes a persuasive point: the world is not short of hydrocarbons. The United States leads the list at 13.59 million barrels per day, ahead of Russia and Saudi Arabia, while Canada, Brazil, Guyana…

Weekly U.S. Market Summary: Records Meet a Consumer Reality Check – Friday, August 14, 2026 -( $EPRX $IGV $LPL $MODD $NFLX $NVDA $SMWB Rise! )

by John F. Heerdink, Jr. August 14, 2026 484Views 0Likes

U.S. equities finished a third consecutive winning week for the S&P 500 and Nasdaq Composite, supported by softer inflation signals, strong second-quarter earnings and renewed AI/software leadership. Friday’s weaker-than-expected July retail-sales report and a drop in consumer sentiment, however, introduced an important…

AI’s Memory Moment: Why SK Hynix Is Turning a Cyclical Chip Business Into Strategic Infrastructure -( $AMD $ASML $MU $MSFT $NVDA $SKHY )

by John F. Heerdink, Jr. August 14, 2026 527Views 0Likes

The artificial-intelligence boom is often told through the familiar names of the computing stack—NVIDIA Corp. (NASDAQ: NVDA), Advanced Micro Devices Inc. (NASDAQ: AMD), Microsoft Corp. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN) and Meta Platforms Inc. (NASDAQ: META). But…

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