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Goldman upgraded CoreWeave to Buy from Neutral, but cut its price target to $106 from $139.
Higher rating, lower target.
Goldman calls last week’s selloff a buying opportunity. Its argument: tight AI compute supply plus CoreWeave’s competitive advantages should lift revenue per megawatt over the next two years.
Amazon is going after the two biggest bottlenecks in AI at once: 1. power, and 2. the cost of switching away from Nvidia.
Power: Amazon is funding development of a proposed 960 MW nuclear project in Indiana with AEP and X-energy. It would use small modular reactors at a former coal plant, and Amazon would buy the electricity under a long-term agreement if it’s completed. Still feasibility-stage.
Chips: Amazon announced TorchNeuron, software that lets developers run existing PyTorch code on Trainium with a single configuration change. 30+ early customers are already using it. No independent performance or cost benchmarks yet.
For shareholders, the upside is more dependable power and more competitive AWS costs. Neither announcement points to a near-term profit uplift.
What to watch: nuclear approvals and economics, and whether easier chip adoption turns into sustained usage and better margins.
Elon says he will donate one share of SpaceX stock to every American child in 2027.
This is around $10.5B.
How do u think he’ll donate them?
Trump Accounts or something else?
BREAKING: Elon Musk says he will donate one share of SpaceX stock, $SPCX, to every American child in 2027.
There are currently ~73 million children in the US and SpaceX is trading at $146/share.
This makes Elon Musk’s donation worth $10.7 billion based on current share price.
Moderna is up 666% this year YTD.
The biggest catalyst was its successful Phase 3 melanoma trial.
The major catalysts through Oct. 15:
• January: stronger finances and durable cancer data.
Better-than-expected preliminary 2025 sales and cost reductions eased cash-burn concerns. Five year melanoma data with Merck’s Keytruda showed sustained benefit, strengthening confidence in personalized cancer vaccines.
• June: broader pipeline and flu-vaccine progress.
Science Day highlighted oncology, autoimmune therapies, and rare diseases. An FDA advisory panel backed its seasonal mRNA flu vaccine; FDA approval followed in August, adding another commercial product beyond COVID.
• Aug. 19: the decisive breakthrough.
The Phase 3 INTerpath-001 melanoma trial met its primary recurrence-free-survival and key distant-metastasis-free-survival endpoints. Shares jumped approximately 177% that day. Investors repriced both the treatment’s commercial potential and the broader mRNA oncology platform.
• August–September: analyst revisions and anticipation.
Banks sharply increased price targets following the trial success. September’s announcement of an upcoming ESMO presentation sustained interest, but was not another new efficacy readout.
• October: index inclusion and policy optimism.
Nasdaq-100 entry, effective Oct. 9, added index-related buying demand. Reports of a planned NIH cancer-vaccine initiative boosted sentiment, although no specific Moderna funding award was established. Healthcare rotation provided further support.
SOFI is up 6.29% today.
Why?
This is mainly a relief rebound after yesterday’s Goldman-driven selloff.
Goldman cut its price target from $18 to $15 on October 13, helping push SOFI below $15 and toward a 52-week low.
Financial-app peers such as $HOOD and $ALLY are also higher, adding sector support.
$IONQ up 5.2% today
Why?
It's mainly because yesterday’s $2 billion equity offering selloff is reversing.
• Relief bounce: The Heights Capital financing created dilution and warrant concerns, driving yesterday’s heavy-volume decline. Today’s move looks like dip-buying and short-covering.
• Sector rebound: Quantum peers RGTI and QBTS were also higher, suggesting a broader quantum-sector bid.
• Company-specific support: IonQ opened its Quantum Innovation Centre with the University of Cambridge today, which is a positive headline but probably not enough to explain the entire move.
• Volume also confirms it: Alva’s latest read showed IONQ at $32.99, +4.99%, with volume nearly 3 standard deviations above normal as of 12:31 pm. ET.
Eli Lilly $LLY is up 5% today.
Investors are rotating into defensive healthcare stocks while technology and AI names sell off after the hot PPI report.
The move is broad.
Merck, Gilead, AbbVie, Vertex and Novo Nordisk are also higher. Alva’s attribution shows the healthcare-sector move as the dominant factor.
There is also a smaller company-specific tailwind: Eli Lilly announced a clinical collaboration with Adlai Nortye and Merck KGaA to supply Erbitux/cetuximab for a Phase I cancer trial evaluating Adlai’s investigational AN4035 ADC. That is strategically positive but early-stage and unlikely to explain the entire move.
