Moderna’s $44B booster
Summary
Host Julie Morgan covers Moderna’s historic rally following positive cancer vaccine results, despite analyst caution. The episode details a massive crypto short squeeze as Bitcoin surged past $70,000, and discusses Apple’s delayed camera-equipped AirPods launch. Additional topics include US-Iran tensions, a tentative Canada trade deal, and Walmart’s upcoming earnings report.
Topics discussed
Introduction to Wall Street Breakfast
Moderna stock rally on cancer vaccine news
Bitcoin surge and massive short liquidations
Apple camera AirPods leak and 2027 launch
Trump-Iran tensions and Canada trade deal
Treasury buybacks, S&P changes, and Walmart
Market futures, Wolf Speed earnings, and calendar
Listen ad-free on Castria