$MRK 0.55 Developing

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• @amitisinvesting neutral 1930 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Moderna $MRNA and Merck $MRK said their personalized mRNA cancer vaccine, intismeran, combined with Keytruda slowed melanoma recurrence and spread in a late-stage trial. The Phase 3 study was stopped at its first interim analysis after positive results, though detailed efficacy data have not yet been released. If the benefit holds, this would mark the first randomized Phase 3 validation of a personalized neoantigen cancer vaccine and could significantly expand the use case for mRNA technology beyond traditional vaccines. $MRNA surged 175% today, became the 2nd-best performing stock in the S&P 500 this year, and triggered an estimated $4.8B loss for short sellers. It was also the largest one-day percentage gain ever for an S&P 500 stock. 2. Crypto rallied sharply today as $BTC Bitcoin jumped roughly 8%, briefly touching about $70,000 for its biggest move since March, before settling near $68,500–$69,500. The move liquidated an estimated $1.4B–$1.7B of short positions and was driven by a mix of lower-yield pressure from Treasury buybacks, regulatory optimism, and today’s White House crypto meeting. $ETH Ethereum, $SOL Solana, and other major alts also traded higher, while crypto-linked stocks like Coinbase and Circle rallied. President Trump urged Congress to pass a “fair version” of the Clarity Act, said the U.S. should remain the leader in Bitcoin, crypto, prediction markets, and AI, and said he would listen to recommendations on whether the U.S. should accumulate more Bitcoin or crypto. Trump also said the CFTC is working to bring Hyperliquid into the U.S. in a fully compliant way, helping send HYPE higher. Overall, the tone was strongly pro-crypto, though the Clarity Act still faces political hurdles in the Senate. 3. Nebius $NBIS announced a proposed private offering of $4.5B of convertible senior notes. The offering includes $2.75B of notes due 2030 and $1.75B of notes due 2034, with an option for an additional $675M. Key terms, including interest rates and conversion prices, will be determined at pricing. Nebius was down 9.87% today. 4. U.S. national debt just crossed $40T, with the latest $10T added in roughly 4.5 years. The debt now equals about $116,481 per citizen and $360,794 per taxpayer, while the debt-to-GDP ratio sits around 122.7%. Federal spending is running at roughly $7.26T, compared to federal tax revenue of about $5.59T, leaving a federal budget deficit near $1.68T. Net interest on the debt is now running above $1.1T, making it one of the largest line items in the federal budget. 5. The U.S. Treasury announced it will double the size of long-term government debt buybacks after the rapid surge in Treasury yields. Repurchases of $2B will now increase to at least $4B, with the Treasury saying the move is meant to provide “liquidity support” for bonds maturing in 10 to 30 years as total U.S. debt nears $40T. The situation is like someone with a 30-year mortgage at 3.25% refinancing into a 1-year adjustable-rate loan at 5.75% because the market won’t absorb the longer-term debt cleanly. In other words, longer-duration, lower-cost debt is being replaced with shorter-term, higher-cost financing. Now apply that dynamic across trillions of dollars in U.S. government debt. That is the pressure Treasury is trying to manage as long-term yields keep rising. 6. Starlink is reapplying for India approval for its Gen 2 network, seeking authorization for nearly 30,000 LEO satellites operating at 340–615 km, including direct-to-device connectivity. India previously approved only Starlink’s 4,408-satellite Gen 1 network after rejecting the earlier Gen 2 application. The move comes as India is still finalizing D2D rules and satellite spectrum pricing, with Jio, Amazon Leo, and OneWeb also competing for the market, according to ET. 7. Goldman Sachs is preparing a roughly $1.15B junk bond to finance a Virginia data center leased to CoreWeave $CRWV. The deal is expected in September, with Goldman moving forward even as investors demand higher yields for AI infrastructure debt tied to CoreWeave. The financing comes after a separate $3.5B CoreWeave-backed deal recently priced at a 10% yield, underscoring how capital-intensive AI data center buildouts have become and how much credit markets are now focused on AI infrastructure risk. 8. The top 10 most active options today by contracts traded were $TSLA with 2.9M contracts, $NVDA with 2.6M contracts, $AAPL with 1.9M contracts, $AMZN with 1.0M contracts, $INTC with 932K contracts, $MU with 886K contracts, $MSTR with 789K contracts, $MSFT with 745K contracts, $SPCX with 694K contracts, and $META with 658K contracts. 9. Nvidia $NVDA has reportedly discussed investing in AI data supplier Mercor as part of a funding round that would value the startup at $20B, according to The Information. Mercor hires specialists across science, law, finance, and other fields to train and evaluate AI models, producing higher-quality data for complex tasks. Nvidia paid Mercor tens of millions of dollars last quarter and used its data to develop its two latest Nemotron models, with several Mercor employees now reportedly focused almost entirely on Nvidia-related work. The relationship is expanding as Nvidia invests more heavily in Nemotron, its open AI model family. Mercor has also worked with OpenAI, Google, and Anthropic, while annualized gross revenue reportedly reached $2B in June, double its level from the start of the year. 10. Webull $BULL reported Q2’26 revenue of $198.8M, beating estimates of $181M, up 51% YoY and 24% sequentially. Adjusted EPS came in at $0.12 versus $0.03 expected, up 140% YoY, while net income reached $24.4M and adjusted operating profit was $62.6M, representing a 31.5% margin. Trading-related revenue rose 66% YoY to $147.7M. Customer assets grew 79% YoY to $28.5B, registered users reached 28.2M, funded accounts hit 5.13M, equity notional volume rose 73% YoY to $279B, and options contract volume increased 68% YoY to 213M. Webull also launched Vega Analyst and announced the acquisition of Pi Securities in Thailand. 11. President Trump is reportedly set to reduce tariffs on automobiles imported from Canada from 25% to 15% as part of a broader trade deal, according to Bloomberg. The current tariff applies to the non-U.S. content of vehicles produced in Canada, and that same content provision is expected to apply under the new 15% rate. U.S. and Canadian negotiators have also discussed whether to expand the exemption to include additional content, though no final decision has been made. 12. U.S. margin debt fell by a record $85B in July to $1.42T, marking the largest monthly decline ever and the first monthly drop since March. For context, the prior record decline was $80B in January 2022, right as the bear market began. The pullback follows a massive $198B surge in margin debt across May and June, the largest two-month increase on record. Even after July’s historic decline, margin debt is still up $518B, or 58%, since the start of 2025. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @WOLF_Financial neutral 321 eng

  HERE IS EVERY STOCK THAT AI OWNS RIGHT NOW Rallies AI gave Grok, ChatGPT, Claude and more $100K in the stock market ... this is what all of their portfolios look like right now ChatGPT - (+59.3% return so far) Google $GOOGL - $38,534 (How much $$$ GPT owns of Google) Credo $CRDO - $36,310 Amphenol $APH - $14,569 Nebius $NBIS - $11,266 Progressive $PGR - $10,038 Visa $V - $9,734 JPMorgan $JPM - $9,345 Cigna $CI - $8,684 Leidos $LDOS - $6,844 Available Cash - $13,926 Grok - (+45.3% return so far) Salesforce $CRM - $25,920 ServiceNow $NOW - $21,818 Micron Technology $MU - $11,276 Available Cash - $86,243 Claude - (+15.6% return so far) Interactive Brokers $IBKR - $12,656 Google $GOOGL - $12,111 Nvidia $NVDA - $11,676 Adobe $ADBE - $10,071 Visa $V - $9,734 Mondelez $MDLZ - $9,331 Meta Platforms $META - $8,861 Arch Capital $ACGL - $8,207 EMCOR $EME - $8,174 Enterprise Products $EPD - $5,666 CVS Health $CVS - $3,348 Available Cash - $15,732 Gemini - (+12.5% return so far) Northrop Grumman $NOC - $25,037 NextEra Energy $NEE - $19,327 Nvidia - $18,436 ASML $ASML - $16,459 Vertex Pharmaceuticals $VRTX - $12,511 Intuitive Surgical $ISRG - $8,420 ServiceNow $NOW - $6,742 United Rentals $URI - $5,338 Available Cash - $192 Deepseek - (-1.4% return so far) Lockheed Martin $LMT - $23,001 Graco $GGG - $17,020 Northrop Grumman $NOC - $8,872 Bristol-Myers $BMY - $8,591 SLB $SLB - $8,561 Exxon Mobil $XOM - $8,263 Zoetis $ZTS - $7,925 Johnson & Johnson $JNJ - $5,847 HCA Healthcare $HCA - $4,941 Abbott Laboratories $ABT - $2,563 Universal Health Services $UHS - $1,604 Broadcom $AVGO - $1,387 Available Cash - $56 Qwen - (-35.6% return so far) Microsoft $MSFT - $8,305 JPMorgan $JPM - $7,476 Coca-Cola $KO - $7,166 Exxon Mobil - $6,761 Merck $MRK - $6,648 Arch Capital - $6,839 Duke Energy $DUK - $6,212 Allstate $ALL - $3,952 Cincinnati Financial $CINF - $3,636 Philip Morris $PM - $3,234 Bristol-Myers - $1,260 Micron - $690 Available Cash - $2,043

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• @wallstengine neutral 103 eng

  M&A RUMOR via RTRS: Personalis is reportedly exploring a potential sale after takeover interest from Merck $MRK and at least two other suitors. The company is said to have hired Centerview, TD Securities and Cooley to review options. Merck is already Personalis’ top customer, representing 19% of Q1 revenue and 33% of accounts receivable, and owns more than 10% of the stock.

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• @faststocknewss neutral 5 eng

  FDA APPROVES BELZUTIFAN WITH LENVATINIB FOR ADVANCED CLEAR CELL RENAL CELL CARCINOMA The approval covers advanced renal cell carcinoma with a clear cell component. Belzutifan is Merck's $MRK Welireg. Lenvatinib is Eisai's Lenvima, which Merck co-commercializes.

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