Boeing's fighter jet win means nothing if a strike shuts down its factories

Boeing landed a $20 billion Navy contract to build the next-generation stealth fighter, its second consecutive major military jet win, and separately locked in a freighter deal with Ethiopian Airlines.

But the defense backlog is cold comfort if the white-collar union votes to walk out Thursday, which would stall production on two commercial jets that are already running badly behind schedule.

Micron's blowout earnings confirm that AI's hunger for memory chips is nowhere near satisfied

Micron posted a fiscal fourth-quarter beat and guided its next quarter's revenue above Wall Street's expectations, all driven by surging demand for the high-bandwidth memory that powers AI systems.

As the only American company making that specific type of chip, Micron sits in a structurally privileged position that rivals cannot easily replicate, which is why analysts remain broadly bullish even as one prominent contrarian has placed a bet against the stock.

Moderna's cancer vaccine story cannot survive the math of its current valuation

Citi cut Moderna to a Sell rating Wednesday, arguing that the excitement around its experimental cancer vaccine does not hold up against the company's actual revenue and profit forecasts, and the stock closed sharply lower despite a brief mid-day rally.

The gap between a compelling scientific narrative and a defensible stock price is exactly what Citi is flagging, and that distinction matters more now that the shares have already run nearly 600% from their lows.