12pm update – lunchtime chop

US equities are mostly net higher. The Trans is leading the way upward, +2.6%, whilst the Nasdaq is lagging… -0.1%. Copper $5.60.

sp’60min

VIX’60min

Summary

Little to add… as a new hist’ high is clearly viable today.


notable stock: MRNA

… as the FDA approve another shot for 6mth-11yrs.
On any basis… outrageous, but hey… few care.

notable semicon: NVDA

It doesn’t have to break a new hist’ high every single day!

notable stock: PLTR

No news… just sporadic cooling.

notable miner: ALB

Hopes of tariffs on copper… and other things.