Moderna Surges as Stocks Rise & Long-Term Yields Retreat | Closing Bell

Summary

The broadcast covers the U.S. market close with stocks finishing modestly higher and long-term Treasury yields retreating. Hosts highlight notable single-stock movers including Moderna, Estee Lauder, Twist Bioscience, Hyperliquid, TJX, Viking Holdings and White Fiber. The conversation also touches on Fed minutes, Treasury buybacks, AI data-center financing and water usage debates.

• S&P 500, Dow and Nasdaq Composite close slightly higher while the Russell 2000 outperforms.
• Long-term Treasury yields fall sharply after the Treasury buyback cap is doubled.
• Moderna surges on positive late-stage personalized cancer vaccine data combined with Merck's Keytruda.
• Estee Lauder jumps after fiscal Q4 results beat estimates and organic growth accelerates.
• Twist Bioscience rallies after Anthropic selects it as an independent evaluator for AI-designed proteins.
• Hyperliquid rises on potential US regulatory expansion comments from President Trump.
• TJX and Viking Holdings decline on mixed comp sales and river cruise operational concerns.
• White Fiber falls after pricing a $270 million senior note placement for AI infrastructure.