BIOTECH BOUNCE: Moderna stock jumps amid announcement of melanoma vaccine treatment

>> A LOT OF COMPANIES ARE WORRIED ABOUT THEIR PRODUCTS EXPIRING AND FIVE-POINT, WE HAVE THAT PIPE ON BECAUSE IT IS WORKING, AND SO I THINK WE WILL HAVE A LOT OF GROWTH FOR A VERY LONG TIME. >> ONE OF THE QUESTIONS SMALL PART OF MY INTERVIEW WITH MERDERNA CEO PIPELINE BROKE AFTER THE SOFTWARE THE DOUBLED IN A DAY ON NEWS OF THE MELANOMA VACCINE TREATMENT IN PARTNERSHIP WITH MARK AND I WANT TO BRING IT MARK MALIK FINANCIAL CEO AND IF SO WE WILL MISS ABOUT ON MERDERNA LOOK OBVIOUSLY WAS A VACCINE COMPANY DURING THE PANDEMIC AT THE DEVELOP HEART MARKET THE MARKET CAP IS WHAT TURNED WELL YOU GOT A RACE BUT NOW, WITH THIS MERCK PARTNERSHIP IN THE HOPE IS THAT THAT WILL MOVE FROM BEING A VACCINE COMPANY TO BEING A CANCER TREATMENT COMPANY IN YOUR THOUGHTS. >> WELL IT IS VERY INTERESTING BECAUSE WERE ALWAYS SEARCHING FOR THE NEW NEW THING RIGHT AND WE HAVE BEEN ROOTING AROUND IN A SPACE FOR QUITE SOME TIME LOOKING FOR SOME GREAT OPPORTUNITIES FOR THE QUESTION ALWAYS IS SPECIALIST OF LIKE THIS EARLY EARLY NOW AND CERTAINLY IT HOUSE AN INCREDIBLE CLOSE LIKE AN INCREDIBLE OPPORTUNITY BUT IT IS NOT QUITE AS FAR AHEAD AS MAYBE THE CITY AI TRADE THIS IS EARLY DAYS IN THIS POINT IS FANTASTIC THAT THEY HAVE PROVEN THAT IT CAN BE USED TO TREAT MELANOMA OR WHETHER IT IS SCALABLE AND AFFORDABLE AND WITH HER WHOLE HOST OF OTHER COMPANIES NOW ARE JUMPING INTO THAT BANDWAGON. THAT IS THE EXCITEMENT BUT IN TERMS OF MERDERNA AND SO WE MAYBE SORT OF MISS THE TRAIN AND TOOK OFF OUT OF THE STATION FAST I THINK CHASING AT THIS POINT IS PROBABLY DANGEROUS GAME TO PLAY. BUT IT CERTAINLY SHOWS THAT THEY WILL BE MORE OPPORTUNITIES LIKE I'M HERE AND OF COURSE IT IS PART OF MERCK THUS THE OPPORTUNITY. >> WELL HE DID TELL ME YOU KNOW THAT THE NEXT TRIAL TARGET IS KIDNEY CANCER THEN LUNG CANCER PANCREATIC CANCER, SO THEY CAN MAKE ENOUGH TRACTION THERE AND MAYBE DO HAVE SOME KIND OF MIRACLE IF YOU WILL, IN GETTING TRULY TO GET AHEAD OF THIS PRAY FOR HUMIDITY WILL SEE WHICH WE SEE INVESTORS THE END OF THE DAY. >> AND WE NOT SEEN THE ENDLESS REALLY RESPOND YOU WITH A JUST WANTED SOMETHING CAN START TO BUILD UP THIS IS HE WITH THE POTENTIAL GROWTH YES, RIGHT NOW, IS HARD TO DO BECAUSE THERE PLAYING BLINDLY RIGHT NOW THIS POINT BUT WE WILL SEE WILL FIRM UP IN THE OPPORTUNITY HOPEFULLY WILL BECOME MUCH MORE CLEAR AS THIS THING SORTA PROPAGATES THROUGH. >> THE SWITCH OVER AND TALK ABOUT A BECAUSE YOU KNOW THE BIGGEST TURNING SEASON IS ON DECK THIS WEEK AFTER THE CLOSE AND WE WILL GET NVIDIA, YOUR THOUGHTS ON THIS ONE. >> WOW, IS JUST SO MUCH INVESTED RIGHT NOW AND WHAT NVIDIA COMES OUT AND SAYS ON WEDNESDAY UNBELIEVABLE. THERE IS STILL AT CENTER OF THE WHOLE UNIVERSE AT THIS POINT THERE OPERATING IN ALL CYLINDERS IN THE EVERYTHING, CORRECTLY AT THIS POINT AND IMPORTANTLY YOU KNOW EVEN THE BEST OF THE COMPANIES AT SOME POINT YOU HAVE TO SLOW DOWN HE GOT NOT ALWAYS HAPPINESS. PRINT IS MANY GOOD IS HERE SO IS EVERY BODY SO THE GOOD NEWS IS NOT ANY GOOD ENOUGH ANYMORE AS YOU WILL KNOW ANY KIND OF MISS READER MISSTEP ON THIS WEDNESDAY COULD BE A BIG CHALLENGE FOR US BUT IT DEPENDS UPON WHAT I WAS LIKE THIS AS AN OPPORTUNITY SO THERE WILL PROBABLY BE OPPORTUNITIES THERE DOING NOTHING WRONG WHEN THE RUNWAY CAN KEEP GOING FOR QUITE SOME TIME AT THIS POINT EVEN WITH THE VANCE'S PREFER TO ONLY GO UP WE KNOW THINGS DON'T ALWAYS GO UP. >> OKAY SO THIS MORNING FROM OF THE EXPECTATIONS ARE SO ENORMOUS AND NVIDIA MAY NOT BE ENOUGH AND THEY HAVE TO BE A BIG RIGHT WAS INTERESTING BUT THERE ARE OTHER NAMES ALWAYS TO PLAY AI IN MY QUANTUM SERVICES. >> A LOT OF US HAVE BEEN TO SORT OF SPREAD OUT THE BENEFIT YOU KNOW THE BENEFITS OF NVIDIA, BUT OBVIOUSLY THESE DATA CENTER BUILD OUTS IN DRIVER IS ALL BUILDOUT IN THE CAP X WE ALWAYS LIKE TO TALK SO MUCH ABOUT ABSOLUTELY NO SIGNS OF SLOWING DOWN OF THIS AGE AND SOME OF THAT SAID BUILDING THOSE THINGS OUT OR NOT JUST THOSE CHIPS, THE WHOLE HOST OF OTHER THINGS MIGHT BE A LITTLE BIT CHEAPER AND A LITTLE BIT LESS VOLATILE SO WE LOOK AT YOU KNOW WHAT WILL CALL SORT OF BORING STUFF WITH THE COOLING POWER AND TRANSMISSION OF POWER AND THINGS LIKE THAT AND AGAIN THESE ARE LESS VOLATILE MORE VALUE PLACES AND CASES. AND MORE PLAY BECAUSE A SORT OF BOUNCED DOWN GET YES SORT OF INSTEAD OF IT IS VERY NECESSARY AND SO COUPLE OF OTHER MONTHS WHICH ARE MORE RELIED UPON PEOPLE MUST RELIED UPON YOU KNOW SOME HIGH-TECH AND THESE ARE VERY NECESSARY TO BUILD OUT OF THESE DATA CENTERS AND SO WE ARE TRYING TO KNOCK WHEN YOU GET THE TYPE OF GROWTH THAT YOU WILL GET OUT OF THE COMPANY MAYBE MICRON OR A COMPANY LIKE NVIDIA OVER SOMETHING LIKE THAT WE CAN PUT ALL OF OUR X AND EGGS IN ONE BASKET BUT WE DEFINITELY BELIEVE THAT THIS WILL DRIVE THIS BROAD-BASED ABOUT THE AI ECOSYSTEM EVERYONE AT THE END OF THE DAY IS INVESTING IF YOU START WE REALLY NEED TO LOOK AT THE WHOLE. >> WHAT WE CALL AN ETF OKAY BUT WE HEARD FROM TREASURY SECRETARY SCOTT BESSENT IN THE LAST HOUR IT WAS STOOD OUT TO YOU ABOUT THIS IRAN IT'S INTERESTING SO ON THE ONE HAND RIGHT, THE IMPACT ON OIL EXPECTED. AND COMING OUT IN TALKING ABOUT THAT EXPECTED IN GOOD NEWS FOR OIL GOOD NEWS FOR CERTAINLY FOR INFLATION BUT THERE IS A BIG CHALLENGE WITH IN-DEPTH, A LOT OF THE MOVES THAT WE'VE SEEN PAST FEW WEEKS LIKE GOALS FIVE AND IF YOU THINGS HAPPEN. EVERYTHING OUT THERE CALLED THE BASEMENT RIGHT WHERE PEOPLE ARE CONCERNED THE GOVERNMENT IS MISSING AROUND TOO MUCH WITH THE DOLLAR. OR USING THE DOLLARS A WEAPON OR WEAPON ICING THE DOLLAR IN THAT WAS VERY MUCH WEAPON ICING THE DOLLAR. YOU CAN SEE THAT WHEN HE SAW THE GOLD RISE AS WE CAN OF COURSE, USUALLY DON'T BRING UP CRYPTO WHEN YOU SEE THE COIN IN THE BALL RISE LIKE THAT IN RESPONSE, HIT IS CLEAR THERE ARE SOME PEOPLE THAT ARE BETTING ON THAT TRADE SO POLICING THE COIN THING IS 77 GRANTOR SOMETHING. >> WILL YES STARTED RALLYING LAST WEEK I THINK A BIG PART OF THAT WAS AGAIN THIS BASEMENT RIGHT. THIS IS YOU KNOW, SECRETARY SCOTT BESSENT IS A TOUGH CHALLENGE ON HIS HAND IS ANY TRY TO MANAGE THE TREASURY YIELD CURVE AND THAT IS A CHALLENGE IN AND OF ITSELF AND THAT IS RESPONDING TO MACRO FACTORS THAT HE CAN'T NECESSARILY CONTROL RIGHT SO HE'S MINING IS HOW THE BEST WAY THAT HE CAN THERE ARE CHALLENGES ANY MOVE THAT HE MAKES OTHERS ACROSS ASSOCIATED WITH IT AND THESE ARE JUST OTHER FACTORS NOW IMPACT HOW THESE THINGS TRADE THE DOLLAR YOU KNOW THE OLD TREASURY LONG TREASURY YIELD SON OF COURSE, HARD METALS LIKE GOLD AND SILVER WE SAW THE RALLY HAPPENING LAST WEEK AND SEE IF IT WILL CONTINUE. >> WE'LL SEE WHAT HAPPENS OBVIOUSLY THERE'S DICTATING THE TRADES SO THAT'S WHAT WE HAV