📊 AI’s Next Wave: Market Shifts, Vaccine Stocks & Tech Moves
- NexxtGen Markets
- 5 days ago
- 3 min read
Good morning, here's the latest Global Financial Markets update from Steve Halls at NexxtGen Markets here in the City of London.
The AI trade is evolving, with retail investors shifting focus from big tech giants to smaller AI and quantum computing stocks. Meanwhile, vaccine makers face uncertainty, and Apple’s latest updates fail to impress Wall Street. Let’s break down the key market trends shaping the week, including insights from Asian markets and cryptocurrency movements.
Retail Traders Rotate Out of Nvidia
After months of dominance, Nvidia is seeing retail investors cash out, rotating into smaller AI and quantum computing stocks like Applied Digital, Navitas Semiconductor, and CoreWeave. Quantum computing names like Rigetti and D-Wave are also gaining traction.
This shift suggests rising risk appetite, often seen near the end of market rallies. Investors are chasing the next wave of AI, rather than sticking with the established giants.
Apple’s WWDC25: A Mixed Bag
Apple unveiled iOS 26, “Liquid Glass,” and Vision Pro upgrades, but the lack of major AI breakthroughs disappointed investors.
Siri upgrades delayed again
ChatGPT integration for translations and image styling
Vision Pro adds Sony VR controller support
Apple Music & TV gain karaoke and lyrics translation tools
Apple’s stock fell 1.2%, reflecting concerns that it’s falling behind in AI innovation.
Vaccine Stocks Face Uncertainty
Moderna and Pfizer shares slipped after RFK Jr. fired all 17 CDC vaccine advisers, aiming to “restore public trust”. The move sparked backlash from scientists, warning it could erode confidence in U.S. health institutions.
Meanwhile, the FDA approved Merck’s new RSV shot, Enflonsia, intensifying competition with Sanofi and AstraZeneca’s Beyfortus.
Market Movers to Watch
Spectris PLC ▲ +60% – UK industrial tech surge
CoreWeave Inc ▲ +16% – AI infrastructure boom
MP Materials ▲ +8% – Rare earths demand rising
Universal Health Services ▼ -6% – Healthcare sector struggles
Asian Market Insights
Asian markets closed mixed, with investors weighing US-China trade talks and economic data releases:
Nikkei 225 rose 0.5% to 37,741.61, led by technology stocks like Advantest and Tokyo Electron.
Hang Seng Index fell 0.5% to 23,792.54, ending a three-day winning streak.
Shanghai Composite eased 0.1%, with investors cautious about China-US relations.
Despite the Hang Seng’s decline, the index still posted a weekly gain of 2.2%, showing resilience in the face of global uncertainty.
Crypto Market Update
The cryptocurrency market remains volatile, with Bitcoin leading the charge:
Bitcoin (BTC) – $105,731.45, up 0.12%
Ethereum (ETH) – $2,508.94, up 0.54%
Tether (USDT) – $1.00, stable
XRP (XRP) – $2.26, up 4.09%
BNB (BNB) – $652.63, up 0.25%
Solana (SOL) – $152.51, up 1.65%
USDC (USDC) – $0.9997, stable
Dogecoin (DOGE) – $0.1842, up 0.14%
TRON (TRX) – $0.2817, up 1.76%
Cardano (ADA) – $0.6710, up 1.00%.
Bitcoin’s dominance remains strong, but altcoins like XRP and Solana are seeing increased investor interest.
Final Thoughts
From AI shifts to vaccine stock volatility, this week presents key opportunities for traders. Investors are adjusting portfolios as tech innovation, economic policy, and market sentiment continue to evolve.
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