Today's AI and U.S. stock market updates: 1. OpenAI's $20 billion clarification, and everything bounced back! QQQ closed up 0.64%, SPY +0.3%, ending a seven-week losing streak. 2. PLTR surged 5%, hitting a new high of 209! Target price raised to 230, with sovereign AI and customized demand driving explosive growth in software stocks. 3. MRNA soared 15%, reaching a new high of 225! The U.S. is preparing to launch a cancer vaccine acceleration program, making Moderna the biggest beneficiary. 4. LITE jumped 6.8%, with the CEO announcing orders booked through 2030. Demand for 2028 can only meet 30%, boosting AAOI, COHR, GLW, and CIEN by 5-10%. 5. GOOGL is set to release Gemini 4 Argon, increasing token output limits to 1 million. They're also testing a stronger Carbon version to compete with Opus 5.5.