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Industry

Hantavirus fears revive COVID-19 beneficiary stocks; Moderna and BioNTech in focus

Rising concerns about a possible spread of hantavirus are pushing medical and vaccine-related stocks back into focus after gaining attention during the COVID-19 pandemic. BeInCrypto reported that Moderna, Emergent BioSolutions and BioNTech entered reassessment phases in May. Moderna shares rose on stronger first-quarter sales, vaccine cooperation news and flu vaccine trial data publication. Emergent is focused on confirming a bottom amid weaker guidance. BioNTech faces a bearish technical pattern despite maintained revenue guidance.

AI & Enterprise

AI sales concentration deepens as AI-native firms seek to diversify beyond subscriptions

Revenue at AI-native companies selling AI models or services is rising, but sales are heavily concentrated. OpenAI and Anthropic account for nearly 85 percent of annualised revenue among the top 10, and the top 10 reach 94 percent combined. Some apps have passed annualised revenue milestones, and ad-based models are emerging. OpenEvidence sells chatbot ads to doctors and drugmakers. Despite growth, uncertainty persists as many firms remain loss-making and face competition from model providers.