[BRIEFING.COM] The S&P 500 (+1.14%) is in second place on Thursday afternoon, up about 86 points.
Briefly, S&P 500 constituents Super Micro Computer (SMCI 40.54, +3.69, +10.01%), Moderna (MRNA 158.11, +12.49, +8.58%), and Hewlett Packard Enterprise (HPE 61.19, +4.65, +8.23%) dot the top of the standings. SMCI and HPE are benefiting from a broader AI infrastructure/server rally, with renewed enthusiasm around data-center spending and semiconductor demand lifting the hardware complex. MRNA is extending its recent cancer-vaccine momentum, as investors continue to react to encouraging melanoma data and the potential for additional oncology catalysts.
Meanwhile, T-Mobile US (TMUS 168.08, -8.18, -4.64%) underperforms despite a dearth of corporate news.