U.S. stocks closed a mixed week lower, but specific names saw major moves. Banking giants like JPMorgan, Bank of America, and Wells Fargo fell despite beating earnings, while Morgan Stanley and Goldman Sachs gained. The sector kicked off earnings season, revealing a split market response to quarterly results.

CoreWeave surged 28% for the week, fueled by CEO Michael Intrator's comments defending GPU longevity and JPMorgan's analysis noting strong AI demand. Moderna jumped 20% after raising its 2025 revenue forecast to $1.9 billion and promising 2026 growth, signaling a turnaround for the vaccine maker.

Penumbra rallied 11% on news of a $14.5 billion acquisition by Boston Scientific. The deal, offering a 19% premium, aims to bolster BSX's cardio portfolio with Penumbra's mechanical thrombectomy tech. Analysts see clear strategic fit, expecting the transaction to close in 2026.