{"id":58706,"date":"2026-02-18T08:08:18","date_gmt":"2026-02-18T12:08:18","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/nvidia-labeled-most-under-owned-megacap-as-moderna-flu-vaccine-nears-fda-review\/58706\/"},"modified":"2026-02-18T08:08:18","modified_gmt":"2026-02-18T12:08:18","slug":"nvidia-labeled-most-under-owned-megacap-as-moderna-flu-vaccine-nears-fda-review","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-labeled-most-under-owned-megacap-as-moderna-flu-vaccine-nears-fda-review\/58706\/","title":{"rendered":"Nvidia Labeled &#8220;Most Under-Owned&#8221; Megacap as Moderna Flu Vaccine Nears FDA Review"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>) has been identified by Morgan Stanley as the most under-owned megacap tech stock<\/strong>, with a <strong>-2.57% gap<\/strong> between its <a href=\"https:\/\/stockmarketwatch.com\/indices\/sp500\/today\" data-internallinksmanager029f6b8e52c=\"3\" title=\"snp500 today\">S&amp;P 500<\/a> weighting and institutional ownership.<\/li>\n<li><strong>Moderna (<a href=\"\/stock\/MRNA\">MRNA<\/a>) announced the FDA has set a PDUFA goal date of August 5, 2026<\/strong>, for its investigational seasonal influenza vaccine, <strong>mRNA-1010<\/strong>.<\/li>\n<li><strong>US mortgage applications rose 2.8%<\/strong> for the week ending February 13, as the <strong>30-year fixed mortgage rate fell to 6.17%<\/strong>.<\/li>\n<li><strong>Hungary is releasing strategic crude oil reserves<\/strong> while its national energy firm, <strong>MOL<\/strong>, secures <strong>500,000 tons of crude<\/strong> to be shipped via Croatia.<\/li>\n<li><strong>Analysts warn the US unemployment rate may be masking labor market weakness<\/strong> due to potentially overstated population estimates that suppress the headline figure.<\/li>\n<\/ul>\n<h2>Institutional Investors Underweight on Nvidia<\/h2>\n<p><strong>Morgan Stanley<\/strong> analysts report that Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>) currently holds the title of the <strong>most under-owned megacap tech stock<\/strong>. Data shows a <strong>-2.57% discrepancy<\/strong> between the chipmaker&#39;s weighting in the S&amp;P 500 and its actual representation in active institutional portfolios.<\/p>\n<p>This ownership gap is significantly wider than its peers in the &quot;Magnificent Seven.&quot; Apple (<a href=\"\/stock\/AAPL\">AAPL<\/a>) follows with a <strong>-2.16% gap<\/strong>, while Microsoft (<a href=\"\/stock\/MSFT\">MSFT<\/a>) sits at <strong>-2.13%<\/strong>. <em>The data suggests that despite Nvidia&#39;s massive rally, institutional managers remain cautious or have yet to fully catch up to its index-heavy status.<\/em><\/p>\n<h2>Moderna Advances mRNA Flu Vaccine<\/h2>\n<p>Moderna (<a href=\"\/stock\/MRNA\">MRNA<\/a>) shares are in focus as the <strong>U.S. Food and Drug Administration (FDA)<\/strong> initiates a review of its seasonal influenza vaccine, <strong>mRNA-1010<\/strong>. The agency has assigned a <strong>Prescription Drug User Fee Act (PDUFA) goal date of August 5, 2026<\/strong>, for the submission.<\/p>\n<p>The company expects its <strong>first potential approvals for mRNA-1010 in 2026<\/strong>, pending the outcome of ongoing regulatory reviews. <em>This milestone is critical for Moderna as it seeks to diversify its mRNA portfolio beyond COVID-19 and establish a foothold in the competitive seasonal respiratory vaccine market.<\/em><\/p>\n<h2>Mortgage Demand Rebounds as Rates Dip<\/h2>\n<p>The <strong>Mortgage Bankers Association (MBA)<\/strong> reported a <strong>2.8% increase in mortgage applications<\/strong> for the week ending February 13, reversing the previous week&#39;s <strong>-0.3% decline<\/strong>. The uptick in demand coincides with a cooling of borrowing costs for prospective homebuyers.<\/p>\n<p>The <strong>average 30-year fixed mortgage rate dropped to 6.17%<\/strong>, down from <strong>6.21%<\/strong> the prior week. <em>Market participants are closely watching these figures for signs of a spring housing market recovery as inflationary pressures show signs of stabilization.<\/em><\/p>\n<h2>Labor Market and Geopolitical Tensions<\/h2>\n<p>New analysis suggests the <strong>US unemployment rate may be misleading<\/strong> due to overestimations in population data. If population figures are overstated, the headline unemployment number could be <strong>statistically suppressed<\/strong>, hiding what some analysts call &quot;deeper labor market weakness.&quot;<\/p>\n<p>In energy news, <strong>Hungarian Prime Minister Viktor Orban<\/strong> has ordered the release of <strong>strategic crude oil reserves<\/strong>. Concurrently, the Hungarian energy group <strong>MOL<\/strong> has arranged for <strong>500,000 tons of crude<\/strong> to be delivered through a Croatian port to ensure domestic supply.<\/p>\n<p>On the geopolitical front, <strong>Russia<\/strong> has officially demanded that European nations provide concrete data regarding allegations that Moscow used <strong>&quot;dart frog toxin&quot;<\/strong> to poison Alexei Navalny. <em>The demand marks a further escalation in the diplomatic friction between the Kremlin and the West over the late opposition leader&#39;s death.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Nvidia (NVDA) has been identified by Morgan Stanley as the most under-owned megacap tech stock, with a -2.57% 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