Moderna (MRNA) is the top-performing Nasdaq-100 stock right now, up 667% this year. The jump is mostly from positive phase 3 melanoma trial results and a recent flu vaccine approval. The stock is currently priced like full approval is a sure thing. The rest of the list is dominated by semiconductor and data center names. Sandisk (SNDK) is up 490% and Micron (MU) is up 220%. Both are seeing massive gains from AI memory demand and higher DRAM prices. These two have traded mostly flat since July, suggesting the market has already priced in their future growth. Marvell (MRVL) and AMD (AMD) are both up 188%. Marvell is expanding its custom data center processor business. AMD is seeing strong data center revenue after a slow start in the AI race. Intel (INTC) rounds out the top names, up 166%. Their data center revenue grew 59% last quarter, showing they are finally gaining some traction in the AI market.