I don't view this news as some shock, though it's shaded to the positive from what I was guessing. I've posted often that vaccine news was promising, this is really promising, I think. The possibility of having 25 million vaccinated by end of this year is ahead of what I expected by a month or so (hoped).
Getting half the country vaccinated midyear seems possible, especially as there are other companies with their own variations. So, it's very good news, I think, but not something out of the blue.
Interestingly, stocks are rotating from tech back to mainstream companies.