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TMTB EOD Wrap
QQQs flat on relatively boring Friday Thursday.
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TMTB: NFLX (flat) First take
Overall looks solid…inline with bogeys - rev and ebit headline beat for Q1 / Q2 guide…full year reiterated for revs and ad revs although saying tracking…
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TMTB Morning Wrap
Happy Friday Thursday!
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TMTB EOD Wrap
QQQs -3% on a combo on the H20 ban news announced last week and Powell’s speech which was seen as slightly hawkish saying tariffs were “significantly…
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TMTB Morning Wrap
QQQs -1.4% as futures were hit following the NVDA H20 news yesterday.
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TMTB EOD Wrap
QQQs +11bps but price action under the surface told a more interesting story…
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TMTB Morning Wrap
QQQs -35bps, yields flattish, BTC +1%.
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TMTB EOD Wrap
Despite the good Tariff news on Friday, still seeing co’s with little to no tariff + China outperform.
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TMTB Morning Wrap
Good morning.
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TMTB WEEKLY: Tariffs, Earnings thoughts, AI semis, AMZN exemption impact?, UBER, NFLX Earnings
Let’s dive right in.
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TMTB Morning Wrap
Good morning.
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TMTB EOD Wrap
QQQs - 4.25% giving back about 1/3 of yesterday’s gains as yields continued to climb While the 2 year fell 6bps, the 10yr/30yr rose 7/12bps respectively…
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