TMT EOD Wrap; HPE First Take

Sep 04, 2024

∙ Paid

Good afternoon. QQQs - 25bps as semis +25bps outperformed a bit despite more NVDA weakness after DOJ news although co. said they have not been subpoenaed by DOJ. Citi conference started today (still going through some of the transcripts...) All eyes on Friday’s NFP. Let’s get to the recap…

Post-close HPE results look fine with a bit of upside to the q…

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