TMTB: AMZN Bezos sells; AAPL Wedbush +ve checks/ISI bulls AI opp; RIVN dg at Barclays; AVGO UBS +ve AI; U dg at Macq; 3p Roundup (UPST, ABNB); TTD Benchmark says guide below; MNDY First Take; SMCI +ve
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TMTB: AMZN Bezos sells; AAPL Wedbush +ve checks/ISI bulls AI opp; RIVN dg at Barclays; AVGO UBS +ve AI; U dg at Macq; 3p Roundup (UPST, ABNB); TTD Benchmark says guide below; MNDY First Take; SMCI +ve
Good morning. QQQs are flat, yields slightly down, and crude dn 1%. Slow news day as we get into last week of heavy earnings.
Earnings Calendar this week
AMZN: News out post-close Friday Bezos sold 12M shares as part of a 10b-5 plan.
We wrote this weekend as part of our short-term Long AMZN pitch how we think this is bullish instead of a neg:
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