TMTB: AMZN fee impact to OI; TSLA dg at Wells; INTC less funding; AVGO Citi bulls; NVDA +ve ahead of GTC; SMCI BAML +ve; Samsung shifts in response to MU; TSLA 3p; First AW sw engineer
Good morning. QQQs are down 10bps this morning while BTC +3% to new highs. Oil is up 1.5% and yields are ticking up slightly. Tiktok Ban bill gets a house vote at 10am est today (needs 2/3s to pass). You can watch live here. Fyi, there will be no end of note today. Let’s get to it…
AMZN: Wells Fargo says fee changes could add $5B in OI (100bps in OPM)
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