TMTB: CVNA dg at RJ; AMZN Bezos sells; SMCI WFS initiation; NVDA Loop $1,200 PT; AAPL AI; W ug at RJ; DASH AMAT TTD ROKU Recaps
Note: There will be no EOD recap today
QQQs +10bps and giving up earlier gains post a hotter than expected PPI print (0.3% vs 0.1%) as yields pop. Do we get another ping-pong back to ARKK/IWM underperforming today? Sure looks like it from early action. A bit of a shortened note today as slow news day and earnings largely wrapping up today before big NVDA
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