TMTB EOD: More dispersion in tech, Feedback on our $AMZN call, $AAPL leads large cap outperformance, Retail names weak, $Semis continue to struggle, $TSLA falls on number cuts

Good afternoon – another day in tech with heavy dispersion in names – as the QQQs finished up 10bps but $ARKK down 2.5%. Mixed day in treasuries, with 2-3 yields rising while the back end of the curve dipped.  Crude was up 1.3%. Eco data was mixed as the important NAHB builder index sank below 50 for the first time in 5 months and the gov’t shutdown loo…