TMTB EOD Recap
QQQs finished down 75bps as 12 month winners/AI winners/momentum names underperformed today ahead of NVDA’s print tomorrow. ARKK -3%, IWM -1.4%, and SOX - 1.5%. Crude finished down 1.2% and yields were roughly flat.
In internet, GOOGL was one of the lone winners +30bps as investors got excited about Gemini Pro and Ultra. MS called the launch GOOGL’s firs…
Keep reading with a 7-day free trial
Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.