TMTB EOD Wrap
Good afternoon. QQQs +1% ahead of Jensen’s keynote, which started at 4pm est. although SOX underperformed. Yields ticked slightly higher. Crude continues to break out +2.3%.
In internet, GOOGL +4.5% as Bloomberg reported AAPL +60bps is in talks to build Gemini’s AI engine into the iPhone, although a deal is by no means certain. Lots of different issues: …
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