Quick one today as earnings taking our attention post-close. QQQs +52bps. Treasuries were flat as the market continues to price in 45bps worth of cuts for the year. BTC flat hovering around 96k.
A few key call outs:
UBER +8.5%: BYD (which was +12% overnight) will host a press conference next week which WSJ speculated could be an AV announcement - recall that UBER and BYD signed a partnership last year to collab on Global AVs. LYFT +5% as well as they announced collaboration with Anthropic on customer first AI product
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