TMTB EOD Wrap

A little early this afternoon - QQQs +1.8% driven by strength in AAPL and Semis following a weaker than expected PPI as flight to quality continued (ARKK +1.5%/IWM +70bps underperformed). AAPL +4% as they announced they are revamping their Mac lineup with AI chips, giving nascent bulls confidence in the AI story (where iPhone is more impt) — shows how …