TMTB EOD Wrap

Good afternoon. QQQs +1.3% as market continues to grind higher on what felt like somewhat of a squeezy day as laggards/non-profitable tech rallied while TMT momentum sold off. SOX +1.9% outperformed while IWM +1.2% was in line.

After the close: PANW +3% as results look solid/inline-ish with rev growth at 12% vs street at 11% and RPO +20% (in line w stre…