TMTB EOD Wrap; ORCL First Take

Good afternoon. QQQs +1.15% bounced back after last week’s shellacking. AAPL’s event was about as expected. Seeing some selective strength in software with PLTR +14% and NOW +3.5% both closing at 52wk highs (not px action you see if we were going to break lower - ORCL likely on that list tomorrow as well) while AI semis also got a bid today. GOOGL -1.…