TMTB: GOOGL MSFT SNAP ROKU TEAM INTC WDC Recaps; Tiktok prefers to shutdown vs. sell; AAPL dg at Erste; 3p Roundup (AMZN NFLX LYFT ); MBLY dg at MS; ENPH ug

Good morning. Lots to go over with the main highlight GOOGL’s stellar beat across the board (hard to pick out which was best part: search/yt/gcp accel, div initiation, EBIT beat, mgmt commentary…) MSFT’s 30%+ Azure print and guide and non-AI accel to 24% from 22% helping cloud consumption names (MDB/SNOW/CFLT all 3%+ this morning) and giving confidence…