TMTB: GOOGL Open AI rival?; SMCI $1k+ PT at BAML; META/AVGO; 3P roundup (OKTA, RBLX, CRM) SNOW dg at HSBC; COIN ug at JPM; AKAM dg at HSBC; AAPL/PARA Buffett sells; INTC event; CSCO HUBS APP Recaps
Quick note: I might not be able to put out an EOD note today - if I do, it will come a bit late.
Good morning - QQQs are up 40bps as yields are down 5bps. China is flat, BTC is up another 1%, and early moves are pointing to more IWM/ARKK outperformance vs the QQQs. Relatively slow news day, but let’s get to it…
GOOGL: OpenAI develops web search Product i…
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