TMTB: META thoughts; NOW IBM CMCSA MBLY CHKP Recaps; AMZN UBS raises PT; 3p Roundup (DASH, CVNA); Tiktok
Good morning. QQQs -1% on the back of META/NOW/IBM misses last night. Interesting to see IWM +50bps - do we get some further unwind in mo names today? Do we see a further shift back into semis post-META’s capex comments, META (internet) miss, and Software misses? Will be an interesting day for sure as we await GOOGL/MSFT tonight. Not a ton of sell-side research/news today so we’ll recap earnings last night and this morning first….
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