TMTB Morning Wrap

Very slow morning post Thanksgiving - not much news/research out. QQQs are flat, crude is down 1%, BTC is up 1%, and treasuries are getting sold with yields up 4-8bps across the curve

NVDA (-1% ) NVDA has told customers in China it is delaying the launch of a new artificial intelligence chip it designed to comply with U.S. export rules until the first quarter of next year, two sources familiar with the matter told Reuters - Link …. launch is now expected Q1’24 with one source advising the launch could be in Feb or March.