TMTB Morning Wrap
Good morning. Nasdaq +50bps / SPX +15bps on what looks to be a fairly quiet week on the news front before NVDA next week.
In Tech, Semis +1.5% while software +0.5%. Memory/HDD leading the way higher +3-4%.
Asia saw mixed overnight: TPX -0.31%, NKY +0.74%, Hang Seng +1.34%, HSCEI +1.19%, SHCOMP +1.41%, Shenzhen +2.2%, Taiwan TAIEX +0.1% South Korea closed. Kioxia +15% in Japan
Lots to get to, so let’s get straight to it…
AMZN: Morgan Stanley Says AWS Has a Credible Path to $1T Revenue and ~$500B of Company EBIT
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