TMTB Morning Wrap

Good morning. QQQs +25bps despite NVDA -4%. Now that NVDA is out of the way, eyes in AI space are on MRVL and DELL tonight. MS out with a pretty neg note this morning ahead of the DELL q. BTC+1.5%; China +1%; yields up slightly.

We sent out a separate e-mail earlier recapping NVDA EPS. We’ll recap news/research first, then hit up EPS recaps (CRM, CR…