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, CRWD, OKTA, AFRM, HPQ, NTAP) then Other News at the bottom. What happened to late aug being a slow week?…Let’s get to it…
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