Hope everyone had a good long weekend and a great summer. QQQs -55bps a bit weak to start Sept. Citi’s TMT conference starts tomorrow (schedule can be found here). GTLB and ZS earnings post-close. BTC flat / China - 1.5% as PMIs came in softer / NYT neg article on China’s economy / yields ticking up slightly. AI names weaker in pre-market trading.
Let’s get to it…
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