Good morning. QQQs +20bps ahead of PPI/initial claims at 8:30 est. Yields ticking up slightly GS TMT Conf begins to wind down today with main presos SNOW CFO (9:30am pst) and ZM (10:10am pst). Day 3 takeways here courtesy of the always helpful LucknowCapital on X. ORCL Investor day at 1pm est today. Lots of stuff to get into this morning (MU dbl dg; ROKU ug; CVNA bullish initiation and some intg 3p stuff). Let’s get to it…
Keep reading with a 7-day free trial
Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.