TMTB Morning Wrap

Good morning. Futures down small. Stocks in Asia saw mixed price action on Wednesday: TPX +0.52%, NKY -0.02%, Hang Seng -0.94%, HSCEI -0.85%, SHCOMP -0.07%, Shenzhen -0.43%, Taiwan TAIEX -0.37%, Korea KOSPI +0.156%, Softbank (OAI proxy) was down 8% at one point but bounced back to finish the day. Gold and BTC down another 2% today.

NFLX/TXN worse while GEV/VRT/APH (All AI proxies) better. We’ll hit those first, then get to the usual stuff…