Good morning. QQQs +50bps starting off the week on a more positive foot. Yields roughly flat, BTC flat, China -60bps. Fed expects shifted dovishly last week and are sitting at 45bps worth of cuts for the year. We’ll have some bogeys out a bit later for earnings this week.
Let’s get straight to it…
NVDA/Semis/MSFT: Cowen says channel checks indicate US DC cancellations by MSFT / MSFT refutes any change to DC Strategy
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