QQQs -40bps. Yields falling 5bps; BTC +30bps. We got MSFT CEO Keynote at Ignite at 9am est. and QCOM Investor Day at 2pm est. today. Let’s get to it…
NVDA +1%: Plenty to go over this morning ahead of earnings tomorrow
JPM comments after their Asia conf saying Taiwanese EMS/ODM addressed GB200 issues and noted it was in fact "very old information" and the "media mixed it without mentioning the actual date"; this clarifies that the NVL72 issue mentioned was actually from two quarters ago, and the units are now in their factories ready for December shipment after testing, maintaining the original schedule
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