TMTB Morning Wrap
Good morning. QQQ +65bps as META +8% is rallying post yesterday’s beat (also helping confidence for AMZN +2% and SNAP +4% tonight). NVDA +3% and other AI semis leading the way higher after META’s capex # and commentary for 2025. BTC/China flat; Yields slightly up. Earnings recap first then research/news….
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