TMTB Morning Wrap: TTD ug at Jeff; OpenAI Search Engine launch?; CVNA blowout; W better Q2; QCOM DASH FSLY ETSY EBAY CTSH Z PTON CYBR EPS Recaps

May 02, 2024

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Good morning - QQQs are up 90bps as investors digested Powell’s comments overnight after kneejerk reaction yesterday afternoon. BTC +2%; China +3% while yields flat. Lots of earnings recaps to get to and not a lot of research so we’ll hit the latter first this morning:

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