TMTB: SNOW CRM HPQ AI NTNX OKTA EPS Recaps; TSLA RBC bulls on battery val'n; 3p roundup (RBLX, CRWD); CPNG ug at DB; DRAM Samsung/Hynix up prod; BABA cloud px cuts; AAPL mixed news flow; MSFT GS bulls
Good morning. QQQs are up 60bps after an inline PCE print (many expected it to come in hotter). ARKK/IWM outperforming the QQQs in the pre. BTC getting close to all time highs. Yields are flat. China is up 1%. Some quick new thoughts on SNOW and other names, then we get to research/note recaps below….
SNOW -21%: CEO retires and a big whiff on FY25 prod…
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