TMTB: SPOT SAP CDNS CALX Recaps; AAPL weak China sales; DDOG ug at WFS; RBLX ug at JPM; 3p Roundup (ROKU, GOOGL, CVNA, TSLA, DUOL, PINS); WBD dg to sell at Wolfe; FSLR ug; AFRM dn on competition
Good morning. QQQs are +33bps; China +90bps; yields ticked up slightly; BTC -1%; Crude -1%… Let’s get to it…
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