TMTB: TSLA TXN VRT APH Recaps; ABNB Mizuho ug to Buy; GOOGL delays cookie deprecation; SE ug at Loop; Hynix ramps up DRAM; 3p Roundup (GOOGL, W, Cloud, SHOP, AMZN); Musk talks up H100 usage; SIRI ug

Good morning. QQQs +70bps/SPX +25bps/IWM -30bps on the back of TSLA/TXN earnings while yields are ticking up today again. China +2% with further strength and charts looking better in the space. Semis should catch a bid with TXN report today and Musk talking up GPU demand. Tiktok bill is likely to get signed today as it passed the Senate (good for META, SNAP, GOOGL). We saw some more encouraging price action yesterday from SAP, CDNS, SPOT EPS reports — let’s see if we get more confirmation of that before META tonight. Busy next two days:

Let’s get to it: