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…