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TMT Breakout
Sep 08, 2024
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Hope everyone enjoying their times away from the screens this weekend - I’m sure many of us needed it after the past week.

We’ll dive into our big picture thoughts, some TMT thoughts, then ADBE (long) and ORCL previews.

Got a few big events this week: GS TMT starts tomorrow (schedule here); ORCL/ADBE EPS; ORCL Cloud World; AAPL’s iPhone launch tomorrow’ and the GOOG DOJ Ad tech Trial starting. We also have the Trump/Harris debate Tuesday night (news this weekend was Trump ahead by 1pt in latest NYT/Siena poll) - recall we saw outsized moves in Trump trade in the first Trump/Biden debate. Something to watch…

Will any of it matter in a market where macro is dominating headlines? We’ll see...

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