UBER SHOP AFRM ANET LYFT CFLT MTCH ZI Recaps; TSLA FSD 2% conversion + US investigating; OpenAI search event Monday?; AAPL China shipments better in march

Good morning. QQQs -60bps as earnings misses in Tech (SHOP/UBER) hitting the market; yields are ticking up while BTC -1%. So far this earnings season beats are being rewarded and misses being hit - that patterns seems to be continuing although I thought the PLTR/DDOG reactions yesterday were maybe a little more onerous that we saw in the previous week, something to watch…Will be interesting to watch beats from LYFT/CFLT/ANET and see if they hold today. TSLA being hit on US probe + Yip saying only 2% FSD free trial conversion. Other than that, not a ton of research/news out this morning so hitting the EPS recaps first. Let’s get to it….