Chip names ... Tuesday's damage. Marvell fell about 9.8% and Monolithic Power dropped about 9.3%, dragging the Nasdaq lower. Whether they bounce today will tell you a lot about risk appetite into the decision. Yahoo Finance
JBL (Jabil) ... reports before the open, with order trends and margin discipline in focus. A read on the hardware and supply-chain side.
Energy and fuel-sensitive names ... crude steadied this morning after its slide, which takes some pressure off producers and removes a bit of the recent tailwind for airlines and cruise lines. A quieter day for the group unless oil moves on Hormuz headlines.
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