Semis just hijacked the whole session.

Semis just hijacked the whole session.

Intel up 10.64%, sitting at 133.99. That's the loudest print in this deck. AMD up 4.86% to 537.37. Broadcom up 4.7% at 411.35. Nvidia up 2.95% to 210.69. The chip sector didn't just lead — it dragged everything else up by the collar.

Amazon up 2.9% to 244.39. Quiet mover, clean number.

Now the red. JPMorgan down 2.47% to 325.22. Financials under pressure while tech rips — that's a rotation signal, not noise. Salesforce down 2.09% to 151.78. Exxon down 2.08% to 137.81. Energy and enterprise software both leaked while semis moonwalked past them.

Futures confirm the tone. QQQ up 2.51%. SPY up 0.78%. IWM up 1.97%. DIA negative 0.15%. Dow flat-to-down while everything else climbs tells you exactly where the money is parked. Gold down 1.21% — risk appetite is on. VIX data unavailable. Asian overnight markets unavailable.

No economic data on the calendar today. Nothing to wait for, nothing to dodge.

Earnings: Carnival reports before the open, EPS estimate 38 cents — travel names will be watching that print closely. EBF also before the open, estimate near 39 cents. FRVO pre-market, expected to lose 7 cents. BSFC reports after the close. CARV and CHI also on the docket with no consensus posted.

The through-line today is simple. Semis ran. Financials faded. Gold sold off. That's a risk-on, tech-heavy rotation in one sentence. Intel's 10-plus percent move is the headline — traders will want to know if there's a catalyst holding it up or if that's a gap that gets faded. Either way, the chip complex is the only story worth watching today.

Numbers don't lie. People do. Trade accordingly.