Tech is waking up loud and the semis are leading the charge.

Tech is waking up loud and the semis are leading the charge.

Futures first. SPY up 0.87. QQQ up 1.43. VIX sitting at 15.96 — fear is quiet. Gold barely moved, up 0.18. Asian markets unavailable overnight. Broad tape is green across the board.

ETFs confirm the tilt. QQQ outpacing everything else. IWM up 0.44, DIA up 0.42. Growth is the clear favorite this morning.

Now the stocks.

TSLA up 6.69% to 419.77. Biggest mover on the board. Momentum.

AMD up 6.61% to 552.05. Semis running hard — no specific catalyst needed when the whole sector lifts.

Broadcom up 3.73% to 373.90. AI infrastructure demand keeps this one elevated.

META up 2.98% to 600.29. Sitting right at that 600 handle — watch that level.

ORCL up 2.49% to 143.76. Cloud steady, no drama.

BAC up 1.99% to 59.90. Financials catching a bid with the broader risk-on tape.

GOOGL up 1.82% to 366.46. Quiet mover, consistent.

NFLX down 2.10% to 76.02. Only red on this list. Stands out when everything else is green — worth noting.

Two names missing from the green side that belong in the conversation — UNH down 1.73% and Eli Lilly down 1.14%. Healthcare bleeding while tech rips. That's not noise, that's rotation. Two of the sector's heaviest weights selling off on a green tape tells you exactly where money is not going today.

Semis are doing the heavy lifting. TSLA and AMD both up over 6% is not a slow Tuesday setup — that's aggression from the open.

Nothing on the economic calendar. No Fed speak, no data drops. Tape is clean. Price action will do the talking.

Earnings today — most are small caps. AZZ reports after the close, EPS estimate 1.71. CAG also after the close, EPS estimate 0.46. Neither moves the broader market but if you're in them, know the numbers are coming.

One thing to watch — NFLX sliding while everything else pops. Rotation or something specific? You decide.

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