Meta nearly 6% in a single session — that's not a bounce, that's a signal.

Meta nearly 6% in a single session — that's not a bounce, that's a signal.

META up 5.97% to 669.21. That's the kind of move that resets the conversation.

Nvidia up 4.03% to 210.96. The AI bid isn't fading — it's accelerating.

AMD up 2.04% to 557.89. Riding Nvidia's coattails, as usual.

Semis caught a bid. Everything else in tech? Not so lucky.

Netflix down 2.78% to 73.37. Sentiment cracked.

Oracle down 2.48% to 140.64. Cloud names gave back ground.

INTEL down 2.40% to 109.84. No catalyst, no support.

Eli Lilly down 2.33% to 1188.58. Healthcare softened broadly.

UNH down 1.64% to 424.62. Sector pressure — not a single-name story.

Futures are holding. SPY plus 0.43, QQQ plus 0.31. Small caps lagging — IWM down 0.42% while the Dow and S&P both tick green. That divergence is worth watching Monday morning. VIX sitting at 15.03. Low fear, modest conviction. Gold off 0.64% — risk appetite is on, safety trade is off. Asian markets unavailable tonight. No economic data on the calendar. Clean tape to start the week.

Earnings — light slate. AMFC, ANVI, ASRE, AXXA, BSFC reporting. BTCY after the close with an EPS estimate of negative eight cents. None of these move the broader market. Eyes front.

The story today was the mega-cap split. Meta and Nvidia dragged the index higher while healthcare and select tech names bled quietly. That rotation has teeth. Watch whether small caps close that gap Monday or keep fading.

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